BlueFolder FAQs

Smart lists provide a way to display the work order list in an organized and predictable way. You can create a smart list with specific criteria to make it easy to display the exact work orders you want to see. For example, you can create a smart list that displays work orders that have been closed in the past 24 hours. Smart lists also allow you to choose which columns should appear in the work order list, in what order, and how the list should be sorted by default.

BlueFolder includes a number of built-in smart lists for your convenience. These built-in lists can be deactivated, or cloned and modified to suit your needs. You can also create your own custom lists. Note that some price plans are only allowed a limited number of smart lists.

Smart Lists Overview

The "[Browse]" List

The default work order list is called "[Browse]" and is accessible to all users who have access to the work orders tab. The "[Browse]" list is customizable, but not as much as a smart list. To customize the "[Browse]" list, click the small "sliders" icon in the top right-hand corner of the list to bring up a menu allowing you to select which columns to include and exclude; BlueFolder will remember this preference.

Creating a Smart List

To create a new smart list, navigate to Settings > General Settings > Work Orders > Smart Lists.In the upper right-hand corner, click the "New List" button.

When creating your new list, BlueFolder will give you the flexibility to filter your selection of work orders as needed to suit your individual needs.

You can determine which users will have access to a particular list.

You can use filters to only show work orders that meet some or all of the requirements you specify.

You can determine which columns you wish to see in the list, andwhat order you want to see them in.

You can determine by default what data set you wish to order by in ascending or descending order.

You can set a threshold number so that if more work orders meet the filter criteria than the threshold specified, the smart list will be highlighted with a color of your choice. This is very useful in dashboards, as the colors can draw your focus to work orders that needattention.

This is how smart lists appear on the "Service Dashboard". Notice that some of the lists are colorized because the number of work orders meeting the list's criteria exceeds the threshold value defined for the list.

After you save your list, you will see it in the list of Smart Lists in Settings > General Settings > Work Orders > Smart Lists. You can reorder the smart lists by clicking the grab handle on the right-hand side of the row and dragging the list to the desired position.

Deactivating Smart Lists

BlueFolder gives you the option to deactivate a list, which will hide it from the dropdown menu of smart lists on your work order list page. To deactivate a list, navigate to the Work Order Smart Lists page (Settings > General Settings > Work Orders > Smart Lists), locate the list you wish to make inactive, click the action button (with the down arrow) on the right-hand side of the row, and select "Deactivate".

To access an inactive list, navigate to the Work Order Smart Lists page, then click the "Inactive" tab. From there you can click the action button for the desired list and choose to activate, clone, or delete it.

Your BlueFolder account may be preloaded with a few built-in smart lists. These lists cannot be deleted, however, they can be deactivated the same way as any other list. You can also clone a built-in smart list.

The following BlueFolder product updates will be released this evening.

Labor Start/Stop Time

BlueFolder has always had an optional "Start Time" field for labor added to a work order. With this release, we're improving labor entries with the following changes:

Labor entries now have a new "Stop Time" field.

A new settings page for labor preferences has been added to Settings > General > Work Orders > Labor.

New preference for controlling labor start/stop time. You can control whether start/stop time is:

Disabled (and hidden)

Enabled and optional

Enabled and required

Two new fields have been added to custom reports:

Stop Time

Calculated Duration (see below)

Entering Start/Stop Time Values When Adding Labor

When adding labor to a work order, you can enter start and stop time values in the following ways:

Choose a time from the dropdown list.

Type a value into the textbox. When typing a value, you can enter a shorthand value and it will automatically be converted to a properly formatted time value. For example,

Enter "11a" and it will be converted to "11:00 AM"

Enter "230p" and it will be converted to "2:30 PM"

After specifying a start and stop time, the "Calculated Duration" will be shown to the right of the stop time field (see screenshot above). The calculated duration represents the actual difference between the start and stop time. For example, the calculated difference between 8:00 AM and 11:23 AM would be "3 hrs, 23 min".

You can copy the calculated duration into the "Duration" by clicking the "Copy Start/Stop" button next to the duration. Note that when copying the start/stop into the duration, the value will be rounded up to the next 6 or 15 minute interval, according to your labor duration preferences.

Improvements to Assignment Completion

When adding labor while completing a work order assignment, the user interface has been improved to include start and stop time next to the labor date. We've also added the ability to edit the Price/Hr and Cost/Hr for the labor entry (subject to user permissions as usual).

Improvements to Choosing a Contact for a Work Order

When creating, editing, or cloning a work order, the "Contact" dropdown list contains all the contacts for the selected customer. Today we're improving the dropdown list by making it faster to choose a contact from the selected "Service Location" for the work order. The new dropdown list looks like this:

Performance Improvement for Recurring Jobs

Recurring jobs now have a tab bar with an "Overview" tab, and a "Log" tab. The "Recent Activity" and "History" lists have been moved to the "Log" tab. Additionally, the "History" list now only displays recent work orders created by the job, along with a link to view all work orders created by the job. For recurring jobs with lots of history records, these changes result in significant speed improvements when viewing the job.

Over the past few weeks, we've released a number of fixes and improvements to BlueFolder. Here's a summary of what's been updated.

New UI for the Mobile Web App

Learn more about Smart Lists here Our mobile web application is a subset of our main web app that is designed for technicians to use on their smartphones in the field. We recently released a complete refresh of the user interface that provides an easier and more consistent experience on mobile devices.

Renamed "Views" to "Smart Lists"

One of our newer features is "Smart Lists", which allows you to create a variety of pre-defined work order lists for your account. You can build work order lists with pre-defined filters, custom list columns, user permissions, and more. It's super-powerful and available in our Pro, Pro Plus, and Enterprise plans. We used to call it "Views" but that didn't sit well with us, so we've renamed that feature to "Smart Lists". .

User Group Improvements

We recently updated user groups by adding a calendar feed URL. This allows you to subscribe to the calendar events for all users in a user group with a single link. For example, if a team manager wanted to see all their team members BlueFolder calendars in Outlook, they could create a new calendar in Outlook and choose "From Internet", then paste in the "iCal Feed" URL from the user groups list in their BlueFolder Settings. This will add a new calendar to Outlook containing all the calendar events for the users belonging to the user group in BlueFolder.

Other Improvements

Added "Start Time" to the Work Order Items custom report dataset.

Added a "Notification CC Email Address" to user profiles. All notifications sent to a user will also be sent to this address.

Added the ability to add a "link" attachment to work order via the API.

Added the ability to set the location when adding a customer contact via the API.

Added "costTotal" to the response when calling the 'Service Request List' API call.

Added "Billable" and "Source Name" as filterable fields for smart lists.

Added support for receiving videos as attachments to incoming emails.

Addedbilling batch options to create QuickBooks Online invoices with the 'enable online payment' option set.

Added search capability to the dropdown list when selecting the item while adding work order labor, materials, or expenses.

Bug Fixes

Fixed: Customer contacts can be created with an invalid email address.

Fixed: Notifications for assignment changes not being sent in some circumstances.

Fixed: When adding labor to a work order in the mobile web app, the 'Public Comment' checkbox is not being set with the default value.

Fixed: Public comments for status changes aren't being displayed in the work order log in the customer portal.

Fixed: Assignment completion comment not showing in the customer portal.

Fixed: Custom field entitled 'PO Number' conflicts with built-in field and causes error.

Fixed: Cannot save username and password for login to the mobile web app on iOS.

Fixed: Problem with work order list when sorting the list and custom fields are in the list.

Fixed: Problem with display of invoices in account subscription settings.

Fixed: When importing items, the price fails to import if it has a currency symbol.

Fixed: Signature capture not working on Microsoft Surface and Toughbook devices.

Fixed: Ugly error message when adding a company office with a duplicate name.

Fixed:Equipment Custom Fields - Yes/No fields are falsely showing as checked in the mobile web app.

Fixed: Public comment via email was allowed to be added to a work order by a user who didn't have permission to add public comments.

Fixed: Problem editing custom fields on customers in the mobile web app.

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Review customer portal settings and usage

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Adding a Service Request

URL

https://app.bluefolder.com/api/2.0/serviceRequests/add.aspx

Request

<request>

<serviceRequestAdd>

<accountManagerId></accountManagerId>

<billable></billable>

<customerId></customerId>

<customerContactId></customerContactId>

<customerLocationId></customerLocationId>

<customFields>

<customField name="field name"></customField>

...

</customFields>

<description></description>

<detailedDescription></detailedDescription>

<dueDate></dueDate>

<equipmentToService>

<equipmentId></equipmentId>

...

</equipmentToService>

<externalId></externalId>

<linkedToServiceRequestId></linkedToServiceRequestId>

<notifyCustomer></notifyCustomer>

<priority></priority>

<purchaseOrderNo></purchaseOrderNo>

<referenceNo></referenceNo>

<serviceManagerId></serviceManagerId>

<sourceName></sourceName>

<sourceId></sourceId>

<status></status>

<taxCodeId></taxCodeId>

<type></type>

</serviceRequestAdd>

</request>

accountManagerId - numeric, must match an existing User Id in your user list

billable - boolean (true/false)

customerId - (required) numeric, must match an existing Id from a customer in your customer list

customerContactId - numeric, must match an existing contact Id. If not included, the customer's primary contact will be assigned

customerLocationId - numeric, must match an existing location Id. If not included, the customer's primary location will be assigned

customFields

customField - the "name" attribute must specify the exact name of a custom field in your account. The actual value included between the opening and closing "customField" element tags should be a string value, regardless of the custom field's "data type".

description - (required) string (100 char limit)

detailedDescription - string (no char limit)

dueDate - datetime, must be in the format YYYY.MM.DD HH:MM AM

equipmentToService - designates the customer equipment items that are to be associated with the Service Request

equipmentId - string, must match the Id of an existing Equipment Item belonging the customer specified in the "customerId" element

externalId - string, external identifier which can also be used to retrieve a Service Request (externalId must be a unique value)

linkedToServiceRequestId - numeric, must match a Service Request Id from a Service Request in your account

notifyCustomer - boolean (true/false), indicates if customer should receive an email notification for this action. The value defaults tothe preferences that are set for the customer as specified in Customer Notifications. This value is ignored if the company does not allow notification preferences to be overriden or if the user does not have permission to override customer notifications.

priority - string (50 char limit)

purchaseOrderNo - string (25 char limit)

referenceNo - string (50 char limit)

serviceManagerId - numeric, must match an existing User Id in your user list

sourceName - string (50 char limit), the name of the external system that originated the Service Request

sourceId - string (50 char limit), an identifier that refers to an item in the external system that originated the Service Request

status - string (50 char limit)

taxCodeId = numeric, must match an existing taxCode Id. If not included, the default tax code will be used.

type - string (50 char limit)

Response

<response status="ok">

<serviceRequestId>xxxxxx</serviceRequestId>

</response>

Editing a Service Request

URL

https://app.bluefolder.com/api/2.0/serviceRequests/edit.aspx

Request

<request>

<serviceRequestEdit>

<accountManagerId></accountManagerId>

<billable></billable>

<customerId></customerId>

<customerContactId></customerContactId>

<customerLocationId></customerLocationId>

<customFields>

<customField name="field name"></customField>

...

</customFields>

<description></description>

<detailedDescription></detailedDescription>

<externalId></externalId>

<dueDate></dueDate>

<linkedToServiceRequestId></linkedToServiceRequestId>

<notifyCustomer></notifyCustomer>

<priority></priority>

<purchaseOrderNo></purchaseOrderNo>

<referenceNo></referenceNo>

<serviceManagerId></serviceManagerId>

<serviceRequestId></serviceRequestId>

<statusChange>

<status></status>

<comment></comment>

<commentIsPublic></commentIsPublic>

</statusChange>

<taxCodeId></taxCodeId>

<type></type>

</serviceRequestEdit>

</request>

accountManagerId - numeric, must match an existing User Id in your user list

billable - boolean (true/false)

customerId - numeric, must match an existing Id from a customer in your customer list

customerContactId - numeric, must match an existing contact.Id. If not included, the customer's primary contact will be assigned

customerLocationId - numeric, must match an existing location.Id. If not included, the customer's primary location will be assigned

customFields

customField - the "name" attribute must specify the exact name of a custom field in your account. The actual value included between the opening and closing "customField" element tags should be a string value, regardless of the custom field's "data type".

description - string (100 char limit)

detailedDescription - string (no char limit)

dueDate - datetime, must be in the format YYYY.MM.DD HH:MM AM

externalId - (required, if serviceRequestId not provided) string, external identifier which can also be used to retrieve a Service Request(externalId must be a unique value)

linkedToServiceRequestId - numeric, must match a Service Request Id from a Service Request in your account

notifyCustomer - boolean (true/false), indicates if customer should receive an email notification for this action. The value defaults tothe preferences that are set for the customer as specified in Customer Notifications. This value is ignored if the company does not allow notification preferences to be overriden or if the user does not have permission to override customer notifications.

priority - string (50 char limit)

purchaseOrderNo - string (25 char limit)

referenceNo - string (50 char limit)

serviceManagerId - numeric, must match an existing User Id in your user list

serviceRequestId - (required, if externalId not provided) numeric, must match an existing Service Request in your account

statusChange - changes the status of the Service Request

status - string (50 char limit), the new status

comment - string (no char limit), a comment related to the status change

commentIsPublic - boolean (true/false), indicates if comment should be public (visible to your customer)

taxCodeId = numeric, must match an existing taxCode Id. To clear the existing tax code for a Service Request, pass in a taxCodeId of 0.

type - string (50 char limit)

Response

<response status="ok">

<serviceRequestId>xxxxxx</serviceRequestId>

<externalId></externalId>

</response>

Retrieving a Single Service Request

URL

https://app.bluefolder.com/api/2.0/serviceRequests/get.aspx

Request

<request>

<serviceRequestId>xxxxxx</serviceRequestId>

<externalId></externalId>

<groupItemsByType></groupItemsByType>

</request>

serviceRequestId - (required, if externalId not provided) numeric, unique Service Request identifier

externalId - (required, if serviceRequestId not provided) unique external identifier

groupItemsByType - (optional) boolean, indicates if items should be grouped by item type in the response (true by default)

Response

<response status="ok">

<serviceRequest>

<accountManagerId></accountManagerId>

<billable></billable>

<billableTotal></billableTotal>

<billableExpensesPrice></billableExpensesPrice>

<billableLaborHours></billableLaborHours>

<billableLaborPrice></billableLaborPrice>

<billableMaterialsPrice></billableMaterialsPrice>

<billToAddressId></billToAddressId>

<billToAddressName></billToAddressName>

<billToCity></billToCity>

<billToCountry></billToCountry>

<billToId></billToId>

<billToName></billToName>

<billToPostalCode></billToPostalCode>

<billToState></billToState>

<billToStreetAddress></billToStreetAddress>

<costExpenses></costExpenses>

<costLabor></costLabor>

<costMaterials></costMaterials>

<costTotal></costTotal>

<createdByUserId></createdByUserId>

<customerAction></customerAction>

<customerContactEmail></customerContactEmail>

<customerContactId></customerContactId>

<customerContactName></customerContactName>

<customerContactPhone></customerContactPhone>

<customerContactPhoneMobile></customerContactPhoneMobile>

<customerId></customerId>

<customerLocationCity></customerLocationCity>

<customerLocationCountry></customerLocationCountry>

<customerLocationId></customerLocationId>

<customerLocationName></customerLocationName>

<customerLocationNotes/>

<customerLocationPostalCode></customerLocationPostalCode>

<customerLocationState></customerLocationState>

<customerLocationStreetAddress></customerLocationStreetAddress>

<customerLocationZone></customerLocationZone>

<customerName></customerName>

<dateTimeCreated></dateTimeCreated>

<dateTimeClosed></dateTimeClosed>

<dateTimeExportedForBilling></dateTimeExportedForBilling>

<description></description>

<detailedDescription></detailedDescription>

<dueDate></dueDate>

<externalId></externalId>

<linkedToServiceRequestId></linkedToServiceRequestId>

<nonBillableExpensesPrice></nonBillableExpensesPrice>

<nonBillableLaborHours></nonBillableLaborHours>

<nonBillableLaborPrice></nonBillableLaborPrice>

<nonBillableMaterialsPrice></nonBillableMaterialsPrice>

<nonBillableTotal></nonBillableTotal>

<priority></priority>

<purchaseOrderNo></purchaseOrderNo>

<referenceNo></referenceNo>

<requestDetails></requestDetails>

<requestVerified></requestVerified>

<serviceContractId></serviceContractId>

<serviceManagerId></serviceManagerId>

<serviceRequestId></serviceRequestId>

<sourceName></sourceName>

<sourceId></sourceId>

<sourceType></sourceType>

<status></status>

<statusLastUpdated></statusLastUpdated>

<statusAge_hours></statusAge_hours>

<taxCodeId></taxCodeId>

<taxRate></taxRate>

<type></type>

<assignments>

<assignment>

<assignmentId></assignmentId>

<assigneeUserIds></assigneeUserIds>

<type></type>

<startDate></startDate>

<endDate></endDate>

<allDayEvent></allDayEvent>

<assignmentComment></assignmentComment>

<dateTimeCreated></dateTimeCreated>

<createdByUserId></createdByUserId>

<isComplete></isComplete>

<dateTimeCompleted></dateTimeCompleted>

<completedByUserId></completedByUserId>

</assignment>

</assignments>

<customFields>

<customField>

<name></name>

<value></value>

</customField>

</customFields>

<labor>

<laborItem>

<apptId></apptId>

<billable></billable>

<billingContractId></billingContractId>

<billingStatus></billingStatus>

<comment></comment>

<commentIsPublic></commentIsPublic>

<createdByUserId></createdByUserId>

<dateTimeCreated></dateTimeCreated>

<dateWorked></dateWorked>

<duration></duration>

<id></id>

<itemDescription></itemDescription>

<itemId></itemId>

<itemIsFlatRate></itemIsFlatRate>

<itemUnitCost></itemUnitCost>

<itemUnitListPrice></itemUnitListPrice>

<itemUnitPrice></itemUnitPrice>

<serviceRequestId></serviceRequestId>

<startTime></startTime>

<taxable></taxable>

<totalCost></totalCost>

<totalPrice></totalPrice>

<totalPriceBillable></totalPriceBillable>

<userId></userId>

</laborItem>

</labor>

<materials>

<materialsItem>

<apptId></apptId>

<billable></billable>

<billingContractId></billingContractId>

<billingStatus></billingStatus>

<comment></comment>

<commentIsPublic></commentIsPublic>

<createdByUserId></createdByUserId>

<dateTimeCreated></dateTimeCreated>

<dateUsed></dateUsed>

<id></id>

<itemDescription></itemDescription>

<itemId></itemId>

<itemQuantity></itemQuantity>

<itemUnitCost></itemUnitCost>

<itemUnitListPrice></itemUnitListPrice>

<itemUnitPrice></itemUnitPrice>

<serviceRequestId></serviceRequestId>

<taxable></taxable>

<totalCost></totalCost>

<totalPrice></totalPrice>

<totalPriceBillable></totalPriceBillable>

</materialsItem>

</materials>

<expenses>

<expenseItem>

<apptId></apptId>

<billable></billable>

<billingContractId></billingContractId>

<billingStatus></billingStatus>

<comment></comment>

<commentIsPublic></commentIsPublic>

<createdByUserId></createdByUserId>

<dateTimeCreated></dateTimeCreated>

<dateUsed></dateUsed>

<id></id>

<itemDescription></itemDescription>

<itemId></itemId>

<itemQuantity></itemQuantity>

<itemUnitCost></itemUnitCost>

<itemUnitListPrice></itemUnitListPrice>

<itemUnitPrice></itemUnitPrice>

<serviceRequestId></serviceRequestId>

<taxable></taxable>

<totalCost></totalCost>

<totalPrice></totalPrice>

<totalPriceBillable></totalPriceBillable>

<userId></userId>

</expenseItem>

</expenses>

<log>

<logEntry>

<comment></comment>

<commentIsPublic></commentIsPublic>

<createdByUserId></createdByUserId>

<dateTimeCreated></dateTimeCreated>

<description></description>

<entryType></entryType>

<id></id>

<serviceRequestId></serviceRequestId>

</logEntry>

</log>

<equipmentToService>

<equipmentItem>

<equipmentId></equipmentId>

<equipName></equipName>

<equipType></equipType>

<externalId></externalId>

<mfrName></mfrName>

<modelNo></modelNo>

<serialNo></serialNo>

<nextServiceDate></nextServiceDate>

<refNo></refNo>

</equipmentItem>

</equipmentToService>

</serviceRequest>

</response>

Retrieving a List of Service Requests

URL

https://app.bluefolder.com/api/2.0/serviceRequests/list.aspx

Request

<request>

<serviceRequestList>

<listType>basic</listType>

<customerId>a customerId to filter by</customerId>

<customerName exactMatch="true|false">a customer name to filter by</customerName>

<dateRange dateField="dateTimeCreated|dateTimeClosed">

<startDate>MM-DD-YYYY HH:MM AM/PM</startDate>

<endDate>MM-DD-YYYY HH:MM AM/PM</endDate>

</dateRange>

<equipmentId>an equipmentId to filter by</equipmentId>

<status>a status value to filter by</status>

<billingStatus>a billing status value to filter by</billingStatus>

<invoiceNo>an invoice number to search for</invoiceNo>

<referenceNo>a reference number to search for</referenceNo>

</serviceRequestList>

</request>

listType - string, either 'basic' or 'full'

customerId - string, filters the list by customerId

customerName - string, filters the list by the 'Customer Name'

dateRange - filters the list by the specified date field (either 'dateTimeCreated' or 'dateTimeClosed').

equipmentId - GUID, which is the unique Id for the equipment item to filter by

status - string, filters the list by 'Status' (use 'open' to retrieve all non-closed Service Requests)

billingStatus - string, filters the list by the 'Billing Status' field

invoiceNo- string, filters the list by the 'Invoice No.' field

referenceNo - string, filters the list by the 'Reference No.'

Response (for 'basic' list)

<response status="ok">

<serviceRequestList>

<serviceRequest>

<accountManagerId></accountManagerId>

<billable></billable>

<billableTotal></billableTotal>

<billingStatus></billingStatus>

<costTotal></costTotal>

<customerContactEmail></customerContactEmail>

<customerContactId></customerContactId>

<customerContactName></customerContactName>

<customerContactPhone></customerContactPhone>

<customerContactPhoneMobile></customerContactPhoneMobile>

<customerId></customerId>

<customerLocationCity></customerLocationCity>

<customerLocationCountry></customerLocationCountry>

<customerLocationId></customerLocationId>

<customerLocationName></customerLocationName>

<customerLocationNotes></customerLocationNotes>

<customerLocationPostalCode></customerLocationPostalCode>

<customerLocationState></customerLocationState>

<customerLocationStreetAddress></customerLocationStreetAddress>

<customerLocationZone></customerLocationZone>

<customerName></customerName>

<dateTimeCreated></dateTimeCreated>

<dateTimeClosed></dateTimeClosed>

<description></description>

<detailedDescription></detailedDescription>

<dueDate></dueDate>

<externalId></externalId>

<priority></priority>

<priorityLabel></priorityLabel>

<serviceManagerId></serviceManagerId>

<serviceRequestId></serviceRequestId>

<status></status>

<timeOpen_hours></timeOpen_hours>

<type></type>

</serviceRequest>

<serviceRequest>

...

</serviceRequest>

</serviceRequestList>

</response>

Retrieving Service Request Files, Links, and Signed Documents

URL

https://app.bluefolder.com/api/2.0/serviceRequests/getFiles.aspx

Request

<request>

<serviceRequestId>xxxxxx</serviceRequestId>

</request>

Response

<response status='ok'>

<serviceRequestFile>

<serviceRequestFileId></serviceRequestFileId>

<serviceRequestSignedDocumentId></serviceRequestSignedDocumentId>

<isExternalLink></isExternalLink>

<isSignedDocument></isSignedDocument>

<fileDescription></fileDescription>

<fileLastModified></fileLastModified>

<fileName></fileName>

<fileSize></fileSize>

<fileType></fileType>

<private></private>

<postedOn></postedOn>

<postedBy></postedBy>

<linkUrl></linkUrl>

<documentName></documentName>

<signatureFilePath_Customer></signatureFilePath_Customer>

<signatureFilePath_Technician></signatureFilePath_Technician>

<signatureName_Customer></signatureName_Customer>

<signatureName_Technician></signatureName_Technician>

</serviceRequestFile>

</response>

serviceRequestFileId - integer, unique id for the file or link (0 for signed documents)

serviceRequestSignedDocumentId - integer, unique id for the signed document (0 for all files and links)

isExternalLink - boolean, true for external links, false for files and signed documents

isSignedDocument - boolean, true for all signed document entries (false for files and links)

fileDescription - string, description tag for the file, link, or signed document

fileLastModified - string date, last modification date and time

fileName - string, name of the file (may be URL for the link, name of a physical file, or blank)

fileSize - integer, size of the file (0 for links and signed documents)

fileType - string, type of file (e.g. 'image/jpeg', 'external', 'signedDocument', etc.)

private - boolean, true if the file or link will not appear on the customer portal

postedOn - string date, when the file, link, or signed document was posted

linkUrl - string, value of the link to a file or link (blank for signed documents)

documentName - string, name of the document (may be blank)

signatureFilePath_Customer - string, complete URL to the image of the customer's signature

signatureFilePath_Technician - string, complete URL to the image of the technician's signature

signatureName_Customer - string, printed name for the customer

signatureName_Technician - string, printed name for the technician

Retrieving History List for Single Service Request

URL

https://app.bluefolder.com/api/2.0/serviceRequests/getHistory.aspx

Request

<request>

<serviceRequestId>xxxxxx</serviceRequestId>

<externalId></externalId>

</request>

serviceRequestId - (required, if externalId not provided) numeric, unique Service Request id

externalId - (required, if serviceRequestId not provided) unique external id

Response

<response status='ok'>

<serviceRequestHistoryList>

<serviceRequestHistory>

<id></id>

<serviceRequestId></serviceRequestId>

<comment></comment>

<commentIsPublic></commentIsPublic>

<description></description>

<entryDate></entryDate>

<entryType></entryType>

<private></private>

<userId></userId>

<userName></userName>

</serviceRequestHistory>

</serviceRequestHistoryList>

</response>

id - numeric, unique Id for the Service Request comment

serviceRequestId - numeric, unique Id for the Service Request

comment - string, the comment text

commentIsPublic - boolean, indicates if comment is public (visible to customers)

description - string, description of the history entry

entryDate - date, when the history entry was created

entryType - string, the type of entry (comment, edit, close, etc.)

private - boolean, specifying whether the history entry is visible to customers

userId - integer, unique identifier for the username (if available)

userName - string, full name of the user who created the entry (if available)

Retrieving Custom Field List for Service Requests

URL

https://app.bluefolder.com/api/2.0/serviceRequests/getCustomFields.aspx

Request

<request></request>

Response

<response status="ok">

<customFields>

<customField>

<DisplayOrder></DisplayOrder>

<FieldDataType></FieldDataType>

<FieldId></FieldId>

<FieldListValues>

<FieldListValue></FieldListValue>

...

</FieldListValues>

<FieldName></FieldName>

<FieldRequired></FieldRequired>

</customField>

...

</customFields>

</response>

Last Friday we released an update to BlueFolder which included, among other changes, removing the ability to edit and delete comments from the work order log. The changes were intended to improve the integrity of the work order log by eliminating situations where the log didn't reflect what actually happened to a work order. For example, it was possible to create a comment, notify your customer of the comment via email, then completely modify or even delete the comment from the work order with no record of the original comment.

In the context of viewing the work order log as an audit trail, the ability to completely modify or delete comments seemed like a problem to us. We even had some customers complaining about this limitation as they tried to review changes to their work orders and identify what happened to some of the comments that had been deleted or modified.

So back to Friday's update. After releasing the changes that removed the ability to edit and delete comments, we heard from a number of customers who were dependent on the ability to edit and delete comments. They were a bit confused as to why we made the change when they were so dependent on that functionality. So, we listened to their feedback, swallowed our pride, and went back to the drawing board.

After careful consideration, we've decided to restore the ability to edit and delete comments in the work order log. However, we'd still like to have a better audit trail of changes made to comments, so we're including a couple of enhancements to the way it was before. Starting with today's update, any changes made to a comment will be shown in the comment's log entry as follows:

Initially, we're only going to show the most recent modification on a comment, but we're planning to expand that in the near future to show if multiple modifications were made. Fortunately, multiple modifications on a comment are rare so showing the most recent one should cover the vast majority of cases.

Deleted comments are more complicated. We strongly believe that many of our customers would prefer to know if a comment has been deleted from a work order, rather than having it disappear completely with no evidence. We also believe that the log should be an accurate audit trail of changes made to a work order. So with today's update, we will allow deleted comments, but the original "Comment" log entry will still be shown in the log, but the comment itself will be removed and a note showing that the comment was deleted will be displayed where the comment would have been. It looks like this:

Double-check your user permission settings for editing and deleting comments.

With this update, we have restored the previous permissions as much as possible, but please double-check the permissions related to editing and deleting comments to be sure they are the way you want them to be. You can find the permissions in Settings > Users & Permissions > Permissions.

At BlueFolder, we pride ourselves on being deliberate about our design process, and we're proud to say that in almost 15 years of doing this, we can count on one hand the number of times we've had to "roll back" a feature. But for some of our customers, we missed the mark this time and we're sorry for that. Thanks so much for putting your trust in BlueFolder. We value your business.

The following product changes are included in this release.

WHAT'S NEW

Work Order Log Changes

Modified the work order log to prevent editing or deleting comments. Note that this change only affects standalone comments and does not apply to comments on labor, materials, or expense items.

Why the change? This change is being made to preserve the integrity of the log and thus the accuracy of a work order's audit trail. With comments being editable or deletable, there were a number of use-cases that could cause the log to be inaccurate. For example, it was possible for a user to make a public comment and notify your customer of that comment via email, but then later delete the comment from the log, thus removing the history that the comment was ever made, even though your customer has an email showing that the comment was made. A similar situation could occur when editing a comment instead of deleting it.

We recognize that there are times when a public comment may need to be corrected due to typos or incorrect information. So, for these instances, we are enabling a comment to be changed from public to private as a one-way action. This one-way action won't prevent your customer from being notified about the public comment added in error, but at least you will be able to hide that comment from the customer portal. You can then add a new public comment with the correct information. This will preserve the history of what actually happened and eliminate confusion caused by editing or deleting comments from the log.

We understand this change may feel like a limitation to some users, but it's the right thing to do for our customers to be able to fully trust that a work order's log is always accurate.

The work order log in the customer portal is being expanded to show more types of log entries. In addition to comment log entries that we already display, we will now be displaying log entries for the following events:

Work order created and closed

Work order reopened by customer

Cancellation requested by customer

Cancellation request removed by customer

Modified all work order log entry terminology from "Changed" to "Edited". The "edited" terminology is more accurate as it reflects that a user visited the edit page and then saved, even if no changes were actually made. The description for such log entries has also been modified to be more accurate:

If a work order is edited and no changes are detected, the log entry title will say "Edited" and the description will say "No changes were detected."

If a work order is edited and there are changes, the log entry title will say "Edited" and the description will show what changes have been made.

Removed the "Edit" and "Delete" buttons from work order items in the log. These buttons caused confusion because they implied that the log entry itself could be edited or deleted when it was actually the associated item that could be edited or deleted. We have retained the "View" button that links to the associated item, however it has been changed to a link and moved to the right of the log entry title.

Other Changes

Enhanced the work order 'Summary' print-out to show more comments and improved the formatting of the comment list.

Added pink color theme, and a pink work order status color.

Increased the size of the work order tabs in the mobile web application.

Added "Equipment External Id" columns to the "Equipment" and "Equipment Service History" custom report datasets.

Added "External Id" as an optional column to the Equipment List.

Improved the equipment dropdown list when creating, editing, and cloning a work order to make it easier to search for an equipment item when the list is long. This improvement was also applied to creating and editing recurring jobs.

BUG FIXES

Fixed: Taxable items added to a work order from the mobile web interface sometimes weren't marked as taxable.

Fixed: Portal user passwords weren't allowing certain special characters.

Fixed: Assignment comments not allowing < or > characters sometimes.

Fixed: Wrong date saved when trying to set a contract's start or end date to a DST start/end date.

Fixed: When editing the billing information for a work order, the corresponding log entry doesn't show what was changed.

Fixed: When editing a recurring job and changing the end date such that the job won't run again, the job never gets marked as 'Completed'.

Fixed: User permission roles sometimes not saved correctly.

Fixed: Pop-up dialogs could be too easily dismissed by simply clicking outside the box. If done accidentally, all user input in the pop-up dialog could be lost.

Adding a Location

URL

https://app.bluefolder.com/api/2.0/customers/addLocation.aspx

Request

<request>

<customerLocationAdd>

<customerId></customerId>

<locationName></locationName>

<isPrimary></isPrimary>

<addressCity></addressCity>

<addressCountry></addressCountry>

<addressPostalCode></addressPostalCode>

<addressState></addressState>

<addressStreet></addressStreet>

<locationNotes></locationNotes>

<serviceManagerId></serviceManagerId>

<technicianId></technicianId>

<zone></zone>

</customerLocationAdd>

</request>

customerId - (required) numeric, the Id of the customer to which the new location should belong

locationName - (required) string (50 char limit)

isPrimary - boolean, indicates that location should be made the "primary" location for the customer

addressCity - string (25 char limit)

addressCountry - string (25 char limit)

addressPostalCode - string (10 char limit)

addressState - string (25 char limit)

addressStreet - string (250 char limit)

locationNotes - string (1000 char limit)

serviceManagerId - numeric, must match an existing User Id from your user list

technicianId - numeric, must match an existing User Id from your user list

zone - string (25 char limit)

Response

<response status="ok">

<customerLocationId>xxxxxx</customerLocationId>

</response>

Editing a Location

URL

https://app.bluefolder.com/api/2.0/customers/editLocation.aspx

Request

<request>

<customerLocationEdit>

<customerLocationId></customerLocationId>

<locationName></locationName>

<isPrimary></isPrimary>

<addressCity></addressCity>

<addressCountry></addressCountry>

<addressPostalCode></addressPostalCode>

<addressState></addressState>

<addressStreet></addressStreet>

<locationNotes></locationNotes>

<serviceManagerId></serviceManagerId>

<technicianId></technicianId>

<zone></zone>

</customerLocationEdit>

</request>

customerLocationId - (required) numeric, the Id of the location to be edited

locationName - string (50 char limit)

isPrimary - boolean, indicates that location should be made the "primary" location for the customer

addressCity - string (25 char limit)

addressCountry - string (25 char limit)

addressPostalCode - string (10 char limit)

addressState - string (25 char limit)

addressStreet - string (250 char limit)

locationNotes - string (1000 char limit)

serviceManagerId - numeric, must match an existing User Id from your user list

technicianId - numeric, must match an existing User Id from your user list

zone - string (25 char limit)

Response

<response status="ok">

<customerLocationId>xxxxxx</customerLocationId>

</response>

Retrieving a Single Customer Location

URL

https://app.bluefolder.com/api/2.0/customers/getLocation.aspx

Request

<request>

<customerLocationGet>

<customerLocationId>xxxxxx</customerLocationId>

</customerLocationGet>

</request>

customerLocationId - (required) numeric, the Id of the location to be retrieved

Response

<response status="ok">

<customerLocation>

<customerLocationId></customerLocationId>

<customerId></customerId>

<addressCity></addressCity>

<addressCountry></addressCountry>

<addressPostalCode></addressPostalCode>

<addressState></addressState>

<addressStreet></addressStreet>

<isPrimary></isPrimary>

<locationName></locationName>

<locationNotes></locationNotes>

<phone></phone>

<primaryContactId></primaryContactId>

<serviceManagerId></serviceManagerId>

<technicianId></technicianId>

<zone></zone>

</customerLocation>

</response>

Retrieving a List of Attachments

URL

https://app.bluefolder.com/api/2.0/attachments/list.aspx

Request

<request>

<attachmentList>

<type></type>

<contractId></contractId>

<customerId></customerId>

<equipmentId></equipmentId>

<serviceRequestId></serviceRequestId>

<includeExternalLinks></includeExternalLinks>

<page></page>

<perPage></perPage>

<postedOn></postedOn>

</attachmentList>

</request>

type - (Contract, Customer, Equipment, ServiceRequest) the type of object that this document is attached to

contractId - GUID, which is the unique Id for the contract that the items are attached to

customerId - numeric indicating the customer that the items are attached to

equipmentId - GUID, which is the unique Id for the equipment item that the items are attached to

serviceRequestId - numeric, unique service request identifier that the items are attached to

includeExternalLinks - boolean, (true/false, defaults to false)

page - numeric, indicating the page of data to return (defaults to page 1)

perPage - numeric, indicating the number of items to return per page (defaults to 100)

postedOn - date, indicating the date after which the item was uploaded

Response

<response status="ok">

<attachments page="1" perPage="10" totalCount="148">

<attachment>

<attachmentId></attachmentId>

<isExternalLink></isExternalLink>

<fileName></fileName>

<linkUrl></linkUrl>

<parentType></parentType>

<parentId></parentId>

<postedOn></postedOn>

<postedBy></postedBy>

<private></private>

<token></token>

</attachment>

</attachments>

</response>

Downloading an Attachment

URL

https://app.bluefolder.com/api/2.0/attachments/download.aspx

Request

<request>

<attachmentDownload>

<attachmentId>xxxxxx</attachmentId>

</attachmentDownload>

</request>

attachmentToken - (required) GUID, which is the unique token for the attachment

Response

The response for this endpoint is a redirect to a link to download the requested attachment securely

What's New

When emailing printed documents (e.g. Billing Summary) to a customer, the document is now attached as a PDF file instead of being embedded in the body of the email message.

Added the ability to disable the following built-in customer fields:

"Account Manager" can now be disabled.

"Customer Type" can now be disabled.

"Description" can now be disabled.

"Industry Type" can now be disabled.

"Notes" can now be disabled.

"Service Manager" can now be disabled.

"Technician" can now be disabled.

"Website" can now be disabled.

Contact: "Notes" can now be disabled.

Contact: "Job Title" can now be disabled.

Location: "Notes" can now be disabled.

Location: "Zone" can now be disabled.

Added the ability to mark the following built-in customer fields as required:

"Description" can now be required.

"Notes" can now be required.

"Website" can now be required.

Contact: "Notes" can now be required.

Contact: "Job Title" can now be required.

Location: "Notes" can now be required.

Added the ability to set default values for the following built-in fields on customer records:

"Customer Type"

Location: "Name"

Location: "City"

Location: "State"

Location: "Zip"

Location: "Country"

Added new columns "Service Manager" and "Technician" to the "Customer List".

Added new column "Service Manager" to the "Contact List".

Added "Unscheduled" as a filtering choice in the "Scheduled For" filter on the "Service Request List".

Redesigned the Customer Overview page and the form used to create & edit customers.

Minor usability improvements to the "Settings" tab.

Add "Tax Code" as an importable field when importing customer records. Will also update an existing customer's tax code if the customer being imported already exists.

Fixes

Fixed: Clicking on "Location" column on Customer > Equipment page causes list to reload as empty.

Fixed: "View Map" doesn't work for newly added addresses.

Fixed: When emailing a signed Billing Summary to a customer, the signature is missing. [This issue is fixed by the new PDF file attachment feature listed above.]

What's New

Added new field "TimeToFirstStatusChange_Hours" to the "Service Requests" report dataset. This new field enables you to see how many hours passed between a Service Request's creation and the first time it's status was changed. Useful for tracking your average response time for new Service Requests.

When creating or editing a Service Request, the equipment pick-list is now automatically sorted so that the selected "Service Location" is displayed as the first location in the pick-list. If you work with customers that have a lot of locations and/or equipment, this change eliminates a lot of scrolling, making it much faster to choose equipment for a Service Request.

Enhanced security settings to better prevent technicians with limited permissions from viewing customer records that they shouldn't be able to view.

Fixes

Fixed excessive notifications being sent to "related users" when assignments are changed on a Service Request.

Fixed incorrect contact and/or location being selected when choosing customer via keyboard while creating or editing a Service Request.

Fixed unnecessary status change log entries that occurred when verifying a new email or web request.

What's New

Enhanced the notes fields to auto-link any hyperlinks contained in the note text.

Added exports for Customer Files, Service Contract Files, and Service Request Files.

Improved the user interface for the calendar picker.

Enhanced Service Request Billing tab by adding Labor Hours Summary at the bottom.

Added "Details/Notes" to email notification when a Service Request is created.

Made several enhancements to the API to provide additional fields and improved filtering.

Addressed a number of issues that have been reported to us by a few customers.

What's New in BlueFolder Mobile

Redesigned user interface ensures maximum productivity for your field techs.

Customer records are more complete than the previous mobile edition, with support for custom fields, service history, comments, and more.

Service Requests are also more complete, with near feature parity with the main BlueFolder web app.

Equipment records can now be accessed.Creating new Service Requests is much more detailed, with the ability to choose customer, contact, location, and custom fields.

The Service Request list is more robust, with more views than before and a much easier to use interface.

Instead of showing your full list of assigned Service Requests, the updated Dashboard now includes a summarized list of how many Service Requests are assigned to you. The full list can be found by tapping on the item count from the dashboard.

The Dashboard also contains a list of links to your most recently accessed items, making it easy to go back to something you were recently working on.

What's New

Mobile web application now allows user to enter labor on behalf of other users (with appropriate permissions).

Added ability to specify "Bill To" options when creating a new Ticket.

Added more advanced integration with PacketTrap RMM.

Increased length of email field for customer contacts.

API: Added "serviceRequestToken" to "serviceRequests/get" function.

[Internal] Removed "Cancel Account" functionality from "Settings".

Added new username validation rules - enforces 3-254 characters and only allows certain special characters.

[Internal] Updated Salesforce sync to update last login date and activity scores.

Bug Fixes

Detailed Description getting truncated on print-outs. Also, the text should be part of the "Service Notes" box and shouldn't have a label before the text.

"Reference No" always has a blank value in customer portal.

Error when selecting new item via "Search" when adding new labor, materials, or expense item to a Ticket while using Safari on iOS 6.

Creating new Ticket from mobile as user who doesn't have "Change Status" permission results in Ticket with no status.

Portal users showing up in user picklists in mobile web app.

"Posted" date not displaying as localized for announcements.

Error when creating announcement for only selected users or groups.

Error occurs when creating an announcement for specific users/groups.

Fix erroneous instructions in help files for exporting customer data from QB.

What's New

API Enhancements

New function for getting Customer custom field details

New function for getting Equipment custom field details

New function for getting Ticket custom field details

New function for adding a user

New function for editing a user

New function for getting a single user by userId

New, non-public API functions for PT MSP integration

Improved iCal feed to include Ticket # and Customer Name in appointment description for scheduled assignments

When completing an assignment, the "Who" field for new labor entries now defaults to the assignee instead of the logged in user

The "Add Comment to Ticket" dialog now hides the "Notify customer" checkbox if the comment is not marked as "Public"

Files can now be uploaded via the mobile web app

Improved security for file attachments

Bug Fixes

Improved confusing error when logo upload fails

Fixed error that occurred sometimes when search Ticket comments and notes

Fixed issue that prevented user from canceling out of "New Location" screen

Fixed issue with saving a new timezone selection for certain timezones

Fixed error that appeared when trying to create a custom report using the Equipment dataset and 1 or more custom fields

Fixed an error when trying to edit recurring appointments

Fixed an error that appeared when trying to view a custom report if account is a Trial account and located in non-US

Fixed issue where drop down list for duration minutes appeared incorrectly if minutes were previously saved as "18"

Fixed issue that prevented correct save after editing the default "Other Related People" list in Settings > Customize > Tickets

Fixed issue with date pickets when adding multiple labor entries while completing an assignment

Fixed bad redirect after deleting an appointment - now redirects back to Calendar tab instead of Dashboard

Fixed error that appeared when exporting certain datasets

Fixed mobile web app Ticket list to show priority labels instead of priority numeric values

Fixed issue where assignment comments were not marked as private

Fixed 404 error when clicking the Cancel button when trying to edit an office location in Settings

What's New

Added 2-way email - the ability to reply to email notifications sent by BlueFolder and have the reply processed as a new comment on the related service request.

New service requests created via email from a customer are now automatically associated with the appropriate customer and contact if the incoming email's from address matched a customer contact.

The customizability of the email notifications sent to your customers has been improved. You can now customize the "from name" and "from address". Customer email notifications now include more information about the related service request.

Added default customer notification preferences.

Added customizable permissions for Equipment.

Added preference for setting default comment visibility (public or not).

Added ability to search service requests by location name in customer portal.

Expanded service request log in customer portal to include additional entry types beyond just comments.

Updated service request logging to include log entries for all item interactions such as add, edit, and delete.

Redesigned Settings tab to improve usability.

Fixes

Notification preferences use "Service Request" even though company is set to "Ticket".

What's New

Increased service request priority label max chars to 50.

Fixes

Fixed bug in timezone conversion for timezone that start in one year and end in the next year.

Can't change SR status to 'Cancelled'. No warning or error, just fails to work. Removed requirement to include a comment when changing status to 'Cancelled'.

Incorrect calculation when user is in a country with non-US numeric formatting.

Saving an assignment fails if the associated Service Request has custom fields that don't meet validation rules.

HTML showing up in comments on printed tickets

What's New

Added ability to edit primary contact and location when editing a customer.

Added ability to specify which built-in customer fields should be required.

Added a dropdown picklist for State.

Added a dropdown picklist for Country.

Added ability to specify which built-in service request fields should be required.

The service request "Overview" tab in the Customer Portal now shows recent log entries, not just recent comments.

The service request list in the mobile web app has improved filtering.

Expanded "New Contact" pop-up form to support more fields.

Added new permission that controls if users can edit their own user profile.

Updated dashboard in mobile web app to add a new count for showing all of a user's assignments, not just the "current" ones.

Updated the service request list in the mobile web app to make it possible to see all filters that are applied.

Added link in custom reports to common objects such as customers, service requests, etc.

Fixes

Fixed bug in signature capture while using Windows Phone 8.

Fixed incorrect redirect after user resets their password.

Fixed problem when searching comments and notes with a status filter.

Fixed problem with labor entry calculation when currency is set to Euro.

Some service request log entries showing HTML tags in customer portal.

Fixed duplicate notifications from the mobile web app when a status is changed automatically by the system.

Fixed user field when adding labor to default to the assignee.

Fixed misc issues with notifications.

Editing a ticket generates a log entry that includes what was edited, but also often says that the customer location was changed when it wasn't.

What's New

Enhanced the API function for retrieving a list of service requests to include filtering return results by date. You can now include a element in your request XML to filter by either "dateTimeCreated" or "dateTimeClosed". Use of this new filter when retrieving a list of service requests can dramatically reduce the quantity of results returned, thus making your custom code more efficient and faster. For more details about how to use this new filter, see the updated API documentation at http://app.bluefolder.com/api/2.0/docs/serviceRequests.aspx.

Fixes

API Change - Fixed inconsistent "billingStatus" values for non-billable items within a Service Request. Specifically, non-billable items didn't always have consistent values in the "billingStatus" field. From this point forward, all non-billable items will have a "billingStatus" value of "non-billable". When adding or editing service request labor, materials, or expense items via the API, the system will temporarily still support values of "none" and "notBillable" for the "billingStatus" field - those values will be converted to "non-billable" before being stored in our database. If you have written custom code that uses the API and queries the "billingStatus" field, you may need to modify your code accordingly.

Fixed problem with adding non-billable labor from the mobile web app.

Fixed issues with form validation messages not being displayed after submitting a form in the mobile web app.

Fixed an issue where the "externalId" field could not be modified via the API. When trying to edit the "externalId" field for a customer, service request, or equipment item via the API, you must specify the primary identifier also (e.g. the "customerId" field is the primary identifier for customer records).

Fixed bug that caused delayed error message when trying to complete an assignment in the mobile web application.

Fixed issue where certain user types couldn't create appointments from the calendar, even if they had the right permissions.

Fixed bug in portal that caused problem when trying to filter by a status value with an ampersand in it.

Fixed issue where DisplayName of an associated portal user was not being updated when the customer contact was changed.

Fixed issue with slow page load when trying to view a printable document (e.g. Billing Summary).

Hide the "Device Details" field if the equipment item isn't linked to a device in PT-RMM.

What's New

Recurring service requests - create new service requests on a recurring schedule to keep track of regular maintenance and service activities.

Fixes:

Enabling/disabling features in the Settings tab isn't working right for some customers. Specifically, equipment and contracts - once you disable the feature it goes away and you can't re-enable it.

When no logo is present in an account a broken link image is shown in Settings > General Settings > Logo.

Fixes:

Added validation to API to reject non-valid billingStatus values for SR items (only accept "billable", "non-billable", "contract")

Fixed issue with searching comments and notes breaking when you are on a page greater than 1 and use the advanced options to filter to a result set that wouldn't have more than one page of search results.

Logo states that it must be a JPEG or GIF under the upload box but it also accepts PNG images.

Fixed duplicate labor entries being added in some cases.

Fixed Complete Assignment date bug.

Fixed problem that sometimes occurs when filtering calendar by user group.

Fixed problem with customer portal displaying "assigned to" in service request list when account is setup to not show the assigned to information on individual service requests.

Reports and graphs sometimes not displaying service requests in the proper month due to Daylight Savings Time conversion.

Fixed issue where the "Appointments by date" report doesn't always include things that span multiple days.

Fixed problem where custom report cannot filter by a custom field by a string value using equals.

Fixed issue with service request source icons not always being displayed in customer portal service request list.

What's New

Now using SSL all the time, for all accounts.

Allow "Completed" and "Cancelled" recurring service requests to be edited (and thus re-activated).

Enhanced log entry when a service request is added to a billing batch to include the batch invoice date and the target billing system the batch was created for.

Added ability to set the customer's bill to information when adding or editing a customer via the API.

Improved informational messages to include more detail when transferring billing batches to QuickBooks Online.

Improved iCal notifications so that they automatically "update" a previously added appointment on a user's calendar.

Fixes

Removed HTML tags from incoming emails when email has no plain-text body but does have an HTML body.

Fixed an error where a billing batch would not transfer if an item had a space on the end of the name.

Display error message when a user tries to add a new custom report with the same name as an existing report.

Fixed issue that was causing some assignments not to be included in list of assignments.

Fixed QuickBooks Online transfer error that occurred when a customer record has a parent customer.

Updated assignment completion dialog to correctly default labor duration to the assignment's duration.

Fixed transfer of sub-items (items with a parent item) to QuickBooks Online.

Added a fix to transfer multiple service requests on a single invoice correctly when the "Single invoice per customer" billing option is selected.

What's New

Increased the number of days into the future that an assignment can be created for a recurring service request.

Fixes

Fixed some issues with recently released PDF feature for emailing a Billing Summary to a customer.

Fixed External Id being set to blank string when customer created from "New Customer" pop-up form.

Fixed issue with mobile web app not always showing validation messages to user when appropriate.

Improve the error message that is displayed when you attempt to delete a customer with a contract associated with it.

What's New

When viewing lists such as the Customer List and Work Order List, you can now sort in both ascending and descending order by clicking a list column header multiple times. A small up or down arrow icon indicates which column the list is currently sorted by and in what direction it is sorted.

Printable Work Order documents such as the "Billing Summary" can now be saved as PDF attachments to a Work Order by clicking the new "Save as Attachment" button on the print preview window.

Attachments can now be edited after they have been uploaded. A new edit icon has been added to the right-hand side of the attachments list, next to the delete icon. Note that filenames cannot be edited, but the file's description and it's public/private status can be edited. Also, attached links can be edited in their entirety.

The Recurring Work Order List can now be filtered by "Paused" status.

Invoices transferred to QuickBooks Online will now include unit price for each line item.

A new user notification preference has been added that controls whether a user is notified of actions they perform. This preference is off by default in order to eliminate excessive notifications.

Fixes

Fixed: Line breaks in "Customer Contacts & Addresses" export caused problems when trying to view the export file.

Fixed: Mobile web app not properly displaying line breaks in a Work Order's "Detailed Description" field.

Fixed: Work Orders that had been closed and subsequently reopened erroneously included in billing reports.

Fixed: Improper date formatting for equipment item's "Next Service Date" in printed documents.

What's New

Added ability to restrict users to specific labor rates. Allows admins and business owners to have better control over what labor rates their employees can see and use when recording labor activities.

When reopening a work order via the customer portal, the user is now asked "Are you sure you want to reopen this work order?".

Equipment import has been enhanced to support updating existing equipment records by including the "Equip. Id" column in the import file. This facilitates mass updates to existing records by first exporting equipment records then modifying those records in an app like Microsoft Excel, then re-importing those records back into BlueFolder. Also added support for importing values into the "External Id" field on equipment records.

Reorganized email settings for improved usability.

Launch of BlueFolder Support Center at support.bluefolder.com.

Fixes

Fixed error when transferring billing batch to QuickBooks Online and line item quantity x unitPrice doesn't match the amount being billed for that line item.

This update includes a few minor bug fixes.

Fixes

Work Order "Priority" field not being displayed in customer notifications.

After modifying some settings and preferences in the "Settings" tab, the settings don't appear to have been saved even though they were.

Link to mobile web app on "Getting Started" tab doesn't work.

This update includes enhancements to Service Request custom fields, customer notification emails and other minor enhancements and bug fixes.

What's New

Service Request custom fields can now be marked as 'Public', thus enabling them to appear in the customer portal and in customer email notifications. Fields not marked as 'Public' will now be excluded from customer email notifications and from the customer portal.

When performing certain actions that may trigger a customer notification email, a user will now have the option to select a checkbox (usually located at the bottom of the form/page) that controls whether a customer notification email will be sent for the action being performed. These checkboxes are not visible by default, but can be enabled in Settings > Email > Customer Notifications. Once enabled, the visibility of the checkboxes can also be controlled by role permission settings (located on the same settings page just mentioned). When the checkboxes are disabled, or are not visible to a user because of limited permissions, a textual indicator will appear in it's place. The text that appears indicates if the action being performed will result in a customer notification email being sent or not.

The item list found in Settings > Item List has been enhanced to include the following new columns: Price, Cost, Taxable, Flat Rate, and Account Name.

Added new "notifyCustomer" parameter to appointment-related API functions. See API docs for more details.

Bug Fixes

When creating a new customer from the new work order page, the "Additional Information" section appears on the new customer form, even if all the fields within that section are disabled.

The text that appears in log entries for assignments is poorly formatted when the assignment is unscheduled.

This update includes improved QuickBooks Online integration, enhanced user account security, improvements to calendar integration and the customer portal, along with a few other minor enhancements. A number of bug fixes are also included.

What's New

QuickBooks Online Integration Improvements

Taxes for International QuickBooks UsersBig news for our international customers! We now support invoice taxes for QuickBooks Online Australia, Canada, and UK. When transferring a Billing Batch to QB Online, the tax specified on your BlueFolder Work Orders will now be properly added to the QB Invoice. Please note that you will first need to be sure that your BlueFolder tax codes match your QB tax rates, and that you properly set the new BlueFolder billing option entitled "Non-Taxable Tax Rate" found in Settings > General > Billing.

Invoice Terms for QuickBooks InvoicesAnother exciting enhancement that is often requested is setting invoice terms. We're pleased to announce that BlueFolder will now properly set the "Terms" on invoices when transferring a Billing Batch. If the customer for an invoice has a default term specified in QB Online, BlueFolder will use that value. Otherwise, BlueFolder will use the global default terms specified in your QB Online settings.

Auto-create Tax Codes in QuickBooksFor our US customers, BlueFolder will now automatically add your BlueFolder tax codes to your QB Online account when transferring a Billing Batch.

PO Number for QuickBooks InvoicesAnother valuable enhancement for many of our customers is that we are now able to transfer PO Numbers to QB Online invoices. Because QB Online doesn't have a built-in PO Number field on invoices, you must create a custom field in your QB Online account entitled "PO Number" (or "PO #", or "P.O. Number"). If that field exists in your QB Online account, BlueFolder will find it and populate it with the appropriate data when transferring a Billing Batch to QB Online.

User Account Security Improvements

Passwords can no longer be entered when adding a new user to your BlueFolder account. Instead, when a new user is added to your account, an email is sent to that user with a secure, temporary link to an account activation page where that user can activate their account and set their own password.

Account administrators can no longer change a user's password. Instead, the administrator can send the user a password reset email with a secure, temporary link to a password reset page where the user can specify a new password for themselves.

All user-related email notifications have been modified to prevent new or modified passwords from being displayed.

Customer Portal Enhancements

An additional customer portal option, called "Web Requests" has been added. This optional feature provides an easy to use web form that your customers can use to submit new Work Orders without having to login to the customer portal. This new feature can be found in Settings > Customer Portal > Web Requests.

New Work Orders created via the customer portal are now automatically assigned to the default technician for the associated customer/location.

Calendar Integration Improvements

Calendar integration has been improved for users who depend on the .ics file attachments that are included in Work Order Assignment email notifications. The "subject" on those email notifications has been modified so that the calendar events being added to your calendar have better descriptions, making it easier to quickly see basic Work Order information in your calendar.

Other Improvements

Added "Technician" and "Service Manager" columns to the Customer Locations list that is found in a customer's Locations tab.

Callbacks/Webhooks have been enhanced to support two additional events, namely "Work Order Created" and "Work Order Status Changed". These two events provide much more flexibility when using callbacks to integrate with third party applications.

Added "Labor Hours" summary on bottom of "Billing" tab within a Work Order. This summary information shows how many billable and non-billable hours have been added to the Work Order.

Bug Fixes

If an account has disabled the fields "Service Manager" or "Account Manager" on Work Orders but not on Customers, those fields are still getting set on new Work Orders.

If a portal user creates a new Work Order, that user is added to the Work Order as a "related user".

When creating or editing Work Orders, customer names can appear multiple times in the customer dropdown list if the logged-in user's permissions disallow viewing the full customer list.

Modify algorithm for matching incoming email replies to a user. If multiple users have the same email address and one (or more) of those users is inactive, make sure the active user match is preferred over the inactive one.

If a contact only has a mobile phone number with no main number, a comma is displayed in front of the mobile number on the Work Order.

Numeric custom fields don't allow decimal or negative values.

Favicon not working properly for main and mobile web apps.

Custom fields aren't displayed in the correct order (as specified in settings) when creating/editing a Recurring Work Order.

Default date when viewing team calendar is in the past for Australian customers.

Line breaks are missing when viewing the original email that spawned a Work Order.

Items added to QuickBooks Online are being put in the "Other Income" account, even when a different account name is specified in BlueFolder.

This release includes a redesigned customer portal that is more powerful and works better on mobile devices. A few additional minor enhancements and bug fixes are also included.

What's New

New Customer Portal

Fresh New Interface (and Mobile-Friendly)! - Our customer portal gets a complete redesign with this release. The all-new design is super-clean, easy-to-use and mobile-friendly.

Dashboard - The Dashboard page is a new addition to the customer portal. The Dashboard is a better "landing page" for users who log in to your portal and can display helpful information such as your company logo, service manager, account manager, and announcements (see below). You can set the Dashboard page to the "Start Page" for your portal users by going to Settings > Customer Portal > General Settings.

Announcements - Keep your customers in the loop by using the new Announcements feature that displays on the new Dashboard page in your customer portal. Announcements are useful for things like helpful instructions for your portal users, promotional offers, or even posting holiday hours. To edit announcements, go to Settings > Customer Portal > Announcements.

Branding Improvements - The color theme of the new customer portal automatically adopts whatever color theme you've chosen for your BlueFolder account. You also now have the option to display a custom logo that is different than the logo you use in your main account. Whichever logo option you choose can be displayed on both the login page, and the new Dashboard page.

Searching Equipment & Contracts - The "Equipment" & "Contracts" lists now include search capabilities.

Easier File Attachments - When creating a new work order, portal users can now add file attachments at the same time, without requiring additional steps.

"Log In As" Portal Users - Managing portal users continues to improve, with a new "Log In As" feature that allows you to easily log in to the portal as one of your portal users, making it much easier to see what they're seeing and help them with questions.

Portal User Permission Enhancements - We've expanded the permission settings for portal users to include more granular settings for controlling which work orders and equipment items a user can see when using the portal. One specific new permission allows you to limit a user to only being able to see work orders that are associated with the customer location that they are assigned to.

More Customization - The settings for controlling the visibility of tabs and work order fields have been expanded. Also, the work order list settings now include more fields that can be displayed in the list.

Start Page - You can now specify which page of the portal should be the first page your users see when they log in to the portal.

Pre-populated Web Requests - This new feature is a bit technical and is intended for more advanced users who know some HTML and want to integrate BlueFolder with their own website. The "web request" form (which doesn't require a portal login) can now be pre-populated with data by including the form fields in the URL. For example, if you wanted to link from your website to your BlueFolder web request form and pre-populate the "description" field with a specific value, you could use the following URL: https://YourAccount.bluefolder.com/portal/index.aspx?txtDescription=My+custom+description+value. The field names should match the names of the fields as defined in the HTML source of your account's web request form.

Other Enhancements

Email blacklist for incoming emails - This new feature for incoming email settings allows you to list specific email addresses that should never be allowed to send email into your BlueFolder account.

Enhancement to logging of certain outgoing emails - When using the "Email Customer" feature from within a Work Order, the outgoing email message body will now be preserved in the log entry that records that the email was sent.

Item changes copied to uses of item - When changing an item in the "Item List" the changes to the item's description, unit price, or unit cost will now be propagated to any uses of that item in open work orders or recurring work orders.

Bug Fixes

If using a custom term for the "Service Manager" role, it isn't used consistently throughout the apps.

When choosing a "Service Manager" for a work order, certain users don't show up in the pick-list.

Recurring work order view page shows old data in the "Recent Activity" section.

When assignees are changed on an assignment the details are not logged in the work order log.

Custom fields that are of type "date" are inconsistent in recurring work orders and create/edit work orders.

Custom reports cannot find custom fields if field's value is null.

Printable views of calendar pages don't look good.

Adding a portal user fails if the display name is the same as another customer contact in that account.

Public comments on materials items aren't displayed on the work order's "Billing" tab.

The settings for the "Location Notes" field on work orders are missing.

Rescheduling appointments from the "Availability Grid" calendar view is not working.

Disabled work order priority values still show in the "Priority" dropdown list in the mobile web app.

When adding labor in the mobile web app, the "comment is public" setting doesnt default properly based on user's settings.

Video uploads from mobile devices sometimes fail with duplicate file name, but the user has no way to rename the video before uploading.

This new release introduces a refreshed user interface for our main web app. This new interface design is cleaner, more modern, more consistent, and improves usability on touch-screen devices. Even though many interface elements have been updated and improved, the new interface is similar enough to the previous design that most users will only need a few minutes to adjust to the changes. We've also included a number of other great enhancements in this release, including attachments for equipment items, better support for equipment tracking in our mobile web app, an improved "Service Dashboard", and much more. A number of bug fixes are also included.

What's New

Refreshed User Interface

Redesigned Navigation Bar - our previous navigation bar consisted of tabs that displayed a popup menu when a user hovered their mouse pointer over the tab. For users on touchscreen devices such as smartphones or tablets, the old design was difficult or impossible to use properly. The new design provides a more modern design, retains single-click access to the main areas of the app, and enables access to popup menus by clicking the down-arrow next to each tab.Old Navigation Bar:New Navigation Bar:

Assignment List Changes - the assignment list appears in the "Assigned To" column within the work order list, as well as in the right-hand sidebar while viewing a work order. - The assignment list has been improved with larger, easier to click/tap "Complete" buttons, encouraging techs to more easily notice when an assignment needs to be completed. - We've updated the list to be more space-efficient when a work order has many assignments - only three assignments are shown by default and a "show more" button allows the remaining assignments to be made visible. - When a work order has no assignments, a prominent new button entitled "Assign/Schedule" will appear.- Completed assignments have a larger visual indicator of their status, making it easier to scan a list and quickly identify which assignments have been completed.

OLD

NEW

Changes to Search Boxes on Lists - the search boxes that appear on the upper-right of many of the lists now have an integrated search field selector instead of a separate selector, saving valuable screen space.

Work Order List Changes - the column widths in the work order list have been better optimized to be more space-efficient, and the action buttons that appeared in the right-most column have been consolidated into a single menu button that is larger and easier to click on touchscreen devices. If you are accustomed to the change status button that has been removed, you can still quickly access the change status dialog with a single-click by clicking on the status text itself. Single-click access to adding a comment is no longer available from the work order list, but can quickly be accessed through the new action button as already described.

Eliminated Sidebars on Contracts, Customers, Equipment - the page layout of Customers, Contracts, and Equipment has been modified to match the layout that has been used with Work Orders for some time now. The "action list" that previously appeared as a right-hand sidebar has been moved and consolidated into a horizontal header for more consistency across the app. The most commonly used actions are still a single-click away, via new buttons that appear in the header, and an "all actions" button appears as the right-most button horizontally, providing access to all available actions for the item being viewed.

Settings Navigation Menu - the Settings tab has been moved to the upper right corner of the page and now functions as a dropdown menu that becomes visible when clicked or tapped. Also, while in the settings area, a new vertically oriented menu appears on the left-hand side of the screen and providing quicker access and improved discoverability to all settings areas. Finally, a new "Settings Overview" page has been included that provides access to BlueFolder release notes, system status, and summaries of account and current user profile.

New "Bright Blue" Color Theme - a new color theme called "bright blue" is now available in Settings > General Settings > Appearance.

Improved Import Tools - our import tools have been improved and are now easier to use, especially when mapping columns for data being imported.

Lots More - there are so many more small improvements and "clean-up" in the new user interface that we can't list them all here (we don't even remember all of them).

Other Enhancements

Attachments for Equipment Items - attachments can now be added to equipment items. Useful for installation photos, technical docs, user manuals, and more. Attachments can be viewed in our main web app, our mobile web app, and public attachments can be viewed in the customer portal.

Equipment in Mobile Web App - as previously stated, an equipment item's attached files can now be viewed in our mobile web app. New equipment items can now be created directly from the mobile web app, making it easier to service customer equipment that you haven't serviced before. We've also added the "Equipment List" as a top-level navigation menu item. This means you aren't limited to only viewing the equipment for a single customer, but can view the entire list of equipment in your account, along with the ability to search the list by item name, customer name, serial number, equipment type, model number, or reference number.

Equipment in Customer Portal - equipment items in the customer portal have been improved with the ability to view and add attachments, and an item's service history has been moved to it's own "sub-tab" for consistency and performance optimization.

"Recent Activity" in Service Dashboard - the "Recent Activity" list on the Service Dashboard has been greatly enhanced, with the ability to filter the list to a specific user or user group, and the ability to load more than just the most recent 20 entries. This is a valuable tool for managers to be able to quickly monitor an employees activity level.

Added Search to Contracts List - the list of contracts that appears in the "Contracts" tab now supports the ability to be searched.

Enhanced Equipment List Search - the search capabilities in the list that appears in the "Equipment" tab has been enhanced to support the ability to limit the search to specific fields.

Multiple File Upload - when attaching files to a customer, contract, equipment item, or work order, our main web app now supports the ability to select multiple files at once and all files will be uploaded in a single step. This is a big time-saver when you need to attach multiple files. This capability is not yet available in the mobile web app.

Progressive Loading of Work Order Log - the work order log has been modified to only load the 20 most recent log entries, along with the ability to repeatedly click a "Load more" button to load another 20 entries. A "Load all" button also provides the ability to load all additional log entries.

API Improvement - custom fields are now included in the ServiceRequests/List API call.

Recurring Service Request List Enhancement - when viewing the Recurring Service Request List, you can now choose how many records to load on the page. Since we don't yet have a search for this list, this change makes it easier to use your browser's built-in search capability to find what you need to find.

Recently Viewed Equipment - recently viewed equipment items are now remembered and available for quick access via the "Equipment" menu in the main navigation bar.

Callback Trigger Change - the "created" callback trigger for work orders created via a recurring work order has been moved to the "end" of the processing of the recurring work order, so that when the callback is executed, the work order and all it's associated assignments, labor, etc have all been created.

Callback Timeout - added the ability to select the timeout of a callback.

Customer Portal Status Filter - the ability to filter the customer portal work order list by status has been enhanced to allow viewing of all statuses.

New Permissions for Customer Portal Users - new portal permissions have been added to control whether portal users can "Reopen" or "Cancel" work orders, and add attachments to equipment items.

New Customer Portal Preference - a new preference has been added for showing/hiding equipment attachments in the customer portal.

Link to Equipment Items in Customer Portal - when viewing a work order in the customer portal, any associated equipment items can now be clicked to view that equipment item's detail page.

Custom Date Fields - when editing a custom field of type "date", a date-picker is now shown instead of just a textbox.

Renamed "Recycle Bin" - the "Recycle Bin" in the "Work Orders" tab has been renamed to "Deleted Work Orders".

Bug Fixes

Fixed an error where closed Service Requests were triggering callbacks multiple times.

Fixed hyperlinks in exported reports so that they are clickable from Microsoft Excel.

Fixed an error preventing Recurring Service Request from saving when using the "monthly by a specific day of the month" is selected.

Fixed paging of Recurring Service Request recent activity so that we can see all entries.

Fixed a bug in a user's iCal feed that was generating invalid links for appointments.

Fixed a bug preventing an attempt to send a password reset to a user with no email configured.

Fixed a bug preventing an existing non-repeating calendar appointment from being converted to a repeating appointment.

The following enhancements and bug fixes have been released over the past couple of months.

What's New

Added new user permission to control whether users can delete work orders

Added new contact and location columns to report dataset "Work Order Items".

Require user to enter their current password when changing to a new password.

Strengthen security policy to require users to use more complex passwords.

Enhance service request "get" function in API to support grouping all items into a single <items> node instead of being listed separately.

Implemented new networking scalability infrastructure.

Optimize creation of billing batches to improve performance.

Change formatting of some percent values to only show 2 decimal places instead of 3, unless a third decimal place is truly needed.

In a work order's "Billing" tab, the link to the invoice for the work order now opens in a new tab/window.

Bug Fixes

Fixed: The "Web Request" form should use the "portal logo" when specified in portal settings.

Fixed: When clicking on the "Full History" for a customer only open work orders are displayed instead of the full history.

Fixed: When creating a new equipment item from the "New Work Order" page, the new equipment item is added to the list, but is displayed incorrectly.

Fixed: Password reset emails for portal users should not direct the user to BlueFolder Support for assistance, but to the customer.

Fixed: Customer column cannot be removed in the "Work Order List".

Fixed: Error when attempting to delete a customer comment.

Fixed: When changing an item's price in the master item list, the total billable price for that item in an open work order is not automatically adjusted.

Fixed: When changing an item's price in the master item list, the new price & cost for uses of that item in recurring work orders are not applied.

Fixed: Assignment list is missing the "Show More" button sometimes.

Fixed: When viewing a custom report as a non-admin user, the report doesn't display correctly.

Fixed: SaveAs dialog was being included in exported report.

Fixed: Buttons not being properly hidden when a non-admin user viewed a custom report.

Fixed: When editing a contract that is billed to "other address" but has a blank "Country" value, a "server error" is thrown and the user sees an ugly error message.

Fixed: Wrong Due Date in email notifications that contain Work Order details.

Fixed: Rounding error resulting in incorrect work order total price under certain conditions.

Fixed: Broken links in work order log on mobile web app.

This update to BlueFolder includes enhancements to work order assignments, new customer location list view, customizable password policy, improvements to creating new items from within a work order, and more. A number of bug fixes are also included.

What's New

Assignment Enhancements

Assigning Work Orders whenCreating or CloningNow you can assign a new work order right from the page where you create/clone it. Inthe sidebar you'll find a new checkbox labeled "Assign this Work Order". When you check the box, a form will appear allowing you to define assignment details in a single step. The previous "Save & Assign" button has been removed in favor of this new approach that is much faster and more convenient.

Changes to Creating and Editing AssignmentsThe formfor creating andediting work order assignments has been modified in the following ways:- The "Assigned To" field has been moved to the top of the form when creating and editing assignments. Our stats show that 99% of all work order assignments in BlueFolder have an assignee and moving itto the top of the form makes creating and editing assignments faster and more intuitive in most cases.- The user interface for choosing assignees has been updated to match the look and feel of the rest of the app. The functionality is the same, it just looks nicer.

Assignment List ChangesBack in March we redesigned the assignment list that appears in the "Assigned To" column inthe work order list, as well as in the right-hand sidebar while viewing a work order. Todaywe're adding a few refinementsto the way assignments are displayed in order to improve usability.- The "Complete" button has been modified to remove the checkmark icon and change the label to "Mark Completed". We found that some users were confused by the checkmark icon, thinking that it signified that the assignment was already completed. We also found that the label "Complete" could be improvedby changing it to "Mark Complete", which better explains what will happen when the button is clicked.- We've also moved the checkmark icon into the green "Completed" label that appears on completed assignments. This change makes it easier to clearly identify when an assignment is completed.

OLD

NEW

Customer List Improvements

New Location ListCustomers on our Enterprise price plan can now customize the password policy for their users. Passwords can be required to include uppercase & lowercase characters, special characters, and have a minimum length.

Customer View SelectorSwitching between the Customer List, Contact List, and new Location List is now easy and seamless with the new View selector.

Other Enhancements

New Custom Report ColumnsTwo new columns have been added to the custom report dataset "Work Orders". Using the new columns described below, you can create a custom report that shows how long work orders have been in their current status, enabling you to perform basic SLA analysis.

"Status Age" - this column displays the number of hours the work order has been in it's current status.

"Status Last Updated" - this column is a date/time value indicating the last time the status of the work order was changed.

Customizable Password PolicyCustomers on our Enterprise price plan can now customize the password policy for their users. Passwords can be required to include uppercase & lowercase characters, special characters, and have a minimum length. The new settings can be found in Settings > Users & Permissions > Password Policy.

Due DateSpecifying due dates on work orders has been modified to make it more intuitive.

Creating New Items from Work OrderEnhance item creation from within work order to include ability to specify flat rate labor, taxable status, and account name.

Customizable Navigation BarThe main navigation bar is now customizable. Icons can be toggled on/off, and the display of the navigation bar can be set to use tabs or not. These settings apply to all users in your account.

Relocated Bookmarks TabThe bookmarks tab on the main navigation bar has been moved to the right-hand side of the bar.

Color Theme ChangesIn order to support the new "tabbed mode" for the navigation bar, some of the color themes have been slightly modified. The "Blue" color theme has been modified more significantly, but the previous blue theme has been renamed as a new "Dark Blue" theme.

API EnhancementWhen using the API to retrieve a single user or list of users, the "link" fields on the user record have been added to the data that is returned.

Last Login DatesIn the user list, the "Last Login" date/time now includes mobile app logins, resulting in a more accurate reporting of the user's most recent activity.

Bug Fixes

Fixed: Some of the entries in theRecent Activity List on the Service Dashboard are being displayed withencoded HTML characters.

Fixed: Editing a recurring work order causes it's status to be reset to "Active".

Fixed: Cancelling a recurring work order sometimes caused it's state to become both "Active" and "Paused" at the same time.

Fixed: When deleting a work order assignment, the customer notification message isnot displayed.

Fixed: Performance problem when uploaded multiple file attachments at the same time.

The following enhancements and bug fixes have been released over the past couple of months.

What's New

Enhanced callbacks to allow user to specify the number of retries that should occur when executing the callback.

When changing an item's price/cost in the item list, ask the user if they want to also change all occurrences of the item in open work orders and/or active/paused recurring work orders. Changes to work order item prices arealso logged in the work order'slog so there are no mysteries of how an item's price/cost was changed.

Added new columnsto the "Work Orders" custom reports dataset. The new columns are:

Billing Status

Invoice Date

Invoice No.

Invoice System

Invoice URL

Bug Fixes

Fixed:After closing a work order from the list, the work order's assignment(s) show as completed but the formatting is incorrect.

Fixed:Resetting a password shows an ugly error pageif the passwords do not match.

Fixed: Javascript error when editing a work order's expense item.

Fixed:Javascript error when using"Search Notes & Comments".

Fixed:Javascript error when adding an equipment item to a new work order when first creating the work order.

Fixed: The unit price of line items in non-billable work orders was showing as 0, but with an extended price (quantity * unit price) of > 0.

Fixed: Intermittent errorwhen editing a work order.

Fixed:When choosing new scheduled assignment date/time from assignees' calendar on "New Work Order" page, the selected date/time aren't applied to the assignment.

Fixed: After editing the "work address" for a user, the changes arenot saved.

Fixed: Custom fields of type "Text (Multiline)" are not displayed in the customer portal.

Fixed: Callbacks created as part of a Zapier integration are not being executed.

Fixed:Recurringwork orderswith end dates in the past are not restarted after editing and selecting 'Indefinite' as the new end date type.

The following enhancements will be released on Friday March 3, 2017.

What's New

Bulk Changes for Work Orders

Multiple work orders can now be modified or deleted in a single step. This feature is available to customers on the Business and Enterprise plans, and only to users belonging to one of the following roles: Administrator, Bookkeeper, Scheduler, or Service Manager. Supported bulk actions are "Change Status", "Add Comment", and "Delete".

Although we are announcing this feature today, itwill be rolledout in phases over the next week or two. If your account is eligible for this feature, it will appear automatically (and without further notice) once we activate it for your account.

To begin using this feature, select multiple work orders from the list by using the checkboxes on the left side of the list (the checkbox that appears in the header will select all work orders on the current page).

Once you've selected some work orders, you can click the "Edit Selected" button on the upper-right corner of the work order list. Note that the button text shows how many work orders have been selected. Select the action you'd like to take on the selected work orders.

After selectingan action, a dialog box will appear. In this case, a status change dialog allows you to finalize the bulk action of selecting the new status, adding a comment if desired, and selecting the notification options you'd like to use. You have the option to suppress all notifications to users, while customer notifications can be sent based on the established preferences for each customer, or suppressed completely.

Once you click "Save Changes" on the dialog box from the previous step, you'll see a progress bar as the selected work orders are modified.

When the bulk action is completed the list will automatically reload and you'll see a confirmation message at the top of the page.

Work Order Status

Work order status values are now being displayed with a colored box in all work order lists throughout the main and mobile web apps (reports not included). This enhancement makes it much easier to quickly identify and read the status of a work order. The colors also make it very easy to know right away whether a work order is open (green), or closed (dark gray).

New Views for Work Order List

Severalnew views have been added to the Work Order List, allowing you to filter the list by "Source", which represents how the work order was originated. Sources include email, web requests, customer portal, and recurring work orders. These new views make it easier to focus on incoming work orders from a single source. For example, when you start your day, you might want to focus on new work orders created via email (Source: Email). These new views are available to users thathave permission to "View all Work Orders" - which includes the rolesAdministrator, Bookkeeper, Scheduler, Service Manager, and Lead Technician.

The work order list view entitled "Incoming from Email/Portal" has been renamedto accurately reflect what the view shows. The new name for this view is "Email/Web Requests to be Verified", and displays work orders with a source of 'email' or 'web request' that have not yet been verified. Verification is a process that allows you to verify the information submitted by a customer and make modifications to it for clarification, assignment, etc. All new work orders created via email or web request are marked as "Needs Verification" until the verification process is completed. To verify a work order that is marked with "Needs Verification", simply click on it and verify the information thenclick the "Save" button.

Updates to the Service Dashboard

The "Service Dashboard" has been updated with several changes in the "Today" section's "Incoming" list:

We now are displaying the number of new work orders for each source (email, web, etc), along with a link that will display the actual work orders.

We've also modified the previous information in the "Incoming" list related to unverified work orders. You will now see a line with an exclamation mark icon whenever there are work orders that need to be verified, along with a link to view the list of work orders.

Other Improvements

A new preference has been added to control the default checked state of the "Assign this Work Order" when creating a new work order. If you are a business that almost always assigns new work orders right away, you may want to default that checkbox to being checked, saving you a little bit of time and reinforcing your preferred business process to your team. You can find this new setting in Settings > General > Work Orders, in the "Assignment Options" section towards the bottom of the page.

Changed the behavior of the "Other Related People" list on work orders. A user can now remove themselves from the list when editing a work order. When creating a work order, the current user will be pre-populated to the list, but the user can remove themselves before clicking the save button.

Several newexport formats have been added to custom reports. Theprevious export format is now named "Export to Excel File (HTML format)". In most cases, you'll find the new XSLX format to be the most reliable, and although some text formatting (such as font sizes and styles) is not supported in this format, it avoids the warning that often appears when opening the HTML export format in Excel. We recommend experimenting with the various options to find the one that best serves your needs. We're also working to bring these export formats to our built-in reports in the near future.

An "Attachments" tab has been added to customer records when viewed in the mobile web app. This new functionality also includes ability to add new attachments to a customer record.

Improved the creation of a new customer while verifying an incoming email work order. The popup customer form now tries to auto-fill the contact name and email fields. The incoming emails details are also displayed at the top of the new customer popup form, for quick reference.

Updated the "Deleted Work Orders" list to include icons to show which column the list is sorted by.

When creating/editing an assignment, automatically change the assignment type to "scheduled" when a date/time is chosen from an assignee's calendar popup window.

Added the ability to force a user to change their password upon next login.

In the Work Order List, the "Created" and "Closed" columns show the date that a work order was created or closed (respectively). If the work order was created or closed today, we are now displaying the word "Today" along with the time it happened instead of just the date. For example, if a work order was created today at 3pm, we previously would've simply displayed today's date of "Mar 2, 2017", but now we will display "Today @ 3:00pm".

Numerous performance improvements have been implemented throughout our main web app, mobile web app, and customer portal.

Bug Fixes

Fixed:Error when trying to remove the assignment from an existing recurring work order.

Fixed: When a user creates a new work order via email, they are added as 'related' to the new work order but do not receive an email notification about the new work order, despite having all notification settings configured properly.

Fixed: AM/PM data is missing in custom reports for Brazilian customers.

Fixed: Intermittent error when uploading file attachments.

Fixed: Show correct dates/times when viewing customer comments in mobile web app.

Fixed: Unable to view customer as a Technician even when assigned to a work orderfor them.

Fixed: Modify the 'get' API functions to always return the externalId node, even when there is no externalId value.

Fixed: In the customer portal, the file count is not accurate.

Fixed:Recurring Service Requests with End Dates in the past are not restarted when selecting 'Indefinite' as the End Date Type.

Fixed:Hide the labor rate restriction UI when creating or editing a no-login user.

Fixed:Customer Portal custom field for "text Multiple line" not displayed in the Customer Portal.

Fixed:Updated portal password change form to include new password policy verbiage.

Fixed:Callbacks created by Zapier are never run.

The following enhancements will be released today,Thursday April 27, 2017.

What's New

User Profile Pictures

We're adding the ability to associate a profile picture with each user in your account. You can upload a custom picture, or generate a picture using the user's initials. The profile pictures will appear in various places throughout the application, and we'll add it to even more places in the future.

Toedit a user's profile picture, simplychoose an option from the dropdown list that appears under the default profile picture when editing the user account.

If you don't want to use a custom image, you can create a profile image using the user's initials, or the first letter of their display name. Created profile images have randomized background colors, so if you don't like the background color that is used, simply recreate it until you find a color you like.

When uploading a custom image, you'll be prompted to size and crop the image. Use the slider below the image to rezize. You can also move the image around so that the desired part shows up inside the selection box. Click Save to finalize the edits.

Profile Pictures in the Work Order List

User profile pictures will appear in various places throughout the app, but if you want them to appear in the Work Order List, you'll need to activate the new customization options.

Click the "Customize" button on the upper right-hand of the Work Order List. In the "Customize List" box, notice the new "Include Profile Picture" checkboxes underneath the "Account Manager", "Service Manager", and "Assigned To" checkboxes.

Click Save and the list will reload with user profile pictures displayed.

Redesigned Service Dashboard

The "Service Dashboard" has been redesigned with a new three-column layout that better utilizes available screen space. This new design is easier to scan, with "Today" and "Upcoming" sections in the left column. The heavily-used "Recent Activity" section has a more prominent position in the middle column, allowing quicker access and more visibility.

Other Improvements

You can now export data related to Recurring Work Orders. You find this in Settings > Import/Export > Export.

Several custom report datasets have been modified to include the "Account Manager" and "Account Manager ID" fields.

Custom reports that include contracts will now show the contract name as a hyperlink to the contract.

When a work order is edited, the corresponding log entry entitled "Changed" now includes more detail about the fields that were changed.

When viewing a work order, the assignments in the right-hand sidebar now have a small border to help delineate multiple assignments from each other.

Bug Fixes

Fixed:On a custom "Contracts" report, the links to customer records don't work.

Fixed:Unable to customize columns for Customer List when using a customized role name.

Fixed: Editing theApp Title displays anugly error when the user adds a value greater than100 characters.

Fixed: Exporting a report to CSVfilenot working.

Fixed:Sort order on work order Items tab in mobile web app doesn't match the default sort in the main app.

Fixed:QuickBooks Online transfer failed due to an undocumented API changeby Intuit.

Fixed: Custom report export error when report name contains a restricted character or is too long.

Fixed:User isn't returned to the correct pageafterdeleting an item from the work orderlog.

Fixed:QuickBooks Import Tool error occurred when user didn't have certain local system permissions.

Fixed:Bug in incoming email causing email attachments with the same name to overwrite previous attachments on the same work order.

Fixed:Bug in incoming email if the email was sent to an address with a host name that contained a subdomain matching an alias in BlueFolder.

Fixed:Report export error reference to customerId when exporting as ExcelML format.

Fixed:Exporting a report containingdata resembling an Excel formula fails to export.

Fixed:Recurring work orderfails if customer contact is invalid.

What's New

Customizable Status Colors for Work Orders

You've always been able to customize the status values for work orders. And previously, all "open" statuses were green, while the "Closed" status was a dark gray. This update addsthe ability to customize the colors associated with status values. In addition, we've also updated the calendar to display status colors for scheduled work order assignments.

Linked Work Orders

Now you can link work orders. Let's say you sent a tech to repair a broken piece of equipment yesterday and the work order has already been closed. But today, the customer calls back to say that the equipment still isn't working properly. You could re-open the previous work order, re-assign it, etc. Or, with the new linking feature, you could simply clone the first work order and link the new work order to the original work order. This allows for a cleaner separation of site visits, assignments, etc, while still allowing your team to know what's happening. You could also use this feature for project tracking - create a "main" work order for the overall project, then create multiple "sub" work orders that are linked back to the main work order for each phase of the project.

Example: Work Order #3233 is Closed. You can see in the sidebar that work order #3234 is linked to this work order.

Example continued: Work Order #3234 was created in order to follow-up work order #3233 and is linked to it for easy reference.

View-Mode for Work Order List

Over the years, BlueFolder's "Work Order List" has been expanded to include more and more information. While helpful for some users, it can be a little "noisy" for others. This update introduces a new "view mode" setting for the work order list. This setting can be set to "Standard", which is the new view that omits extra details, or "Detailed", which is the view you have been used to seeing as the default view. This is a per-user setting that only affects your login, and the setting you choose will be remembered as your default setting the next time you view the list.

The work order list in "Detailed" view-mode.

The work order list in "Standard" view-mode - omits details in certain columns like "Service Location", "Assigned To", etc.

Filtering Enhancements for Work Order List

We've also improved the filters for the main work order list. The new status filter allows for single-click selection of "Closed" and "All" status views, while still allowing you to filter the list to a specific "open" status or all open statuses. The other filter pickers have also been slightly updated to be a little larger so that they are easier to use on mobile devices.

Simplified Work Order Log

When viewing a work order, the "Log" has been simplified and "flattened" to remove the hierarchical structure that we were using. The hierarchical display was overly-complicated with lots of "Add Comment" buttons and just wasn't optimal for being able to quickly see the latest comments on a work order. The new view is simple, easy to understand, and the newest updates & comments are right at the top of the log. We've also tweaked the colors for comments that are displayed in the log. Public comments are now displayed with a green label (previously they were black), while private comments are displayed with an orange label (previously they were red).

Assignment Completion Now Optional

BlueFolder has long been unique in the way we track assignments for work orders. Multiple assignments can be used, and each assignment can have a completion status that is separate from the work order itself. This is a powerful feature that many people like and it allows you to know when a tech has completed their assignment without having to change the status of the work order. Despite the benefits to this approach, it can be more functionality than many customers need. This week's update introduces the ability to disable assignment completion entirely. With assignment completion turned off, your work order flow becomes simpler and allows your team to focus on "status" as the sole indicator of the current state of a work order.

Multiple Assignments Can Now Be Disabled

In addition to being able to disable assignment completion, we're also introducing the ability to disable the ability to create multiple assignments for a work order. If you're trying to enforce a simpler workflow for your team, you might find this useful. Our new work order linking feature is also useful in this regard. Instead of a second or third assignment on a work order, you could create additional linked work orders, thus keeping assignments, status, billing, etc all separate. In can be quite useful and a much cleaner approach for some of our customers.

Redesigned "Assigned To" Column in Work Order List

Now that assignment completion is optional, we had to rework the UI for the "Assigned To" column. The good news is that we think it's easier for everyone. Rather than displaying an assignment's completion status underneath the assignment, we're now displaying it to the right of the assignment. This makes it easier to scan a list since the location is consistent and not buried in-line with the text.

Source Info Moved to Sidebar

We've moved a work order's "source" information into the sidebar, just under status when viewing a work order.

Recurring Jobs

We've renamed our "Recurring Work Orders" feature to "Recurring Jobs". The previous name was a little confusing and made it harder for customers to understand that a recurring job was something that auto-created work orders on a specified schedule. We've also made some other improvements in this area, shown below.

Show Scheduled Assignments from Recurring Jobs on Calendar - A recurring job auto-creates work orders on a specified schedule. When a recurring job "executes", it creates a work order that may have a scheduled assignment (depending on how you setup the recurring job). That scheduled assignment will appear on the calendar once it's been created, but if the recurring job hasn't been executed yet, the scheduled assignment doesn't yet exist and therefore won't appear on the calendar. This has been a real problem for customers that do a lot of recurring jobs. They need to be able to see what their team calendar will look like next week, for example, even if their recurring jobs won't run until the weekend.Starting with this update, the calendar views will now include scheduled assignments from recurring jobs, even before the job executes. These scheduled assignments don't really exist yet, so they are displayed on the calendar with a lighter color and a dashed-line border around them. Any changes made to a recurring job will automatically recalculate future scheduled assignments accordingly. Also, note that future scheduled assignments from recurring jobs are only visible up to 2 years into the future.This screenshot shows the weekly schedule for Ted Technician. As you can see, there are 2 assignments from a recurring job that will be created on Thursday and Friday.

Recurring Job List Improvements - the recurring job list has a new "Date Created" column. Also, the "Last Run" and "Next Run" information that was previously part of the "Status" column have been moved into their own columns. Additionally,the list can also now besorted by some columns that were not previously enabled for sorting.

Recurring Job Cloning - It is now possible to clone a recurring job. Just select the "Clone" option in the action menu for a recurring job. You will be given the opportunity to name the new recurring job and choose it's starting status of either "Active" or "Paused".

Resume Recurring Job During Edit - When editing a "paused" recurring job, it is now possible to specify that the job should be resumed upon save.

Reporting Changes

New Reports for Recurring Jobs - 2 new built-in reports have been added for viewing recurring job data.

The "Recurring Job Run Dates" report shows all the recurring jobs that will execute during a specific date range, along with exact dates and times the job will be executed.

The "Recurring Job Run Dates by Customer" report is the same as the previous report but is grouped by customer.

New Custom Report Dataset for Assignments - A new custom report dataset has been added that contains work order assignment data. This dataset includes both scheduled and unscheduled assignments. Please note that if an assignment has multiple assignees, the assignment will appear as multiple rows in the report, once for each assignee.

New Columns for Existing Custom Report Datasets - New columns "Billable" and "Billing Status" have been added to the custom report dataset "Work Order Items".

Other Changes

Recent Customer Activity on Service Dashboard - The "Recent Activity" section on the "Service Dashboard" has been updated to include a new "All Customer Activity" filter selection. When selected, this filter will show only activities performed by customers, making it much easier to quickly see what interactions your customers are having with your team.

Improvements to Calendar Integration - Our calendar integrations have been updated so that a work order's customer name and service location are now properly displayed in the "Location" field for appointments added via iCal invitations and iCal subscriptions. The address is formatted such that your calendar's built-in mapping capabilities should now work better with BlueFolder appointments. We're also including "assignment notes" at the top of notes section for each calendar appointment.

Bug Fixes

Fixed:When creating a new work order from an equipment item, if the item has no "next service date", the default value on the new work order form for the "next service date" should be none.

Fixed:Recurring appointment on Xrd Weekday of Month starts one occurrence too late.

Fixed: Error when trying to delete an assignment from the mobile web app.

Fixed:Error adding equipment item from the mobile web app. Requires dates that shouldn't be required.

Fixed:The work order log in the customer portal includes private "comment added" log entries. The private comment isn't actually shown to the customer (it's a blank log entry), but the log entry shouldn't be shown at all.

Fixed:Assignments created automatically after a work order is created via the portal should be identified as being "auto-created by 'system'" rather than by the portal user.

Fixed: Customer equipment export fails when the account contains custom fields on equipment.

Fixed: Error occurs when editing a recurring job and removing its assignment.

Fixed:UI issue with an even number of custom fields - too many fields in the first column when there is an even number of fields.

Fixed: UI issues in mobile app. Namely, button styles and header titles.

Fixed: Poorly worded and misleading description for "Show Reports Tab" permission.

Fixed: When displaying the email customer dialog, we should honor the customer notification pref that controls whether to include a link to the work order in the email. We should also set a default subject for the email.

Fixed:Links to certain reports were being displayed for techs who didn't have permissions to view those reports. The links were locked but displaying them could cause confusion for the user.

Fixed: Replace any sorting text like "Sorted asc" in header cells of an exported report.

Fixed:Recent change to the loading of assignees for an assignment didn't work if the assignment was new and hadn't been saved yet, causing log entries and notifications to report the assignment as being assigned to "Nobody" even though there were assignees.

Fixed: UI for "flat rate" item was being displayed for expense and materials items but it shouldn't have.

Fixed: Error when adding a new item to a recurring job after first editing existing item and then canceling out of dialog box.

Fixed: Error processing incoming email where the email was not matched if the user was using a comma-separated email address and there was a space after the comma.

Fixed:Date parsing bugs in the calendar.

Fixed:Added a fix to select the proper assigned user in custom reports when a user is selected in standard filters.

Fixed:Properly format assignment completion comments as private or public.

Fixed:Duplicate Recurring Jobs when exporting.

Fixed:Embed the company logo in print-outs rather than linking to the logo.

Fixed:Updated API code to parse the notifyCustomer parameter consistently. Also updated documentation.

Fixed:Inconsistent terminology for "recurring appointments".

Fixed:Team Calendar Week view loses user profile picture when a row is reloaded due to a reschedule of an assignment.

What's New

Work Order Log Improvements

Work order log entries now include information about the notifications that were sent as a result of the action that was logged. For example, if a work order's status was changed, and 2 users were notified of the change, the "Status Changed" log entry will include details about who was notified of that action. Each notification that was sent is listed as a link that, when clicked, displays the exact notification that was sent to that person. Any notifications sent to a customer will also be listed in the log entry.Notifications are first displayed as "Notification pending to...", but once sent (usually within 1 minute) they are displayed as "Notification sent to...". NOTE: Notifications sent prior to this release will not be displayed in the log.

Work order log entries now include details about edits to custom field values, including what fields were changed, and the changed values.

Work order log entries now include details about edits to the work order's equipment list. Any equipment items added or removed will be listed in the log accordingly.

Changes to Item List

The "Item List" has been moved from "Settings" to the "Work Orders" tab.

New customizable permissions have been added for "Item Create", "Item Edit", and "Item Delete".

Items in the Item List can now be cloned, making it easy to quickly create multiple similar items.

When importing items, the "Discontinued" field can now be modified.

Other Changes

"Tax Codes" has been moved from "Settings" to the "Billing" tab.

The "Web Requests" feature now has its own section in "Settings".

The address fields that appear on the web request form can now be customized, including the ability to make the fields required or to turn them off completely.

Bug Fixes

Fixed: When assignment completion is turned off, an assignment completion log entry is still sometimes added to the work order log.

Fixed: When assignment completion is turned off, the "Work Order Assignment is Completed" customer notification is still visible in settings.

Fixed: Sometimes an error occurs when adding a new equipment item.

Fixed: Recurring job assignments that have the same time as an actual calendar event should appear before the actual events.

Fixed: When a blank email with attachment(s) is received on an existing work order, it is logged as a blank comment. It should be received as an "attachment added" log event without a blank comment.

Fixed: Occasional error when viewing a customer record.

Fixed: When creating a new recurring job from the customer the start date is Jan 1, 0001.

Fixed: Customer notification not sent after verifying a work order that originated via incoming email.

Fixed: Printing in Firefox does not print table borders when the table spans to page 2.

Fixed: Attempting to search by Location Address field in the work order list is broken.

Fixed: The "Resend Activation Email" link on user list should be hidden for no-login users.

Fixed: Table borders not appearing beyond page 1 in PDFs generated from printing a work order.

Fixed: "Recently Viewed Equip" shows up on mobile dashboard even when that feature is turned off.

Fixed: Assignment completion button displayed in mobile edition dashboard even if that feature is turned off.

Fixed: Logo & text alignment issue on the customerportal dashboard.

Fixed: Incorrect billing address on work orders created by recurring jobs under certain conditions.

The following product changes are included in this release.

What's New

Improvements to Assignments

Creating and editing assignments is now much faster! You can perform these tasks directly from the work order list, or the sidebar when viewing a work order, without any page reloads. All actions are now performed with dialogs that appear on the same page you're already viewing. This is a dramatic improvement in both speed and comprehension, as it prevents unnecessarily having to go to a different page and potentially forgetting what you were trying to do.

This improvement also applies to assignment completion, uncompletion, and deletion. Also, if an assignment change causes the work order status to change automatically, the work order status will also be automatically refreshed on the screen.

Changes to Customer Notifications

If your customer notification emails are configured to include a link for your customer to view the work order online, the link now behaves a little different.

Previously, the link would take the customer to the portal, even if they weren't a portal user. But if you used the "Email Customer" action on a work order, the link that was included would take the customer to a different page. It was inconsistent and potentially confusing for your customer.

Now, the link will behave as follows:

If you have web requests enabled, and don't have the customer portal feature (or it's disabled), the link will take your customer to the "Check Status" page, allowing them to see basic work order info.

If you have web requests disabled, and have the customer portal enabled, the link will take your customer to the work order in the portal. If the customer isn't already logged in to the portal, they will have to login first and then will see the work order.

If you have both web requests and the customer portal enabled, the link will detect whether the customer associated with the work order has any contacts with portal access. If so, the link will take the customer to the portal to view the work order. Otherwise, the customer will see the "Check Status" page and a box will be displayed inviting them to login to the portal to see more details.

Other Changes

The recurring jobs list can now be hidden from view of certain user roles. By default, only users belonging to the Administrator, Scheduler, or Service Manager roles can see the recurring jobs list. Now, you can permit users belonging to the Lead Tech, Tech, or Subcontractor roles to see the list. You can further restrict whether they can see all jobs in the list, or only the jobs they are associated with in some way.

The header text for popup dialog boxes has been improved for better readability.

All users of Internet Explorer versions below 11 will now be warned to upgrade their browser upon login.

Bug Fixes

Fixed:When completing an assignment and settings dictate that a comment is required, the completion comment doesn't show as being required and includes the word "Optional" in the comment box.

What's New

Performance optimizations to help work orders load faster.

Added a calendar preference to control the display of "Notes".

Added ability to filter work order list on mobile by individual status values.

Bug Fixes

Fixed: Error when displaying email notification history for a work order log entry in some cases.

Fixed:Reports with data containing Null characters break the Excel XLSX export.

Fixed:Roles losing permission when a user clicks "Save" Multiple times.

Fixed:Can't save Entry Forms as attachments if work order already has a saved entry form.

Fixed: Saving a work order with a blank contact would use the customer's primary contact instead.

Fixed: Recently viewed work orders not updating in tab menu.

Fixed: Choosing a different location when creating/editing a work order does not automatically change to the service manager for that location.

The following product changes are included in this release.

Bug Fixes

Fixed:Work orders created by recurring jobs don't use the customer's default tax code.

Fixed:Wrong country code for "Ghana".

Fixed:Filtering the work order list by "Scheduled for Today or Older" returns inaccurate results in some cases.

The following product changes are included in this release.

Bug Fixes

Fixed: Checking user's permission for a work order wasn't including account manager and service manager relationships.

Fixed:Bugs with dashboard counts on mobile.

Fixed: 404 error when trying to view map.

The following product changes are included in this release.

What's New

Added custom fields to "Equipment Service History" custom report dataset.

Bug Fixes

Fixed:Bug when address is formatted in "wide" mode and non-HTML was including "<br/>" tags.

Fixed: When viewing recurring job details, the list of work orders should be restricted based on user permissions.

The following product changes are included in this release.

Bug Fixes

Fixed:Searching the customer list is really slow.

Fixed: Issues with character.

Fixed: Work orders from the same date in different years show up when filtering the work order list by "Today Only".

The following product changes are included in this release.

What's New

Show description as bold text on calendar views.

Add placeholder on assignment edit page to clarify when an assignment has no assignees.

Optimized performance of Recent Activity list on Service Dashboard, reducing load time by more than 90%.

Bug Fixes

Fixed:On customer overview page, modify the View full history link on the upper-right of the Recent Work Orders list to not change user's saved filters on the History tab.

Fixed:Show "Assignment Comments" in all calendar views, including on mobile.

Fixed:Comments for some items not being set as public by defaulton mobile.

Fixed: Issue with the filter forDeleted Work Orders list.

Fixed:Labor report inserting unwanted page break in some circumstances.

Fixed: Issue with billing batch numbers not being sequential.

Fixed: Add links to sidebar when viewing awork order when source is email or web.

Fixed:Show priority label, instead of number, when viewing web request details.

Fixed:Can't delete a work order sometimes due to certain XML characters being present.

The following product changes are included in this release.

What's New

Added support for TLS 1.2 to the callback processor.

Bug Fixes

Fixed:"string or binary data would be truncated" errors

Fixed: Issues in proximity search.

Fixed: Hour dropping when editing an assignment.

Fixed: End date not properly being set when creating/editing an all-day assignment.

Fixed: Date bug when creating/editing assignments with Safari browser.

The following product changes are included in this release.

What's New

Ability to create/edit customer on mobile.

Bug Fixes

Fixed: Intermittent erroron portal login page.

Fixed: Inactive tech listed as the default, still gets added to new assignments.

The following product changes are included in this release.

What's New

Added an option that controls the visibility of "Equipment to Service" when viewing or creating a work order in the portal.

Improved performance when editing customers.

Improved performance when editing work order items.

Bug Fixes

Fixed: When changing an assignment from scheduled to unscheduled, and iCal should be generated to trigger deletion from the user's calendar.

Fixed:Multi-day assignments not displaying on second day.

Fixed: Intermittent custom report error.

Fixed:With web requests turned off in settings both web request form and check status page can be navigated to sometimes.

Fixed:Recurring jobs can create an unscheduled assignment for nobody.

Fixed: Issue with logo disappearing when printing.

Fixed: Bug in the paging links on the recurring job list for a single customer.

Fixed: Print-outs spill over onto subsequent pages.

Fixed:Portal user still marked active, but the associated customer has been deleted.

Fixed:When creating a new customer in QuickBooks, the work order's "Service Location" is entered as the "Bill To" address instead of using the customer's billing address.

Fixed:API getAssignmentList error.

This release brings several exciting new features to BlueFolder. The biggest new feature is "Views", which is simply a customizable way to view the work order list. There are also some changes to the work order list as a result of the introduction of views. We're also announcing customizable dashboards in this release, along with new dashboard widgets to help you better manage your team/business. A few other minor changes and a number of bug fixes are also included.

Whats New

Work Order Views

Our team is so excited about this feature! As we've been testing it internally, we've been surprised at how much power and flexibility it provides and we're excited to see how it helps our customers. This feature is included in our Enterprise plan, and can be included in the Business plan if you have the "Business Plus" add-on. View current pricing here.

What are views? Simply put, views are customizable work order lists. You can create a view with a name of your choosing and then define who can access it, what filters should be included, and what columns should in the list and in what order. You can even set a "Threshold" that can cause the view to change color when the threshold value is exceeded.

Read more about views and learn how to create them.

It's important to note that a list of views is also displayed on the new dashboards (see below for more about dashboards). This is significant because the combination of views and the new dashboards makes it possible to get very specific about the information that is presented to your team every time they login.

Where do views appear?

Views are displayed in the "View" menu on the Work Order List in the main web app and the mobile web app.

Views can also be seen in the "Work Order Views" dashboard widget that can be added to the Personal and Service dashboards.

Views are displayed on the dashboard in the mobile web app.

You can edit your views by going to Settings > General > Work Order Views.

Can I still filter the work order list without views?

Yes. If your price plan doesn't include views, you can filter the work order list as you have always done. Nothing has been taken away with this release. In fact, there is even more granularity in the modified filters with this release (see below).

Even if your account includes views, you can still select "[Browse]" from the View menu on the work order list and filter the list as you've always done.

Examples of views:

You could create a view called "New work orders older than 4 hours". The filters for the view could be something like "Status = New", "Time_Open > 4 hours". You could then set a threshold of 0, with a color of red. If there are 1 or more work orders that are "New" and have been open for more than 4 hours, the view would show in red on your dashboard and in the views list in the work orders tab and in the mobile web app.

You could create a view called "Escalated work orders". The filters for the view could be something like "Status = Open", "Assigned To = UserGroup:Level 2 Techs". So any work order that is assigned to a user belonging to the user group "Level 2 Techs" would be displayed in this view.

Work Order List Changes

For accounts that don't include the new "Views" feature mentioned above, the "View" menu has been replaced with two new filters: "Assigned To" and "Source".

The previous "View" menu included things like "Assigned to Me", "Not Assigned", etc. In fact, most of the views were really filters based on the assignment status of work orders. The new "Assigned To" filter gives you more granularity than before and only requires a minor adjustment to how you use the work order list.

The new "Source" filter provides filtering based on where a work order was created. This filter provides access to the other items that were in the old "View" menu.

The "Scheduled For" filter now supports "Today or Tomorrow".

You may also notice a new filter value in each filter list, the "--" value. If you don't want to apply a filter, just select the "--" item from that filter's list (see screenshot above where all filters except Status are set to "--") and that filter will not be applied to the list.

Customizable Dashboards

This release includes the ability to customize both the Personal and Service dashboards. This feature is included in the Business and Enterprise price plans.

Dashboard widgets can now be rearranged to your liking. Just click the gear button on the upper right corner of the dashboard, just below the dashboard selector. This brings up a dialog box where you can drag and drop the widgets into whatever column and whatever order you like. Click Save and the dashboard will reload with your customizations in effect.

You can also now choose to have your dashboard auto-refresh on a specified interval. This is useful if you like to display BlueFolder on a large-screen TV in your office. Combined with custom views with thresholds, you can create an incredibly useful dashboard that auto-refreshes, changing colors to bring attention to important information as your account data changes throughout the day.

New Dashboard Widgets:

"Work Order Views" is a new widget that can appear on both dashboards and displays all of the views the current logged-in user has permission to see. Each view is displayed by name, along with a number representing how many work orders currently match the view's filter conditions. If a threshold has been defined and is exceeded for a view, the shaded circle around the number can change color to draw attention to the view.

"Hours This Week" is a new widget that can appear on both dashboards. When on the Service dashboard, this widget will display Assigned hours vs Reported hours for all of the standard users in your account. When on the Personal dashboard, it displays the current logged-in user's Assigned and Reported hours for the week, by day.

"Assigned Hours" are hours that have been assigned to a user via calendar appointment, or scheduled assignment.

"Reported Hours" are the labor hours that have been entered for that user.

Contracts Summary" is a new widgetfor the Service dashboard that displays useful stats about the contracts in your account. Each item listed is a link to the contracts list to show the details behind that number.

Equipment Summary" is a new widgetfor the Service dashboard that displays useful stats about the equipment in your account. Each item listed is a link to the equipment list to show the details behind that number.

The Personal dashboard now has a "My Recent Activity" widget. This is the same as the "Recent Activity" widget that has been on the Service dashboard for a while. When used on the Personal dashboard, the widget will only show activity for the currently logged-in user.

The "Work Orders Summary" widget is a new widget for the Service dashboard, but the information contained in it has been on the Service dashboard for a while, just in a different arrangement.

Other Dashboard Changes:

The "Service Billing" widget has been updated to include last month's billing total, providing quick access to compare this month and last. We are also now showing the percent for this month and last month, as compared to the previous month. If your business is growing, you'll see a satisfying green arrow pointing up!

The search widget looks a little different and now supports searching contracts & equipment as well.

Navbar Changes

There is a new user profile menu on the upper-right corner of the screen. Links to the User Profile, Settings, Help, and Log Out have all been consolidated in this menu.

A new settings icon on right side of navbar provides quick access to your account settings.

The dropdown menus for each tab in the navbar now appear hovering your mouse pointer over the down arrow instead of requiring a click. These menus will continue to display on click/tap with touchscreen devices.

Other Changes

A new report "Weekly Timesheet (Assigned vs Reported)" report has been added. This report compares assigned hours to reported hours for each user for a specified week. The new dashboard widget "Hours This Week" also links to this report.

Work Order Items (Labor, Materials, Expenses) can now be cloned directly from the "Items" tab within a work order, and when viewing a specific item.

You can now hide the report parameters panel when printing a report.

The mobile web app has been relocated and is now located at youraccount.bluefolder.com/mobi. You can still access it via youraccount.bluefolder.mobi for the time being.

The information that is included in some SMS notifications has been updated to be more consistent, and include more information.

Bug Fixes

[BUG] Report parameters on a few built-in reports need UI clean-up.

[BUG] Inactive Equipment items are in the list when creating a new SR

[BUG] Unable to remove inactive users from an assignment

[BUG] A comment containing a single or double quote shows an HTML encoded value instead of the single/double quote character.

[BUG] Issue with scheduling some recurring jobs.

[BUG] New materials and expense items added to a work order are not defaulting to bill to the work order's contract.

[BUG] It's possible to resend a new-user activation email to an inactive user.

[BUG] Deleted contracts still show up as recently viewed contracts which you can attempt to open.

[BUG] Creating/editing a recurring job with a custom "yes/no" field - the custom field value is saved as "on" or "" instead of "True" or "False".

[BUG] Missing "Edit" button on the listing for "Completed Recurring Jobs" within the Customer tab.

[BUG] Editing a work order from the list doesn't add it to the user's recently viewed work orders list.

[BUG] Creating a new work order from the calendar tab does not automatically check the "Assign this Work Order" checkbox and doesn't pre-fill the assignment details on the new work order form.

[BUG] Navbar issues at small screen sizes.

The following product changes are included in this release.

WHAT'S NEW

Added "Latest Work Order" column to equipment lists that displays the most recent work order that references the equipment item.

Added ability to delete a customer record from the customer list action menu.

When editing a completed recurring job, a new checkbox allows the user to choose whether they want to reactivate the job upon save.

In Settings > Email, a new "Incoming Email Log" has been added that displays a record of the incoming emails that have been received for the account. Each email in the list also includes details about its status (accepted, rejected, etc).

When deleting a work order, an entry is now added to the work order log before the deletion is finalized. If the deleted work order is then restored from the "Recycle Bin", the log entry allows you to see who deleted the work order.

Mobile Web App Enhancements:

Existing work orders can now be edited (if the user has permission).

Work order items (labor, materials and expenses) can now be deleted (if the user has permission).

When creating/editing a work order item, the unit price/cost and taxable status can now be edited (if the user has permission).

BUG FIXES

Fixed:Mouse pointer should indicate ability to click when hovering over the monthly calendar views.

Fixed:Recurring jobs that are scheduled weekly every 2 weeks starting on a Sunday or Monday and scheduled to generate a job on Monday and Friday to miss generating the occurrence on the Friday after the first week.

Fixed:Recurring Job would not save if user unchecks the "Include Assignment" checkbox but the "Scheduled" radio button is still selected and the schedule is invalid.

Fixed: Incorrect data in the "Hours This Week" on the personal dashboard under some circumstances.

Fixed:Error in export - Work Orders.

Fixed:Recurring Job set to "Indefinite" does not remove "After X Occurrences".

Fixed:When viewing an equipment item in mobile web app, the item is not added to recently viewed items.

Fixed: Error when tryingto increase the number of work orders per page when viewing service history for a customer.

Fixed:Export feature does not use user's timezone when exporting by date.

Fixed:Fixed a bug preventing users from logging into the mobile web app with a password that had potentially bad characters in it.

Fixed:Bug preventing custom email address validation.