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Release Notes 1.25 Hotfixes 1-5

Dec 4, 2020 10:11:00 AM / by Daniel Wang posted in Release Notes, Uncategorized

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Our team has been working hard and we are pleased to present our 1.25 release notes.

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Release Notes 1.24 (including Hotfixes 1-2, 5-9 and 11-15)

Nov 27, 2020 7:00:00 AM / by Daniel Wang posted in Release Notes

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The coldness of winter is finally here, but the team behind Mspbots is still cranking up the heat to deliver fresh, out of the box features and enhancements to their loyal customers. We are glad to inform you that 1.24 is now released!

  • Users will now be able to clone reports
  • New ‘Ticket Open Task Prompter’ bot has been developed
    • This bot will be triggered when a technician sets the status of a specific ticket to ‘Completed’ or any similar status, but a task associated to that ticket is still open
    • This helps to improve the quality control process of a company, which in turn will help managers focus more on urgent tasks
  • Removed editing and deleting capabilities for Admins. They can now only view reports moving forward

Release Notes 1.24 Hotfix 1

  • Added ‘Work Roles’ and ‘Work Types’ filters in the Short Time Entry Verifier bot
    • Admins will now have the ability to filter which specific work roles and work types will receive bot messages
  • A manager’s name and picture will now be included in the Attendance Board page when using the Manager dropdown box filter
  • Fixed bug in Idle Time Verifier bot wherein it sends out an alert message even though a ticket was already in progress
  • Fixed bug in Reports page wherein ‘Show All Integrations’ tick box is not working properly

Release Notes 1.24 Hotfix 2

  • Fixed bug wherein Get Started dialog box pops up repeatedly in Step 3

Release Notes 1.24 Hotfix 5

  • Users will now be able to see a tooltip indicating their company name, email address and role/s associated to them when highlighting their name on the upper right part of the page

Release Notes 1.24 Hotfix 6

  • Manager and member dropdown boxes, including the recursive tick box have been rearranged in the Attendance Board page

Release Notes 1.24 Hotfix 7

  • Fixed bug in Pivot table field list setting wherein adding or removing a certain field does not save automatically
  • Fixed bug wherein Delete button is not working as expected under the Reports page

Release Notes 1.24 Hotfix 8

  • Added watermark texts under the Ticket Type and Ticket Status drop down boxes in the Ticket Open Task Prompter bot

Release Notes 1.24 Hotfix 9

  • Added functionality wherein users will not be allowed to delete all rows

Release Notes 1.24 Hotfix 11

  • Fixed logic to exclude API users being shown in all datasets. Moving forward, only real people will be shown
  • Fixed bug to properly display the correct ticket number format for Autotask users
  • Added headers for each widget
  • Improved logic of Ticket Resolution prompter bot
  • Fixed bug wherein the Get Started data is not syncing properly

Release Notes 1.24 Hotfix 12

  • Added Escalation Bot Only tick box and Manager selection box on the Bot Trigger Report
  • Fixed bug wherein no welcome email is received by a client

Release Notes 1.24 Hotfix 13

  • Added company name and company ID in the ConnectWise Agreements dataset

Release Notes 1.24 Hotfix 14

  • Changed font color of “Real-time” and “let us know” links to allow users to easily distinguish that they are clickable links

Release Notes 1.24 Hotfix 15

  • Made improvements on the pop-up configuration
  • Made changes to the font color of the statuses in the Integrations page. Also changed the look of some buttons as well.
  • Fixed bug wherein the setting of the pivot table in the ConnectWise Daily Utilization Report has been lost
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How Time Doctor Can Help Businesses Like MSPs

Nov 20, 2020 12:47:16 AM / by Daniel Wang posted in Attendance bots, Informational

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Not knowing how to utilize time spent on work is an issue MSPs face on daily basis. As the name states, Time Doctor essentially helps with fixing any time-related issues a company might have. The tool itself is not only limited to MSPs but can also be used by other business types to great effects.

How exactly does it work?

Time Doctor functions as an all-in-one tool that manages, informs and tracks time-related tasks to tackle work efficiency and productivity. It’s a tool filled with many great features that are convincing especially to businesses that prioritize work efficiency, like MSPs. What features are available in Time Doctor?

Ease of Management

Being able to manage and focus on tasks in one app will make things much easier as compared to relying on a multitude of apps that might clutter workflow. With Time Doctor, you can easily manage and even set tasks (similar to that of a calendar) all in one app. With this you can:

· Eliminate the need of relying on different management apps.

The less apps or methods you rely to stay updated on everything, the better. This saves time, effort, as well as prevent any confusions within the team.

· Have a reliable source of time-related information.

This saves the hassle of inaccurate time entries done especially if team members use different methods to keep track of tasks done.

· Have streamlined information presented to you.

There are no secret loopholes you have to go through to get the data you need with time related tasks. All reports are on the app itself and is visible (we’ll explain this one better).

Clarity and Accountability

Tasks not being done are very rampant and can lead to a huge downtime when it comes to work efficiency. Time Doctor hopes to solve this by giving users the option to monitor how work is done and that time being paid for is time well spent. This is evident through:

· Time Doctor’s screen capture.

Time Doctor has the option to capture whatever is on the screen with the added benefit of also tracking mouse and keyboard activity. This ensures companies that have adapted to remote work will still be able to emulate work ethics similar to that in person.

· Have a log of all work done.

With Time Doctor’s screen capture ability (which is also visible to users), this can show users how much time they utilized for work and what they can do to improve or maintain good work habits.

· Clarity of utilization

Time Doctor’s dashboard gives users reports on work utilization. These can vary from company to company and is a great indicator if work is indeed being done and utilization is always high.

Automation

Time Doctor utilizes automation in many ways. These can be through automated timesheets, using bots for automating more features, as well as screen captures – these are never done without the user’s permission. Automation in Time Doctor benefits users massively since:

· It gives owners the freedom of time.

Time spent having to do things manually and check in on everyone if they are indeed utilizing work hours. This alone can cut losses and promote better work ethics.

· It caters to different businesses.

Time Doctor can be made to cater to different business models through the use of bots. A company like MSPbots makes Time Doctor even more beneficial by adding an extra layer of automation.

· It eliminates mundane tasks.

Clocking in and out has never been easier. Why rely on pesky timesheets that can be easily edited by anyone? With Time Doctor, this ensures that employees that are in – actually work.

· It tackles work inactivity

Time Doctor has an ingenious way of tackling inactivity at work. As screencasts are being done, it also tackles the issue of being inactive or “making it seem like you’re busy”. This is all in connection with the mouse, keyboard, and any kind of activity being done.

Reports and Data

Reports on time and effort being spent for work will only matter if said resources are backed up with facts and accurate data. With Time Doctor, reports can be easily generated and be reviewed by the entire team to show performance indicators, utilization, and work efficiency. With this, MSPs can tackle:

  • Save resources and income being generated.
  • Small to medium business owners that are just starting out know the value of time and paying for that time. Business owners can tackle the issue of paying people that do not work for the amount being paid for their services.
  • Tackle faulty time-related claims.
  • Having reports and data to back up claims can easily be beneficial both to employees and business owners alike. This can create a trust factor between them since data regarding the owner can even be visible to employees as well.
  • Having a clear goal and mindset.
  • Being able to see reports and collating said reports will come in handy to show weekly, monthly, and even yearly progress. Time is indeed precious and being able to see how much time was spent working for a specific period can show company growth – or decline.

Integrating Payroll

What most employees (and even business owners) hate is inaccurate payrolls and the hassle of relying on different means to distribute pay. It’s very frustrating to receive your pay only to realize the time sheets that were used were inaccurate and you were “robbed” of your time. With Time Doctor, you can:

  • Integrate the app with programs you use like Paypal, Payoneer, etc.
  • This can eliminate the hassle of using third-party software to manage payments. This is very evident when trying to distribute pay for employees that are on an hourly rate.
  • Set up to automate and pay in bulk.
  • This one task alone saves a massive amount of time and effort. Being able to automate when and how payments are distributed will allow the company to rely on the app to distribute payments based on a timeframe.
  • Eliminate the need for lengthy timesheets.
  • Being able to get rid of the need to manually double-check time sheets and their accuracy saves time and the hassle of distributing the wrong amount of pay. Time Doctor can automatically integrate the ability to track time and to pay for it as well.

Any business that isn’t utilizing Time Doctor as their time management app is possibly operating on a loss. Time is one of the most precious resources not only for small to medium businesses but even major ones that have set the framework for how work should be done. Automation makes things more exciting as it eliminates the need to do boring tasks and can leave you with more time for important matters, and more time for yourself.

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Release Notes 1.22 (including Hotfixes 1-5)

Oct 21, 2020 7:00:08 AM / by Daniel Wang posted in Release Notes

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It’s just been a week since our last release, but here we are, hard at work to bring you only the good stuff. With that said, 1.22 has been officially released!

This release focuses more on QuickBooks Online, as this is the latest addition in our Integrations. Also included are some small hotfixes that mainly focused on cleaning up some bugs.

  • QuickBooks Online has been added into our Integration list
  • ConnectWise Time Entry and Tickets optimization
  • Created some Autotask Datasets
    • Ticket Statistics Last 14 Days
    • Contract Service Units
    • Invoice Data
    • Task Data
    • Contract Data
    • Contract Block
    • Opportunity Data
    • Phase
    • Department
    • Resource
  • Created some QuickBooks Datasets
    • QuickBooks Online Invoices
    • QuickBooks Destkop Customers
  • Implemented configuration in User Management window wherein the user email will only show if a connection with one of our integration programs has been established
  • Fixed bug feedback link not always appearing on bot trigger alerts

Release Notes 1.22 Hotfix 1

  • Added Time Entry ID and respective URL in ConnectWise Daily Utilization Report
  • Added Time Entry ID and Ticket ID with their respective URLs in ConnectWise
  • Added trendline on Bot Trigger report
  • Aligned status in both Ticket Long “In Progress” Verifier – AutoTask bot and PSA Status setting
  • Changed tooltip verbiage on Load default button
  • Fixed display bug in User Edit dialog box

Release Notes 1.22 Hotfix 2

  • Fixed bug wherein escalation is not working properly
  • Fixed bug in filtering by user field in Reports

Release Notes 1.22 Hotfix 3

  • Fixed several bugs in Idle Time Verifier bot wherein the bot sends out a notification even though a user already has a ticket in progress

Release Notes 1.22 Hotfix 4

  • Fixed bug on inaccurate display of QuickBooks On-Premise integration status

Release Notes 1.22 Hotfix 5

  • Optimized Idle Time Bot Verifier logic to send out alerts more accurately
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Release Notes 1.21 Hotfixes 1-13

Oct 14, 2020 7:00:17 AM / by Daniel Wang posted in Release Notes

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After a month of continuous development, we at Mspbots are proud to release 1.21, our biggest release yet! Included in this release are 3 new bots for Autotask users, as well as 1 new bot for ConnectWise users. Also included are several hotfixes that further improved the speed and performance of our application.

Release Notes 1.21 Hotfix 1

  • Enhanced the report in “Dataset-ConnectWiseTimeEntry” by adding more detailed information (i.e. TimeEntry ID, Actual Hours)
  • Resolved ConnectWise Daily Utilization report No Data display issue
  • Fixed Utilization Reports Data Review for TimeEntry 
  • Resolved the “Reported Bug” issue, as it was not sending out messages to MSPbots Bugs channel
  • New Feature for Role Management, clients can now assigned new roles to users in the User Management Tab
  • Resolved Bug in the Last Sync Date color coding scheme as it was not accurately using the scheme due to TimeZones
  • Fixed Client Detailed Info report to show “Null” data in Team’s Last Sync info if AAD is not authorized
  • Fixed calculation results in the User Utilization Report
  • Fixed Dataset TimeEntry to show accurate data of user’s Team assignment

Release Notes 1.21 Hotfix 2

  • Added color-scheme for Client Detailed info report MS and MR column
  • Modified Color Status for Error messages in teams
  • Included Bot button in the Attendance Tab to show all Attendance type bots
  • The attendance board will display the local Timezone of the user who is logged in the app.mspbots.ai
  • Resolved business tables datateams_groups and datateams_channels which has no data to display
  • Fixed pivot table bug, Pivot is now displaying data without having to refresh the page
  • Changed buttons capitalization in the Attendance tab
  • Modify Dataset-ConnectwiseSchedule view layout
  • The report and dataset lists will be filtered according to the permissions and role that the user belongs to

Release Notes 1.21 Hotfix 3

  • Released 3 New bots for Autotask clients
    • Excess Idle Time Verifier
    • Ticket long “in progress” verifier
    • Late Time Entry alert
  • ConnectWise TimeEntry performance-optimized on the backend
  • ConnectWise Ticket performance-optimized on the backend
  • ConnectWise performance-optimized on the backend
  • Implemented feature to count and/or sum up in the datasets
  • Modified Dataset-Office365ADusers to show valid data and use one timezone
  • Improved description of output data log
  • Resolved a Bug for one of our client on the Excess Idle Time verifier

Release Notes 1.21 Hotfix 4

  • Filtered duplicate entries in the ConnectWiseTimeEntry datasets
  • Removed Time in the Create and Update Date column in the Bots tab
  • Modified QA Bot feature: Determine whether there is a subtype under the user’s type, if not, do not check the subtype
  • Modified synchronization time limit to resolve ConnectWise Sync time bug issue
  • Resolved QA command on the bug report that has no message-id, and email is not sent to Teams bug report channel
  • Resolved sync data issue from Integration to Client detailed info reports
  • Resolved Bug on MSPbots app command for “break”
  • Resolved App.mspbots.ai slow loading issue

Release Notes 1.21 Hotfix 5

  • Modified ConnectWise Ticket Dataset to disable the 1000 limit and add view filter on the grid and pivot table for the last 7 days of the ticket creation date
  • Synchronize and clean the Service Board and status in Datasets
  • Add Internal Notes field in the Datasets function
  • Added Service ticket KPIs in the Dashboard
  • Fixed Job title and Office location sync in the User Management tab
  • Fixed bug for ConnectWiseFlow dataset as it was not displaying any data
  • Fixed bug in the Client Detailed info report, as it was not displaying data for some of the fields

Release Notes 1.21 Hotfix 6

  • Fixed the Missing fields for Dashboard Gauge- Service Ticket KPIs
  • Added Filter option in Dataset-ConnectWiseTimeEntry for the Ticket Service Board field
  • Changed “New Feature Request” option to be on the upper right part of the window

Release Notes 1.21 Hotfix 7

  • New feature release in the Ticket Closure QA bot. Added ServiceBoard and ticket status parameters.
  • New Bot for ConnectWise users, Ticket Closure QA – Schedule Check. Similar to TechStat Bot, this automatically checks the content of the QA bot and send the user a message at (X) minutes before the end of shift
  • Added the parameter (Service Board, status). The option is a drop-down menu
  • Fixed the Missing fields for Dashboard Gauge-Sales Data
  • Fixed Dashboard_StaffEST report to be visible to the users
  • Fixed bug in converting time zone for Created Bot detail

Release Notes 1.21 Hotfix 8

  • Fixed error message detail in the permission popup window
  • Auto-select user in the Dashboard gauge report
  • Modified tooltip words and link to the new feature request
  • Fixed bug in AAD Authorization status sync update
  • Fixed bug in the refresh function from the home page
  • Fixed bug in the Idle Time Verifier for Autotask integration

Release Notes 1.21 Hotfix 9

  • Created a dataset for each bot state: Bot Info Compare
  • Modified Line and Bar chart in Report gauge to support multiple categories
  • Add Ticket summary detail in the Schedule Acknowledgement Bot
  • Fixed bug in the Attendance icon from the Reports tab in MSPbots Team App
  • Fixed permission management bug for newly created role
  • Fixed bug in the User Management profile sync
  • Fixed bug in UID for reviewing Real-Time report from the Bot alert messages
  • Fixed bug in the “Agreement” detail in TimeEntry Bot
  • Fixed bug in the AAD Authorization under the Get Started
  • Fixed 404 error on Autotask users when clicking the ticket number
  • Fixed bug in Next Stem Prompter bot
  • Fixed bug on the new feature request option in Home page
  • Fixed no last sync date data for Autotask user profile
  • Modified sync failed message for Teams in Integration tab

Release Notes 1.21 Hotfix 10

  • Modified the “Get Started” window in the Home screen, Hide the Get started when the client completes all steps
  • Created audit log to properly track parameter modifications made in the bots
  • Fixed bug in ‘real-time’ option in the bot message thru Teams
  • Added ‘Select All’ option in the team member list filter in the Bot Message report
  • Fixed the incorrect number display of role configs in the Edit User window in Attendance tab
  • Add additional columns in dataset

Release Notes 1.21 Hotfix 11

  • Newly created bots are highlighted with NEW icon
  • Fixed bug in ConnectWise Ticket Status Change report wherein some tickets are shown that have no changes in Ticket status
  • Added Last Login column in the User Management tab
  • Fixed bug wherein a user is not properly mapped on the Autotask User Mapping field in User Management tab

Release Notes 1.21 Hotfix 12

  • Added Check type, Check SubType and Check Configuration toggle switches on Ticket Closure QA and Ticket Closure QA – Schedule Check bots
  • Changed bar chart to a stacked bar chart display
  • Added tooltip verbiage on when to use the Load default button

Release Notes 1.21 Hotfix 13

  • Fixed synchronization issues with some erroneous data
  • Aligned MSPbots welcome message in both the General channel in MS Teams and the help functionality in MSPbots tab
  • Fixed bug in the Attached Agreement Prompter bot wherein Exclude type field is not working as expected
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