ServiceMonster Mobile Pro Release Notes

NEW

• Added 2-way texting functionality in app for 2-way texting subscribers

FIXES

• Fixed a crash clicking close button on camera capture screen

• Fixed a crash clicking edit button on site details

• Fixed an issue some users experienced uploading a document to an order

• Updated Help Site link on Contact Us page

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FIXES

• Correct store name will now appear in customer’s credit card statement for SM Pay transactions completed with tap-to-pay and card reader device.

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FIXES

• Fixed the issue preventing users from editing the price of items

 

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NEW

• Added shopper name and shopper statement metadata for transactions made via card reader

• Added 16kb page size support for Android

• Tips can now be made by percentage or fixed amount

• Balance Due is now displayed in account page header

FIXES

• Fixed a crash when clicking on orphan payments in account history.

• Fixed an issue with SMS appointment confirmations.

• Surcharges can be collected for tap-to-pay transactions directly on the phone.

• Fixed an issue with document upload.

• Multiple minor fixes.

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• For customers using ServiceMonster Payments, we have added support for external point of sale devices and tap to pay on phone.
• Added icons to appointment cards on schedule to indicate appointment status.

• Fixed an issue where the user couldn’t select a year when creating or modifying an activity.
• Fixed an issue that prevented some users from uploading images to an order or appointment.
• Fixed an issue where services were not shown in alphabetical order on the Line Items page.
• Fixed an issue that cropped icons from some users.
• Fixed an issue that caused quantity field to be blank by default when adding a line item to an order.

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• Added Order Sub Group field to Edit Order page.
• Added Customer Since field to Stats tab on Account Details page.
• Added messaging on Send Confirmation page if new automated appointment booking SMS confirmation feature is enabled.

• Fixed an issue when attempting to schedule an appointment starting at 30 minutes past the top of the hour on the Schedule page.
• Fixed an issue that allowed some users to create services without required reporting tags.
• Fixed an issue that caused email activities to display with bad formatting.
• Fixed a UI issue that caused labels on Line Items page to wrap to next line.
• Fixed an issue that prevented users from renaming photos taken within the app.
• Fixed an issue that caused appointment timers to not display correctly if device was put in sleep mode.

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• Added additional feedback if the user attempts to allow location services for the app if the device has location services disabled globally.
• User name is now saved on login page between sessions.

• Fixed an issue where service items were not saving correctly for some users.
• Fixed an issue where some pages looked odd when the app was started while the phone is in landscape orientation.
• Fixed number formatting for totals on the account history page.
• Fixed an issue where users on some devices would need to scroll down on the login page to see the trial button.
• Fixed an issue were an unsuccessful login would populate a terms of service message.
• Improved the customer logo upload process.
• Fixed an issue where account activity list wasn’t updating automatically after creating or updating an activity.
• Fixed an issue where leads generated in SM Sites were showing HTML formatting.
• Improved date format on activity page.
• Improved site name display if no address is entered.
• Updated label on Pay button on Tip, Sign and Pay page.

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• Notes can now contain clickable hyperlinks.

• Fixed an issue where Recent list was not displaying correctly for some users.
• Fixed a typo on the Apply Promo page.
• Fixed an issue where account type and sub-type were not saving correctly when creating a new account.

 

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• Fixed keyboard to allow decimal point on tip entry for iOS users
• Super Technicians can again properly edit already created appointments
• Resolved several bugs related to security roles not showing expected results on “settings” and “recent” pages
• Resolved a bug on the “New Order” screen when adding duplicate line items or packages

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• Fixed an intermittent issue where some appointments opened to a blank page
• Service items now properly display on the sites page (iOS fix)
• Fixed an issue where some iPad users were unable to save a new email address to the account

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• Spanish language setting added
• Refreshed icons across app and updated Account Icon to be 2 person “user-group” rather than 3 for better spacing
• Added Split payment screen to properly view created split payments
• Users can now view and download attachments uploaded to activities

• Improved check in/out process to avoid multiple screen refreshes
• Creating a new appt from the Quick Add will now properly follow that company setting for “default order type”
• Changing appt time on the Quick Add will no longer reset customer information to blank for iOS users
• Fixed intermittent issue where some appointments on the schedule would open a blank details page
• Updated keyboard to allow semicolon, +/- signs, and other requested actions when entering line items
• Orphan payments (payments not assigned to an order) can now be viewed in the “Recents” list
• Account referral search will no longer show suggestions until user starts typing
• Removed product/service toggle from edit product/service screens for already created products or services
• Fixed an issue where if a user had a bold text setting enabled, the quick add labels for “New Appointment” or “New Activity” would be partially hidden
• Made it easier to tap the account type and phone label pickers on account screens

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• Expanded error messaging for failed payments so that users can better understand why the payment failed
• Updated note fields to open into a full screen to resolve multiple scrolling and saving issues found with previous UI

• Fixed a crash that occurred on login for Pixel 8 and S24 devices
• Fixed intermittent crash and odd behavior when checking into an appointment for iOS users
• Payments made via the mobile app now properly reflect the user’s time zone setting
• iOS devices no longer show the error message “scroll to bottom to accept ToS” after inputting an incorrect user name or password
• Service items are properly selectable from the dropdown that appears when entering data into the name field
• Fixed an issue where the arrows to move forward/back a month on the schedule month view were invisible
• Fixed an issue on iOS where adding an image to a service item would fail to upload
• Signature line will no longer go vertical when flipping a tablet to landscape/horizontal view
• Fixed an issue on iOS where a user who clicked to view the terms of service could not close the terms page to return to the login screen
• Fixed the character limit for the order note to properly display 4000 characters
• Tax rate screen will now refresh after adding a new tax rate
• Tech, Tech Plus, and Laborer security roles can no longer create orders via the recurring reminders visible on their schedule

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• Line breaks in the email editor now properly show when email is sent (Android)
• Keyboard no longer blocks visibility of typing area for notes (Android)
• Fixed an issue where address helper widget was not filling in the individual address fields once selected (Android)
• Account sites page no longer initially loads inactive sites as part of the active list (Android)
• Schedule view select dropdown UI polish (Android)
• Fixed issue where billing address wasn't populating automatically when entering a new credit card (iOS and Android)
• Improved error handling for certain role permissions (iOS and Android)

 

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• Line breaks in the email editor now properly show when email is sent
• Keyboard no longer blocks visibility of typing area for notes
• Fixed an issue where address helper widget was not filling in the individual address fields once selected
• Account sites page no longer initially loads inactive sites as part of the active list
• Schedule view select dropdown UI polish
• Fixed some spacing/padding issues in the Edit Account page

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• Resolved issue causing the app to freeze after processing a credit card (iOS only, Android fix will occur after an upgrade of React Native)
• Increased Activity Note character count display to align with actual max character count.
• Resolved issue preventing certain checkboxes from being checked or unchecked multiple times.
• Resolved issue causing Credit Method not appearing in desktop for payments made in mobile.
• Removed access to Settings for Agent and Agent Limited roles.
• Resolved issue causing the Subject field to not appear in Email screen under certain conditions

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