Improved Employee Picker in Orders, Leads, Tasks, and More
We’ve upgraded the employee picker across the entire system:
When assigning managers and technicians in orders, tickets, or jobs
When selecting assignees in tasks
When assigning managers to leads, invoices, and chats
When selecting employees in reports
The updated widget now displays employee profile pictures for a more intuitive selection process. Plus, it’s searchable! If you have a large team, you can easily find the right employee without scrolling through the list—just use the search function.
Additionally, we’ve moved the order manager and assigned technician fields higher up so you can quickly see this critical information.
Payer Field in Orders Now Available for All Plans
Previously, the Payer field in orders, tickets, and jobs was available only with the Business and Enterprise plans. We’re excited to announce that this field is now accessible to all subscription plans!
To enable the Payer field and specify payers separately from clients, go to Settings > Forms Editor and add the Payer field to your forms.
Expanded Payer Variables for Order Print Documents
Building on our recent Invoice update, we’ve expanded the list of variables available in print documents for orders, tickets, and jobs. A new section dedicated to the Payer’s information is now available, allowing you to include the necessary data in your documents.
If you have any questions or suggestions about this update or RemOnline’s performance in general, feel free to contact our Support team via chat.