Changes in Lawn and Pest Assistant III

Since version 3.14 was mailed, 4/11/08

 

Date

Change

4/17/08

Estimate Report had been printing duplicates when printing from mapping screen for multiple seasons

4/21/08

Unserviced List can be run for only Call Aheads and can be generated by Print Date

4/21/08

Payment type (cash / credit card) can be changed on the History screen.  Uses same method as other changes

4/21/08

When editing History, record pointer will stay on selected record (instead of defaulting back to last record)

4/21/08

Update Route” functions can be launched from reports Filtered by List

4/22/08

Product Usage Report can multiply size by X (so that 6.0 can show as 6000 for state inspections)

4/23/08

Driver’s portion of invoice can now show more than four programs that a customer has for the current season

4/23/08

On prepay letter, “Group by Program” right-hand column will not read “Price Per Service”, rather than just “Price”

4/23/08

Invoice screen’s “Show List” will now show associated services, not just primary one.  May need to scroll right to see them

4/23/08

Customer Documents – scanning will prompt for “Duplex” (both sides) if the scanner is a duplex one.

4/23/08

Add/Remove Discount utility will now include/exclude prepaid services when removing discount or surcharge

4/24/08

Sales Report can include/exclude programs/jobs if it had been also sold in previous season (late season starts being sold same time as next-season starts)

4/24/08

If a customer pays with two checks, both can be allocated to services as prepayments in the same batch

4/24/08

If zip codes are required in parameters, the Bill-to page will require them only if there is a bill-to city and state (makes it easier to enter foreign billing addresses)

4/25/08

Statements cannot be generated from the Work Order screen if the job has not been posted as completed

4/28/08

Marketing import will prompt to geocode when finished

4/28/08

Mass Service Assignment can include/exclude customers without sizes

4/28/08

Add/Remove Discount Utility can filter by flag

4/28/08

Neighbor Production Postcard can filter by Residential or Commercial for card recipients (not referral properties)

4/29/08

Nature Note pricing has been fixed (printing discount line in error)

4/30/08

Excel exports will now have limits that match the version of Excel that they have on their computer.  Previously, it stopped at 16000 records (which matched a very early version of Excel).

05/02/08

Prepay Letters can have pdf linked to individual customers.  Go to Options button while in Print mode

05/04/08

Billing Name and Zip added to Credit Card info on Billing tab

05/06/08

Problem fixed where a service parameter listed the same tax id more than once.

05/07/08

New icon on customer screen for labels.  Needs label maker.

05/12/08

Work Order Proposal can now include company logo

05/12/08

The marketing import now allows xls and xlsx files. It will be able to read them if they have the proper excel driver loaded.

05/13/08

Label icon can now print Company Return Address

05/14/08

Confirmation Letter will now print for programs/jobs that are not selected for “Detail”

05/16/08

Production Interval Report can now reference only the current season

05/16/08

Surcharge is no longer limited to amount of service (as discount is)

05/27/08

Implemented row highlight in customer history, linked documents, program, job, call log, payment, adjustment, production, and techscan screens.

05/29/08

Marketing Import can now accept txt and csv files (in addition to earlier modifications for Excel files)

05/30/08

Warning for Windows 98 and Windows 2000 users that their Operating System will need upgrading.  This is in preparation for program platform upgrades that will be introduced within the next year.

06/02/08

Services that are to be billed to credit card will have notation on top part of invoice (under bar code)

06/05/08

Neighbor selection for Neighbor Production Postcards are not limited to records within the same zip code

06/24/08

Time clock will now get the time from the server, not the individual work station