Updated ServMan Phone Integration section
Updated File and Database servers section
Added Borders in ServMan with Windows 10 Registry Hack section
Updated The Colors of ServMan section
Updated Android Card Swipes section
Added Add a New Payment Type section
Added Employee and Departmental Burden Explained section
Updated Quote Creation on Android section
Renamed and Updated Job Cost Reporting section
Updated Android Card Swipe section
Updated Authorize.net Error Messages section
Added Accrual vs Cash Accounting to Accounting Basics in ServMan
Updated Invoicing Retainage section of AIA Progress Billing
Updated Client Marketing Source Codes vs Order Marketing Source Codes section
Added Log Time for Lunch to the Android Mobile section
Updated Fleetmatics name to Verizon Connect GPS Integration section
NOTE: If you have problems with the appearance of ServMan in Windows 10, click HERE!
Updated APPAA section
Updated PM Contract Reporting section
Added Journal Entry Source Codes section
Added Fleetmatics Dashboard for Fuel Usage section
Added Link/Add New Driver to Fleetmatics section
Added NEW PAV (Postal Address Verification) section
Added NEW Screen Sharing Tool for Android section
Added Accounting Basics in ServMan section
Updated Month End Closing section
Updated Account Reconciliation section
Updated Configuring Service Windows for Auto-Schedule section
Added Points to Remember About Your Servers section
Updated RPM Setup section
Updated RPM - Resource Planning Module section
Added Price Book Update Sequence section
Updated File and Database Servers section
Added Tax Exemption Options as of Release 2017 A.27 section
Updated Inventory Management Concepts section
Added Item Right Click Options section
Updated Handling Use Tax section
Updated ServMan Android - Employee Settings section
Updated Non-Stock Items section
Added Notes SmartView section
Added Mobile Time Logging Portal section
Added Generate Renewal Orders section
Added PM Contract Reporting section
Added Picking Orders section
Added Standard ServMan Reports Listing section
Updated Invoicing Retainage section
Updated APPAA section
Added Job Phase Codes section
Updated Use Tax section
Added GL-COA Demystified section and updated Glossary
Added Item Conversion Code section
Added To Count a Truck without Decommissioning it for the Day section
Updated Create a Stock Transfer Template and Load a Stock Transfer Template sections
Added Security Issue Numbers section
Added How to Log Time from a Mobile Device section
Updated Third Party Financing section
Updated Help and Support section
Updated Phone Integration section
Updated Managing Jobs Reporting section
Added Auto Deduct Lunch for Payroll section
Updated Consignment Inventory section
IMPORTANT - Updated Hardware and Network Requirements section - With the release of 2017 A.01 we can no longer support Windows XP. If you are planning on updating the application, be sure to account for critical XP machines within your environment PRIOR to running the update. Windows XP machines will need to remotely connect to your server to launch the ServMan application (or be upgraded to a newer OS). The ServMan executable will NOT launch on an XP machine.
Added Third Party Financing section
Added Prepay a Vendor section
Updated Hardware and Network Requirements section
Added Mobile Hardware Requirements section
Updated SurveyMonkey section
Updated Call Tracking Module section
Updated Meet Your Tech section
Updated Employee Setup section
Updated APPAA section
Updated Flat Rate Items section
Updated Use Tax section
Updated Tax Codes section
NEW (Version C.91) - Green dialing buttons have been added beside phone number fields for an upcoming phone interface with the Call Tracking module
Added Weekly Schedule View section to Using the Dispatch Board
Added Work Type setup section
Added Employee Setup - APPAA (07) Tab section
Added FleetMatics Work Order Variance Report section
Updated product links in the Android Card Swipe section
Updated GL Masking section with Warehouse Mask information and a video tutorial
Updated Call Tracker Module section
Added Phone Server Side of 3CX section to the Call Tracker Phone Integration section
Updated Month End Closing section
Updated Credit card payments section
Updated How do I handle Clients that move? section
Updated Pay bills in a batch section with video tutorial
Updated Enter an Itemized AP Bill section including a video tutorial
Updated Managing AP Bills section with video tutorial
Updated Working with Vendors section with video tutorial
Updated Managing AP Checks section with video tutorial
Updated Void an AP check section with video tutorial
Updated AR - Apply open payments and credits section with video tutorial
Updated AR Batch Payment Receipts section including a video tutorial
Updated AR Quick Pay section with video tutorial
Updated Reverse a Payment or Finance Charge section with video tutorial
Updated Reapply a Payment or Invoice section with video tutorial
Updated Collections section with video tutorial
Updated Credit Card Payments section with video tutorial
Added NEW Capacity Scheduling on Android section
Added NEW Marketing Source Report documentation
Added NEW Marketing Summary Report documentation
Added NEW Loyalty Program Section
Updated Warranty Management section
Added Technician Performance Report documentation
Updated Marketing Source Codes section
Added Android Work Order Status Code section
Updated Call Tracking section
Updated SurveyMonkey section
Updated Working with Items section
Added Stock Items section
Added Assembly Item section
Added Non Stock, Service and Expense section
Updated Job Group section in Preventive Maintenance Module section
Updated How do I credit sales tax on an invoice? section
Updated Employee Setup section
Added How Do I? - Batch close completed work orders after we bulk invoice everyone at the end of each month section
Updated KPI Reporting Overview section
Updated Auto Schedule section
Note: Main Menu has changed to show all available modules
Changed the name of Performance Management section to KPI Reporting
Updated Auto Schedule Preference Scores section
Updated APPAA overview section
Updated Meet Your Tech section
Updated Call Tracking Module
Updated Auto Purchase section
Updated Working with Clients Tax sections
Updated Tax Codes section
Updated Use Tax section
Added NEW MEET YOUR TECH Client Notification Section
Added NEW SURVEYMONKEY Integration Section
Added Program Settings and Defaults Section
Updated APPAA Section
Added ServMan Phone Integration Section for Call Tracker
Added Web Service Modifications Section
Added NEW EDI Section
Added NEW FleetMatics GPS Integration Section
Added NEW Route Optimization Section
Added Existing Report Modifications Section
Updated Mail Campaign Manager Section
Updated Call Tracking Module Section
Updated RPM Module Section
Updated Paying bills with ACH section
Added Stock but don't value type item section
Added Serialized Items section
Added Loaner Equipment section
Added Order Profit tab section
Added Server Migration Information section
Modified Create Gross Payroll information
Added The Colors of ServMan section
Added Retired Reports section
Added New Reports section
Updated Working with General Journal entries section
Updated Managing Budgets section
Updated How do I change the current accounting period section
Updated Entering Beginning Balances section
Updated Account Reconciliation section
Updated Employee Setup section
Renamed and Updated Navigators section to Navigation Tips
Updated Setup and Manage Payroll section
Updated Process Payroll section
Updated Using the Dispatch Board section
Updated Work Order Status Codes section
Updated Physical Inventory Overview section
Reformatted Month End Closing section
Updated Paying Bills with EFT section
Updated Setup and Manage Payroll section
Updated Process Payroll section
Update Auto Purchase section
Added Callback Report information
Added Slow load of documents or APPS folder section
Added How do I know what is included in a ServMan release? section
Added Item Group Setup with ServMan Mobile section
Modified eDocs Setup section
Modified How do I email invoices or statements to a customer? section
Added Billing Wizard section
Modified Manage Price Changes on PM Agreements section
Modified Flat Rate Items section
Updated Handling Use Tax section
Added ADP section
Updated Consignment Inventory section
Updated Retainage Module section
Updated Progress Billing section
Added AIA Progress Billing section
Updated Managing Jobs section
Added How do I change the Type of a GL Account? section
Added Client Web Portal section
Added Time Logging Portal section
Updated File and Database Server requirements (Windows Server 2012)
Modified Working with Warehouses section
Modified Replenishing Truck Stock section
Added Restock Trucks with Non-Stock Items section
Added Employee Setup section
Added PCI Compliance Statement
Added How to Import Data from Excel into ServMan SQL section
Added Remove an Employee from a Generated Schedule in the RPM section
Added Accounting section to Table of Contents and moved all accounting functions under that heading
Updated File and Database Server - (Requires SQL Server 2008R2 or higher)
Reorganized PM (01) Module section and all associated topics
Updated PM Price Update Wizard section
Added Find Agreements with a Price Lock section
Added Close Expired Contracts section
Added Contract Auto Pay Setup section
Updated Renewing PM Agreements section
Added PM Item Search Tip to the Item section
Added Android Item Search Tip to the Item section
Added Android Error Messages section
Added Methods Available for Managing Contracts section
Added Maintenance Tasking Section
Modified Handling Use Tax section
Added videos explaining the Newly Revised POC Job report section
Added How do I send email attachments from ServMan Mobile for Android? section
Added How do I send email attachments from ServMan Mobile for Windows? section
Added Release Notes section
Added Report Release Notes
Added Android Mobile Release Notes
Added How do I find a missing AR payment? section
Added Billing Only client information
Updated Preventive Maintenance Module information
Added New Workstation Setup for LAN Installation section
Added How to find items that are flagged as Download to Mobile section
Added ServMan Performance Troubleshooting section
Update Vendor Pricing Catalogs section
Added Quote Creation Workflow for Android section
-Added Android Order Status Codes and Definitions link
-Added Android Sample Workflow link
-Added How do I fix AR invoices posted to the wrong month? section
-Added Android Credit Card Swipe Troubleshooting Tips
-Added AVS Mismatch error information
-Added ServMan Mobile Application Functionality Comparison chart- includes benefits of switching from the Sync Service to the Web Service
-Updated File and Database Servers requirements - Windows Server 2005 or above
-Added Proper GL setup and Daily procedure for Credit Card Processing sections
-Added Automatic Marketing Source Capture Tool information
-Added APPAA information
-Added Employee Time Portal information
-Added Android Mobile Overview information
-Added Android Card Swipe information
-Added Android Installation Checklist
-Added Client Special Handling Note information
-Added Call Tracking module information
-Updated Physical Inventory process
-Updated Process a refund for an eCheck payment
-Updated Windows Mobile Credit Card Processing requirements
-Updated File and Database Servers requirements - SQL Server 2008 or above
-Updated Workstation requirements - Windows 7 or above
-Updated Internet Explorer 10 display issues
-Added Send Email from within the Mail Campaign Manager information
-Modified Add a general ledger account page
-Added Server Migration information
-Added Price Book information
-Updated Download ServMan Updates information
-Updated Batch Pay information
-Updated Physical Inventory process
-Added Marketing Source Code setup
-Added Zip Code and Zone information
-Added Index and Glossary items
-Added Discount Item setup information
-Updated ServMan Hardware Requirements
-Updated SmartView topic to include how to Modify and Save SmartViews
-Added Network Security and PCI DSS Compliance information
-Added Mail Campaign Manager information