Smart Service Update 122: Office Employee Time Tracking
By Nuwriy Nienkirchen on Friday, November 8, 2024Smart Service Update 122: Office Employee Time Tracking
Smart Service Update 122 brings some great new content to the software, including time clocking for office staff and keyboard accessibility features!
Office Employee Time Tracking
You can now use Smart Service to track timesheets for office users! We’ve added a new screen which can be accessed from the Today For Me section of the Office screen, labeled My Time Clock. Here, office users can clock in and out for the day, as well as clocking a start and end time for lunches or breaks. We’ve also added an option to prompt a user to clock in for the day when they log into Smart Service. You can find this option by going to the Employees tab under Settings, opening the user in question, and clicking the clock icon. (Enhancement 6962)
Other Enhancements
- Added SMS Number and SMS Opted In as reportable fields. (Enhancement #9503)
- Added Invoice Number to the available fields for Service Agreement email templates. (Enhancement #9599)
- Added search functionality to the Service Agreement screen. (Enhancement #9714)
- Added support for OAuth2 email authentication for Gmail users. (Enhancement #s 9923, 10071 & 10084)
- Changed naming scheme for Locations to no longer include job number. (Enhancement #9944)
- Added a Correspondence Type filter to the Correspondence tab on Customer and Job records. (Enhancement #10009)
- You can now choose separately for Smart Service and iFleet whether to use the Work Order or Invoice document options. (Enhancement #10037)
- The Update Smart Service button under the Help tab will now automatically update Smart Service if support is up to date. (Enhancement #10068)
- Added new keyboard shortcuts and improved navigation by keyboard to improve accessibility for blind users – see page 2 for more details. (Enhancement #10090)
New Keyboard Accessibility Features
We’ve added new keyboard shortcuts to improve accessibility for blind and vision impaired users. Here you can find a list of newly added shortcuts, organized by screen. You can also use the Tab button to move through the different clickable options on each screen, and we’ve made changes to make the tab switch functionality more intuitive.
All Screens
- Alt: focus on Ribbon menu (File, Home, Search, etc.)
- Ctrl + F6: switch to the next tab window (to the right)
- Shift + Ctrl + F6: switch to the previous tab window (to the left)
- Ctrl + Tab: switch to the next section of the current window
- Ctrl + Shift + Tab: switch to the previous section of the current window
- Ctrl + F4: close current tab window
- F4: if current focus is on a dropdown menu, open the dropdown menu
Search Screen
- Alt + F: focus on Search For
- Alt + I: focus on Search In
- Alt + M: focus on Match
- Alt + N: select New…
- Alt + C: close search screen
Customer Record
- Alt + E: select Email
- Alt + T: select Text Msg
- Alt + C: select Cancel Edits
- Alt + S: select Save
Customer Record – Locations/Jobs tab
- Alt + L: select Add Location
- Alt + J: select Add Job
- Alt + P: select Add Prospect
Customer Record – Equipment tab
- Alt + T: focus on Type
- Alt + A: select Add Equipment
Equipment Record
- Alt + S: select Save
- Alt + C: select Cancel
Customer Record – History tab
- Alt + D: focus on Display
History Record
- Alt + C: select Close
Customer/Job Record – Correspondence tab
- Alt + A: select Add Correspondence
- Alt + T: focus on Type
- Alt + S: focus on Sort By
Job Record – Job Items tab
- Alt + A: select Add
Job Record – Payments tab
- Alt + A: select Add Payment
- Alt + M: select Manage Saved Payment
Payment Record
- Alt + S: select Save
- Alt + C: select Cancel