What's New

2008-2-13 v2.3

• Search ranked by relevance with highlighted search terms.
• Support for mobile device access.
• Attach pictures or other files to serialized inventory items.

2007-4-27 v2.2

• More flexible custom forms: formatting, fonts, colors, labels.
• Create new jobs, accounts, contacts, and custom fields on the fly.
• More control over quote and purchase order printable forms.

2006-12-20 v2.1

• Track activities that span multiple days using activity series.
• Create custom activity statuses.
• New calendar views.
• Track change log for Quote Info fields.

2006-6-30 v2.0

• Create custom security roles.
• Display and print attached DXF and DWG files.
• Show or hide the quantity, measurements, or unit price on quotes.
• Create multiple phases for a job.

2006-1-28 v1.3

• Simplify allocating serialized material and remnants.
• Adjust measurements for slabs when receiving a PO.
• Create activity packets to print forms and images.
• Report on Quote and PO line amounts and quantities.

2005-10-13 v1.2

• Allow editing prices directly on quotes
• Improvements to managing multiple price lists.
• Auto-schedule by workdays.
• Added support for Peachtree 2006.

2005-6-27 v1.1

• Reporting
• Log changes to job activities by date, time, and user.
• Customize printable views of calendar.

2005-4-18 v1.0.85

• Customize fonts and fields printed on quote.
• New views of the calendar.
• Define multiple job templates to create jobs with different activities and forms.

2005-2-4 v1.0.78

• Add complex filtering to quote summary page.
• Recurring appointments on calendar.
• Display your company logo on forms.
• Improvements for managing products and prices.

2004-12-14 v1.0.74

• Add complex filtering to job summary and calendar pages.
• Display your company logo on quotes.
• Track open issues on jobs.

2004-10-07 v1.0.70

• Add views and filtering to inventory summary page.
• Allow moving jobs and quotes to a different customer account.
• Color-code calendar items by assignee.
• Search on product serial numbers and customer PO numbers.
• Support physical inventory counts and cycle counts. Reconcile physical count against current inventory values.

2004-08-10 v1.0.64

• Attach files to accounts, suppliers and purchase orders.
• Support automatic database backup.

2004-06-23 v1.0.59

• Export quotes to Peachtree.
• Multiple measurements for a single quote line-item, choose whether to hide whole lines.
• Day by Assignee View on calendar, expanded maximum workday to 6am-12am.
• Display job, account, and material details on user-defined forms.
• Print multiple user-defined forms from the calendar and job detail page

2004-04-23 v1.0.54

• User-defined forms to collect and organize additional information for a job. (e.g. Range, faucet, and sink brand and model numbers.)
• Show warnings when a resource is double-booked.
• Monthly view on calendar.
• Create upgrades across product lines on quotes.

2004-02-27 v1.0.44

• Templates for quotes, to speed the creation of new quotes.
• Standalone quotes, so you don't have to add an account for a retail prospect who may never become a customer.
• Miscellaneous purchase order lines for ordering products that are not in the JobTracker database.
• Create quotes by entering total sq. ft. or length & depth measurements.
• Auto-number custom fields to have JobTracker generate job number, quote number, account number, etc. in a specified format.

2004-02-12 v1.0.39

• Search now includes custom fields, purchase orders and the complete address for jobs, accounts and account contacts. Sort and page through search results if there are many matching items.
• Round up measurements before calculating the price of a product on a quote. Round to almost any granularity, such as 1 sq ft, 0.25 sq ft, 6 lin inches, etc.

2004-02-04 v1.0.36

• Role-based security for users. Supports read-only users or users limited to editing specific types of data.
• Improved performance for databases with thousands of jobs.
• Color-code activities on calendar based on custom fields.

2004-01-07 v1.0.31

• Option to limit calendar views to a specific set of assignees.
• Search field on account selection dialog.
• Improved performance for attaching large files. (up to 50MB)
• Set default assignees for activities, so they are automatically assigned to new jobs.

2003-12-18 v1.0.27

• Attach files to quotes.
• Option to configure the text displayed on calendar items.

2003-12-01 v1.0.22

• Track serial numbers for inventory, allocate individual serial numbers to a job.
• Auto-schedule status for job activities. Setting the date for just one activity for a job can automatically assign dates and times to all the other activities on a job.

2003-09-25 v1.0.21

• Calculates estimated material required for a quote.
• Export quotes to QuickBooks invoices.
• Purchase order amount column on PO summary page.
• Next scheduled activity and date columns on job summary page.

2003-09-11 v1.0.20

• Link to mapquest from job and account addresses.

2003-07-31 v1.0.19

• Search button on menu,to quickly look up jobs, accounts and quotes.
• Saved views on the quote summary page.

2003-07-25 v1.0.17

• Many new quote features: miscellaneous items, show price groups or product variants on quote lines, upgrades that include multiple product lines, page breaks, allow multiple revisions.
• Non-taxable items on purchase orders.

2003-06-16 v1.0.15

• Saved views for jobs, accounts and purchase orders.
• User-configurable columns for jobs, accounts and purchase orders.
• Clicking on an account name shows new menu items for creating a new job or quote for that account.
• Multiple contacts for each account, associate contacts with each job.