A new update to MEC is available!
- Laptop Support
- When using a laptop if you click the three line icon at top left of page, MEC will switch to ‘laptop mode’ and keep the menu sidebar minimized, giving you a lot more space to work with
- Grouping Items – Find Popup
- The Find popup now has the capability to group the results in the grid by Category to help speed up finding items within a category.
- This is particularly handy when needing to decide on item variants.
- Click here to see short video on how to use this new feature
- New Change Order Type
- If you have Change Orders enabled then there is now a second type of CO available!
- To use: From Estimates page select the “Change Order” switch, choose the main job, and create an estimate as normal for the requested work
- Send Estimate to Customer and Create a Job as you do now
- The Change order will be be grouped under the main job in the Jobs grid and can be managed and scheduled independently from the main job
- Change Orders are prefixed with a “C”
- When job is complete, an invoice can be created for the Change Order and it will cross reference the main job
- The Change order will be sent to QuickBooks as its own invoice
- Job Drawings & Plans (beta)
- A new document type called “Drawing/Plan” has been added to the Upload button in the Job Attachments Tab.
- If chosen then any PDF you upload will have the first page of the PDF previewed as a thumbnail when the new “Drawings” button is clicked.
- Change any existing plans you have from “Doc” to “Drawing/Plan” to enable this new PDF preview mode
- You can also add ‘Revision’ information
- This is first release so refinements will be coming
- Improved Leads Manager
- The Leads Manager has been overhauled to provide better email, call and message tracking.
- Workflows have been improved
- Tracking of Touch events has been added
- More fun to use
- Labor Geo-Location
- When reviewing Time Entries of staff in Jobs, a map is displayed showing the geo-location of where the time entry occurred.
- Customer Address From Estimates
- When a job is created from an estimate and a new customer is created, the Customer Address information for the job is also updated
- Jobs Notes made Better
- You can now assign categories to notes in Notes tab to help track things like scope creep, job compliance and special events for jobs.
- Categories are:
- Accident
- Meeting
- Inspection
- Delay Reason
- Weather
- Other
- Hiding Inactive Items
- You can now give Items a status of ‘Inactive‘. This will remove Items from selection lists and drop down lists but will retain all the historical job time that may have been added for the resource for historical reporting
- Hiding Resources
- You can now give resources a status of ‘Inactive‘. This will remove Resources from calendars and drop down lists but will retain all job time that may have been added for the resource for historical reporting.
- Mandatory Resource Type
- ‘Resource Type’ is used to determine mobile view permissions and is now a mandatory Field. When a resource is created the Resource Type will be defaulted to “Staff“.
- Bug Fixes/UI Improvements
- Future Enhancements – Useful or Not? Let us know.
- We are always scouting out what could be useful enhancements and are conisdering two new features.
- Real-Time Cost Price Lookups – We are able to get current cost prices for items in your area from HomeDepot.com. Would having the latest Cost Price from HD help you with your estimates?
- Real-Time Staff Locations – We are able to determine the current location of your mobile users and plot these on an interactive map to help with changes in scheduling. Would this be useful to have?
- We are always scouting out what could be useful enhancements and are conisdering two new features.