Frequently Asked Questions (FAQ)

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Use the search above or browse categories to quickly find your answers.

• Getting started and configuration
• Technicians and other users
• Work orders
• Equipment and Equipment types
• Parts and inventory
• Appointments and calendar
• Worked time and billing
• Reports and data export
• Other

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NewWaySERVICE is a cloud-based web application to track and manage your service requests. Its 100% responsive user interface adapts to all screens (desktop, tablet, smartphone). No installation is required, so you can start managing your work orders paperlessly right away. Available and supported in both French and English, NewWaySERVICE is used by thousands of users worldwide.

Start with these steps: 1) Enter your company information and logo (Configuration > Information about your company), 2) Configure work order statuses and priorities (Configuration > Application configuration), 3) Add your technicians with their roles, 4) You can start creating work orders. You don’t need to your customers or equipment in advance - they can be created automatically when adding work orders.

In Configuration > Application configuration, you can have up to 20 custom statuses. For each, customize the description (e.g., Awaiting parts, Invoiced) and choose a distinctive color for quick visual identification. You can also define which status will be applied by default when creating a new work order or when a technician clicks Mark as completed.

NewWaySERVICE automatically assigns a sequential number to each work order. In Configuration > Application configuration, you can specify the Next work order number. This is particularly useful when migrating from another system to continue your existing sequence, or to adjust after a deletion. The same logic applies to quotes and purchase orders.

In Configuration > Application Configuration > Regional settings, configure: 1) Preferred language (French or English), 2) Time zone according to your location (crucial for correct timestamps), 3) Display formats (date, time, number, currency). Currency is purely aesthetic - NewWaySERVICE does not perform automatic conversions.

Yes, in Configuration > Application configuration > Reports and forms, you can add custom messages for: work orders, invoices (with choice of term: Invoice, Tax Invoice or Proforma), quotes, and purchase orders. Use these fields for your general terms, customer notes, or payment instructions.

Special instructions are printed on work orders. Internal notes are neither printed nor visible in the Customer portal - they are strictly for internal use. Use Special instructions for anything that helps execute the work, and Internal notes for your internal use observations.

Go to Configuration > Application configuration > Taxes section. For each tax, enter the name (GST, QST, VAT…) and your tax number (optional). Next, go to Configuration > Tax rates to enter your different tax rates.

If you are using NewWaySERVICE (no matter the version), you can simply send us your database file and we will be happy to transfer your data to the online version. This service is entirely free of charge. See how to proceed below depending on your version of NewWaySERVICE.

To know which file you must send us, please refer to the section below that matches the version of NewWaySERVICE you are currently using. Once you’ve located or created the file, send us your file as follow:

If you want to send us the file by e-mail, please, compress (ZIP) the file before sending it as large files may not be accepted by your e-mail server. Email the file to support@NewWaySERVICE.com. If the file size is greater than 25Mb, please use an alternate method below.

We’ve created a web page allowing you to send us your file using a simple Internet web browser. Simply go to the upload page to upload your file.

If you prefer, you can upload the file to your Dropbox, Google Drive, Box, OneDrive or any other account and send us the URL to download it.

Run NewWayService 4 then select the Utilities | Backup menu and write down the path as well as the name of the backup file the program has displayed on screen. This filename contains a series of numbers and ends with the extension .fbk. This is this file that you will have to send us. Once you’ve written down the filename, click the button Start Backup to start the backup. Please, send us the the file once the backup is completed.

The file that you must send us is usually named nws.fdb and is located in the NewWayService 3 installation folder (usually C:\Program Files\OroLogic\NewWayService3) on the computer or server where your NewWayService 3 data is located.

Note: If you are not sure about the name and the location of the file, please, run the NewWayService Connections Manager program (from the Windows Start button select Programs | NewWayService 3 | Connections Manager) then double-click on the connection to see the exact location and filename as well as the name of the server where the file is located.

The file that you must send us is usually named nws.ib and is located in the NewWayService 2 installation folder (usually C:\Program Files\OroLogic\NewWayService2) on the computer or server where your NewWayService 2 data is located.

Note: If you are not sure about the name and the location of the file, please, run the NewWayService Connections Manager program (from the Windows Start button select Programs | NewWayService 2 | Connections Manager) then double-click on the connection to see the exact location and filename as well as the name of the server where the file is located.

In Configuration > Application configuration > API section, check the box to activate the API. You get a unique API key to authenticate your requests. Complete documentation is available via option Help and support. The API allows you to synchronize NewWaySERVICE with other systems, create custom dashboards, automate work order creation and more.

When you send a work order by email from NewWaySERVICE or when NewWaySERVICE sends notifications by email automatically, NewWaySERVICE will use either the email address specified in the technician file or the email address specified in the Email configuration option as the sender address.

In most cases, NewWaySERVICE will be able to send work orders by email (or other e-mails such as notifications) to your technicians and customers on your behalf without any problems. However, in some cases the recipient might not receive your email.

To avoid fraudulent emails or prevent spam, some mail servers conduct additional verifications and will not accept your emails if they come from servers that have not been previously authorized.

Usually, the way to allow a server to send emails on your behalf is by using a SPF-type record in your domain name’s DNS.

Here is what you need to add in your existing SPF record to allow NewWaySERVICE.com servers to send emails on your behalf:
include:spf-for-apps.newwayservice.com

Ask your your IT resource person or the person in charge of your web site or domain name to add it to your domain name’s SPF record. If you do not already have an SPF record in your DNS, just create a new one.

Here is an example of an SPF record entry that you could add to your domain name’s DNS:
v=spf1 mx a include:spf-for-apps.newwayservice.com ~all

In addition to updating your SPF record in your DNS, we also recommend adding the following two CNAME entries in your DNS:

Type : CNAME
Host : newwayservice-1._domainkey
Points to : newwayservice-1._domainkey.newwayservice.com.

Type : CNAME
Host : newwayservice-2._domainkey
Points to : newwayservice-2._domainkey.newwayservice.com.

In fact, to help prevent spam and phishing, our servers comply with the DKIM standard and sign all emails sent. By adding the two CNAME entries above in your DNS, our servers will be able to sign e-mails with your domain name. This will make it even more likely that e-mails sent by our servers on your behalf will arrive in the recipient’s inbox and not in their SPAM folder.

Note: The domain name is the name indicated after the @ character in your email address. If your email address is service@my-company.com, then the domain name in that case is my-company.com. Therefore, it is in the DNS records for the domain name my-company.com that you will have to edit or add the SPF record.

More information about SPF-type records.

More information about DKIM standard.

NewWaySERVICE.com is a Web application (Web app) that can be used using a simple Web browser. NewWaySERVICE.com can therefore be used on a desktop computer, a tablet or a smartphone.

Usually, to access NewWaySERVICE.com, you just open your Web browser then go to the site NewWaySERVICE.com. However, if you wish, you can create a shortcut on your home screen that will automatically open NewWaySERVICE.com with a simple touch.

To create a shortcut, launch your Web browser then go to NewWaySERVICE.com. Once on the web site, log in to your account using your e-mail and password. You are now ready to create your shortcut as follows:

The procedure can vary according to the Web browser you are using (Safari, Chrome, Firefox, Opera, Microsoft Internet Explorer, etc.) but it is usually the same principle. First tap the Menu button which is usually located at the top right corner of the screen and is often represented by 3 dots or 3 horizontal bars. For Opera, this button is usually located at the bottom right. For Safari, tap the Share icon instead, represented by a rectangle with an arrow pointing upward. Once you identified the button, tap it then tap Add to home screen. The browser will suggest a name for the shortcut that you can change, then tap Add and a new icon will be added to your home screen.

To test it out, go to the home screen, look for the new icon and tap it to access NewWaySERVICE.com.

What’s a Web app? A Web app is, in fact, an app that you don’t need to download or install beforehand. Instead, you access a Web app through your Web browser by going to the application’s website such as NewWaySERVICE.com.

The main benefit of a Web app is that it will work regardless of the type of device you are using, whether it is iOS, Android, Windows, BlackBerry or anything else. In short, a simple Web browser is enough to run a Web app. More information about Web App.

Depending on the browser you’re using, if you answered NO to the question asking you if want to share your location with the app.NewWaySERVICE.com website, the browser will not ask you again.

If you’ve changed your mind and want to share your location so that you can see your current location on the NewWaySERVICE application’s map, see below for instructions on how to tell your browser to ask you the question again.

Once the browser asks you the question again, answer YES. You can also select the option Always share my location so that the browser does not ask you each time.

Note that you can go back to your web browser’s settings at any time to disable this option.

The explanations below are quite general and may vary according to the platform (desktop computer, tablet, smartphone, etc.), the web browser (Safari, Chrome, Firefox, Internet Explorer, Edge, etc.), as well as the version of the browser you are using. However, the principle remains the same. If your platform or browser is not listed below, simply go to your browser settings and look for an option that allows you to change or reset the location settings.

Click the menu button and choose Settings (The menu button is usually displayed at the top right corner and is represented by three horizontal lines). Click Show advanced settings. Click the button Content settings in the Privacy section. From there, scroll down to the section Location then click the button Manage exceptions. From there, select the site app.newwayservice.com in the list and then click the X to delete it. Click the Finished button to close the window. Do the same for the other window.

Next, go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com), log in to your account and this time, answer Allow to the question about sharing your location.

Go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com) and log in to your account. Go to the Tools menu, then select Page Info (If the menu bar is hidden, see how to show it again below). Select the Permissions tab. Change the Share Location settings (This option can have a different name such as Access Your Location) by selecting Allow.

Click the menu button and choose Customize (The menu button is usually displayed at the top right corner and is represented by three horizontal lines). Click the Show/Hide Toolbars dropdown menu at the bottom of the screen and check the option Menu Bar. Click the green Exit Customize button once done.

Click the Settings button and choose Preferences (The Settings button is usually displayed at the top right corner and is represented by a gear). Select the Privacy tab. In the section Limit website access to location services, select the option Prompt for each website one time only. If this option was already selected, select another option and then select that option again so that Safari resets.

Next, go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com), log in to your account and, this time, answer Allow to the question about sharing your location. Also check the box Remember my decision and dont ask me again.

Note: After followed this procedure, if Safari still does not ask you to share your location, click once again on the Settings button menu and select the option Reset Safari. From there, uncheck all options except Reset all location warnings then click Reset.

Click the Settings button and choose Internet Options (The Settings button is usually displayed at the top right corner and is represented by a gear). Select the Privacy tab. Be sure that the box Never allow websites to request your physical location is unchecked. Next, click the button Clear Sites then click OK to close this window.

Next, navigate to the NewWaySERVICE application site (usually app.NewWaySERVICE.com) and log in to your account. When the browser asks you if you want app.newwayservice.com to track your physical location, click the Options for this site button and select Always allow.

Go to Settings, Privacy ,then Location Services and activate Location Services.

If Location Services are already enabled, you should see the name of your web browser listed below. Click the web browser name and select the option While using the App. If your browser is not listed, it is probably because Location Services have not yet been enabled. In such cases, just continue to the next step.

Return to your browser (Safari or other), go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com) and log in to your account. The web browser should ask you two questions and you must answer YES to both of them.

The first one is Allow "Browser" to access your location while you use the app? Click on Allow.

Then, the second one is "https://app.newwayservice.com" would like to use your current location. Click OK.

Note: If Location Services were already enabled but the web browser does not ask you the question, do the following: Go to Settings, General then Reset. Click on Reset Location & Privacy. Your iPad security code will be required. Enter it then click on Reset.

Click the menu button and choose Settings. (The menu button is usually displayed at the top right corner and is represented by three horizontal dots.) Click Settings, Site settings, then Location. From there, click on https://app.newwayservice.com then on Clear & Reset.

Next, go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com) and log in to your account. The web browser should now ask you to share your location. Answer YES.

Click the menu button and choose Settings. (The menu button is usually displayed at the top right corner and is represented by three horizontal dots.) Click Settings, Clear Private Data, then check the box Site settings only and click CLEAR DATA.

Next go to the NewWaySERVICE application site (usually app.NewWaySERVICE.com) and log in to your account. The web browser should now ask you to share your location. Answer YES.

Simply go to your browser settings and look for an option that allows you to change or reset the location settings. Refer to your device documentation if needed.

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Technician: Can be assigned to work orders and appointments. Dispatcher: Full access including technician management. Administrative staff: Like a dispatcher but with fewer privileges. A Dispatcher or Administrative staff can also have the Technician role. Only users with the Technician role require a subscription. It’s free for everyone else.

In the technician’s file, check only This user is a technician and ensure Dispatcher or Administrative staff is unchecked. Then in Additional rights, check: Limit technician to see only his work orders, ...his quotes and ...his customers. The subcontractor will only see data related to their own assignments.

In More > Technicians, click the icon to the right of the technician’s name. You’ll be logged in the technician and see exactly what he see. To return to your account: More > Log out and log back in as.... You must have the Dispatcher role and cannot log in as another Dispatcher or inactive technician.

Do not delete the user account. Instead, set their status to Inactive in their file. Effects: they can no longer log in, disappear from selection lists, but all history is preserved. Inactive technicians don’t count in the subscription, so you can add a replacement immediately without modifying your number of licenses.

Create schedules in More > Other options > Work schedules. Specify the number of weeks in the cycle (1-4) and hours for each day. Then in the technician’s file > Work schedule section, assign them to a schedule with a start date. So, NewWaySERVICE will now automatically proposes appointments during these hours.

Create your zones (e.g., Downtown Montreal, South Shore), then assign them to technicians in their file (Assigned zones section). Also assign a zone to each customer. The application automatically suggests technicians covering the customer’s zone when creating appointments. You can filter the calendar and map by zone. A technician without an assigned zone covers all zones.

In the technician’s file > Additional information > Priority / Seniority field, enter a number (smaller = higher priority). This influences: display order in the calendar, appointment suggestions, and order in lists. Leave spaces between numbers (10, 20, 30) to facilitate future additions.

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Only the customer name is required. If you enter a name that doesn’t exist, NewWaySERVICE will create it automatically (if you have the rights). All other fields are optional: description, equipment, appointments, etc. This flexibility is appreciated by users.

Yes, in the work order > Documents section > Add a document. Useful for uploading photos, before or after the repairor, or any other document related to the work order. You can also upload documents to quotes, customer records, equipment records, in short, to most NewWaySERVICE modules.

In the Description of work to perform section, click the link Insert a predefined task. Create or select predefined tasks. The description and estimated duration are automatically copied. You can select multiple tasks that add sequentially. Create tasks for your 20% most frequent interventions that probably represent 80% of your work orders.

Predefined tasks: Global text description (What to do). Checklists: Step-by-step list of items to check (How to do it). Both have an associated duration. Use them together: the task describes the intervention, the checklist guides execution. The technician can check off each checklist item as they progress.

This button automatically changes the work order status to a predefined status in configuration. Useful for technicians who don’t have rights to modify statuses manually. If a timer is active, the time is automatically saved as work performed. You can also configure automatic status change when starting the timer.

Yes, check Bill another customer in the Work to perform for section of the work order, then select the paying customer in Billed to. If you manage branches, configure in the branch-customer’s file the Branch of field to automate this process. You can configure whether custom labor rates come from the beneficiary customer or the payer.

In Configuration > Application configuration, activate the option allowing you to keep the work order’s customer and assign the equipment to that customer. A checkbox will appear when adding equipment allowing you to decide case-by-case if you want to reassign the equipment. This avoids manually modifying the equipment file with each rental.

Select the technician name (or According to availabilities), indicate the duration, and the application displays the next 10 availabilities based on work schedules. Three options: 1) Select from availability list, 2) Click View/Edit from calendar of appointments to adjust visually, 3) Manually enter date/time. Once the work order created created, you can add unlimited additional appointments.

Create additional fields specific to your industry in work orders, customers, equipment and in most NewWaySERVICE modules. Just access More > Configuration > User defined fields to manage them. Various field types are available, including Character string, Integer number, Decimal number, Currency, Text, Date, Time, Date and time, Dropdown list, Radio buttons, Check box, Duration, Hyperlink (URL) and Signature.

In the work order > Parts to be planned or to order section, add necessary parts. The quantity automatically adds to the Qty to be planned column in the Parts tab. Your purchasing manager sees all parts to order. When the technician installs the part (Work performed), it automatically disappears from Qty to be planned.

Open the work order > Add new work performed. Required: technician, start date/time, time worked. Optional: description, distance, parts (Add a part button), billable labor. If you used the timer, time is automatically filled. If the customer has custom rates, they are automatically applied. Inventory updates instantly.

In the work order > My timer section, click Start. The timer counts time. Click Pause to stop temporarily (meal breaks). Click Stop to save in a new work performed entry with time and start date/time. Click the Trash icon to reset without saving. You can have multiple active timers simultaneously on different work orders.

Click Customer signature button in the work order. The customer signs with mouse (computer) or finger (tablet/smartphone). The signature is captured in JPEG with date and time embedded. It automatically displays on printouts and PDFs sent by email. To erase: click Remove signature. You can configure displaying the total amount in the signature window.

Open the work order, click Duplicate. Choose whether to duplicate: appointments, documents, work performed, parts to be planned or to order. Always duplicated: customer, description, checklists, instructions, equipment, user defined fields. Never duplicated: number, date (current date), status (uses default), signature, history. You’re redirected to the new work order for adjustments.

Click Display URL button to get a unique, secure URL. Share it by email, SMS or other means. The customer can view the work order without login. What they see depends on your customer portal configuration. To automate: insert the WoUniqueUrlLink variable in your email templates. The URL remains valid indefinitely until work order deletion.

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Equipment Type: Generic model (e.g., Furnace model 5000). One type for all equipment of this model. Equipment: Specific unit with unique serial number (e.g., F123456), linked to an equipment type and a customer. Another example in the automotive sector is the Toyota Camry 2024 type; the equipment is defined as a car of this model with a specific serial number. Creating equipment is not mandatory but recommended for managing warranties, service contracts, and preventative maintenance.

Two methods: 1) Equipment tab > Add new equipment, or 2) Customer file > Customer equipment section. Required: customer, equipment type, serial number (unique). Optional but useful: warranty (purchase date, duration), service contract (start date, duration, number), meter (current value), special instructions. If you modify the serial number, the change is instant everywhere.

Equipment file > check Has warranty, enter purchase date and duration in months. When adding to a work order, the Under warranty box automatically checks is the equipment is still warranty. You can configure application to automatically adjust billing (rate to $0) for equipment under warranty. Create email notifications for alerts before expiration. The same principle applies to equipment under service contracts.

Similar to warranties but for paid contracts. Equipment file > check Has service contract, enter start date, duration, contract number. The number is automatically copied to the Reference/Contract# field in the work order. As with warranties, you can configure the application to set the service rate to 0 if the equipment is under a service contract. System can send automatic notifications before the service contracts expire.

Equipment file > check Has meter, enter current value. The technician reads the meter during visits to the customer site and enters it into a work performed, automatically updating the equipment record. Create a maintenance schedule based on the meter (e.g., every 500 hours). The application will automatically create a work order when the meter reaches the threshold. Maintenance based on actual usage, not just time.

Two methods: 1) Equipment type file > Parts linked to this equipment type > Add, or 2) Part file > Equipment types linked to this part > Add. When adding parts in work performed, a Search only among parts linked to this equipment type checkbox filters the list. 70% reduction in selection time for companies with 500+ parts. Universal parts: link them to all relevant types.

During workorder creation, add an initial equipment. Then: Equipment section > Add additional equipment to this work order. The Work performed section divides into subsections (one per equipment). Choose under which equipment to add each intervention. Benefits: precise history per equipment, detailed billing, individual meter readings. Practical limit: 10-15 equipment per work order for readability.

Equipment file > Latest work orders > More... for complete list. To print: Print button > Work order history form. Report contains: equipment info, chronological list of interventions, parts used, time. Uses: diagnosing recurring problems, customer relations, compliance audit, total cost of ownership analysis.

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When a technician adds a part in work performed, the quantity is automatically subtracted from the selected warehouse. Multi-warehouse system: main, technician trucks, branches. Complete traceability: each transaction keeps date, type, quantity, user, reference. Allows negative quantities if part used before ordering. Works with Purchase orders option Integration with purchase orders for automatic reception.

Parts tab > Add a new part. Required: description (unique). Recommended: code (unique if entered), initial quantity, price, category, default supplier. For each part, you can have the corresponding part code from each of your suppliers if it differs. This is useful when ordering the same part from several different suppliers.

Create warehouses via Plus > Other options > Warehouses. Part file > Quantity in stock displays stock per warehouse. Click on the quantity of a warehouse to make a manual adjustment or warehouse transfer.

Qty in stock: Total quantity (All warehouses). Qty to receive: Quantity indicated on the various purchase orders that have not yet been received. Qty to be planned: Quantity indicated in the Parts to be planned or to order section of the various work orders. (*May vary depending on the work order status). Minimum stock qty: NewWaySERVICE offers to order parts if the Qty in stock is less than this value (see Quantity to Order below). Quantity to Order: (Minimum stock qty + Qty to be planned) - Qty in stock.

Part file > Supplier part codes > Add. For each supplier: supplier code, cost, supplier description. When creating purchase order: you search with YOUR code, but supplier code/description/cost appear automatically. What’s printed: supplier codes (not your internal codes). Multiple suppliers possible for price comparison. Upon reception: your internal code inventory updates.

Part file > Latest work orders > More... for history per work order. Several reports (Classic reports or Quick reports) are also available.

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The Calendar of appointments tab allows managing all appointments. Available views: Vertical by month/week/day, Planning by technician, Planning by work order. Move appointments by drag-and-drop. Adjust duration by stretching borders. Click tje appointment for details. Colors correspond to work order statuses. Filtering by zone. Only active technicians with Technician role displayed, by priority order.

Usually, new appointments are added in work orders directly. However, here’s a tip for adding it via the calendar : copy an existing appointment, paste it, then modify date/technician.

In the work order, add a first appointment. Once created, Appointments section > Add for unlimited additional appointments. Each appointment: date, time, duration, technician. Use Planning by work order view to see all technicians of a work order. Useful for multi-technician installations or interventions spread over several days.

More > Me > Personal settings. Each technician can manage their appointment notifications via email or web push.

More > Other options > Work schedules to create/manage schedules. More > Other options > Holidays to define non-working days. Access the technician’s file > Work Schedule to assign them a work schedule or plan schedule changes in advance. The application avoids scheduling appointments on holidays and outside of working hours.

Map tab displays real-time GPS positions of technicians + appointment addresses. Check/uncheck elements to display. Specify appointment period (max 31 days). Click icon for additional info and link to work order. Zone filtering available. Switch to Google Street View as needed. Technician geolocation requires activation in More > Configuration > Map and Geolocation parameters.

Use Map tab to visualize all appointments of a day geographically. Identify possible groupings by sector. If necessary, create geographical zones and assign technicians to each zone. Use Planning by technician view to see workload. When creating appointment, application suggests available technicians covering customer’s zone.

Open the work order, access the concerned appointment, modify date/time. Or via the calendar of appointments, simply move the appointment in the calendar.

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Time worked: Actual duration spent by technician (recorded in work performed). Billable time: What you bill the customer (Labor section) in work performed section as well. Can be different: For example, work 2.5h but bill 3h. By default, the application copies time worked into the labor section, but you can adjust the configuration as needed from More > Configuration > Application Configuration.

Create standard rates in More > Other options > Labor rates (e.g., Regular $85/h, Emergency $125/h, Weekend $110/h). When adding work performed > Labor section, select rate, enter time. Hourly rate filled automatically. For custom rates per customer: in customer file > section Service rates replace standard rates.

Customer file > Banks of hours create bank with number of hours and optionally expiration date. When entering labor in work performed, if customer has active bank, application proposes to use it (rate becomes $0, time subtracted from bank). Application indicates remaining time and warns if insufficient. Expired or inactive banks not proposed. Email notifications possible before expiration.

If paying customer (Billed to) different from beneficiary, configure in More > Configuration > Application configuration > When adding work performed: choose if custom rates come from payer or beneficiary. Flexibility for parent company/branch systems or subcontracting. Define policy according to your business model.

In work performed, Distance (km/mile) field: enter distance. The price per km/mile that is configured in Application configuration is automatically applied. Travel amount is automatically added to the Labor section. You could also create a Travel labor rate and bill in time instead of distance if you prefer.

Work order > Summary of amounts section click Edit button. Adjust: tax rates, additional parts amount, additional labor amount. Descriptions of additional amounts is configurable in Application configuration option.

NewWaySERVICE doesn’t have a separate Invoices module. All billing information is usually already available in the work order. To print an invoice: access the work order, then click the Print button and select the form called Invoice from the drop-down list.

Application configuration > When adding a work performed: Configure whether the labor rate and/or parts price automatically become $0 when the equipment is under warranty or service contract. The Under warranty or Under service contract checkbox is automatically checked if the equipment is under warranty or contract at the time the work order is created. You can manually uncheck it if needed.

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Two categories: Classic Reports (predefined, ready to use: work orders, parts, technician time, etc.) and Quick Reports/Exports (customizable: choose columns, sorting, filters, output format). Customize and save your parameters for reuse. Access via More > Reports and data export >.

More > Reports and data export > Quick Reports/Exports: 1) Select template (Work orders, Customers, Parts, etc.), 2) Choose columns to include, 3) Define sort order, 4) Specify filtering criteria (dates, statuses, technicians, etc.), 5) Additional parameters (grouping, subtotals), 6) Execute, 7) Save parameters for next time. Excel export for advanced analyses.

More > Reports and data export > Data export. Export complete modules: technicians, customers, equipment, parts, work orders, etc. CSV format compatible with Excel. Useful for: backups and more.

Customer record > Latest work orders section, then click More to be redirected to the Work Orders tab, which will automatically filter to show all work orders for that customer. Alternatively: Customer record > Print button > select the History of Work Orders / Work Performed form.

Classic reports > Time reports > Détail or hours per technician. Or: Classic reports > Time reports > Summary of hours per technician.. Or: Quick Reports/Exports > List of Work orders (Work performed). Or: Quick Reports/Exports > Summary hours/amounts per technician.

When creating custom reports using the Quick reports/Exports option, user defined fields appear in the list of available columns. Select them just like standard columns. You can also use them as filtering criteria or to sort or group your report.

Several printed form and report models are already included with NewWaySERVICE. For example, when you print a work order, NewWaySERVICE will automatically print your company’s information and your company logo as you have entered it in the option Information about your company. User defined fields where you’ve checked the box Print this user defined field on forms and reports will be printed as well on work orders or other printed forms or reports as the case may be.

However, you cannot customize the layout of these forms and reports.

If you do not want to use the models already included for free with NewWaySERVICE, we can develop a printed form or report that meets your needs. This service starts as low as $225 CAD per printed form or report and can vary according to the complexity of the changes to be made.

If you are interested in such service, here is how to proceed:

1. Simply fill-in a request via the Help and Support option and tell us the exact name of the printed form or report that is the closest to what you need.

2. Provide a description of what you would like to be customized (for example, adding new fields).

3. If you’ve made a sketch of what you would like to get, send it to us by e-mail to support@NewWaySERVICE.com or by fax at (1) (418) 524-1063.

Once this information has been received, we will send you a quote by e-mail. If certain information is missing to proceed with the quote, we will contact you.

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Go to More > Configuration > Customer portal configuration to activate and/or configure it. The customer portal allows your customers to, among other things, view their work orders, create new requests, see their time banks, etc. The customer portal can also be publicly configured so that anyone can easily submit a service request via your website. The customer portal is customizable, for example, by adding your logo, choosing which fields to fill in, etc.

Several types of notifications can be automatically sent to notify people about the creation, deadlines, or status changes of work orders, the end of equipment warranties or service contracts, or even the expiration (date or number of hours) of customer time banks. Go to More > Email Notifications > to configure your automated notifications.

Customer or equipment file > Maintenance schedule section > Add a maintenance schedule: frequency (days/weeks/months or based on the meter value for equipment). NewWaySERVICE automatically creates work orders according to the criteria and parameters specified in each of your maintenance schedules. Perfect for: preventive maintenance, regulatory inspections, service contracts. Reduces oversights, ensures consistency, and optimizes planning.

A questionnaire is simply a list of questions that you define and that can then be answered by your technicians or customers. Go to More > Other options > Questionnaires to create your questionnaires. Then assign these questionnaires to modules: work orders, equipment, customers, etc.

Select More > Sync with > QuickBooks and then click the Connect to QuickBooks button. You can sync your customers, vendors, spare parts, and inventory quantities. You can also convert work orders to invoices in QuickBooks.

There is no option in NewWaySERVICE allowing you to import data such as your customer or equipment list.

Data import is a service that we offer at a fixed cost of $125 CAD per module. We can import data into the following modules:

Customers, Equipment, Equipment types, Spare parts and Technicians.

If you are interested in such service, just email your file(s) to be imported to support@NewWaySERVICE.com and indicate the module into which you want to import the data. Once your data has been verified, if we can import it, we will let you know how to proceed.

If you are currently renting licenses for NewWaySERVICE version 4, you can migrate for free to the Web version. To do so, simply fill out a request via the Help and Support option and provide us with your company’s information. Once our records have been verified, we will manually change your subscription’s end date to the same end date of your current rental licenses plus 3 additional free months to thank you for being a user of a previous version of NewWaySERVICE. The number of technicians will also be adjusted according to the number of NewWaySERVICE rental licenses you are owning. If your rental licenses do not all have the same expiration date, the subscription end date will be prorated. The next renewal will have to be completed according to the prices and terms in force for the Web version.

If you’ve purchased licenses for NewWaySERVICE version 2, 3 or 4 and you want to migrate to the Web version, you are also eligible for 3 free months of subscription for the Web version to thank you for being a user of a previous version of NewWaySERVICE. To take advantage of this offer, you must first subscribe for the Web version. Once your subscription has been paid and is in good standing, simply fill in a request via the Help and Support option and provide your company’s information. Once our records have been checked, we will add 3 additional free months to your subscription, regardless of the number of technicians in your subscription.