Summary



Dispatcher Time Zone

Overview

An option is added, which allows the Dispatcher to select different time zone than the one set by default. Until now different Job times were always based on the time zone chosen by default.

The option can be turned on from Company / My Company / Display panel and it is called “Allow Custom User Time Zone for Job & Ticket Times”.



Note

The default time zone can be seen/set from Company/My Company/Company Information/Time zone field.

Key Benefits

  • The Dispatcher can create jobs in different time zones, without the need to change the default time.

  • Less chance for mistakes and wrong Job times.

Specifics

When the user turns on the option, a new button is displayed in the upper right corner of the application.



The user can click on it and change the time zone.

There are four shortcut keys that can be used, which ease the search for the right time zone. When the user type one of them the drop-down list will update automatically.

The keys are based on the four time zones in USA with the exception of Alaska and Hawaii, which are also available to select, but they do not have specific keys assigned.

Click on the button and type one of these four keys.

  • P - Pacific Time (PDT)

  • M - Mountain Time (MDT)

  • C - Central Time (CDT)

  • E - East Time (EDT)

The drop-down list after the key “C” is pressed.

When the time zone is changed all the jobs are updated with the new time zone set by the Dispatcher.

The Dispatcher can add a new job with a different Time Zone than the one selected from the drop-down list.


Example:

The Dispatcher has set MDT for the time zone.

Let’s create a job with 10:00 On Job Time and 13:00 Leave time Central Time (CDT).



When the Job is saved the times (On Job Time, Leave Time, etc.) are automatically updated to the time zone selected by the Dispatcher - Mountain Time (MDT).

The difference between CDT to MDT is 1 hour

...


Reports, SMSs, Timeline View, Summary View and every other functionality, which has time fields will use the one selected by the Dispatcher, not the one set by default.


Add the Dispatcher Time Zone in the SMS

The Dispatcher time zone can be shown in the SMS by adding the Time Zone field in the message template. To do this, the filed must be added from Tools - Manage Text Job Confirmation Message Template and from the Available Fields just press the plus sign in front of “Time Zone” as shown below.


Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Choose and remember a default dispatch location per user for new jobs

Overview

The Dispatcher can change and save the default location, so it will be first choice every time when a new job is added.


Key Benefits

  • Eliminates the need to select the same location every time

  • Less chance of mistake if the Dispatcher forgets to select a location

Specifics

In the Dispatch View click on the Location / Group drop-down list and put a check mark after the location you want to set as default one.


Note

To remove the default location check mark, just choose ALL LOCATIONS from the drop-down list.

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Enforce Single User Login

Overview

Only one user can be logged in from one device and one IP address at the same time.

Specifics

If second attempt is made for a login the user will be disconnected.

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




New columns - "Set Up Rate" and "Set Up Rate Percent" in the Detailed reports

Overview

Two columns are added to Sales > Revenue Sources > Summary / Detailed reports

Key Benefits

Additional information about the jobs for the Dispatcher / Reporter.

Specifics

Add the new columns from the Field Chooser window.

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




New columns - "Area", "Open Balance", "Amount Paid" in the job history grids

Overview

Three new columns are available for selection in grids with jobs listed.



Key Benefits

Additional information about the jobs for the Dispatcher / Reporter.

Specifics

Add the new columns from the Field Chooser window.

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Flag jobs when equipment size in the assigned pricing sheet does not match the requested one

Overview

If the pricing sheet does not match the requested job’s equipment size a red flag is displayed in the “!” column of the job. When the mouse cursor is hover over the flag a short warning message is shown explaining the issue.



A similar message is shown in the job Invoice Information > Pricing tab.

Key Benefits

  • Avoid making a wrong Invoice

  • Avoid requesting wrong equipment size

Specifics

To refresh the new invoice information based on the selected equipment size click on the Load button in the Invoice Information > Pricing. Then click Save and the red flag will disappear.


Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Manually mark existing invoices as emailed for internal reference and tracking

Overview

After billings are set as “Emailed” by the user, this change can be saved and the application will track it.

Until now the “Emailed” column was showing only the status according to the application.



Key Benefits

The user can manually change the status of the billings according to the real status of the bill.

Specifics

  1. Go to Accounting > Billing

  2. Add or find the “Emailed” column

  3. Put a check on the desired bill

  4. Click Save

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Remove contacts for inactive employees from all existing contact lists

Overview

If an employee is removed from the employees' grid a warning message is shown. It suggests you to remove all employee’s contacts from all the lists, where this information exists.


Key Benefits

With one action all the unnecessary information is removed from everywhere.

Specifics

  1. Go to Human Resources > Employee

  2. Double click on an employee to open Add/Edit Employee window

  3. Put a check on the “Inactive” option

  4. Click Save and confirm the removal by clicking Yes

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.




Verify Clocking Actions while Viewing / Editing Details

Overview

The users' clock-in time can be verified from the Add/Edit Clocking Actions window.


Until now this was only available from the Clock In grid by right-clicking on the action.


Key Benefits

The user who verifies the clock in / clock out times can change the information.

Specifics

  1. Go to Human Resources > Clocking Log

  2. Select a user and double click on an action (Clock In for example)

  3. Verify the information

  4. Click Save

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.





Control access permissions for clocking actions

Overview

A new permission is added to the User Access Permissions, which is called - “Human Resources Clocking Log”.

If it is ON it allows the user to Read/Write/Delete/Export/etc. the clock-in and clock out times for himself and the other users.

Key Benefits

The team leaders can be the only ones, who can change the clock in/out times for better management.

Specifics

  1. Go to Company > Users

  2. Select a user

  3. Put check marks on the Human Resources - Clocking Log row on the permissions you want to allow to the user

  4. Click Save

Configuration

The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.