General application updates

Customer document profile available for Service Order Work Order Report

You can now use a customer document profile with the Service Order Work Order Report. This is useful when you want to automatically send work orders to a customer. With this enhancement, we have added the Use Profile field to the Service Order Work Order Report.

To use this feature, set up a profile on the Customer Document Profile form, then select the new Use Profile field on the Service Order Work Order Report to send the report output to selected customers.

Inspection Import Utility

We added a new form, Inspection Import Utility, to simplify the setup of multiple new inspection tasks. On this form, you can use a CSV file to import and process more than one inspection setup task at a time. This enables you to quickly set up new inspection tasks for multiple items at the same time.