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Home / WennSoft product

WennSoft product

Improve Financial Data Accuracy with Job Cost 2024

December 8, 2025

What’s New in Job Cost 2024: Key Features You Need to Know 

Understanding your financial data is crucial.

The latest release of Job Cost 2024 introduces a set of enhancements designed to improve financial data accuracy, streamline workflows, and give users more visibility into their metrics. Whether you’re managing service calls, tracking costs, or reviewing job history, these updates make the system more intuitive and efficient, enhancing your ability to manage and analyze financial data effectively, allowing for better decision-making.

Add Salesperson at the Job Level 

One of the most-requested features is now here: You can assign a different salesperson for each job under the same customer. This ensures the right salesperson gets credit for the right job — without the need to change the salesperson every time an invoice is created. This feature is essential for maintaining the integrity of your financial data.

add salesperson at job level in job cost 2024 for financial data accuracy

New Service Call Transfer Window 

The ability to transfer costs from a service call to a job isn’t new, but the new Service Call Transfer window makes it easier to manage. 

  • Quickly see which service calls are linked to jobs. 
  • Use icons to identify calls with pending transfers, completed transfers, or no links. 
  • Drill down to view details, costs, invoices, or unposted costs before transferring. 
  • Confirm transfers with batch mapping and receive a posting journal for transparency. 

This new layout mirrors familiar windows in Service Management, making it easier to use right away. 

new service call transfers window in job cost 2024 for financial data accuracy

Stop Voids on Closed Jobs 

Voiding payables or PM transactions on closed jobs can cause WIP to become unbalanced. With this update, you can no longer void transactions once a job is closed — helping protect the accuracy of your financial data that is critical for overall business health.

stop voids of payables transactions for better financial data accuracy

View Job History Status by Period 

A new Job History Status by Period report lets you review posted costs by period, giving you a clearer picture of historical job performance. This added financial data visibility supports better analysis, forecasting, planning, and decision-making.

view job history status by period for financial data accuracy using job cost 2024

Print Bill Codes from the Job Status Window 

If a job is a Bill Code type job, you can now print the Job Bill Codes Report directly from the Job Status window. This eliminates extra steps and makes it easier to review bill codes quickly. 

preview bill codes in job cost 2024 for financial data accuracy

print the job bill codes in job cost 2024 for financial data accuracy

Why These Updates Matter 

Together, these enhancements simplify day-to-day tasks, reduce the risk of errors, and give users more control over how they manage jobs and costs. From assigning salespeople to protecting data integrity, Job Cost 2024 delivers features that respond directly to user needs. 

By leveraging financial data effectively, businesses can improve their operational efficiency.

Need help getting started with Job Cost 2024?

Our team at Implementation Specialists can walk you through the updates and help you make the most of these new Job Cost 2024 features.  

Contact us at support@iscorp.biz for consulting help or sales@iscorp.biz to learn more. 

admin one
Admin One

Filed Under: WennSoft product Tagged With: data accuracy, error reduction, finances, job cost, job cost 2024, operational efficiency, streamline processes

Revolutionize Operations with Service Management 2024

September 4, 2025

Microsoft Dynamics GP Service Management continues to evolve and the 2024 release brings a wave of updates designed to improve efficiency, data control, and accessibility. At Implementation Specialists, we’re excited to highlight some of the most impactful changes that will make managing service operations smoother than ever. 

In today’s fast-paced business environment, organizations are increasingly reliant on technology to streamline their operations and enhance productivity. The introduction of advanced service management solutions is pivotal in meeting these demands. As we explore the updates in Microsoft Dynamics GP Service Management 2024, it becomes evident that these innovations are not just incremental but transformative.

Enhanced User Efficiency 

Efficiency is at the heart of successful operations. With the latest updates, users can expect more intuitive interfaces that reduce the time spent on routine tasks. For instance, improved navigational features allow users to quickly find what they need without unnecessary clicks, which can add up significantly over time.

  • Jobs at Service Location Window – Dispatchers can now view all jobs tied to a specific customer and location with a simple click. This centralized view improves customer communication and makes it easier to track both active jobs and historical activity. 

view jobs at service location window using service management 2024

  • Quicker Equipment Search – A new search bar allows users to quickly look up equipment at a contract coverage maintenance location, with support for partial ID matches. Multiple equipment pieces can be selected and updated at once — streamlining the process.

search for equipment at a maintenance location using service management 2024

  • Checkbox Improvements – The “Insert All” and “Remove All” buttons have been replaced with checkboxes giving users more precise control when updating equipment lists. 

insert and remove all buttons replaced with checkboxes using service management 2024

Improved Access to Service Data 

  • View Service Call Costs Instantly – A new “Call Costs View” button allows users to review costs directly from the Service Call window without navigating into invoices. Drill into unposted, committed, and posted costs, and even access transaction windows quickly. 

view service call costs without opening service invoice window using service management 2024

This feature empowers users to make informed decisions based on real-time data, enhancing financial transparency. For service managers, having instant visibility into costs associated with service calls facilitates more strategic planning and resource allocation.

  • Master Contract Attachments – Attach documents to master contracts using the paperclip button for easier recordkeeping. 

attaching documents to master contracts in service management 2024

This capability simplifies compliance and governance, ensuring that all necessary documents are readily available when required. For example, legal teams can quickly access contracts, thereby expediting audits and reviews.

  • Contract Mass Renewal – The renewal window now auto-refreshes after selecting the “Renew Contracts with Open Service Calls” option, making contract management more seamless. 

contract mass renewal window using service management 2024

This change reduces the manual oversight needed in contract management, allowing for a more automated approach to renewals. By staying on top of expiring contracts, businesses can avoid lapses in service that may lead to customer dissatisfaction.

Enhanced Data Controls 

  • Stop Voiding on Closed Calls – To prevent Work in Progress (WIP) imbalances, Dynamics GP now blocks voiding payables transactions once a service call is closed. 

transaction cannot be voided in service management 2024

This measure is critical in maintaining the integrity of financial reports, as it reduces the likelihood of errors stemming from unauthorized adjustments. Ensuring that only valid transactions are processed reinforces the accuracy of the service management system.

  • Customer Hold Restrictions – New controls prevent creating service calls for customers on hold, unless the user has special security authorization. This helps enforce policy while still giving managers flexibility. 

customer hold restrictions using service management 2024

Such restrictions encourage compliance and ensure that service call creation aligns with company policies. This is particularly relevant in sectors where service quality directly impacts customer satisfaction and retention.

  • Inactive Salesperson Safeguard – An inactive salesperson can no longer be assigned to new service calls or maintenance contracts, ensuring data accuracy. 

inactive salesperson cannot be added to service call using service management 2024

Expanded Document Storage Options 

Document management gets a big boost with the ability to set a default storage location for attachments, reducing clicks and errors. Even better, attachments can now be stored directly in the Azure cloud using the Signature Azure Services add-in — giving teams greater flexibility in how documents are saved and shared. 

azure cloud storage using service management 2024

The integration of advanced storage solutions not only enhances organization but also aids in disaster recovery planning. Storing documents securely in the cloud means that sensitive information is protected and easily retrievable in case of system failures.

Why These Updates Matter 

Understanding the implications of such updates can guide businesses in maximizing their software investments. Enhanced functionalities lead to better customer experiences and can serve as differentiators in competitive markets.

The enhancements introduced in the release of WennSoft product – Microsoft Dynamics GP Service Management 2024 – signify a substantial leap forward for organizations aiming to streamline their service processes. These updates collectively create a more efficient, user-friendly, and controlled environment for managing service operations.

Need Help with Service Management? 

Our experts can provide tailored solutions that fit your unique operational needs. Engaging with a team that understands the intricacies of service management will position your organization to fully leverage the advancements in Microsoft Dynamics GP.

If you’d like to learn more about how these updates can impact your business, reach out to our team:

support@iscorp.biz for consulting 

sales@iscorp.biz for sales inquiries 

admin one
Admin One

Filed Under: Dynamics GP, WennSoft product Tagged With: data control, operational efficiency, service data, service manager, service operations

Accelerate Invoice Automation with wsTOOLS AutoCharge Plus ZoneCalculator

August 28, 2025

Managing service invoices can be time-consuming and error-prone, but with wsTOOLS, you can achieve seamless invoice automation. If your day-to-day work involves manually adding labor, travel charges, or discounts line-by-line, wsTOOLS for WennSoft can help eliminate the extra steps. With AutoCharge and ZoneCalculator, you can automate repetitive billing tasks and ensure consistency across every invoice. This innovative approach is at the core of invoice automation.

In today’s fast-paced business environment, efficiency is key to maintaining a competitive edge. Many businesses struggle with the inefficiencies of their billing processes, leading to delays and errors that can frustrate both employees and customers. With the implementation of wsTOOLS, organizations can streamline their invoicing procedures, resulting in faster payments and improved cash flow.

ZoneCalculator: Smarter Travel Charges 

One of the most familiar challenges for service organizations is fairly and accurately billing customers for travel.

For instance, consider a field service technician who needs to travel to a customer’s site. Without automated systems in place, the technician might have to manually calculate travel distances, leading to discrepancies in billing. With wsTOOLS, this process is simplified, allowing for accurate and automatic calculations that save time and reduces errors.

With ZoneCalculator, you can: 

  • Use Azure APIs or Google to calculate distance between your service center and the customer’s location (via address or latitude/longitude) 
  • Store zone or mileage directly on the customer’s location record 
  • Seamlessly use this data with AutoCharge to apply consistent travel charges to invoices

wstools zone calculator map sample for invoice automation

No more manual lookups or inconsistent billing – ZoneCalculator ensures travel charges are accurate, automated, and easy to manage.

AutoCharge: Automate Line Items 

Manually entering the same labor charges, costs, or discounts on every service invoice is tedious.

Integrating AutoCharge not only saves time but also ensures that all relevant costs are considered. For example, if a technician provides a service that requires special equipment, AutoCharge can automatically include those additional costs in the invoice. This eliminates the need for staff to remember to add these charges, which are often overlooked. By automating this process, businesses can enhance their invoicing practices and ensure that their revenue reflects the true cost of services provided.

AutoCharge eliminates that process by: 

  • Automatically adding labor, discounts, and other costs to invoices 
  • Applying rules you set, so you stay in control of what gets added and when 
  • Making it easy to modify rules as your business needs change 

iconography of auto charge visualizing the process

With AutoCharge, your team no longer has to key in standard charges one-by-one – saving time while reducing the risk of human error!

Why Use AutoCharge + ZoneCalculator Together? 

The combination of AutoCharge and ZoneCalculator significantly improves operational efficiency. Imagine a scenario where a service provider needs to visit multiple clients in a day. With these tools, the provider can quickly determine the most efficient route, calculate accurate travel charges, and ensure that each client is billed correctly without manual intervention. This leads not only to faster invoicing but also improved customer satisfaction, as clients appreciate the transparency and accuracy of their bills.

Individually, these tools streamline key parts of invoicing, yet together, they’re a game-changer: 

  • ZoneCalculator calculates mileage or zones for each customer location 
  • AutoCharge applies those travel charges (along with labor or discounts) automatically 
  • You gain consistency, accuracy, and speed in your service billing process 

This combination gives service teams more time to focus on customers and less time bogged down in manual invoicing tasks. 

Ready to Work Smarter? 

Embracing technology with invoice automation prepares businesses for future growth. As companies scale, the complexity of managing invoices increases. By implementing these automated solutions now, businesses can build a robust foundation that will support their growth ambitions. They can easily adapt to changes in the market or their business model without overhauling their entire invoicing system.

wsTOOLS are designed to make WennSoft’s Signature Service Management even more powerful. By automating charges and standardizing travel billing, AutoCharge and ZoneCalculator help you streamline operations and improve accuracy.

Want to see them in action?

Contact our team at sales@iscorp.biz or check out www.iscorp.biz to learn more.

And don’t forget – join us at GPUC25 November 16–21, 2025 at the Microsoft Campus in Fargo, ND, for hands-on training, expert sessions, and networking with other GP and BC users. 

With AutoCharge and ZoneCalculator, invoicing becomes easier, faster, and more reliable – so you can focus on delivering great service, not paperwork.

admin one
Admin One

Filed Under: wsTOOLS, WennSoft product Tagged With: auto charge, AutoCharge, automation, efficiency, error reduction, invoice, invoice automation, operations, service management, zone calculator, ZoneCalculator

Boost Efficiency with Schedule 2024 Enhancements

July 29, 2025

What’s New in Schedule 2024? 

Schedule 2024 is here, and it’s packed with smart updates to help dispatchers, technicians, and service managers work more efficiently. Whether you’re scheduling appointments with Schedule 2024, managing service calls, or digging into job and customer details, this release brings meaningful improvements across the board. 

With the enhancements in Schedule 2024, you’ll find it easier to manage your daily tasks. 

Here’s a closer look at what’s new and what it means for your day-to-day operations: 

Major Enhancements at a Glance 

The new features in Schedule 2024 make a significant difference in productivity.

  • Appointment status changes are now easier to spot for both technicians and customers 
  • Key information is more accessible—no need to constantly jump into GP 
  • A new Service Level Agreement (SLA) monitor adds real-time visibility to critical deadlines 
  • General performance improvements across dispatching, mapping, routing, and data access 

Appointment Improvements 

Creating and managing appointments is faster and more intuitive.

Default estimated hours now auto-fill on new appointments 

default estimated hours schedule 2024

Resource search is improved for better technician matching 

resource search new service call in schedule 2024

You’ll get a warning before exiting unsaved appointment changes 

discard changes warning in schedule 2024

Midnight-crossing appointments no longer split into two 

appointment wizard schedule changes that cross midnight in schedule 2024

Set priority levels when using the Appointment Wizard 

assign priority with appointment wizard in schedule 2024

See appointment creation dates right in the Unscheduled Grid

unscheduled appointments grid view in schedule 2024

Dispatch Enhancements 

Dispatchers now have more control and clearer data.

Prevent or allow service calls for inactive locations 

global options prevent allow new maintenance service calls in schedule 2024

Filter out inactive or retired equipment more easily

global options prevent allow new maintenance service calls in schedule 2024 

On Hold/Stop-and-Go Light rules are now fully supported

service call on hold and stop light settings in schedule 2024

Security settings now allow overrides for red-light customers

schedule creating new service call full support on hold in schedule 2024

Schedule Board Refinements

Staying organized just got easier.

View appointment numbers next to service/job numbers

view appointment numbers in line with service call numbers and job numbers in schedule 2024

Quickly reference technician phone numbers

view technician phone numbers in schedule 2024

The Find function defaults to service calls, saving clicks

find type defaults to service calls in schedule 2024

Job Management Innovations

Embrace the new capabilities of Schedule 2024 to enhance your workflow.

The Job panel is now collapsible and optimized for speed toggle the job panel as a user in schedule 2024

Load jobs in batches to avoid performance lags

View all cost codes (not just labor) from Job Details

view all cost codes for job in job details in schedule 2024

Notes and Customer Hub Improvements

No more digging through layers to find critical information.

Right-click to quickly view service call description notes 

view service call description notes in schedule 2024

View GP customer notes directly in the Customer Hub

view gp customer notes in schedule 2024

Filter out Bill to Only locations when browsing customers

exclude bill to locations within customer hub in schedule 2024

View invoice details without switching over to GP

view customer invoice information in schedule 2024

Mapping and Routing Upgrades 

Smarter Navigation and Delivery Planning Tools in Schedule 2024

  • Distinguish appointment icons by type and assigned tech
  • Hide completed appointments from the map 
  • View live tech locations using Signature Telematics (GPS add-on)

distinguish appointment icons by type and tech in schedule 2024

assign appointment icons by type and tech 1 in schedule 2024

Start routing from a technician’s home or current location

start routes from home location in schedule 2024

 

New SQL job automates location resets 

Service-Level Agreement (SLA) Progress Monitor 

Schedule 2024 makes it easy to track SLA statuses and commitments. 

See SLA statuses and warning messages right from the Schedule Board 

view service level agreements and related warning messages in schedule 2024

View active calls and their SLA countdowns in the Service Monitor

view active calls by service level agreement status in schedule 2024

 

Customize which SLAs to track and when alerts should display. 

No more missed commitments! This is a game-changer for service teams. 

Cloud and Infrastructure Updates 

  • .NET 8.0 support keeps Schedule current with Microsoft security updates 
  • Signature Cloud Storage is now fully integrated. Store documents in Azure instead of local servers.  

Have Questions or Need Support? 

Whether you need support for implementation, troubleshooting, or training on the latest features of Schedule 2024, our dedicated team is here to assist. By working closely with our experts, users can maximize the benefits of these enhancements.

With the comprehensive upgrades in Schedule 2024, your organization can achieve higher efficiency, better service delivery, and improved customer satisfaction. It’s not just an upgrade; it’s a transformation in how you manage your operations.

We’re ready when you are. Let’s chat!

Contact us at: support@iscorp.biz

Contact us at: sales@iscorp.biz

admin one
Admin One

Filed Under: WennSoft product Tagged With: 2024 release version, appointments in the field, dispatch, efficiency, field technicians, operations, service calls, SLA

What’s New in MobileTech 2024 v10

May 29, 2025

Smarter, Faster, and More Connected Than Ever

MobileTech 2024 v10 is here, and it’s packed with powerful new features designed to streamline field service operations, enhance technician productivity, and give you more control over your data. 

If you missed our recent webinar, here’s a quick overview of what’s new and how these updates can benefit your team.

With the introduction of MobileTech 2024 v10, teams can look forward to even greater efficiencies and capabilities in their workflows.

Tasking Enhancements: More Control, Less Friction

Field technicians now have more flexibility and control when managing tasks.

  • Intent Confirmation – When closing a task, users are prompted to save, discard, or continue editing – no more accidental saves.
  • Add Equipment on the Fly – Technicians can add equipment directly from the task list. It’s automatically linked to the service call.
  • Assign Equipment by Task Lists – Pull default tasks based on equipment type to ensure nothing gets missed. 
  • Manage Incomplete Tasks – View and complete all open tasks for specific equipment with just a few clicks. 
  • Quick Equipment Access – A new info button allows instant navigation to the equipment form from task details.

mobiletech equipment master software screen outlining equipment type task list id

Notes and Attachments are Streamlined and Accessible

Communicate better and attach more – faster.

  • Multi-File Upload – Attach multiple documents or images at once. 
  • Location Attachments in the Field – View and add attachments to service locations directly from MobileTech. 
  • Note Button Interface – New notepad icons indicate whether notes exist, with easy access to view or edit content. 
  • Cloud Storage Support – Scale with Microsoft Azure cloud storage. Choose cloud, local, or hybrid storage for photos, videos, and attachments.

mobiletech software screen featuring default document category cloud storage

Inventory Updates: More Visibility, Less Error

Make inventory management more efficient and accurate.

  • Multi-Item Selection – Add up to five inventory items at once, then adjust quantities and pricing. 
  • Prevent Negative Stock Use – New settings restrict techs from using items with zero or negative quantity on hand. 
  • View Other Techs’ Inventory – See what items have already been assigned by other technicians to prevent duplication.

mobiletech software screen featuring allow negative site quantity

Job Features: Greater Flexibility in the Field

MobileTech v10 gives field teams more autonomy.

  • View All Active Jobs – Techs can see all active jobs – even if they’re not assigned. 
  • Create Appointments in the Field – Set up job appointments directly from the mobile interface. 
  • Log Labor Without Appointments – Add time entries to any open job, even without a scheduled appointment.

mobiletech featuring three device screens next to each other and the job number listings

Reporting and Other Enhancements

Dynamic Report Templates: Assign specific report templates by customer or location.

  • OCR Integration – Use your mobile camera to extract text from images into forms.
  • Auto-Sync Appointment Status – Syncs in the background when status changes occur. 
  • Call ID Visibility – Easily view the originating call ID on the service call screen. 
  • Tech Lookup Filters – Filter helper techs by department or position. 
  • User Count Summary – View user totals by company or across your entire organization.

mobiletech software screen featuring appointment status background sync

Microsoft Exchange Online Update

Heads up: Microsoft will deprecate Basic Auth for SMTP endpoints in September 2025. This could impact emailed reports from MobileTech. Service Packs are available for supported versions – contact us to ensure you’re ready.

Need Help or Want to Learn More?

Contact Support: support@iscorp.biz 
Contact Sales: sales@iscorp.biz

admin one
Admin One

Filed Under: MobileTech, WennSoft product Tagged With: appointments in the field, Basic Auth for SMTP, Field Service, log labor without appointments, Microsoft Azure Cloud Storage, Microsoft Exchange Online Update, Mobile, MobileTech, MobileTech v10, tasking enhancements, WennSoft product

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