Category Archives: Updates

Welcome to SubManger version 12

I kicked up the version number tonight to reflect the move to the newest version of 4D. Moving to this version has been pretty smooth, for the most part. There is a small conflict with something called a plug-in that’s caused a few problems. Without diving deep into the weeds the deal is this –… Read More »

Build 341

Payments You can double click on an invoice on the payment form to open it now.

Build 340

There is a change to the way the Item Picker works. You will often be seeing larger lists of items. The reason is very geeky. The reason When you have a single search term, like ‘pvtk’ for example, the old method would search for items with that exact string in the model number, the key number,… Read More »

Build 338 – Schedule Notification Emails

This update addressed a few issues that came up after using the notification emails for a couple of days. There were a lot of incorrect email addresses. These are checked more carefully now to make sure typos don’t get through. Senders will get notified if your email doesn’t go through. The notification email comes from… Read More »

Build 337 – Email confirmations for Trips

This update introduces email confirmations for trips. Starting now an email is sent to job supervisors (usually the customer) 24 hours before their scheduled trip. The email will come from either scheduling@energy-house.com or service@energy-house.com depending on the type of order it is. Automatic emails are only sent 24 hours before the trip. These confirmation emails can… Read More »

Build 336

Bug Fixes: Changed the way downloaded email is processed. More below. Addressed problem with Service Calls not billing correctly. Fixed a bug in on the Order Item List. In certain situations involving change orders with shipping charges credited back the Summary tab would show a different, incorrect, total than the summary on the change orders. New… Read More »

Build 329

Bug Fixes: Various issues with Trips and Notes not appearing correctly on the Timeline. The popup menus on items in the Timeline when viewing from an order all work now. New Stuff: You can open a Trip from the Timeline when you’re on an Order.

Build 328

Bug Fixes: The problem with notes entered on Orders not showing is fixed. The notes entered today that weren’t immediately showing should all be there now. The vendor list when adding new items sorts alphabetically again.  

Build 327

Bug Fixes: Installers will see the Timeline with the private content (notes & pictures) New Stuff: When you get the Timeline URL on an order you have the choice of a public or private URL I’ve added an index function to the Document management system. Soon you will be able to search for documents by… Read More »

New Version: 11.8

Bug Fixes: Increased the footer area on printed quotes to address the blank sheets occurring in the middle of quotes. Problems with attached items showing as received when they weren’t are resolved. New Stuff: You can attach documents to Partners. See the details here. Change Orders – if an order has an un-accepted change order… Read More »