Release Status - ServiceCEO 6.2

Insight Direct reserves the right to change, update or alter the below information at any time, please check back often for updates.
Last updated: 8/27/2008

Release Timeline

  • 11/20/2007 - Insight Direct Product Management compiles list of most requested items
  • 12/15/2007 - Survey developed for ServiceCEO Users
  • 1/4/2007 - Survey released to ServiceCEO Users
  • 1/18/2007 - Survey closes
  • 1/20/2007 - Survey results complied and reviewed by Product Management
  • 1/29/2007 - List of 6.2 feature candidates prioritized and published (see below)
  • February - Product Management designs the new features by developing Functional Specifications documents
  • February - User Review Groups selected provide feedback on Functional Specifications
  • March-May - Development builds new features
  • May-June - QA tests new features
  • 6/24/2008 - Open registration for Beta users.
  • 7/1/2008 - New Beta Home Page launched
  • 7/14/2008 - Beta Kickoff Conference Call
  • 7/17/2008 - Beta Phase 1 Released
  • 8/7/2008 - Beta Phase 2 Released
  • 9/9/2008 - 6.2 General Release

List of 6.2 Features

Based upon the results of the ServiceCEO User Survey, below is the list of ServiceCEO 6.2 feature candidates. The feature candidates were chosen based on the highest rated items.

  • CRM
    • Tasks displayed in the Customer record
    • Alerts for customer bad credit and internal issues
    • Additional custom fields for Customers, Jobs, Employees, Service Contracts, Products & Services
    • Customer Record Merging
    • Ability to Email Statements to Customers
  • Jobs
    • Default for Job duration and start time
    • Contact field on Jobs and Estimates
    • Ability to edit Cancellation Note Types
    • Ability to turn off "Flag team for poor service"
  • Inventory Management
    • Job Purchase Order Report
  • QuickBooks®
    • Integration with QuickBooks® Canada 2008
    • Integration with QuickBooks® Classes (linking to ServiceCEO profiles)
  • Miscellaneous
    • Integration with Google Maps
    • Grid Enhancements (including save sort, column ordering, save column width) in Office Duties and Customer Record