With spring officially here, it's time for our winter roundup. Our development team has been busy at work over the last 3 months, please find details of some of the improvements and additional features below.
31st December 2020
Introduced a Take Payment wizard, this wizard simplifies the payment application process. The Take Payment wizard can be accessed from the home page of the service advisor role centre.
Added the ability to fix the line amount on a Service Package. When changing the quantity of an item such as oil, the line amount will remain fixed and the unit price will be automatically adjusted.
Added Vehicle Registration Number to Jobsheets Attention tile list
Added Customer Category as a condition in Service Packages
Added the ability to copy service packages versions to new or existing Service Packages
Added the USER ID column to customer notification entries
A jobsheet will no longer release if it fails to post
31st January 2021
Updated some of the literature used from the customers perspective in online booking
Added the ability to make a service package in online booking “Morning Drop-Off" only
Customers booking online will now have the earliest time slot available automatically selected
Added Vehicle weight to service package conditions
Added Engine code to service package conditions
Added Transmission type to service package conditions
Added Extended Status to purchase return orders
When items are created, the item card will no longer open
Added the ability to update the Item Descriptions from documents to the Item card
Added “Item Price Groups” concept, allowing very detailed Markups rules, such as rim size
Added the ability to filter customer statements by Branch dimension
28th February 2021
Added access to all customer documents from the customer card/list Factbox
Added the ability to view comments of archived documents, such as jobsheets
Added customer category to markups, sales prices, and discounts
Purchase Orders & Purchase Return Orders will now auto re-open when released
Added a restriction to stop users from accidentally correcting a posted sales invoice instead of a posted jobsheet
Added the ability to filter vehicle list by booking date for bulk SMS / data export
Changed the jobsheet line checker icon to a 🚩
Added the ability to print a posted sales credit memo
Added the ability to have a default location code selected on an item card
Added Awaiting Parts and Awaiting Advisor tiles to Estimates
Added a Jobsheets Requires Parts Ordering tile
Power BI Updates
Added the ability to filter all reports by customer category, or exclude certain customer categories from all reports giving more accurate average values.
Added Cost of goods sold to Day/Week/Month and Year Analysis reports
Added a date picker to the stock analysis report
Monthly Trends - A report that shows you your VI Rate, VIE Rate, Authorisation Rate, Average Invoice Value, Profit Margin, and Technician Efficiency on a single page side by side.
Advisor Embed - This is a report designed for the embed feature that can also be shared with your staff, it displays limited service advisor data, such as NPS Score, Sales, Average Invoice and Margins.
WIP & Future Bookings Embed - This report is designed to be shared with staff, it offers a simple view of your work in progress and future bookings
To learn how to publish reports so staff can access them without having access to the app please watch this short video - https://youtu.be/55jOZQQ2gS4
Customer List - This report is a simple list of your customers with lots of details designed to be exported to excel, such as last visit date, last visit location, last service advisor, last service type, total sales & GP and much more.
BDM Analysis - This report is designed to give you a detailed analysis of customers that are within a particular category, you can drill down to an individual customer and see their performance over time, including the last visit date.
BDM Spend - A report designed to give you a clear view of any customers within a particular category that may be reducing in spend, allowing you to act fast.
BDM Fleet - This report allows you to drill down on a particular customer within a category and see the sales performance of each of their individual vehicles.
We hope you enjoyed our winter round-up, we have some exciting features and developments coming over the next few months 😊