BlueFolder Blog

Product Update: Improvements for Handling Taxes, QuickBooks Canada, and Enhancements to Labor Entry

New 'Default Taxable' Setting for Item List

Now you can specify which items in your Item List should default to 'Taxable' when added to a Service Request. This new setting will be especially helpful in regions where labor is taxable, since BlueService previously did not mark labor as taxable by default.

Modifications to Permissions for Editing Tax

The existing 'Change Tax Code' user permission only controlled access to modifying the Tax Code for a Service Request, but did not limit access to the 'Taxable' checkbox for individual billable items added to a Service Request. This permission is being modified to control all setting pertaining to taxes for Service Requests. The new permission name will be 'Edit Tax Code, and Taxable Status for Items'. Users who do not have this permission will no longer see the 'Taxable' checkbox on individual billable items and will not be able to edit the Service Request's tax code.

Along with the new 'Default Taxable' setting mentioned above, this modification will allow more control over which items are marked as taxable without the possibility of technicians mistakenly marking items an non-taxable.

New 'Save & Clone' Button for Labor Items

When adding labor to a Service Request, the 'Save & New' button was a little confusing to some people. The truth is that the 'Save & New' feature was more like a 'Save & Clone', so we decided to remove the confusion and give you both options. 'Save & New' simply saves the current item and launches another BLANK labor entry, while 'Save & Clone' saves the current item and launches another new labor entry that is a clone of the one you just saved.

QuickBooks Canada Compatibility

We're working on making BlueService work with QuickBooks Canada Edition. This is a work in progress, so if you're in Canada and have tried our QuickBooks integration in the past without success, please try it again and let us know of any issues you run into so we can get them taken care of.

Product Update: Improvements to Equipment Tracking Features

Single-Click to create a new Service Request for an Equipment Item

If you need to create a new Service Request for a customer equipment item, now you can do it in a single click! Just locate the equipment item from within the customer record and click it's name to view the item. Then click the "New Service Request" button on the Equipment Item detail page. A "New Service Request" form will appear, pre- populated with the specified equipment item and all the relevant customer information for that item. Just complete the description, notes, etc. and you're done.

Quickly Creating New Equipment Items

When creating a new Service Request, you can now quickly add a new customer equipment item by clicking the "New Equipment Item" link that is located next to the equipment list selector. This will save you many extra steps when you need to add a new piece of equipment "on the fly".