| Features added to Commit by Version: |
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 Click here to upgrade |
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| Commit™ 4.3 |
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| This release is all about automation and efficiency: convert incoming customer emails into Tickets; email alerts for new events; turn Sales Opportunities into Jobs; easily add new time charges using the enhanced timer; find uncharged service tickets and more... |
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New Module! Commit Email Connector
This new module helps keep your email organized so you never miss important client communications. |
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The Email Connector server pulls incoming emails from your mail server, processes the email and performs one of the following actions: |
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Email to Ticket-
The Email to Ticket feature identifies the Commit Account which matches the "From" address of the incoming email, and then opens a new Ticket in Commit, and links it to that Account. Email matching is performed on the Email1 and Email2 fields of the Account, and also on the email fields of the secondary contacts for the Account. |
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API by Email -
This feature analyzes incoming XML formatted emails and performs the actions written in them. This is essentially an API for the Commit database, which can allow you to perform many actions. For example, you can use this API to link to external systems, send forms from your own website (e.g. allow clients to update their Account details via your site), and more. |
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| Additional Email Connector Capabilities: |
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Send Automatic email responses to customers and notify your support for each email response |
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Works with POP3 mail servers, including Exchange server with POP3 enabled |
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Identifies incoming emails related to already existing Tickets and automatically forwards them to an internal Support Team Email for manual handling, without opening a new Ticket |
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You can read more about Commit Email Connector add-on module here. |
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New Module! Commit Alerts Server
Commit Alerts Server module lets you define rules that will send automatic email alerts as a result of certain system events. The rules are based on the user's role (Ticket Manager, Account Manager, etc.) and the type of events defined in the rules. |
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This add-on module can help you keep your technicians up-to-date on any changes made by other employees, to data for which they are responsible. |
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Commit Alerts Server allows you to: |
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Send Email Alerts to Account Managers – Account Managers can receive automatic alerts for new activities related to Accounts that they manage, such as new Tickets, new Appointments, new Documents, new Charges, and more. |
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Send Email Alerts to Ticket Managers – Ticket Manager can be notified when new Tickets are assigned to them, or when any changes are made to Ticket status, priority, etc. |
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Send Email Alerts to Employees – Employees can stay updated on any activity concerning them, such as new Appointments, new Tasks, etc. |
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Send Email Alerts for ALL Tickets – Email alerts can be sent to notify the relevant users, such as Dispatchers or Accountants, on any new tickets that have been opened, or Tickets that have been closed and are ready to be billed. |
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You can read more about Commit Alerts Server add-on module here. |
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New! Save Display Settings – Users can now save their own display settings so that they can reuse the display that is most comfortable to them every time they log in. This can save time, and allows you to arrange the windows as you prefer. |
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Save Display Settings features: |
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Save window locations – Move windows, such as Accounts, Tickets, etc., around on your screen, and resize them as you like. These window locations and sizes will be saved for the next time you log in to Commit. |
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Save tab size – You can resize the tabs section on your display, and it will be saved so that each time you open a new window, the ratio between the top part of the window and the tabs on the bottom will be the same. |
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Save current filters – If you use filters when viewing lists (such as for Accounts, Tickets, Dispatchers, Employees, etc.), you can save the current display so that each time you log in to the system, the same filter will be displayed. |
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Saving the Display settings is performed from Windows menu > Save Current Open Windows configuration for Next Login. |
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New! Create New Tickets from a History Note - You can now create a new Ticket from a History Note. This option helps you streamline Ticket creation by enabling you to create a ticket directly from a History Note that was added directly for the Account. For example, a potential customer calls in and you log the call using a History Note. Soon, they become a client and sign a deal. Now you can just open the History Note, and create a new Ticket directly from within it. |
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To activate this option, you can open the History Note details window, and click More Actions > New Ticket from History Note. |
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New!
Create New Asset from a Charge -
You can now create a new Asset directly from within a Charge record (usually a Parts Charge). This way you can easily convert a sold Part into an Asset which will be automatically linked to the Account. Creating a new Asset from a Charge will automatically copy important details from the Charge into the new Asset's fields, such as the Asset Code, the Asset Name, the Account, Contact, Parts Quantity, Price, and more. |
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This option is available from the Charges List window or from the Charge Details window from Charges > Create Asset from Charge. |
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New! Create New Ticket, Asset or Contract from a Sales Opportunity
You can now create a new Ticket, Asset or Contract out of a Sales Opportunity. This will help you streamline your sales process and convert it into action items. |
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For example: |
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You win a new service contract with a customer. You can easily convert the Opportunity into a Contract, which will automatically be linked to the Account and will contain the job service agreement description. |
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You win a server sales opportunity with an existing customer. Just create an Asset which will be automatically linked to the Account and will contain the sale details (type, price, description, etc.). |
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You win an installation job at an existing customer's site. You turn it into a Contract or Ticket (depending on the size of the job) which will automatically be linked to the Account, and will contain the job description, etc. |
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Creating Tickets, Assets or Contracts from Sales Opportunity will automatically link them to the relevant Account and Manager, and will copy details from the Sales Opportunity, such as the Description, Name (for Contracts), Price (for Assets) and more. |
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This option is available from the main Opportunities window on the More Actions menu . |
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Enhanced! Timer Window -
The Timer window has been improved in the following ways: |
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Displays the Ticket Number – when you activate several Timers at once you can now easily keep track of which Timer belongs to which Ticket. |
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Notes Field – You can now enter Notes right in the Timer window, and if you create a Charge directly from the Timer window, these Notes are automatically copied into the Charge Description. |
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Enhanced!
Tickets with scheduled Appointments Reports -
This advanced filtering option for Ticket reports allows you to easily print Ticket reports for all your scheduled visits for specific dates. |
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You can filter the Ticket reports to print Tickets which have scheduled Appointments in the calendar, for specific dates and employees. This is useful in certain situations, like when you have on-site appointments, and you would like to print out all the Technician Service Forms so that you have the information on hand. Now you can print out all the Service Forms at once, by filtering: All Tickets + scheduled for tomorrow + where I'm the Appointment owner. |
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This option is available from the Report Generation Window, for all of the Tickets reports. To activate the filtering, check the Filter according to Appointments checkbox |
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Enhanced!
Easily Find Tickets with no Charges -
This new filtering option for Ticket reports helps you track Tickets with no charges. You can filter any Ticket report to display only Tickets with no charges linked to them, i.e. Tickets where no work has been logged. |
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You can combine this filter with the Ticket Status filter, and easily find all Completed Tickets with no Charges. This way you can easily find uncharged Tickets and add the missing charges in order to bill your customers. This will help you capture more billable time and parts used, so you can bill your clients for every appointment and all work done |
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This option is available from the Report Generation Window, for all of the Tickets reports. To activate the filtering, check the Include Only Tickets with No charges checkbox. |
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Enhanced!
Advanced Ticket Search -
More search options have been added to Ticket search, including the ability to easily search for any text in any field in a Ticket, such as the Description field, Resolution and Notes. In addition, the Ticket's search panel has been enlarged for greater ease of use. |
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Enhanced!
Contract Name Field -
The Contract field has been lengthened, and you can now use any meaningful name for your Contracts. |
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Enhanced! Official Support for Intuit® QuickBooks UK/Canada 2008
The UK and Canadian QuickBooks 2008 versions are now officially supported when using the Commit-QuickBooks Link (QuickBooks US 2008 is already supported). UK and Canadian users who use the QuickBooks 2008 edition should make sure to select the correct QuickBooks version in the Tools > Options window, under the QuickBooks tab. |
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| Click here to upgrade |
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*** |
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| Previous versions of Commit |
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| Commit 4.2, Commit 4.1, Commit 4.0, Commit 3.75, Commit 3.7, |
| Commit 3.65, Commit 3.6, Commit 3.5, Commit 3.1, Commit 3.0 |
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| Commit™ 4.2 |
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New! Online Services - Commit's Online Services are a powerful new tool that allows you to access different web sites and use them in combination with your Commit data. |
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To use this new feature, you need to define Online Services within Commit. You can define an unlimited amount of Online Services. |
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Examples:
If you want to find out how to get to the office of one of your Accounts, simply set up an Online Service which opens Google Maps (or any other map site) and activates the service with the address stored in Commit.
Or you can set up an Online Service that automatically searches Google for a business' name listed in your Commit data. |
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Online Services are easy to define and use, and can be activated from various places in Commit such as the Dispatcher Window, the Account Window, secondary Contact selection field and more. |
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You can read more about using this new feature and how to add Online Services here. |
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New! Email signatures - Employees can now create a personal signature to be used in emails sent with Commit. The signature can be edited from the Employee window under the Employee tab or from Tools > Options… > Accounts tab. |
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Enhanced! Email from Ticket - The format of emails sent directly from a Ticket has been enhanced and now provides more information about the Ticket in the email. This allows technicians to learn more about the Ticket by reading the email only, so they do not need to go into the system in order to get the information. |
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The new email format includes: |
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Ticket number and Status (also appear in the email subject). |
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Ticket Open and Due dates |
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Ticket Resolution (if exists) |
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Account and Secondary Contact information such as Addresses and phone numbers. |
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This allows the technicians to get all necessary information so that they can schedule the work and discuss the Ticket status with the relevant Account contact, all from within the email! The new enhanced email format is especially useful for technicians on the road who receive emails to their PDA and wish to check the Ticket information immediately, without having to use Commit Web interface for the basic Account and Ticket details. |
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Enhanced! Commit Web Interface for Customers - The web interface for Customers has been significantly enhanced in this version and now allows your customers to view much more information and add their own notes to the Ticket. This will help you keep your Customers up to date with the Ticket status and expected activity. |
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The new features for Web Interface customers include: |
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View existing History Notes and new ones |
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This enables you to discuss issues with your customers |
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View details for Assets |
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Customers will enjoy the enhanced service where they can see the details of their Assets |
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View details for Contracts |
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This will dramatically reduce the number of calls by customer seeking information on the status of their Contracts, i.e. how many hours are left, etc. |
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View details of Charges |
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Customers can now view all Charges added under their Tickets and Contracts. This adds transparency to the services you offer to your customers and increases customer satisfaction. |
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You can control which features will be available to your Customers from the Tools > Options > Web Interface tab. |
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Updated! Charges Field1 - The Field1 (customizable system field) of Charges is now displayed in all Charges grids/tables, including when generating a QuickBooks Invoice. |
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Updated! Dispatcher Refresh - When creating a new Ticket or updating the "Show in Dispatcher" flag by clicking on the left-most column in the Tickets lists, it will automatically update the opened Dispatcher windows to include this Ticket without clicking the Refresh button. |
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Updated! Charges Reports - The date range used to filter Charges reports is now displayed in all of the Charges reports. |
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Updated! Documents list - Icons for PDF documents are now also displayed in the documents list. |
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Updated! Commit QuickBooks Link - New privileges are added to control which users can use the Commit QuickBooks Link (in addition to the Financial Charges Link) |
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| Commit™ 4.1 |
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Commit now officially runs on Microsoft® Vista® |
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Commit now officially supports integration with Microsoft® Office 2007, including support for new document types and template file formats - .docx and .dotx |
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New! Secondary Contacts can now be imported for selected Accounts in Commit |
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New! Data Export Wizard now lets you easily export data from Commit. With the Data Export Wizard, you can integrate with other software packages, analyze your business data and more. You can also easily select the data fields to export, the filter criteria and the export file format. Save the selected fields for export as templates and use the templates for future exports |
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New! Commit Outlook Sync module now lets a single user perform a sync for other users. For example, the Dispatcher can now schedule on-site visits for technicians and select to sync their Outlook with Commit in a single click (Exchange® server is required) |
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New! Web Interface - 'Technician Service Form Including Taxes' report has been added and can now be printed on customer sites. This new report calculates the taxes and displays them so the customer will know the total amount for the service ticket |
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Updated! Quickly add new records using the plus (+) button available on every record selection field. For example, easily add a new Asset while adding a new Ticket; add a New Item while adding a new Charge; add a new Contract directly from the Ticket details window; etc. |
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Updated! Activate a new Timer directly from the Tickets and Contracts toolbars, or do so even faster using the new keyboard shortcut: Ctrl-T |
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Updated! Memo field font size is now larger by default, making reading description and memo fields much easier. Each user can set their preferred font size using the Options… window > General tab |
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Updated! The 'Monthly Hours Summary by Employee' report that displays a summary of total daily/monthly work hours can now be printed for selected employees |
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Updated! When sending Outlook email from Commit, a new Outlook Email message will immediately open without the Outlook Security Message being displayed (except in rare situations). This streamlines the process of sending Outlook email directly from Commit |
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Updated! Document lists now display an icon for the document file type! Now you can tell the type of document at a glance, whether it's an email you filed from Outlook, a scanned document, a picture, a Word® document, Excel® spreadsheet, etc. |
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Updated! When dragging-and-dropping an email from Outlook into Commit in order to file it under the relevant Account/Ticket, the email date is used as the document record date, rather than the current time |
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Updated! The Report Designer now supports many more data fields that can be added to your customized reports |
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| Commit™ 4.0 |
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New! Batch Copy of All/Selected Expiring Contracts to new Contracts for the next term (Contracts window > Contracts menu > Batch Copy Contracts for New Date Range) |
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New! Due Date for Tickets – Make sure you solve open issues on time |
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Updated! Easily Send Tickets that need Dispatching to the Dispatcher (Set in New Ticket window / Mouse click on the Tickets list) |
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New! New professional looking Technician Service Form report formats – Now with the ability to show Ticket's Charges (Printed directly from the Tickets window or from the Reports window > Charges category). |
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Updated! Commit-Outlook Sync module now syncs even faster without any Outlook security alerts (except in rare situations) |
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New! Import Asset records from external data sources (Excel, CSV etc.) – Now can be performed directly from the Assets tab of an Account |
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Updated! One-click export to Excel, HTML, Text (CSV) etc. of any data table/grid of records you see – Now activated from the toolbar in all windows |
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New! Firefox browser support – use the Commit Web Interface modules in your Mozilla Firefox browser |
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New! Maximum security – Use your SSL certificates with the Commit Web Interface to use encrypted Https: connections |
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New! Apple® Mac® users can now access and manage Commit data on their Macs using the Commit Web Interface module and a Firefox browser |
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New! New Web Interface features now let you create and edit Accounts and Asset records, as well as Tickets, Appointments, Tasks, History Notes, Charges etc. |
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Updated! Additional Customization options - You can now change data field names, labels and column titles |
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New! Dual Screen systems can now be fully utilized with Commit |
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New! Batch Delete of Imported Accounts – Have you imported hundreds or thousands of Accounts by mistake / twice? Undelete them in just one click (Tools > Import > Delete Imported Accounts) |
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Updated! New features for the Commit-QuickBooks Link – Set the system to automatically (previously manually) add employee name, ticket number and contract code to the invoice lines (Tools > Options… > QuickBooks). |
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New! Completely new look and feel – better navigation, easier to use, more user friendly |
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New! Numerous new minor features, enhancements and usability improvements |
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Updated! Better and faster alphabetical sorting, improved resizing options for the Commit main window and much more… |
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| Commit™ 3.75 |
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New! Commit-Outlook Sync add-on module.
With the Commit-Outlook Sync module, you can enter information into Commit or Outlook and be assured that the information is synchronized and current in both programs. This feature not only saves you the time of manually entering data, but it also minimizes the data errors common to manual data entry. |
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The Commit-Outlook Sync module supports syncs of Commit Accounts with Outlook Contacts, Commit Appointments with Outlook Calendar Appointments and Commit Tasks with Outlook Tasks. |
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Performance enhancements and bug fixes. |
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| Commit™ 3.7 |
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Asset Management - Track and manage customer equipment and software licenses/subscriptions easily with Commit Asset Management. Manage details about each Asset including name, code, serial number, warranty expiration date, purchase price, vendor information etc. Link trouble Tickets to an Asset record and easily view ticket history for a selected asset. Print Asset reports in a variety of layouts. Import Assets from various data sources including text files, Excel® files etc. The Commit Web Interface for Employees also lets you view all Asset details using a web browser so that when your technician is onsite, he can easily view the Asset details together with all the previously handled tickets related to the asset. |
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Email Alerts-Commit Web Interface for Customers - Respond faster to customer inquiries with Commit Email Alerts. You can now receive email alerts when a customer adds or updates a Ticket using the Commit Web Interface. Alerts can be sent to as many email addresses as needed. |
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Spell-Check - No more spelling mistakes thanks to Commit's new spell-check feature. You can now run spell-check in every window that includes memo fields. You can select your preferred dictionary: American or British, and whether to use a technical dictionary during the spell checking process. |
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Printing Ticket Reports - You can now print/preview any Ticket detail report layout directly from the main Tickets window. You can print a Technician Service Form and any other Ticket detail report without visiting the main Reports window. |
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Time Format Settings |
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Select your preferred time format: |
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12 hour - AM/PM display time format |
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24 hour display time format |
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Page Size Settings for Printed Reports |
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Select your default paper size for printed reports: |
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Letter (8 1/2 x 11 in.) |
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OR |
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A4 (210 x 297 mm.) |
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| Commit™ 3.65 |
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Enhanced! Commit Web Interface for Employees - Enables employees to print a Technician Service Form when logged in to the Commit Web Interface. This form includes the selected ticket details, information on related charges, and an area for customer approval and signature. Read more |
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Enhanced! Commit-QuickBooks Link - Generate QuickBooks invoices based on Charges entered into Commit. Invoices can be generated at the Accounts level, the Contract level or the Ticket level. Easily filter charge lists in Commit according to the QuickBooks invoice reference number. Read more |
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New! Support for the Canadian and UK Editions of QuickBooks - Canadian and UK customers of Commit can now use the Commit-QuickBooks link with their local edition of QuickBooks. Read more |
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New! Additional Report Formats for the Technician Service Form - Two new report formats have been added to the Technician Service Form. The Technician Service Form is a printed form which includes ticket details, an area for writing charges and a section for the customer's approval and signature. |
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Enhanced! Management of Charges - |
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Set a charge as Billable if you want to bill this charge to your customer, set it as Not Billable if the charge is not to be billed |
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Manage which billable charges have been Billed and which haven't |
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Note: This is done automatically when generating QuickBooks invoices for charges in Commit. Read more. |
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User Interface Enhancements - Selecting Accounts, Tickets, Contracts, Items etc. is now much easier! Simply start typing and a smart drop-down list will be displayed with all the relevant options. |
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| Commit™ 3.6 |
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New! Enhanced Commit Web Interface for Employees - enables employees to access Commit data remotely using a web browser and their web username/password. They can then view various types of information in Commit including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. Employees can now add new tickets, update existing ones, add labor, part and expense Charges, manage their tasks, add interactions and edit their calendars. (Optional module).Read more |
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New! Enhanced Commit Web Interface for Customers - enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to Commit remotely and view data which is relevant to them, including open Tickets, closed Tickets and scheduled technician visits. Customers can also log new tickets which will automatically receive a ticket number and enter the Received Tickets queue in Commit. (Optional module). Read more |
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New! Commit-QuickBooks Link - Run your computer services business more efficiently with our QuickBooks-compatible software designed to simplify routine business, accounting and financial management tasks. |
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With the Commit-QuickBooks Link, you only need to enter data once and it will appear in both Commit and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between Commit and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line. |
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The Commit-QuickBooks link is an optional module. Read More |
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New! Import Customers, Vendors and Items directly from QuickBooks into Commit. This one way import utility is included in Commit for free and is designed for customers who don't need the bi-directional synchronizations options offered by the Commit-QuickBooks link. Records in QuickBooks not previously imported will be created in Commit. Records that have already been imported from QuickBooks will NOT be updated in Commit. |
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Calendar - Easily copy appointments to other employees. A new option in the calendar/dispatcher window toolbar let you copy selected appointment to selected employees in a single operation! |
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Performance enhancements and bug fixes. |
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| Commit™ 3.5 |
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New! Commit Web Interface for Employees - enables employees to access Commit data remotely using a web browser and their web username/password. They can then view various types of information in Commit including: Accounts, Tickets, Appointments, Tasks, Charges, Items, Contracts, Sales Opportunities, History Interactions and more. (optional module). Read more |
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New! Commit Web Interface for Customers - enables the creation of unlimited customer web users (multiple users can even be defined for each customer/account). Using a browser, your customers will be able to login to Commit remotely and view data which is relevant to them, including open Tickets, closed Tickets and scheduled technician visits. (optional module). Read more |
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New! Enhanced user interface with many usability enhancements |
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New! Open Windows navigation pane enables fast access to open windows |
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New! Item Import Wizard let you import items (product/parts, labor items and expense items) from various data sources including Excel and Text files |
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New! Batch updates for existing items via the Item Import Wizard, such as price updates |
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New! Changes to data tables (grids), such as changing the column order or width, are saved between sessions |
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Charges: Start Time and End Time fields are now supported in charge records |
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Calendar and Dispatcher:
Drag & Drop support for appointments between employees and days
Graphically change appointment duration using the mouse
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Enhanced "New Employee Window" |
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Many other new features and enhancements |
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| Commit™ 3.1 |
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New! Contracts types - this new version has built in support for three new contracts types:
· Block of Time
· Block of Tickets
· Block of Money
The contract type is selected when creating new contracts.
Tickets and Charges can be linked to these contracts and they reduce the contract's initial block amount with their values.
Alerts are displayed when trying to over-use contracts.
Usage reports are also available.
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| Commit™ 3.0 |
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New! Contract management module: Manage contracts/jobs for each Account, Link activities, tickets and charges to contracts, generate reports etc. |
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New! An enhanced New Ticket Window which displays all existing open tickets for the account, shows it's service contract details etc. |
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Bug fixes and small enhancements. |
