Release Notes v6.6.5

Below are all of the release notes for version 6.6.5 of ServiceMonster:

v6.6.5.0

Released: May 18th, 2022

NEW

  • ServiceMonster Pay™ (SM Pay) is now available as a payment provider for US and Canadian users. Look for it in the MarketPlace (!)
  • Updated payment screens in both mobile and desktop for SM Pay users
  • Added a “Payment Methods” tab for SM Pay users to manage stored credit cards or bank accounts on file, as well as add new payment methods without making a charge
  • Stored payment methods will be selectable on both desktop and mobile for SM Pay users
  • Added “auto-charge” functionality to service contracts for SM Pay users
  • Added ability to set default payment methods for each account for SM Pay users
  • Default payment methods will show on the account overview page for SM Pay users
  • Updated “contracts” to instead be named “service contracts” throughout ServiceMonster
  • Marketing Wizard “Standard” campaigns have 3 new filters: exclude accounts with invalid email accounts, exclude accounts with invalid mailing addresses, and limit contact by this campaign to once in a 30 day window
  • Added the “order group” column to the History and Appointment History tabs on an Account
  • Updated UI for Processed Payment records (both standard and split payments) so that the transaction details are properly locked down for Stripe, Authorize.net, and SM Pay users
  • Added the ability to “void” a processed payment to set that transaction to $0 (only used when refunding processed/charged payments). Processed payments can no longer accidentally be deleted, only voided out.
  • Added audit entry when payments are voided within ServiceMonster
  • Updated UI for split payments so that it’s easier for user to see how much of the total payment remains when splitting between orders
  • Updated UI for standard payment entries (e.g. cash payment, non-processed payments)
  • Renamed payment memo -> payment note to better follow standard practices set elsewhere in ServiceMonster

FIXED

  • Fixed an issue where users could edit prices of locked products/services on both the line items, order side car, completion wizard, and bulk add items screen
  • Cleaned up appearance of pointer caret icon that appears next to hover popup when mousing over a schedule item in Schedule v2.0

v6.6.5.1

Released: May 18th, 2022

FIXED

  • Fixed an issue where the New Credit Memo window was not showing properly when opened from the account screen

v6.6.5.2

Released: May 19th, 2022

NEW

  • Updated trial experience for mobile users coming from the ServiceMonster.net website
  • Updated the “Unscheduled Approved Orders” view in the Orders List to ignore “cancelled” or “estimate” appointments. This means that approved orders that ONLY have an on-site estimate appt or a cancelled appt will still show on this list as neither of those appointments complete the job.

FIXED

  • Fixed an issue where error messages were not displaying properly when an error occurred for a user when submitting an online payment with ServiceMonster Pay™ (via the Invoice Payment Link)
  • Fixed an issue where ServiceMonster Pay™ users were not able to use the online payment link due to an issue with the address verification check

v6.6.5.3

Released: May 31st, 2022

NEW

  • Temporarily added the manual microdeposit functionality for US based SM Pay users to validate their settlement bank account information

Adam W.
Product Manager
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