Merry Christmas and Happy Holidays from your CEO Juice team! We will be closed a half day both Thursdays and a full day both Fridays, but as always watching out for urgent issues. As 2020 comes to a close and we look to 2021, we would like to share a summary of what we rolled of what we rolled out this year in case you missed anything along the way. If you would like to see a summary like this more frequently, quarterly or even monthly, please let leave a reply below.
The first quarter of 2020, we focused primarily on our task app, converting many of our most popular alerts for this function. When COVID hit, our focus quickly changed to provide tools, reporting and best practices to manage through staffing and business changes. As the year progressed, we continued creating new alerts and enhancements to existing alerts, as well launched powerful dashboards via PowerBI and integrations with ConnectWise and DCA's.
With your 2020 calendar year coming to a close, we highly recommend updating your 2021 Holiday Schedule in eAuto (use ID70 to be reminded) and using alert ID71 to prepare your 1099's.
New Processes for 2020:
- ID102 Share company details for NPS Awards
- ID230 Push NPS scores to site
- ID570 Note History Reporting (COVID)
- ID568 Power BI eAuto Activity Trends (COVID)
- ID901 Unmapped Accounts for Financial Benchmark Reporting
- ID558 Contract Billing Admin Report (COVID)
- ID569 Meter Trends over Last Rolling Eight Weeks (COVID)
- ID594 Sales/Service messages for ITT Ship Out Equipment
- ID245 Sales Rep Email and/or Manager Assignment Missing
- ID582 Sales Order Item(s) on back order not linked to PO
- ID967 PO Status to Tech
- ID231 Credit Card/ACH Charge Method Set, but Missing Credit Card/ACH Info on File
- ID934 IBPI Vendor Reconcile
- ID747 ConnectWise Integration - Customers/Items Module
- ID964 ConnectWise Integration - Contracts Module
- ID965 ConnectWise Integration - Service Module
- ID966 ConnectWise Integration – Sales Module
- ID954 ConnectWise Agreements Sync Results
- ID152 Sales Orders with/without Linked Purchase Order eView
- ID770 Power BI Financial Dashboard
- ID771 Power BI Service MIF & Profitability Dashboard
- ID654 Call placed on hold awaiting customer reply
- ID815 If This Then That (IFTTT)
- ID968 Advanced Meters & DCA data (predictive parts coming soon)
- ID34 OnShip Integration Parcel & Freight Shipments
- ID85 Special Pricing App
- ID71 1099 Vendors Missing Required Info
Major Revision Changes for 2020:
- ID72 Technician Inventory Report, Stale Highlighted
- SSRS Conversion
- ID501 Serialized Host In-Stock Report
- SSRS Conversion
- ID694 Technician Stale Inventory Items Only
- SSRS Conversion
- ID174 Contract change audit
- SSRS Conversion
- ID169 Item change audit
- SSRS Conversion
- ID398 Update Meters from Emails
- Rework to use Mapping App
- ID900 Financial Performance Benchmarking (The Model)
- PowerBi Conversion
- ID789 Customers not using all your key services
- Added Sales and Service Messages
- ID624 AP Invoices Past Due Or Coming Due
- Now has a variable to control whether to report on all invoices or just invoices with a term discount so you can make sure you don't miss out on any discounts. Added TermDiscountDate, TermDiscountAmount and TotalAfterDiscount fields to output. Also it now has a weekly discount summary to show how much money you saved by taking advantage of the term discounts.
