Below are all of the release notes for version 6.6.4 of ServiceMonster:

v6.6.4.0

Released: May 4th, 2022

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NEW

• Staging changes to prepare for ServiceMonster Pay™ (coming soon)
• Added hire date field to Employee page
• Added ability to batch update products and services
• Updated credit card payment page UI for Stripe/Authorize.net users
• Lead records will now have the first order created for that account automatically attach to the lead sheet if the order is created within 90 days of the lead creation date. This will help ensure the lead status is properly updated as users work through the sales process.
• Updated employee direct notifications for schedule changes to only send a message if the start time/date have changed to avoid spamming notification events for simple duration changes
• Added Arizona time zone to company settings
• Updated send email page UI to search your templates list and clear a template if selected. Also shortened the “attachments” button to only be the paperclip icon to save space
• Added functionality to open appointment andpayment dialog screens directly from reports
•  Updated Technician Time Logs, Technician Appts,and Technician Appts with Time logs reports to use the new appointment dialogscreen functionality listed above
• Contracts have been renamed as “service contracts” and have updated UI on the creation/edit screens. Users will also soon be able to create “auto-charge” contracts with ServiceMonster Pay™ (coming soon)

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FIXED

• Removed embed video option from the email editor as the function doesn’t work as expected
• Fixed a button overlap issue for SendJim users on the “send to radius” page
• Updated Recurring Job tab to say Recurring Appt on site page
• Fixed an issue where service contracts were not properly linking to the online payment page for Stripe or Authorize.net users
• Added ability to access recurring appointment directly from the site recurring appointment grid
• Fixed an issue where linking a new opportunity to an existing order was changing the order’s created date
• Reworked the import history process to resolve an issue where some users were timing out on the page and therefore unable to rollback the import
• Fixed an overlap issue on the webforms config page when users had “show schedule” marked on
• Moved the “posted” checkbox on the Account’s Payment screen to better fit with the other fields
• Updated default smtp server info for Outlook and Hotmail
• Fixed an error when deleting a Kanban board with special characters in the name
• Made paid status more obvious on hover pop up view for both Schedule v1.0 and v2.0
• Improved the site widget to give better indication to the user when only partial address information exists
• Fixed a text overflow issue with overlapping conflicts on schedule v2.0
• Account recap fields in Quick Add now properly match those on the customer’s account page
• Updated the search query so that searching in the services list, order line items search, and the bulk add modal return the same, expected results
• Fixed a styling issue that made some commission fields difficult to read in dark theme
• Fixed an issue where the payments grid was unable to be sorted by the “group” column
• Renamed “auto daylight savings” option to “observe daylight savings” in company settings
• Time zones that do not follow daylight savings time now properly uncheck the “observe daylight savings time option” in company settings (and vice versa)
• Updated the process of moving from one payment provider to another so that it’s clear which provider will be active
• Subject line on email templates is now properly treated as a required field and will activate an error message if user attempts to save without one
• Quick add account recap for Last Invoice and Last Tech now properly show
• Fixed an issue where split payments page wasn’t showing properly when opening up directly from the payments grid

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v6.6.4.1

Released: May 5th, 2022

NEW

• Added new Order Memo field to the contracts page so that users can add additional information which will be exposed on the invoices sent to clients (copied to the order memo field of each invoice)
• Renamed the old contract “memo” field to “contract note”

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FIXED

• Resolved various issues that were making it so Stripe users were unable to charge credit card payments

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v6.6.4.2

Released: May 5th, 2022

FIXED

• Selecting an email template when sending an email without a saved “from” email address applied to the template will now default the “from” email address to the company email address as expected

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v6.6.4.3

Released: May 12th, 2022

FIXED

• Fixed an issue where some corporate partner users could not apply a credit card payment

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