4th June
A minor release of Maintenance Companion has been rolled out today.
This release introduces some back-end QuickBooks connection updates and some bug fixes and minor updates.
QuickBooks Connection
The QuickBooks connection has been updated and the onboarding and linking process streamlined for customers that are also using QuickBooks.
A user prompt has been introduced to confirm whether property and product / service changes should be updated in QuickBooks.
Work Orders
Work orders actions have been updated to allow checklists to be viewed on the Work Finished status.
An issue with Costs has been resolved to remove duplicate images in Notes.
Notifications
Minor updates to property owner notifications to share scheduled time when it is entered and to only notify on status change.
1st May
A new release of Maintenance Companion has been rolled out today.
This release introduces a new work order status designed to improve communications and streamline office operations.
Work Finished Status
A new status – Work Finished – has been included for Work Orders.
- This status indicates that all work is completed on a work order.
- The existing status ‘In Progress’ gets automatically updated when a check in and check out time has been set on all the scheduled rows.
- A ‘Work Finished’ status can return to ‘In Progress’ if additional scheduling is added to the work order (e.g. if a return visit is required)
- The status ‘Completed’ – which is manually set, will remain the same. This status is used to indicate that:
- Any additional admin checks have been completed.
- The work order can be moved from the Open Work Orders list .
- The work order is ready for invoicing.
Adding this new status will help admin teams to identify:
- Which Work Orders can be reviewed to see if they are ready for invoicing.
- If there are any Work orders where the team may have missed completing their times.
Invoice Summary Updates
Work Order checklists are now shown in the detail list of Work Orders in an Invoice, this has been added to help admin users identify extra details to add to invoicing.
8th April
A new release of Maintenance Companion has been rolled out today.
This release includes improvements for creating work orders and communicating with property owners.
Property Lists
When creating a work order with a property list, you can now modify the list, add rows and change the order.
Any changes to the property list, only affect the Work Order, the stored Property List remains unchanged.
Check In / Out Date
To support scenarios where actual work is completed after the scheduled date, there is now a Check In/Out Date field.
This field defaults to the scheduled date and only needs updating if the work is actually completed on a later date.
The Check In Out Date is used when creating the description on the Invoice Detail lines.
Work Order PDF
You can now create a PDF of a work order. The fields on the PDF map to those visible to property owners, allowing the PDF to be printed or emailed to them.
The PDF can be used to share details of Property Check work orders with customers who are not using the app.
The Option “PDF Owners View” is available as workflow on Open Work Orders, All Work Orders, My Schedule and Team Schedule for users with access to all work orders.
All Invoices Reports
The report sort order has been updated to show Open invoices before Sent and Paid invoices.
There are also Custom Filters on the report for Not Sent and Not Paid.
March 12th
A new release of Maintenance Companion has been rolled out today.
In this release, we’re excited to introduce a suite of enhancements designed to make managing your team’s schedules even more efficient and intuitive.
With these latest features, you can now:
• Schedule work to the minute.
• Enjoy improved calendar views.
• Experience updated menus and styling.
These improvements aim to streamline your daily operations, reduce double-keying, and give your team greater visibility and flexibility.
Scheduling to the Minute
To better schedule your team’s time and eliminate the need to duplicate schedules in other calendars, we have extended the scheduling capabilities to support scheduling to the minute.
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When you create a work order or add scheduling, you will be able to choose Date Time or Date Only.
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If Date Time is selected fields will appear to specify the start and end time for scheduled work.
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You will still be able to plan and schedule to the date as before (Date Only) without any changes to your existing flows.
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The default scheduling option will be Date Only. You can update this on the Company Settings page.
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Team members will now see their schedule list ordered by the scheduled start / end date time.
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Work orders that cover more than one day will be set to Date Only, however it will still be possible to add additional schedules with times.
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You will be able to view all your scheduled work in a calendar view using the Work Order Calendar menu option.
[Note: this view shows scheduled work orders only.] -
The Work Order Calendar provides a better visual view of the week/day’s schedule. You can also drag and change the duration of work orders directly in the view to update scheduling.
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Team members will also be able to view their schedule as a calendar view using the My Calendar menu option, as well as the existing My Schedule menu option.
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Work orders using a Property List will create a series of work orders in the order of the property list, with the start and end times split evenly across the work orders.
Below are the updated fields for creating a work order.
Planning a work order.
January 9th
A new release of Maintenance Companion has been rolled out today.
In this release we’re excited to introduce some new enhancements :
- The ability to brand the app with your company logo on the property owners dashboard page.
- Eliminating the need to rekey invoices or extract and import data by integrating with QuickBooks giving you more control and a smoother process.
Company Branding on Property Owner’s Dashboard
Your maintenance company logo will now appear on the opening dashboard page for your property owners when they access the app.
If the user selects / taps on the logo, the following company details will be shown: Name, Address, Contact Name, Phone Number and Email.
The company details displayed when selecting the logo, can be managed on the Company Settings page.
QuickBooks API Integration for Invoices
Invoices can now be directly sent to QuickBooks. The current options to send Invoices by Email and to create an Extract file will continue to be available.
To send the invoices directly to QuickBooks, an API connection will be created and the Properties and Products/Services will be synchronized with QuickBooks.
Synchronize Properties and Synchronize Products / Services
Two new options are available on the Company Settings page, these are for business that want to integrate with QuickBooks.
The options enable users to retrieve their Customers from QuickBooks and to link / update them with Maintenance Companion, similarly Items from QuickBooks can be linked with / updated with Products / Services from Maintenance Companion.
Tax Codes
The product / service form now shows a drop down list of available tax codes.
All existing Tax Codes used on products services will be included in the drop down list.
Additionally standard QuickBooks tax codes will be made available.
For customers using the Quickbooks API, the Tax Code form will by synchronized with QuickBooks.
Payment Terms
Payment Terms have been moved from Company Settings to a new admin option for Payment Terms.
This will enable each company to define their own list of Payment Terms for invoices, rather than using a global list.
By default the Payment Terms form will be populated with the existing payment terms.
For customers using the QuickBooks API, the Payment Terms will be synchronized with QuickBooks.
Extract : Time Entered
A new extract option exists “Time Entered”.
This extract creates a csv file with the times entered by team members for a selected date range.
The form has a quick select option for Last Week and This Week, this is defaulted to Last Week
The date range can be edited to any date range required.
By default the extract will be produced for all Team Members, although it is possible to select which team members to include in the extract.
The extract file is emailed to the user creating the extract.
Property Owners
Property Owner details have been extended to include an Owner’s name and a Type field with options for Owner / Tenant.
The Name field is optional, initially the Name field will be populated with the name used when the user registered.
Property Owner Form
Edit Time Form
A fix has been applied to the Edit Time option when accessed via the Web app.
Property Look Up on Work Orders Form
A fix has been applied to exclude inactive properties on the look up option.
Invoicing : Email confirmation
For users sending invoices by emails.
- When an invoice is marked as Paid, there is now an option to send a receipt email.
- The email includes the amount received, as well as any outstanding balance, if applicable.
- The receipt email is sent to the same email addresses the invoice was originally sent to.
- This option is not available for users sending their invoices to QuickBooks.
Menu Updates
Some of our menu options have been revised with clearer descriptions, making it easier to understand their functions.
New Menu Option | Original Menu Option |
|---|---|
Open Work Orders | Work Orders |
Work Order Calendar | Scheduled Calendar |
All Work Orders | Work Order History |
Reminders | Reminders |
My Schedule | My Scheduled work Orders |
My Calendar | [New Menu option] |
Team Schedule | All Scheduled Work Orders |
Team Calendar | Team Schedule |
Team Hours | Time Entered by Team |
Field changes
As we now support a Time From and Time To for scheduling, the Time In / Out fields on scheduling have been updated to Check In / Out to avoid any confusion.
New Desktop Styling
We have made a minor styling change to the desktop / browser application.
The new style allows for more the of the report list date to be displayed, by using a narrower menu bar, with a floating drill-down menu for additional options.
January 9th
A new release of Maintenance Companion has been rolled out today.
In this release we’re excited to introduce some new enhancements :
- The ability to brand the app with your company logo on the property owners dashboard page.
- Eliminating the need to rekey invoices or extract and import data by integrating with QuickBooks giving you more control and a smoother process.
Company Branding on Property Owner’s Dashboard
Your maintenance company logo will now appear on the opening dashboard page for your property owners when they access the app.
If the user selects / taps on the logo, the following company details will be shown: Name, Address, Contact Name, Phone Number and Email.
The company details displayed when selecting the logo, can be managed on the Company Settings page.
QuickBooks API Integration for Invoices
Invoices can now be directly sent to QuickBooks. The current options to send Invoices by Email and to create an Extract file will continue to be available.
To send the invoices directly to QuickBooks, an API connection will be created and the Properties and Products/Services will be synchronized with QuickBooks.
Synchronize Properties and Synchronize Products / Services
Two new options are available on the Company Settings page, these are for business that want to integrate with QuickBooks.
The options enable users to retrieve their Customers from QuickBooks and to link / update them with Maintenance Companion, similarly Items from QuickBooks can be linked with / updated with Products / Services from Maintenance Companion.
Tax Codes
The product / service form now shows a drop down list of available tax codes.
All existing Tax Codes used on products services will be included in the drop down list.
Additionally standard QuickBooks tax codes will be made available.
For customers using the Quickbooks API, the Tax Code form will by synchronized with QuickBooks.
Payment Terms
Payment Terms have been moved from Company Settings to a new admin option for Payment Terms.
This will enable each company to define their own list of Payment Terms for invoices, rather than using a global list.
By default the Payment Terms form will be populated with the existing payment terms.
For customers using the QuickBooks API, the Payment Terms will be synchronized with QuickBooks.
Extract : Time Entered
A new extract option exists “Time Entered”.
This extract creates a csv file with the times entered by team members for a selected date range.
The form has a quick select option for Last Week and This Week, this is defaulted to Last Week
The date range can be edited to any date range required.
By default the extract will be produced for all Team Members, although it is possible to select which team members to include in the extract.
The extract file is emailed to the user creating the extract.
Property Owners
Property Owner details have been extended to include an Owner’s name and a Type field with options for Owner / Tenant.
The Name field is optional, initially the Name field will be populated with the name used when the user registered.
Property Owner Form
Edit Time Form
A fix has been applied to the Edit Time option when accessed via the Web app.
Property Look Up on Work Orders Form
A fix has been applied to exclude inactive properties on the look up option.