Kickserv changelog Kickserv changelog

Fewer false positives when redacting sensitive data

Fix

We've made some improvements to how we handle potentially sensitive information. Previously, we redacted and masked credit card number data. Unfortunately, other types of information (like certain equipment and shipping tracking numbers) were mistakenly redacted as well. Yesterday, we updated our redaction algorithm so that it can better distinguish between false positives and actual credit card numbers.

Please let us know if you experience redaction of any non-credit-card data.

Improved charges form

Improvement

We've updated the Job Charge form for improved performance on all devices, from mobile phones to desktops.

You'll notice the new form is much easier to read, and is touch-friendly.

Please let us know of any problems or questions regarding this new design.

Daily work order report fix

Fix

We fixed a bug that was causing the daily work order report to report inaccurate employee assignments.

Performance Improvements & Bug Fixes

New

We deployed a few fixes this morning that should improve performance on the Contact details page. We also fixed a bug that caused some event weirdness on the Resource view.

Finally, we pushed a few small improvements as outlined below:

  • Display contact information of customer AND company more logically on the PDFs
  • Add company email to PDFs
  • Align PDF labels on the charges table to the data below
  • Add a third phone field for Additional Contacts

Item search is back to normal

Fix

We fixed a bug that was preventing Item Search from working properly on the Item settings page. Apologies for the inconvenience!

Customer Reminders are here (and a bunch of other cool stuff, too)!

New

You can now enable automated customer reminders for your entire account. Customer reminders get sent out 24 hours before a scheduled Job or Opportunity (estimate appointment) if the customer has an email address available. You can find out more or enable the feature in Settings > Messaging Templates.

  • You can now mark contacts as active or inactive on the contact detail page:If you're using QuickBooks, customers marked as Inactive in QuickBooks will now show up as Inactive in Kickserv.
  • We fixed a bug that caused duplicated Jobs to show as Unscheduled even if they had a Scheduled Work event.
  • We fixed a bug that prevented the first Note from appearing on a contact detail page upon submission.
  • We deployed various bug fixes.
  • We wished our mothers a Happy Mother's Day.
Have a great week everybody!

Email Fix

Fix

We deployed a fix for a bug that prevented invoice and estimate emails to customers from autolinking to the Customer Account Center view.

Drag-and-drop Uploading

New

Attachments are 100% cooler than before! You can now drag-and-drop files (yes, multiple files!) directly onto job and contact pages to create attachments!

PO Numbers on Work Orders

Improvement

PO Numbers are now visible on our default work order template.

Download your monthly invoice

New

Account owners: you can now download your monthly invoice PDFs on the Statement History page:

Mobile pricing visibility

Improvement

Both iOS and Android apps now support the hide/show pricing toggle from the web app. That means people who should see prices will, and people who shouldn't see prices won't. Happy Monday!

Bug Fixes

Fix

We deployed a fix this morning for a broken image link that was causing the default avatar image to error. We also fixed a bug that was preventing employee availability from displaying properly on the resource calendar.

Calendar Improvements

Improvement

We've pushed an update to the calendar this morning, which should improve performance. This is a large rewrite of some of the key pieces of the calendar, so please let us know if you see anything out of the ordinary.

In addition, we fixed a bug that prevented Marketing module users from selecting employee hours.

Thanks, and happy Tuesday!

New option for work orders & various bug fixes

Improvement

We just deployed a change to our work order template, which allows you to display the billing address (or not) on work orders. You can set this option on the Document Settings page.

We also pushed a number of bug fixes:

  • Fixed a bug which caused extraneous zeros to appear in the price fieldwhen editing a job charge
  • Adjusted percentages on the Marketing Source Sales Summary to be more accurate
  • Adjusted the product changelog to stop interfering on mobile devices when attempting to copy and paste
  • Fixed a bug that caused a Job to be created after submitting an Opportunity with an error
  • Improved the display of file attachments

Estimate Approval Bugfix

Fix

We fixed a small bug in our Customer Account Center that was preventing some customers from approving estimates when a signature was required.

More improvements today!

New

  • Introduced a new calendar setting to show events from canceled jobs.
  • Reorganized the calendar settings into a tidy dropdown menu.
  • Fixed a bug that allowed employees without job creation privileges to create a calendar event by double-clicking.
  • Fixed estimate, invoice, work order templates to properly respect address formatting.
  • Fixed a bug that caused new events to appear immediately on a technician's calendar, even if it wasn't assigned to them.
  • Correct a few miscellaneous bugs.

Thanks for tuning in!

Improved Marketing Module

New

We're really excited to announce some big improvements to our Marketing Module feature (we used to call this the Portal). We've taken a lot of your suggestions and incorporated them into this revised version, so thank you for your feedback!

Watch a short video that covers the basics of the Marketing Module.

The Marketing Module allows you to easily set up a publicly viewable marketing site, enable online booking, and communicate easily and effectively with your customers.

You can read detailed documentation about the Marketing Module in our newly released User Guide area. Over the coming months we'll be adding more and more content to the User Guide so it becomes the de facto standard for Kickserv documentation.

Document templates and custom reports

Improvement

We deployed a few quick changes tonight. 

It's now possible to hide or show the detailed payments table on estimate and invoice templates. Just visit the Document Settings area and choose which you'd prefer.

We also tidied up the checkboxes throughout the Document Settings area.

And a minor change to custom reports - opportunity lost date is now a reportable field. Woo hoo!

Duplication fix on custom reports

Improvement

With our database upgrades, we've been able to implement a new filter in custom reports that allows you to weed out duplicate records, when they're a problem.

On Job, Customer, and Job Charge reports, you can now choose an object (or objects) at the very bottom to be unique.

We've set some logical defaults for new reports, so make sure to double-check this new section when creating custom reports if you're seeing unexpected results.

Happy reporting!

A product changelog (and one tiny change)

New

We've implemented http://changelog.kickserv.com so we can keep you up-to-date on Kickserv enhancements and fixes. It's easily accessible from the account dropdown menu.

In addition, we've corrected the taborder attributes on the job charge form. This is a small change but will help our keyboard users more quickly navigate through creating a job charge.

Database maintenance cleanup

Fix

We spent a large part of last week tying up some loose ends with our database maintenance. We squashed a few bugs and fixed some custom reports. We are still adjusting a few custom reports for some of our users, so we thank you for your patience.

If you have an issue, please don't hesitate to let us know!

About the outage on Feb 14

Fix

This weekend, Kickserv was unavailable for an extended period of time. Part of this outage was planned, and part of it was unanticipated. We understand how much you rely on Kickserv to manage your business. This weekend, we failed to maintain the level of service you expect. We are very sorry for this, and would like to share with you what took place and the steps we’re taking to ensure you're able to access Kickserv.

Successful Planned Maintenance

At midnight GMT on Feb 14, we began our scheduled maintenance by bringing down our app and database servers. After testing the database work we were performing last week, we estimated a downtime of roughly 3 hours. The database maintenance was completed successfully within this 3-hour period, and we began to bring our servers back online at 02:02 GMT.

Unexpected Outage

By 02:40, all of our servers were running, but we began to notice severely slower response times as our database indexes were being rebuilt. Normally, this index rebuilding can happen concurrently as users are accessing the application, but higher-than-anticipated traffic on our servers prevented the indexes from being properly rebuilt.

As a result, we made the decision to limit access to the application while the indexes were being rebuilt. This took until approximately 08:16 GMT, when the servers were brought back up.

Future Plans

We consider a lengthy downtime like this unacceptable and always strive to provide the best service we can. We are very proud of our track record. Our average monthly uptime for 2015 was 99.974%.

That said, we need to do a better job in the future. Fortunately, this was a one-time, extensive database migration that will not need to happen again, and the new database implementation will allow us to develop features that were not possible before and provide improved speed and reliability as our servers stabilize over the next few days. We will continue to investigate improved methods of maintenance to limit any application downtime in the future.

Finally, we were made aware that some of our users were not notified of the planned maintenance. It is our responsibility to make sure you're informed of any lapses in service, and we have outlined a plan to ensure ALL of our users are notified in the future.

We also urge you to subscribe to status updates at our status page (http://status.kickserv.com). You will be notified by email of any outages or planned maintenance periods in the future.

Wrapping Things Up

We understand how important Kickserv is to enable your business to operate and succeed. The entire team at Kickserv would like to apologize for this unexpected outage. We will continue to investigate this incident and strive to improve our response in the future.

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