Expertech Update Releases

In this Expertech Update we will highlight:

• Quote Electronic Approval
• Equipment Bid Historical Pricing
• RO Classification field
• RO Designation for Customer Onsite Repairs

In this ExperTech Update we cover:

• The ability to view closed quotes
• Logistics quotes now when connecting a project, the quote PDF and items are automatically copied into the project tickets.
• On Inventory and Equipment quotes, you can now add shipping address and a shipping contact. 

In this ET update we will cover

• Adding Tax to a quote
• Enhancements to the Equipment Bid
• Adding Check Number to the Finance Dashboard payment details information. Adding the Bid Number to the data grid within the Finance Dashboard.
• Logistic Quotes and linking them to project tickets

• Validation Duplicate Serial Number
• Combined Equipment Bid PDF Document to Sales Rep

Included in this release

• Bid Customer Credit
• Finance Kaiser Bid Process

• Overview of the Multi-Add Inventory item checking
• Customer Purchase Order and Billing Options

Expertech Update for Oct 30th 2025

Expertech Updates for Week October 27th 2025