Additional Fields, New Invoicing, and a Bug Fix

Agreement descriptions. Viewable by Admins in the Agreements tab, a new column will be created to reflect the type of agreement made with the associated company listed within that line. For example, an agreement between a service provider and a truck dispatcher will appear as "SP - TD."

Additional mandatory fields. These include the following:

  • Purchase order number (PO#)
  • Emergency checkbox as an additional indicator for urgent action
  • Unit Available to indicate the time the unit will be ready. By default, this will be set to the date and time when the event is created.
  • Needed By, which will be blank by default
  • Breakdown Location text box for the dispatcher or technician to provide more information about the location of the equipment. This will be located below the address field.

Auto-generate an invoice draft when an event is marked as Approved. This draft will be sent as an email from the truck dispatcher to the service provider with a link to draft and send the invoice. Truck dispatchers will also be able to customize email templates to be sent to service providers.

No longer forcing a child location to be selected when a call center is editing a service event. When editing an in-process event, "Service Center" is marked as a required line item. The drop-down list only shows child locations (even after the event has been assigned to a non-child location) and if the user attempts to click "Save" without selecting a child location, they are unable to progress. This is a bug that has been fixed.

Two Updates to the Mobility Interface

A couple of mobility updates are quickly approaching:

Switching "Actions" and "Details" tabs so that "Actions" appears first.

  • Technicians will only have the ability to mark arrival and complete the event. Additionally, action buttons will be larger and in the logical order in which service events take place:
    • Mark Arrival
    • Complete Event
    • Reject Event
    • Assign to Technician

Adding an icon to show there's an attachment in a service event.

  • This will appear in the service event list view on both the web portal and the mobile app.

The update will be available on Friday, June 21st for Android and on Monday, June 24th for iOS. Admins and technicians will receive a prompt to update REACH upon opening the mobile app.