Supplier Enhancements
March 2011. With version 3.06 we have enhanced the capabilities of the Supplier Data Entry screen. Now you can track multiple contact numbers, Contact log notes, Alerts, and Repeating Alerts. These additions will be make it easier to track your increasing number of key suppliers, and their reps. Only a [...]
Late Fees are Back!
March 2011. Late Fees have always been one of the hardest things to get right. To meet state laws, you have to display a warning in advance. You have to have definable trigger dates when the late fees are calculated. You have to accrue the late fees independently of all [...]
Enhanced Change Log for Customers
March 2011. A Change Log allows you to see whenever the data in a customer record has been changed. Our new Change Log now shows the previous data AND the new data. We will be eager to have everyones feedback on this feature. Initially we have connected it to [...]
Finding Emails for Marketing
March 2011. In Manager’s Access, you can navigate directly to a list of all contact numbers in the system. Several people have requested the ability to filter this list to only show emails. We have added a new button for that now. Plus you can also navigate to all related [...]
Print Monthly and Yearly Stats
March 2011. PestaRoo’s Monthly and Yearly Stats (from Manager’s Access) have been critical for the management of growing companies for years. They allow you to view your monthly and yearly data broke out by Technician, Service Type, and City. These screens are fully ranked. Now, you can also print these [...]
Precluding Duplicate Products on Work Orders
March 2011. We have always supported dynamically calculated product lists for the Work Orders. So, the Service Type determines what products should print. But since we are all frequently asked to do more than the planned service, we ‘fill-in’ the available slots from a general list of products. In the [...]
New Credit Feature and Support Doc
January 2011. We have completed the new Credit system for advance payments. This has been an area wanting refinement for several years. Now its complete and easy to use. This new system allows you to maintain multiple credits for any customer, without creating ‘fake’ invoices to apply an ‘overpay’ to. [...]
New Support Doc- QuickBooks Integration
January 2011. To help people working with QuickBooks alongside PestaRoo, we have published a new support article. Click here to view this new Support Document.
New Quick Help- Alerts
December 2010. PestaRoo has a very compelling and easy to use system of reminders called, Alerts. We have just completed a new “Quick Help” screen giving context-specific help on this ability.
Alerts and Repeating Alerts are available from Agencies, Customers, Equipment, Staff, and Vehicles. We have noticed that the most successful [...]
Importing a Customer from a Backup- (New Support Doc)
December 2010. Several people have recently asked about importing data from their backups. In each case they had accidentally deleted a key customer or invoice. So, this new support doc provides step by step directions for importing a record from a backup. Initial feedback suggests that this support article will [...]