Program Changes April 2014

These are the program changes April 2014

Contract Billing

  • The call sheet now has the option to NOT include a meter when there is already a current reading for the meter.  This is useful for groups to not send a second request for that meter when the first request has been answered by your customer, but the customer did not send in all the meters for the group.
  • Verified and tested the Labrador and Print Fleet imports using current layouts.
  • Display invoice detail, print invoice now, will prompt to update that invoice after printing.  No need for an invoice register on that one invoice.
  • Additional lines now have the option to make the fee one time, such as a fee to estimate the reading.  After the invoice is updated, the amount will be set to zero for the next invoice unless you change it.  Check the box to make the additional line one time.


  • The service history list now has group average for CBC, DBC, Response Time, Repair Time, Miles Billed, and Billed Amount when grouping.
  • If a meter is part of a group, there is a Group button to display the group.  The button is located next to the group number.

Sales Prospecting

  • Prospect displays will now be colored light green if the prospect is NOT a customer.  This will occur on display all prospects, display appointments, appointment history, prospect tasks, prospect task history, lost sales report, opportunity lists, and manage opportunities.
  • If there is a manager code for a prospect set, the display all prospects will turn that cell purple.
  • During New Prospect, if the phone number has already been used for a prospect or a contact, the screen will prompt to cancel adding that prospect as it may be a duplicate.
  • Display appointments and prospect tasks will now show the sales rep code for that prospect.
  • Added a button on the tool strip to search prospect by customer search methods.

Accounts Receivable

  • The email address bookmark will now use the email address of the order and not the customer when printing invoices and pick tickets.  The pick ticket program will need to be installed again from this link

Accounts Payable

  • A vendor can now be marked as inactive.  Once inactive, they do not appear on the display all vendors or vendor search.  There is an option to include the inactive vendors on the display and search.





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