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Watch the Webinar on YouTube

Enhancements

  • Order Entry module UI Updates

  • Project Spec Version 5 Integration

  • Sales Leads enhancements

  • Human Resources enhancements

  • Asset Manager enhancements

  • Marketing Campaign enhancements

  • Improved forecasting in the Current Ops grid

  • Ability to adjust Bill To company and Attn To directly in the Customer Invoice module

  • Action Item submission completion message added when AI is submitted successfully

  • Alternative Report to the BOM Report for Special Price Requests

  • Added Cloud User Check to the Add New User Wizard

  • Double click to open Quote from Active & Expired Quote grid (Today Panel)

  • Ability to see when Installation Items have been previously added to another Work Order

  • "Urgent" field added to "Actions to Perform" tab

  • Quickbooks Desktop 2022 & Windows 11 Compatible


New Features

  • Accrued Liabilities functionality: Track un-billed costs for the most accurate profitability reports!

  • Inventory is back!

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