Release Notes
Release 1.0.0
Company Configuration
• The bulk of this release is the ability for a company to configure and update their settings. The new screens include Company Maintenance, Services (which includes the ability to create/update the fee calculations and appointment duration calculations for a service), Team Member Maintenance, and all of thier sub screens. Details can be found in the help documentation.
Ability to Mark a Service as Must Be Exclusive
• A service can now be marked as Must be Exclusive for services that can not be performed with the default service. The Can Be Exclusive option is still available for services that can be performed with or without the default service.
Create Date and Last Update Date are now displayed on the Appointment Details screen alongside the Create User and Last Update User.
Gas and Electrical Utility Status Fields Added
• Status fields for gas and electricity have been added to the property page to be able to track if the gas and electricity is on or off. These fields can be shown or hidden from the Property Layout Maintenance page.
Carport, Carriage House, and Detached Garage Outbuildings Added
• The outbuildings have been added and can be shown or hidden on the Company Maintenance Page. Fee calculations can also be applied to these outbuildings.
Number of Kitchens, Bedrooms, Baths, Sprinklers, Detached Garage, Chimneys have all been added as either new fields or as new fee calculation types.
Who is Attending and Access Provided By Fields Added
• The property page on the scheduler now includes a Who is Attending field and a Access Provided By field to be able to track who will be attending the inspection and who will be providing access to the inspection. These fields can be shown or hidden from the Property Layout Maintenance page.
Configuration of the Number of Days to Display in the "What date do you need your appointment completed by" field on the schedule page
• The number of days that is shown in this field can now be customized. The default number of days is 14.
Configuration of the Number of Buffer Days for Preparing the Report
• The Required By Buffer Days setting has been added to the Company Maintenance. Entering in a number of days other than zero will buffer the required by date that is selected on the scheduler page by the number of days entered. Use this option if you require a day or more to prepare the report. If you prepare and deliver the report on the same day as the inspection then leave the value as zero.
Credit Card On Site Payment Type
• The Credit Card On Site payment type has been added. This option can be displayed by clicking selecting it in the Payment Types section on the Company Maintenance page. Use this option when you have a mobile credit card swiper and can accept credit cards on site via the swiper.
The Service name has been added to the line items on the Fee Descriptions page.
The team member roles on the team member maintenance page have been reorganized to be grouped and to provide indicators on what individual roles are included in the aggregate roles.
Fixed an issue where an appointment would be scheduled before the start of business time if there was another appointment scheduled for the day that was before the start of business time.
Release 1.0.2
Ability to not secure escrow payments with a credit card. This can be configured on the company maintenance screen in the Payment Settings section.
Payment Tracking
• Payment Tracking has been added to be able to track payments for services. The Appointment detail and update pages now have the ability to view and update payments that have been made to the service.
• Payment Reminders are also available by turning them on via the Company Maintenance screen in the Payment Settings section. Turning on Payment Reminders will display a list of unpaid services (both escrow and non-escrow) on the My Company page and will also send weekly emails to the company address with a list of services that have not received payment.
The escrow date is now captured on the escrow intake form.
Brinks emails are now automatically resent if the buyer's phone or address changes. Note that the Brinks emails are also resent if the appointment time/date changes, if the fee changes, or if the service professional changes.
Fixed an issue where the an appointment was not available on the calendar if the start time was the same as the end time.
Fixed an issue where an additional service could not be deleted in some cases.
Fixed an issue with the schedule sorting algorithm where fixed appointment times were not being displayed correctly if there was more than two fixed appointment times configured for a day. Some optimizations were also added to the algorithm to optimize the proximity scheduling.
Chim-Scan, Number of Rooms, Hallways, Stairways, and Linear Upholstery Feet have been added to the property page section and to the fee/duration calculations. These fields can be shown/hidden via the Property Layout Maintenance page.
Elevated has been added as a foundation type and as a new fee/duration calculation type.
Water Status has been added to track the utility status of water on the property.
Confirmation Emails can now be turned off.
A notification to the company that the Brinks email can not be sent will no longer be sent if the client is the seller.
The word County has been appended to the counties in the County drop down lists.
The line items on the fee description page can now be hidden. In addition, a fee disclaimer can be configured to be shown under the fee amount. These items are configurable on the Company Maintenance page.
The Create Schedule link has been renamed to Create Appointment.
Release 1.0.3
Automated Credit Card Processing
Release 1.1.1
Custom Confirmation Emails
Companies can now customize their confirmation emails, select one of the system provided confirmation emails, or select None to "turn off" confirmation emails for a particular participant type. Typical formatting such as font color, size, and bullets can be applied to the confirmation emails. There are over 100 merge fields including the ability to include additional services information in the confirmation email and a link to the person's My Account page where they can add additional services to the appointment.
My Account Page Can Add Additional Services
Clients can now add additional services via their My Account page. Sales can be driven from the confirmation emails by including additional service information and a link to the My Account page.
Appointment Search
There is now an appointment search screen to search by name, date, and address.
Custom Service Tasks
Tasks, or "To Do's" can now be added to services to be able to track follow up items such as "Get Buyer's Agent Information". The tasks for an individual service can be viewed and maintained from the edit appointment page. Outstanding tasks for all services can be viewed on the My Company page. The task list on the My Company page is sortable.
Automated Task Creation When Credit Card Screen Is Skipped
The system will automatically create a task to get the credit card information when the payment type is credit card and the person that created the appointment has skipped the credit card payment screen. When the credit card information is submitted either by the client's My Account page or via the backend Company Credit Card Maintenance page then the task will automatically be deleted.
Automated Task Creation To Send Confirmation Emails When "Send Confirmation Emails" is Turned Off but "Automatically Create Send Confirmation Email Tasks" is Turned On
It is possible to have the system not automatically send confirmation emails by unchecking the Send Confirmation Emails checkbox on the Company Maintenance screen. This version has added the capability to have the system automatically create "Send Confirmation Email" tasks when an appointment has been created or changed so the company staff will have a tracking mechanism for manually sending the confirmation emails (via the view/edit appointment page).
Sales Code Added to Company Registration
A sales code field has been added to the company registration page for tracking sales.
Bank Repo, Foreclosure, Wet Bar Property Fields and Calculation Entities Added
There are now fields for Bank Repo, Foreclosure, and Number of Wet Bars available on the property information page. These fields can also be applied to fee calculations and appointment duration calculations.
Update/Reminder/Cancellation Message Now Injected into Confirmation Emails
A short message is now injected at the top of confirmation and reminder emails to indicate why the email is being sent so that the receiver doesn't think they are getting a duplicate email from the first email.
Service Professional Selection Drop Down Can Now Be Hidden On the Create Appointment Page
The service professional drop down can now be hidden on the first page of the create appointment page by unchecking the "Show Service Professional Selection on Scheduler Page" checkbox on the Company Maintenance page.
Agent Info Page and New User Registration Type Selection Page Can Now Be Hidden
Companies that only have clients and don't have other appointment participants such as agents can now not show the agent information screen on the scheduler pages. The user selection type page will also not be shown during the user registration process. Uncheck the Show Agent Information Screens on the Company Maintenance pages to hide these screens.
Negative Amounts Now Allowed for Fee Calculations
A negative amount can now be entered into a fee calculation to have a particular fee calculation decrease the overall appointment amount.
Override Appointment Duration When Creating Manual Appointment or Editing an Existing Appointment
The appointment duration can now be overridden when creating a manual appointment or when editing an existing appointment. There is now a checkbox to override the appointment duration similar to how there is a checkbox to override the fee calculations.
Fixes / Small Enhancements
• A better error message is now displayed when some of the address information is missing for an agent.
• Fixed the issue with the My Company menu being shifted off to the left on the Appointment Calendar page.
• Redesigned the My Company page to allow for more room for the task list and for the unpaid services lists.
• Fixed the issue with the county being lost when entering the edit appointment screen.
• Fixed an issue where the appointment time wasn't being calculated correctly when there was an early morning appointment that ended before the start of business time.
• Attendees and Access Provided By now Say Seller / Owner instead of just Seller
• Send confirmation email buttons are now disabled on the view/edit appointment pages if the participant is not configured to receive confirmation emails.
• Fixed an issue where the appointment calendar was not refreshing correctly after editing an appointment.
• The link in the unpaid services list now takes the user directly to the edit appointment page and to the payments section.
• Moved the mark all services as paid box from the My Company page to the Company Maintenance page.
Release 1.1.2
New Declined and Deleted Status for Companies and a UI to Set the Status
The admin page now has the ability to set the status of a company to Declined, Deleted, Suspended, or Cancelled. Declined is for companies that registered but have since declined. Deleted are for test/demo companies that need to be deleted. Suspended is for companies that are late on their payment. Cancelled is for companies that were live but have cancelled.
Requested Inspector Tracking
Multi-Inspector firms now have the ability to track requested inspectors. A report is also available to review requested inspectors for a date range.
Owner and Tenant Added as Client Types
Owner and Tenant have been added as client types. New default inspector confirmation emails have also been added for Owner and Tenant.
Ability to Configure if Professionals Get Confirmation Emails
A new checkbox has been added to the Company Maintenance page to toggle whether or not professionals get confirmation emails. Now a company has the ability to separately configure whether clients/agents receive confirmation emails and whether professionals receive confirmation emails.
Ability to Delete System Tasks
System tasks can now be deleted. System generated tasks at this time include Send Confirmation Email tasks and Collect Credit Card Payment Information tasks.
Tax Multiplier Available
A company can now enter a tax multiplier if they charge a sales tax for their services.
Lead Time Days for Appointments
A company can now configure a lead time for scheduling appointments.
List Price, Appraised Price, and Sale Price Now Available as Property and Calculation Fields
List Price, Appraised Price, and Sale price can now be added to the property page and can also have calculations assigned to them.
Address Is No Longer Required for the Client
Only the name and a phone number are required for a client now.
Service Notes Added to Search Fields
The notes field can now be searched for on the appointment search page.
Fixes / Enhancements
• The system was not sending Brinks emails if a company had confirmation emails turned off. The system will now always send Brinks emails if Brinks Integration is turned on.
• There was a potential for a double booking when two people were scheduling an appt for that same time AT the same time. This has been fixed.
• There was a potential for double booking when an appointment started exactly at the professional's start of business time and lasted past the close of business time. This has been fixed.
• Fixed an issue where the update message was being inserted into the confirmation email text when sending a confirmation email to a person for the first time. The system now tracks confirmation emails on a person-by-person basis and will only insert the update message if an email has previously been sent to that person for the service.
• "Send Confirmation Email" tasks are no longer created for personal appointments.
• Multiple Send Confirmation Email tasks are no longer created for a service.
• System Administrators can now view company calendars and appointment details.
• Fixed issues with the My Company page not refreshing correctly when tasks are updated on a service. The My Company also now automatically refreshes every minute to ensure it is up to date.
• Confirmation emails are not automatically sent, or added as a task, when an agent is added to a service or when a client/agent email changes.
• The calculation for max services for day was including personal appointments - it now only includes service appointments.
• Service tasks are now deleted when an appointment is deleted.
Release 1.1.3
Review Appointment Tasks
The system can now generate "Review Appointment" tasks when an appointment is created by a non-company user. This is accomplished on the Company Maintenance page. It is also possible to configure the system to create a Review Appointment task when a team member creates an appointment. This is accomplished on the Team Member Maintenance page which means that each team member can be configured separately.
Realtor Data Is Not Private To Company
Realtor data used to be global to all companies. The data is now private to each company so that each company can only see their own data.
Service Notes Field Size Doubled
The service notes field (Additional Information Field) has been increased from 1024 characters to 2048 characters.
Appointment ID Added to Screens and Available for Confirmation Emails
The appointment ID is now displayed on appointment screens (view/add/update) and is also available for confirmation emails. The appointment is also displayed on the calendar page.
Fixes/Enhancements
• Fixed an issue where the Factor Above Min/Max Value for fee calculations was rounding to 2 decimal places.
Release 1.2.0.3
ADDED: Report Delivery - Status tracking, upload reports, email out and download reports, custom report delivery emails, custom report ready but not deliverable emails, download expiry days.
ADDED: Outbuilding "None" Type - May be used when outbuilding is required.
ADDED: Two Family and Three Family property types.
FIXED: Confirmation emails being added to outgoing queue when company not in Live mode.
FIXED: Confirmation emails being sent when an update is made to a contact after an appointment has occured.
FIXED: Issue with company maintenance having require authorization for buyer/seller agent checked when the service agreement does not require the authorization.
FIXED: Issue with credit card tasks being added multiple times.
FIXED: Issue with Review Service task being created for personal appointments.
FIXED: Office phone number was not showing up on the inspector confirmation and daily emails.
FIXED: Error randomly occuring when saving a view on the appointment calendar page.
CHANGE: Increased the refresh rate of the My Company home page.
CHANGE: Brinks emails are now not sent for commercial property types.
Release 1.2.1.0
ADDED: New merge codes for taking the user directly to the individual My Account pages.
Release 1.2.2.1
ADDED: Marketing Campaign Framework - User interface, application, and database framework for adding and maintaining marketing campaigns.
ADDED: Follow-Up Marketing Campaign - First marketing campaign that allows the definition of a follow-up campaign to be created and sends follow-up emails based on the definition.
ADDED: Ability to "uncancel" a service. Search for the service, open it, and then click the uncancel link at the top.
ADDED: Confirmation for Go Live button.
ADDED: 2 and 3 family property types.
ADDED: Filtered admin functionality for ISR's. Usage and Registered weekly email reports for ISR's. Usage report in admin section that will automatically filter by sales code when an ISR is logged in. Ability for sys admins to edit the sales code on the Company Maintenance page. Abiity for ISR's to administer companies.
ADDED: Ability for sys admins to view monthly usage reports for all LIVE companies.
ADDED: Login failure and success auditing with IP address.
CHANGED: Increased refresh rate of My Company page to 2 minutes from 1 minute.
CHANGED: Removed the Amex and Discover pictures from the CC intake screen so only Visa and Mastercard pics are there.
FIXED: Issue with Collect Credit Card Info tasks being created multiple times.
FIXED: Issue with Review Service tasks being created for personal appointments.
FIXED: Intermittent issue when updating a view on the calendar page and getting a null reference exception.
FIXED: Made all icons have transparent backgrounds.
FIXED: Appointment detail screen not being refreshed when the contract is edited from it.
Release 1.3.0.0
FIXED: Issue with marketing campaigns not saving due to the hosting provider not support the new database transaction type we were using.
FIXED: Team member calendar start/end times were not working.
Release 1.4.0.3
ADDED: Added day of week to calendar headers.
ADDED: Internal Notes field. This field is used for notes that are to be viewed only by company and call center users. The current comments field should be used for notes that may be viewable by the client and/or the client's agents. The internal notes field is also displayed on the service professional emails and on the appointment detail page.
ADDED: Fee flyout widget on the scheduler screen. This is only visible to company and/or call center users. It allows these users to view the service fee before getting to the fee page for times when the caller wants to know the fee before proceeding.
FIXED: Credit card auto capture not working after the authorization expired. Fixed by reauthorizing the card when processing the auto capture.
ADDED: Day fee shown on appointment selection screen. If the company has a day fee configured (e.g. a Saturday fee) then the appointment selection screen will display that day fee for the rows that show appointments on a Saturday. This fee is always visible to company and/or call center users. It can be configured to be shown to public users on the Company Maintenance screen in the Payment Settings section.
ADDED: Credit card name and address info is not auto-populated when the user is not a company or call center user.
ADDED: Ability to make county not required and to hide it from the property screen.
ADDED: Fee line items to service professional emails.
ADDED: Additional Confirmation Emails on the team member maintenance page.
ADDED: Fixed fee promotional code type. This promotional code type will apply a fixed fee in the amount that is entered for the promotional amount to the default service. All other services will use their fee calculation paramaters. The fixed fee promotional code type will override call for quote and specific service professional fee calculations. Duration calculations will still apply.
FIXED: Credit card maintenance screen not prompts for reauthorization of the card when the active authorized card has expired.
FIXED: Company layout not displaying when user coming from link in email communications.
CHANGE: Added the standard Page Menu to the credit card maintenance page and removed the buttons at the bottom of the page.
CHANGE: Spaces are no longer allowed at the end or beginning of usernames.
KNOWN ISSUE: The internal notes and fee flyout drag panels may not always drop on every portion of the screen.
KNOWN ISSUE: Drop down lists show through portions of the drag panels.
KNOWN ISSUE: The scheduler page does not scroll back down to the current position when selecting an agent from the search screen. This is a regression from a previous release but is needed to work around another issue with the fee and internal notes panels.
KNOWN ISSUE: The fee amount is displayed at the top of the schedule screen for a second when the page loads before moving it to the bottom right of the screen.
KNOWN ISSUE: The internal notes and fee flyout icons don't appear for firefox.
KNOWN ISSUE: The internal notes and fee flyout icons don't move to the bottom of the screen for Internet Explorer 7.
Version 1.5.0.1
ADDED: Percentage of total for rush fee.
ADDED: The following property fields:
Number of Air Conditioners
Number of Furnaces
MLS Number
Subdivision
Number of Electrical Main Panels
Number of Electrical Sub Panels
Number of Swab Samples
Number of Viable Air Samples
Number of Non-Viable Air Samples
ADDED: The following calculation types:
Number of Stories
Number of Swab Samples
Number of Viable Air Samples
Number of Non-Viable Air Samples
Number of Air Conditioners
Number of Furnaces
Number of Electrical Main Panels
Number of Electrical Sub Panels
The number of cars for a common garage
Finished Basement
Unfinished Basement
Attached Garage
Common Garage
Guest House
Client Attending
ADDED: Unfinished Basement to foundation type
ADDED: Insulated Concrete Form to foundation type and created a calculation entity. This calculation entity works the same as crawl space in that the calculation can be based on the square footage of the structure.
ADDED: Basement / Crawl Combination to foundation type and created a calculation entity. This calculation entity works the same as crawl space in that the calculation can be based on the square footage of the structure.
ADDED: Laggon to septic type
ADDED: Four Family to property types
ADDED: None and Common to garage types
ADDED: Added 'Unknown' and 'Not Applicable' to utility status and type dropdowns.
ADDED: Fuel Oil to gas type dropdown.
ADDED: None to gas type dropdown.
ADDED: Validation for css and header image file paths on company maintenance to validate that the file exists at the path entered.
ADDED: Ability to directly edit the HTML in marketing campaign communications.
ADDED: Ability to update escrow information on the add appointment and edit appointment screens.
ADDED: Run Company Reports team member role. This allows company admins to define who can run company reports.
ADDED: Service Professional Payment Report.
ADDED: Brinks Report. NOTE: The brinks report will only display Brinks notifications that have been sent AFTER the 1.5.x.x release. This is becuase the Brinks report uses the improved Brinks notification logging.
ADDED: Send Brinks Notification button to appointment detail screen to manually send a Brinks notification.
ADDED: Billing Maintenance page for companies to add/update the billing information used by IMS.
ADDED: Explanatory text for HTML ONLY emails that indicate to email clients that don't support HTML that they are not able to view the email. The message reads:
"This email was sent as HTML. If you are seeing this message then your email client does not support HTML. Please enable HTML in your email client to view the contents of this message."
CHANGE: Improved Brinks notification logging.
CHANGE: Property fields on appointment detail screen and inspector emails now only show the fields that are configure to be visible on the Property Layout Maintenance screen.
CHANGE: My Account default page now shows the last 30 days of appointments and all future appointments by default. To see appointments older than 30 days the Show All Appointments link can be clicked.
CHANGE: The service agreement now only gets "unconfirmed" if the fee changes during an update. It previously was also unconfirmed if the appointment time changed.
CHANGE: Updated the text for "Raised Foundation - Crawl Space" to read "Raised Foundation - Crawl Space - Poured Concrete"
FIXED: If credit card is processed in the My Account area then the payment type is switched to Credit Card.
FIXED: If payment is required for report downloads the report download page will indicate that the payment is required if the payment has not been received. It used to always include a link to the credit card payment page. The link to the credit card payment page now only shows if the company accepts credit cards.
FIXED: Confirmation emails for personal appointments are now being sent.
FIXED: Report status was not being updated when the paid in full status or service agreement status changed.
FIXED: Escrow officer search on appointment screens.
FIXED: Fee flyout and internal notes flyout for IE7.
FIXED: Issue where deleted team members were still able to see the My Company home page when logging in.
Version 1.6.0.2
The following items were made in a hotfix release for version 1.5.0.1 but were not documented in the 1.5.0.1 release notes:
CHANGED: The create appointment page no longer does a page refresh when the additional services checkbox is checked.
CHANGED: Only team members that are in the company admin and company support roles can see the tasks and payment tracking on the My Company home page
CHANGED: Selecting a requested inspector no longer causes a page refresh
CHANGED: Selecting a state on the create appointment page no longer refreshes the page
CHANGED: Selecting a property type no longer refreshes the page unless the type is change to multi-unit
CHANGED: Selecting the payment type on the add/edit page now only refreshes the page if the company accepts escrow payments
CHANGED: Subdivision now auto-capitalizes when leaving the field
CHANGED: The Appointment ID is now in the inspector emails
CHANGED: Property layout on appt page no longer aligns to the right of the page
The following items were made for the 1.6 release:
ADDED: Custom classes for the items in the company header so the default header font sizes and position can be controlled by the site layout.
ADDED: Custom classes for the footer so the footer font size and positioning can be controlled by the site layout separate from the nav bar (which it was tied to before).
ADDED
ADDED: Print icon for service agreements.
ADDED: Go Live date, num brinks, num marketing emails, total report bytes, and num cc transactions to monthly usage report.
ADDED: Custom tracking fields for services. The company can add custom back office tracking fields (such as All Paperwork Received, WDO #, Book #, etc) on the company maintenance screen. The fields will then display on the edit appt page. These fields will also display on the inspector payroll report.
ADDED: The service professional daily emails now have a page break between appointments when printing.
ADDED: The service professional emails now include requested professional.
ADDED: Zip Code Group maintenance screen.
ADDED: Ability to apply filters and/or factors to fee calculations based on a zip code group(s).
ADDED: Service Agreement tracking display. There is now a display for viewing when the service agreement was agreed to as well as indicating how it was agreed (Received Fax, Online, Received On Site, etc). There is also the ability to track when/if the service agreement was sent (mail/fax/email) to the client.
ADDED: Second email address for all person data. Confirmation emails, reminder emails, and marketing emails are sent to both email addresses if they are both filled in.
ADDED: Call before showing field.
ADDED: New Construction field. In general, new construction inspections should be an additional service so that different confirmation emails and marketing campaigns can be created in a future release, but this field can also be used to adjust the fee for a new construction inspection.
ADDED: Created by and last update by to inspector email job sheet.
ADDED: Service agreement status to inspector payroll report.
CHANGED: The service maintenance page no longer does a page refresh when editing a fee calculation and appointment duration.
CHANGED: Sending a confirmation email now displays a popup confirmation rather than forcing the page to be closed.
CHANGED: The paid in full checkbox now only does a postback if the suspend auto capture checkbox is visible on the page.
CHANGED: There is now a pop up confirmation when sending a confirmation email from the appt page rather than the page redirecting to a confirmation page and then closing.
CHANGED: The fee disclaimer is no longer displayed in the fee info flyout.
CHANGED: The "Get More Schedules" button on the Appointmens page now says "Get More Appointment Times"
CHANGED: The header items (when not using custom header) are now part of the company css and so now can be customized per company.
CHANGED: The county is no longer required on the edit profile page.
CHANGED: The report delivery now uses AJAX so it does not cause a page refresh when sending a report (although it still must refresh when uploading a report). Also, the status of the report delivery capability will change in conjunction with changing the service agreement status.
CHANGED: A new editor control is being used that includes spell checker and is more compatible with non-IE browsers such as FireFox. The new editor also has better support for pasting from Word. Finally, the new editor has some functions that aren't currently being made available but that will help support creating marketing material in a future release.
CHANGED: Confirmation emails are no longer sent to all parties when the inspector changes from one inspector to another. If the company has turned on the send confirmation emails to service professionals option then a notification will be sent to the old and new service professional letting them know of the change but the clients and agents will not get a notification since it is strictly an internal change.
FIXED: Increased performance for view appt and edit appt pages.
FIXED: Issue with subdivision not saving correctly.
FIXED: Issue on create appointment page where requested professional was displaying for single inspector firms.
FIXED: Issue on add appointment where it wasn't showing requested professional for multi-inspector firms.
FIXED: Issue where requested professional was showing on personal appt creation.
FIXED: Line items are now displayed on inspector payroll report even if they are unchecked on the company maintenance screen.
FIXED: Fixed some performance issues when opening an appointment from the calendar and also when going to the edit appointment page from the appointment detail page.
FIXED: The report delivery audit table is now shown after clicking send report.
FIXED: Issue with subdivision field not saving properly.
FIXED: Factor on total price column for fee and duration calculation grids on services page is now displayed as a percentage rather than a dollar amount.
FIXED: Issue when can be exclusive is checked when checking must be exclusive on the service maintenance page and both can be and must be are then checked and can be can't be unchecked because it is disabled. Now when checking must be exclusive the can be exclusive checkbox is cleared.
Version 1.6.1.0
The following were released as patches to Version 1.6.0.2 but not documented in the 1.6.0.2 release notes:
FIXED: Issue with requested professional sometimes being reset on edit appointment page.
FIXED: Issue with owner not showing on payment tracking lists.
CHANGED: Changing team member roles no longer causes a page refresh.
The following are for the 1.6.1.0 release:
ADDED: Four Plex, Tri Plex, Log Cabin, Apartment property types.
ADDED: Auto populate for zip code. On the appointment pages and on the payment maintenance the state, city, and county will be auto populated when the zip code is entered. NOTE: You can jump directly to the zip code field by pressing ALT+Z and in the case where you are on an appointment page you can press ALT+N to jump to the first name field for the next person when you are done entering in the zip code.
ADDED: Parking fee calculation entity. This calculation entity will ALWAYS evaluate to true which means that the parking fee will always be applied. Therefore, the parking fee should generally be used in conjunction with zip code filters so that the parking fee is only applied for those parts of the city where parking fees are typically assessed. The parking calculation entity can be used for appointment durations also for locations where it may be difficult to find parking.
CHANGED: Phone fields for agents and clients are now a single text box with a mask for the input. This allows for easier tabbing through the fields and also for a more compact look and feel of the contact information.
CHANGED: The default services is now displayed in the services list on the inspector job sheet.
CHANGED: Max value for the min field on fee calc page has been increased to 999,999,999.
CHANGED: The add appointment page now defaults to a service appointment rather than a personal appointment.
CHANGED: The override fee checkbox is no longer checked by default on the add service appointment page.
CHANGED: The appointment pages no longer refresh to show the driving directions when the year built is within two years of today's date. The driving directions are still shown but the page doesn't refresh to show the input box.
FIXED: Person's second email is now displayed on inspector job sheet.
FIXED: Intermittent issue where errors where occuring for slower connections and controls may have been clicked on the page that caused a postback before the page finished loading.
FIXED: The inspector job sheet is now configured to only take up 95% of the page width to try to alleviate an issue some customers were having where some of the job sheet was printing off the page.
FIXED: Disconnected our current list of counties and plumbed in our new list of counties that is with our zip code data and should be complete for all 50 states whereas the old county data had some holes in it. NOTE: Please check your service areas on the company maintenance page to verify that all of the counties transferred over correctly. If a county was spelled differently in the old data than the new data it may not have carried over.
FIXED: Intermittent login issues as well as other intermittent errors that were occurring for some users.
FIXED: Reminders are no longer sent when the appointment creation date is within the reminder time span. For example, if the appointment is created on 3/23/2007 at 3:00PM and the appointment is for 3/24/2007 at 4:00PM the reminder email will not be sent because the time span between creation date and appointment date is less than 36 hours. The system used to send a reminder email in this case.
FIXED: Add appointment page was allowing an appointment to be saved when a service professional was not selected which was causing an error. The page now validates that a service professional is selected before saving the appointment.
Version 1.6.2.2
ADDED: Ability to upload credit card key file from company maintenance screen.
ADDED: Custom service agreements. Includes the ability to have different service agreements based on additional service type. The system will dynamically display the correct service agreement(s) based on what additional services were selected.
ADDED: Integration Software Development Kit. Currently in Alpha release for this release.
ADDED: "If you are new to our scheduler" message on login page.
ADDED: "Welcome back" message on login page if user is coming from confirmation email link and has logged in before.
ADDED: "Remember Me" checkbox on login to remember a user when they come back to the site.
CHANGED: Increased the size of the file name box for report uploads.
FIXED: Issue when sending a report to a recipient that doesn't have an email address. An audit log was being written that the report was being sent even though it wasn't because they didn't have an email address. An audit log is still written, but the notes now indicate that the report was not sent becuase the person had no email addresses.
FIXED: Issue where reports were not being uploaded properly and were then causing errors when sending the report.
FIXED: Performance issues with the Create Schedule page between the property intake page and the appointment list page.
FIXED: Issue when sending "report delivery not deliverable" emails when a service is not paid or the contract has not been executed.
Version 1.6.3
ADDED: Ability to enroll companies in the Mike Crow Millionaire Inspector Community partner program. Only system administrators can enroll a company.
ADDED: Ability to apply property type filters and service type filters to consistent contact and follow up marketing campaigns.
ADDED: Consistent Contact marketing campaign with the following filters:
• All clients
• All buyer clients
• All seller clients
• All tenant clients
• All owner clients
• All agents
• All buyer agents
• All seller agents for seller clients
• All seller agents for buyer clients
• All agents representing a buyer in the last N months
• All agents representing a seller in the last N months
• Top N agents for the last X months
• Least N agents for the last X months
• Agents used within the last X months but not within the last Y months
ADDED: Birthday Card marketing campaign. Sends a birthday card to a contact.
ADDED: Birthday Reminder marketing campaign. Sends a birthday list to the company so a company staff member can contact the person to with them a happy birthday.
ADDED: Ability for a contact to unsubscribe from marketing campaigns.
ADDED: Birthday field to contact fields.
ADDED: Ability to upload pictures to all marketing campaigns, service agreements, confirmation emails, and report delivery emails.
ADDED: Service professional territories. Includes the ability to specify what days the territories are applicable.
ADDED: Ability to specify that a service professional is not available to be scheduled by the public. If not available to be scheduled by the public, then only company users can schedule the person. This setting is on the team member maintenance screen.
FIXED: Issue with deleting a custom service agreement.
Ideas