We are excited to announce additional field service management software features our customers have been asking for! Below are a few of the highlights.
Bella always had the ability to run reports for all data list and select which data fields to include. However, now you have the option to save those data field selections for future reports
- In the Admin tab left side menu click “Report Preset” to create your custom reports.
- In the Customer and Jobs tab when running a report you will now see a drop down to select a previously saved report.
Job Name List
- Previously, the Job Name data field was a standard input text field. Now, the Job Name is a drop down field containing values created in the Admin tab Job Name list.
- You still have the ability to manually enter a Job Name or select a Job Name from the drop down.
- Custom Job Names can be created in the Admin tab left side menus “Job Name”. and included in the custom reports
Email Alert Settings
- The email subject and body settings have been moved from the Job page to the Admin tab Company Profile page in the “System Settings” section. Only Admin users may choose email settings.
- You will see additional options to select for the default subject and body and also a subject line delimiter which can be set. The delimiter is the character(s) that will display between values in the subject line.
- A new data field called “Job Priority” has been added to the Job page and Job List filters. Use this field to set the priority of a Job for easier tracking.
- Custom Job Priorities can be created in the Admin tab left side menu “Job Priority”. They can also be assigned a color code and order of display.
- Assign a color code and order of display.
- Include in custom reports