New Features

4.0

• An optional Job Panel has been added to the Schedule Board. Users with Signature Job Cost registered can enable to display this panel from Schedule's Global Settings. The Job Panel displays a list of the available jobs. You can quickly view high level details about the job. A context menu is available by right-clicking on a specific job that gives you the ability view more details about the job, customer, and/or location or you can open the Appointment Wizard or create a new job appointment. The context menu also provides you with the option to print a Job Schedule. SCHED-43
• The Job Schedule by Cost Code report, as mentioned above, allows you to view the job information including: Job number, customer, bill to customer, project manager, project number, division, contract type, job address ID, bill to address ID, job start date, job completion date, project management percentage complete, and job status.

  Also included are the job's cost code information including: the cost codes and descriptions, status, start and completion dates, estimated hours, actual hours, estimated remaining hours, scheduled appointment hours, unposted TimeTrack hours, remaining less scheduled hours. Each job's total hours are displayed beneath the job. The end-of-report footer includes hour totals for all jobs included in the report. Scheduled Hours are a sum of the hours found in open appointments for the schedule range (6 weeks from the Schedule Start date parameter) included on the report. Unposted TT Hours are the sum of hours from these tables: Uncommitted (WS10702) and Committed / Not Posted (JC10701). SCHED-618

  You will need to add the path into the WSRepts table for this report (Job Schedule By Cost Code). http://<report server>/<database>/<company>/Signature Job Cost/Job Cost Code Schedule
• Map View has a new feature that lets you draw a shape on the map to include any unassigned appointments to the selected technician's route. You also have an option to toggle the view for current traffic. SCHED-146
• User can change their Schedule password from the new User Profile page. SCHED-208
• You can now add, edit, and/or detach contacts from within the Location Contact panel of the Customer Hub if you are using Contact Management. (You will need to mark Use Contact Management Option in Service Management Service Options.) This feature is available for Signature 2016 R3 and newer. SCHED-238
• We've added functionality for users to be able to reschedule, split, and/or delete appointments that were created using the Appointment Wizard. Appointments that were created at the same time with the Appointment Wizard are assigned the same Group ID. Within a service or job appointment, you can select to view Related Appointments or Related Appointments by Group ID. In the Related Appointments by Group ID window, you can either select all appointments or specific appointments. (Only appointments that don't have a status of Completed.) Then you can choose to reschedule, split to a new group, or delete. When rescheduling or splitting, you can edit the description, status, start date, estimated hours, days between appointments, and if you want to skip Saturday and/or Sunday. SCHED-239

• Added the ability for users to double-click an appointment on the Customer Hub to open an appointment on the Schedule Board. SCHED-250

• The Appointment Wizard can be accessed by right-clicking on:
  • An empty cell on the Schedule Board. SCHED-242
  • A service call on the Service Call tab from the Customer Hub. SCHED-251
  • Any appointment or resource and choosing Appointment Wizard. (existing functionality)
• The New Appointment window can be accessed by right-clicking (and then choosing New Appointment) on:
  • A service call from the Service Call tab in the Customer Hub. SCHED-251
  • Any appointment in the Unscheduled Appointments section of the Schedule Board. (existing functionality)
  • Any appointment on the Schedule Board. (existing functionality)
  • An appointment on the Open Appointment tab from the Customer Hub. (existing functionality)
• The Date Picker, used to select the date and time in various windows, has been updated for easier use. SCHED-272
• You can now search by maintenance contract using the Find feature on the Customer Hub. SCHED-274
• When an Appointment Status is set to COMPLETE, the Completion Date field is enabled. The Completion Time is set automatically to display the time based off the Start Time and the Actual Hours. The Actual Hours is initially set to the Estimated Hours. If you edit the Actual Hours, the Completion Time is updated. If you edit the Completion Time, the Actual Hours updates, rounded to 2 decimal places. SCHED-287, SCHED-409, and SCHED-410
• A User Profile page has been added to Schedule. Users can view the name associated with their user profile, email address, ERP user account, default company, user role, and time zone. If you have Global Filtering turned on in Microsoft Dynamics GP, the user's affiliate/region/branch information also displays. SCHED-298
• Added the option to Find a customer and location by Maintenance Contract from the Customer Hub. SCHED-436
• The ability to manually log out of Schedule has been added. SCHED-437
• We've added main column headers for the Customer and Location columns so that you can drag all three Customer columns (Name, ID, and Notes) or Location columns (Name, ID, and Notes) at the same time. You can rearrange the three columns (Name, ID, and/or Notes) underneath the Customer and/or Location bands. SCHED-442
• We've added Address 2, City, State, and Postal Code columns in the Customer Hub. SCHED-270 and SCHED-446

• The Timestamp window displays a red background if the actual timestamp on a Service Level Agreement (SLA) item is later than the guaranteed time. SCHED-365

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• We've added the option to show/hide the horizontal scrollbar when viewing the Schedule in the Timeline view. This option has been added to the Global Options section in Settings. This option defaults to not marked so that the horizontal scrollbar is not displayed. SCHED-518

• A validation window has been added to the Appointment Wizard process that displays the appointment count, primary key elements (Job/Cost Code, Service Call ID, Activity ID), date range, and resource count. This gives you the chance to cancel in case you've made an error in the Appointment Wizard. SCHED-520
• The Date/Time Lock check box has been added to the Service Call window. The function of this check box is to prevent the service call from being rolled forward if you have the Roll Service Calls Forward option turned on in Signature Service Management on the Service Options settings window. A Date/Time Lock icon displays on the service appointment when this is marked on the service call (from Schedule or Service Management). This option is available only for service calls with one appointment. SCHED-530
• The Job Detail window was updated to display the Estimator and Project Manager names instead of their IDs. SCHED-546
• You can now set up a company-specific Default Start Time in Configuration Settings. This time will default in the following:
  • Appointment Wizard or New Resource Activity when accessed from right-clicking on a Resource.
  • New Service Appointment or New Job Appointment windows by right-clicking on an existing appointment on the Schedule Board or in the Customer Hub and selecting New Appointment from the context menu. SCHED-572
• We've added a new option on the context menu when you right-click a service appointment to create a new service call for that specific customer and location. This is available on the Schedule Board for scheduled and unscheduled service appointments and on the Customer Hub when you right-click on a customer/location. SCHED-597
• A map view has been added to the Location tab in the Customer Hub. The map is displayed if you have enabled and set up the mapping option in Schedule Settings and if you've entered the latitude and longitude information the Location window in Signature. SCHED-637

Bug Fixes

4.0.30

• The setting for displaying the horizontal scroll bar on the Timeline view is now properly saved when edited in organizational Settings. SCHED-778
• The appointment branch is now being properly checked for Bing Map users. This was causing an issue with the appointment being added to the appointment list in Map View. SCHED-783
• We've fixed an issue that occurred when in the Map View, the Save button would not be enabled when a route has been optimized for the selected Resource. The Save button is now available. SCHED-784
• The contract number field is now consistently displayed on the service call view when selected in Settings. (Note: The Contract Number field on the Service Call window is not an editable field for selection in Schedule, but it is visible is assigned via Service Management. This feature is on the roadmap) SCHED-786
• On the Google Map window, the save button was inadvertently hidden from the view of the user or was disabled for selection. SCHED-784/SCHED-789
• When using Bing Maps, the single click on an Unassigned appointment will now consistently open the appointment to be viewed or manually edited.
• Add to List button is now properly displayed on the Google Map and Bing Map windows based on conditional logic. The Add to List button will be available only after a resource has been selected for routing. SCHED-790
• When not using Global Filters, the UNASSIGNED technician is now always displayed as a selectable resource in the appointment edit windows. SCHED-791

4.0

• When viewing Map and Route Resources, the route window now displays the horizontal scrollbar when the routes listed exceed the window height. SCHED-257
• Users' role permissions are now respected between multiple companies. SCHED-440
• The date search in the Unscheduled Appointments section of the Schedule Board now returns the results as expected. SCHED-441
• When dragging appointments to the Schedule Board from the Unscheduled Appointments section, appointments no longer display as UNDEFINED. SCHED-635
• The Address ID field is now required to display on Service Calls. Users were experiencing problems when the Address ID field was turned off in General Settings under Service Call fields. SCHED-636
• The PO Number column is now displaying in the Customer Hub and in the Customer Hub Column Chooser. SCHED-674
• The End Route has been updated to display the Start Time as the previous appointment's End Time. The End Time for the End Route is calculated to include the Drive Time. (Start Time + Drive Time.) SCHED-746
• When a service call is created for a future date, the service call ID now correctly includes the call creation date. SMS-334