Juice news & info

Merry Christmas, Happy Holidays, 2020 Review

Posted by Sharon Stretton on Dec 23, 2020 3:20:23 PM

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.


Holiday2

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.

 

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