Release Notes for HERO Harmony

Following are the notes of new/added features in each major release. This list is a summary of features only, not a comprehensive version log with minor changes and bug fixes.

Beta Release 3 (July 5th, 2020)

General/System-Wide

Introduces vacation rental marketing, management, and reservations
Option to view/search items (maintenance, activities, documents, etc.) by serial number

Listings

Added property registration expiration date for units that require recurring registration with a government authority
Added insurance contact/policy and expiration date on individual units, allowing tracking of policies at the unit level where owners have multiple units
Added ability to view full agreement history on a listing
Added function to restore archived listings

Accounting

Automated posting account selection when paying management bills by transfer to management company from multiple owners with different posting rules
Added library of standard bank logos to select from in bank account configuration
Created default unique posting rules for charges for storage units, parking fees, and memberships

CRM

Added address checking and verification to prospect entry
Added option to hide entire containers in merged messages where merge field has no value

Management

People

Added option to set tenant's address as unit address during move-in process

Agreements

Made full agreement history viewable by non-admin users with edit privilege
Added option to specify a third-party leasing and reservation agent on occupant agreements
Added option to discard agreement in agreement creation wizard, removing all dependencies and assignments
Added inline option to upload power of attorney on agreements with limited or general POA
Added option to upload third-party/previously created agreement form as designated agreement form
Added bills, charges, and deposits as eligible merge fields on agreement forms to automatically include amounts due at set up on the signable agreement form
Added new reports for account-occupant agreement relationships, agreements open during period, agreements starting during period, and agreements ending during period
Added option for account agreement to select and indicate occupant agreement types allowed
Added configuration option to show/hide key agreement dates on calendar
Added action boxes for key agreement dates (like move-in, move-out, renewal, termination, etc.) on agreement list view
Added utlities cap, mandatory re-key fee, and allowed vehicles to lease agreements
Added "Quick Add" function to create new account and occupant profiles mid-stream during agreement creation
Added configurable termination codes to track the reasons for agreement ending (eviction, termination, non-renewal) by your own internal codes, as well as existing free form reason
Added background routine to force agreements to others mode when created in self-managed mode and global mode is subsequently changed

Maintenance

Added Code Compliance and Improvement categories to work orders
Added "Do not begin before" date to work orders

Beta Release 2 (March 26th, 2020)

General/System-Wide

Improved version caching for consistency in pushed updates
Improved time zone functions for users in regions with obscure time zone rules
Updated security algorithm for passwords and TINs
Added indicator in dashboard alerts to more easily differentiate items done by a user and done by AI
Improved response code clarity for failing API requests in open API

Listings

Improved photo processing for large batches of uploaded listing photos
Improved algorithm for determining photo order on listing distribution when batches of photos are deleted
Added routine maintenance items to automatically create work requests when routine maintenance comes due (filter replacement, fire extinguisher inspection, lawn service, pest control, etc.)
Added advanced recording/tracking of appliance warranties with inclusion in work order
Added tiny house options

Applications

Added automatic SSN formatting compliance checking per SSA parameters
Modified message on applications for pending listings to reflect regional variability in elegibility for a refund of application fees
Added option to send agent an email when application is started (and finished)

Inspections

Improved authorized user switching between Harmony reports and Harmony Inspections

Accounting

Added option to skip late fees on weekend or halt late fees temporarily
Improved cache timing and wait message when printing a large number of checks at a time
Modified funds transfer rules to more easily distribute security deposits on management cancelation
Added configuration setting of pre-defined algorithms for the different types of monthly rent proration
Added configuration setting for invoice markups
Converted back-end processing of multi-pay functions to allow a virtually unlimited number of transactions to be payed in a single process (previous limit was ~300-600 transactions per process)
Added indicator to show when a charge/bill was added to a person on the agrement other than the person you are viewing
Improved indication of owners who have not selected a preferred statement format when processing owner distributions
Provided additional clarification on alerts when holding pre-paid advance rent for a tenant
Improved display of original work order when charging tenant maintenance co-pay on invoice

CRM

Added retry option on failed messages
Implemented updated inbound message processor
Added option to delete messages as spam when they are sent from someone other than a known profile
Added appointment confirmation messaging for scheduled items, with indicators to show confirmed appointments and reschedule requests on the scheduled item (workorder, activity, etc.) and calendar
Added experience survey messaging to send to a person after an interaction
Added ability to re-sort component elements in a campaign template

Management

People

Added function to copy existing profile contact to a new profile
Added optional auto-sort to custom vendor industry types and source types lists
Added configuration option to hide birthday/anniversary alerts (for those who don't like to celebrate)
Added experience score to each person to indicate their level of satisfaction with all experiences/interactions with you
Included vendor rating from experience surveys into vendor suitability score
Improved alert when vendor is foreign and will not be issued 1099
Added company IRS TCC for electronic filing
Added animal profiles to occupants to record and report on all animal information for pets and non-pets
Added vendor service zip codes, service area, and service conditions, restrictions, and terms, with automated comparison during work order assignment

Agreements

Added services agreement dates to calendar (auto/liability insurance expiration, certification expiration, license expiration, etc.)
Added highlighting to all expired agreement dates
Added tenant animals summary (from animal profiles) to lease on initial creation and subsequent view
Added merge for witness block on agreements requiring witness signature
Added self-managed mode where there is only one owner and all units are automatically added to a single management agreement
Expanded options for selecting third-party agreement templates from template libary

Activities

Improved view of showings so viewing any showing for a prospect from a unit shows all showings for that prospect, on all units
Added ability to re-sort component elements in a project template
Added ability to automatically recur appointments, events, and tasks
Added configurable custom fields

Maintenance

Added display of the account a unit is on for each work order
Added work order approval messaging and functionality for vendors to accept, decline, or request a change to assigned work orders
Added ability for owner to request a change to work when work order is set to client authorization required
Added validation/tracking to owner/vendor work order approval/acceptance or change requests to verify identity
Added display of routine maintenance items on a work order created from an automated routine maintenance request
Added configurable custom fields to work orders and work requests
Automated statistical calculation of vendor on-time and on-budget performance and corresponding suitability score
Added alternative processing for after-hours maintenance requests, with advanced schedule configuration