- All NEW SearchPaq.
- Add SearchPaq Icon (Binoculars) on Customer Desktop
Toolbar.
- Add SearchPaq Icon (Binoculars) on Service Desktop
Toolbar.
- Add SearchPaq Icon (Binoculars) on Estimate Desktop
Toolbar.
- Rename menu choice from Service Search to ServicePaq.
All NEW feature to CustomerLink Export.
Added Location to CustomerLink Export on Multi-Location
Systems
Import Estimate Lines
Add GoTo Estimate number field
Go to a specific Estimate by number.
Type in number and hit the TAB key to open the Estimate.
Sales by Source Report
Rework Sales by Source Report to include Total Revenue
and Profit Dollars excluding sales tax.
Sales by Advisor - Detail Report
Added Grand Totals to report.
Sales by Advisor - Detail Report
Sales Audit by Advisor report RENAMED to Sales by
Advisor - Detail
Re-Label Fees Cost to Freight
Re-Label Total column to Total w/o Tax
All NEW Estimate Mileage
Add Estimate Mileage to Estimate.
Add Hat# field in Estimate Properties and printed
Service Estimate header.
The Hat# field has a configurable label, change to
EstMiles
Cash Drawer.
Fixed error when opening shared physical drawer in
Windows Vista and Windows 7
All NEW Backup Check
Displays most recent backup date and database size.
All NEW Google Maps
Added Google Maps Icon to Customer Desktop
Yahoo Maps
Corrected Yahoo Map display behavior.
Payment Terms
List Payment terms on Invoice
Text Formatting
Prevent change of format after adding time stamp in
Labor Lines and Journals.
Manual Changes to Inventory Report
Add Cost change per line
Add Total to column
Recommended Repair Report
Add Fleet# to Recommended Repair Report
Accounts Receivable
Add PO# to Account Note when accepting payment as A/R.
Inventory Pad
Add Last sale date to report
Stocking Order
Add Location selection to stocking order on
Multi-Location Systems
Parts Sales by Inventory Group
Total the report columns.
Parts Sales by Inventory Group – for Multi-Location Systems
Added location selection.
Amended report header to include Company Information &
Location selection.
Purchase Orders
Purchase Orders now Location Specific
Receive Parts into specific location inventory when
running on Multi-Location Systems
PO Returns
Returns are aware of part location on Multi-Location
Systems
Estimate Windows Title
Add customer name and vehicle information. Duplicates
Service Order window title.
Adjust Stocking Levels report
Sort order changes for Group with Special Sort Order
Develop new report template
Added Header and Footer to better identify report
Added Company Name
Cash Register - Income
Added Delete expense Line button when QuickBooks Module
is installed
Check and confirm expensed line equal and not exceed
expensed amount.
Petty Cash - Spend
Added Delete expense Line button when QuickBooks Module
is installed
Check and confirm expensed line equal and not exceed
expensed amount.
- All NEW View Totals
- All new Service Order Totals Box (SO_Calc.htm). (Can be
downloaded)
- All new Estimate Totals Box (SE_Calc.htm) for Flat Rate
Tech (Can be downloaded)
- All new Estimate Totals Box (SE_Calc.htm) for Hourly
Tech (Can be downloaded)
- All new Estimate Totals Box (SE_Calc.htm) for both Flat
Rate and Hourly Tech (Can be downloaded).
- All new Credit Totals Box (CR_Calc.htm). (Can be
downloaded)
- All new Counter Parts Totals Box (CP_Calc.htm). (Can be
downloaded)
- All new Service Template Totals Box (ST_Calc.htm). (Can
be downloaded)
- CashOut Preview
- Corrected Cashout Preview to work properly by Location
including Mobile Repair.
Purchase Order
Corrected Purchase Order to accommodate a 6 digit
Service Order when linking parts.
Credit Invoices
Adjusting Parts Sales History to reflect credit sales
properly.
Physical Inventory
Allow system to Print Inventory Sheets by all groups at
once or by a single group.
- Change Total Sales by Source Report
- Correct Customer Quantity number to reflect customers in
during the date range of the report.
Inventory Sheet by Group Printout
Change to only print parts with 'OH Qty" or "Stk Lvl"
greater than "0"
Adjust Inventory from Sheets
Change to only show parts with 'OH Qty" or "Stk Lvl"
greater than "0"
- All NEW Minimum Profit Goal
- Introduce the automatic calculation of MPG/h
- Automate the calculation of Minimum Profit Goal (MPG/h)
– on a Divisional Level
All NEW Physical Inventory Procedure
Taking Physical Inventory now requires parts to be in
stock or stocking level greater than "0". This eliminates
"Obsolete" as a requirement for taking inventory.
Added "Confirming Stocking Parts" to Take Physical
Inventory menu.
Add the ability to take inventory by a single Bin or a
range of parts bins.
Add the ability to sort all parts sheets by Inventory
Group first
In "Taking Physical Inventory" enable Multi-Location
Inventory
When in "4. Adjust Inventory from Sheets" added the
ability to go directly to any Item # on the inventory list
so you can record inventory sheets in any order.
Taking Inventory follows Special Sort rule from Parts
Group Configuration when selecting order by Part#
Inventory Pad Report
Add "Location" as a lookup criteria.
Inventory Pad follows Special sort per Parts Group
configuration
Change lookup criteria from – "Include Parts With No
Location" to "Include Parts With No Bin Number"
Changed Estimated Job $
When importing a template to an SO or Estimate the
Estimate Job $ will be populated with either the full amount
of the configured job or the amount in the Template Estimate
Job $ field, whichever is more.
Technician Commission Report
Rearranged the calculation to handle multiple
technicians on the same job line on the same ticket. Tech
Labor and Parts sales calculates the tech's contribution to
the job sale figures based on credit time ratio to the rest
of the techs on the same job line.
Implement new formulas for Productivity and Proficiency
in the Technician Statistics area.
Technician Commission Summary Report
Tech commission summary report. Resolve pagination
issue. Each tech now starts at the top of each page.
Implement new formulas for Productivity and Proficiency
in the Technician Statistics area.
Labor Category Report
Format report to add additional room for 1000.00 hours,
increased from 999.99 hours
Sales by Source Report
Change reporting date range on Customer Sources from SO
Create Date to SI Paid Date.
Correct Customer Source Quantity number to reflect
customers in during the date range of the report.
Recommended Repair Report
Rework individual Recommended Repair Report to include
Fleet # and License # on report.
Customer Search field
Add lookup of all phone for each customer in Customer
Desktop – Customer tab – Search by – Add "Phone (All)"
Service Status
Added "Print Service Status" F9 or Menu Choice
File>Print Status
Added Color Coded Service Status line
|
Not Started |
Red |
|
On Hold |
Yellow |
|
In Progress |
Teal |
|
Parts Only |
Gray |
|
Invoiced |
Green |
- Obsolete Parts
- No longer used in taking physical inventory. Now only
used to "obsolete parts" that are either "obsolete" or have
-Supersessions or Cross-references. (A bunch of
cross-referenced parts with all except the most recent one
set to obsolete is a supersession!
- Inventory on Open Invoice
- Added Totals to Inventory on Open Invoices report.
View Totals
Average Labor Cost made available in View Totals.
Low Gross Profit Warning made available in View Totals.
Oil Change Sticker
Fixed Service Reminder Printer issue with Window Vista
and Windows 7.
Accepting Payment
Removed extra dialog box when Accepting Payment.
Bin Number
Bin Location has been renamed to Bin Number.
Service Advisor
Fixed error when Advisor account is Locked when viewing
Properties of Appointments, Credits and Service Orders.
View Totals
All new Estimate Totals Box (SE_Calc.htm) for Flat Rate
Tech
All new Estimate Totals Box (SE_Calc.htm) for Hourly
Tech
All new Estimate Totals Box (SE_Calc.htm) for both Flat
Rate and Hourly Tech
All new Service Order Totals Box (SO_Calc.htm).
- Charge Finance
- Added Companywide Finance Percentage Rate
- Added Companywide Grace Period default term.
Service Template
Added a Checkmark in 'Fixed Price' for all existing
non-standard parts prices.
- Charge Finance
- Customer Desktop – Account – File – Apply Finance
Charges - Added Finance Charges - Apply finance charges to a
customer's account balance. Can also be applies by clicking
the % icon.
Report
Technician Commission Summary - Export - Removed
diagnostic info from Tech name.
Technician Commission Summary report - Runs for all
technicians punched in during the time period, whether
marked ‘Currently Employed’ or not. List of technicians is
created at the time ‘Run Report’ or ‘Export’ is selected
after the data range has been set.
Service Writers
Service Orders, Estimates, Counter Parts Invoice and
Appointments – Remove Service Writers from list when they
have left employment. In System Configuration – System
Settings – Application Users – Advisors Account must be
Updated to "Locked Account"
Reporting
Recommended Repairs report - Send To: Comma Delimited
File – "Last SO" and "Last Service Date" display correctly.
The information displayed is the last time the specific
vehicle was in.
Inventory Value report - Added Location Selection
Inventory on Open Invoices - Added Division Selection
Inventory on Open Invoices - Added ‘Sort By Division and
Service Order #’ or ‘Sort By Service Order #’
Average Mileage
Changed vehicle average mileage calculation to include
"today's invoice" mileage.
CustomerLink
Changed to report on the mileage recorded on the invoice
instead of the vehicle last known mileage
Physical Inventory
Added "GoTo Item#" in Adjust Inventory from Sheets
Create Location selection for Multi-Location enabled
systems
- Excluded Parts List
- Added Invoice Number and Customer Name
Cash Register – End Of Day -Sales Report
Properly report Profit %.
Properly report GP/Act Hr.
Service Due Report
Send To: Comma Delimited File – "Last SO" and "Last
Service Date" display correctly
Apply Discount
Changed Discount language to "Discount - Before Taxes"
from "Discount"
Changed Discount language to "Pre-Tax Invoice Total"
from "Invoice Total"
Change Vehicle on a Customer
Create the ability to sort columns by selecting column
header.
Enable Service Reminder Printer without decal settings
file
- Counter Parts Invoice
- Add a feature that creates a Purchase Order
automatically when Quantity is insufficient on hand
- Service Due
- Add a new Icon on the Service Order - "Service Due for
Vehicle"
Counter Parts Invoice
Added Importing Parts from Templates into a Counter
Parts Invoice used in the creation and sales of parts kits.
Added Importing Parts from Estimates into a Counter
Parts Invoice
Service Estimates
Add the ability to Quote parts prices for Counter Parts
Invoices.
- Service Due Report
- Added Fleet# to the list of fields exported
Service Due by Customer
Added "Service Due by Customer" Template to Download
section of Website.
Report allows you to produce a list of all Service Dues
for a customer for all of their vehicles during a date
range.
- Sales by Customer report
- Now tracks Parts Counter Invoices as well.
- Sales by Customer report
- Added separation by Division
- Technician Commission Summary report
- Created Technician Commission Summary report
- Created MIA time calculation, Time not recorded by Time
Clock
- Added "Export" to Microsoft Excel.
- Technician Commission Report
- Created Technician Commission Report
- Added "Export" to Microsoft Excel.
- Tax Setting
- Added "Always" Tax Parts
Service Templates
Added "Fixed Price" in Template – Edit Parts
Reporting – Sales – Sales by Labor Category report
Added "Run to Excel"
Added "Job Count" to spreadsheet
Added "Supplies" to spreadsheet
Service Estimate
Estimate Properties - Add "Print All Parts"
Counter Parts Invoice
Invoice Properties - Add "Print All Parts"
Reporting - Customers - Unpaid Invoices
Now reports Totals
ServiceShop Client
Enable "Auto Updating" of the Client. Before Updating
ServiceShop Server close all Clients. Client will now
automatically update before reopening.
Service Template
Selling price of a part can now be $0.00 and imported as
$0.00 to Service Orders, Estimates and Counter Parts
Invoices, used in the creation of parts kits
Print All Parts
Changed "Print Warranty Parts" to "Print All Parts"
including parts priced at $0.00
- Canadian Compliancy
- Added Ability to display each tax charged separately on
Estimates and Counter Parts Tickets.
- Merging Vehicles
- Added check and warning when attempting to merge a
vehicle with itself.
Sales by Customer Report
Reporting – Sales – Sales by Customer report - Added
"Run to Excel" AKA ‘Christmas Card List’
Canadian Compliancy
Added ability to display each tax charged separately on
Service Orders
- Cash Register
- Allow "Undo Line" (Fix) when using multiple cash
registers and a cashout exists in a different register.
- Progress Database
- Change the Progress Database from RDBMS v9.1d to RDBMS
v9.1e
Introduce ServiceShop
Replace Service2000 with ServiceShop
Customer Editor
Advanced - Increase Credit Limit to $999,999.99
Sales Tax
Create Tax tables and Fields
Mileage
Replicate "In Mileage" to "Out Mileage" in "Update
Mileage" field.
Delete Icon
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Service Invoice.
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Estimates.
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Counter Parts Invoice.
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Credit Invoice.
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Vehicles.
Move "Delete" Icon to between "Save" and "Cancel" Icons
in Service Template
Oil Change Stickers
Enable Service Reminder Printer
Warranty Parts
Service Order – Service Order Properties - Add "Print
Warranty Parts"
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