Summary
- Dispatcher Time Zone
The dispatcher can choose custom time zone - Choose and remember a default dispatch location per user for new jobs
Set a default location - Enforce Single User Login
Only one user can logged-in from one IP - New columns - "Set Up Rate" and "Set Up Rate Percent" in the Detailed reports
- New columns - "Area", "Open Balance", "Amount Paid" in the Job history grids
- Flag jobs when equipment size in the assigned pricing sheet does not match the requested one
Red flag if the pricing sheet does not match the requested job’s equipment size - Manually mark existing invoices as emailed for internal reference and tracking
Billings can be set as “Emailed” - Remove contacts for inactive employees from all existing contact lists
Remove employee information from everywhere with one click - Verify Clocking Actions while Viewing / Editing Details
Additional way to verify Clock-in - Control access permissions for clocking actions
Additional permission, which allow the user to edit the clock-in times
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)
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
Go to Accounting > Billing
Add or find the “Emailed” column
Put a check on the desired bill
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
Go to Human Resources > Employee
Double click on an employee to open Add/Edit Employee window
Put a check on the “Inactive” option
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
Go to Human Resources > Clocking Log
Select a user and double click on an action (Clock In for example)
Verify the information
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
Go to Company > Users
Select a user
Put check marks on the Human Resources - Clocking Log row on the permissions you want to allow to the user
Click Save
Configuration
The functionality comes with the newest version (2.2209) of the Rapid ERP application. No need for additional configuration.