Build 90074
Corrected formatting of FileAs name in Sales by Customer report to Excel.
Added Fax (Bus Fax) and Home Fax (Other Phone) to Sales By Customer.
Refreshed RSS & MechanicNet.
Build 90073
Restored Phone (All) search functionality.
Added PO# field in Service Order browser.
Removed "too many windows open" message appearing when over 30 Service Order, Estimates Parts tickets, Invoices or Credits are open on the screen at once.
Build 90072
Timesheets - An asterisk correctly shows manually modified time entries
Limit future Services Due being printed to a number of months is now configurable (defult is 12 months forward)
Corrected printing of future Services Due calculation ( configurable by running duefromtoday)
Selection of Estimate lines to be imported now displays Estimated Billed (hours and dollars)
Added Hat# in list of Estimates on Estimates TAB when Customer is Selected (Customer Desktop)
Added Vendor Purchases report
Fixed issue with restoring last session's open windows
Eliminated delay when producing invoice that was less noticable with five, more noticable with fifty open windows
Corrected importing Labor & Actual hours to corresponding fields from Templates, Estimates and Service orders
Updated Estimated Labor $ amount calculations to use Estimated Actual Hours vs billed hours
Updated Billed Labor $ amount calculations to use Billed hours vs Actual hours
Added displaying Hat# (configurable vehicle label field) when browsing a customer's Estimates
Added "Matches" option for partial "Search By" items information in addition to Begins and Contains in Customer Desktop (uses * as a wildcard)
Refreshed RSS and MechanicNet
Updated report footers for 2024
Build 90071
Corrected printing of Recommended Repairs descriptions.
Updated decestreps.r with description of Yes/No setting.
Build 90070
Corrected misspelling in "Quit ServiceShop?" message.
Restoring ServiceShop session option is now available from the Standard menu as well.
Refreshed RSS and MechanicNet.
Build 90069
Updated Technician TimeSheets
Updated inventory History to view past Estimates
Updated Rec Repairs to optionaly print only the title of a Declined Estimate line
Updated Service Invoice to include a limited number of months of future Services Due (12)
Updated POs to include direct access to a Service Order by number when linking
Updated Estimates with option to show or hide the Part#, per Division
Added confirmation before exiting ServiceShop and closing all open ServiceShop windows
Added option to restore all previous ServiceShop session's windows for Estimates,Service Orders and Invoices
Build 90068
Updated Labor Categories selection list to ignore unused entries starting with Z
Updated Reordering of Service Order lines to eliminate issue where after multiple imports from an Estimate,some lines cannot be placed in a specific order.
Updated finding tickets when using Open Ticket by number
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90067
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90066
Fees:
- Changing a Fee, prompts for confirmation and updates fees attached to inventory
items
Parts:
- Price levels 6-15 can now be used when using a Service
Template
- Pricing level drop-down increased from 5 to 7 levels
Removed diagnostic message appearing in CRM module
Build 90065
Technician:
- Only "Currently employed" techs
can have their credited time edited after a ticket has been
invoiced -
Refreshed RSS - Repair Shop Solution
Refreshed MechanicNet
Build 90064
Increased field size to accomodate Estimate# over 99999
- Customer Desktop Recent Files Estimate Tab.
- Importing Estimate Line(s).
Build 90063
Reporting
- Sales, Customer Sales by Vehicle - Increased VIN field length.
- Updated Report template (c) notice
Refreshed RSS.
Refreshed MechanicNet
Build 90062
Schedule and Appointments
- Fleet and Body/Color fields are
now available for editing.
MarketPaq CRM
- Selecting customer vehicles looks
at the list in reverse order so it finds the most recent vehicle
worked on.
Customer Desktop
- Customer vehicles sort in reverse
order by year. Newest Vehicle at top of list.
Build 90061
Schedule and Appointments
- Updated database to accommodate
Fleet and Body/Color fields
- Adds vehicle Fleet & Body/Color
to appointment when appointment created from;
Customer Desktop >Tools>View Scheduled Appointment
Customer Desktop >Tools>view appointment
Service Order>Tools>view Schedule>Create New Appointment
Service Estimate>Tools>Create New Appointment
History>Tools> Create New Appointment
- Updated Schedule to Show Appointment
fields Body/Color and Fleet#
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90060
Purchase Orders
- Parts Purchased on a PO
and Linked to a Service Order, use new cost to calculate
customer's selling price
- Parts Purchased on a PO and
Linked
from Estimates, honor the Estimate selling price.
Build 90059
+Customer Sales Report (Reporting> Sales>Sales by Customer
- Added Customer Source to
Excel Output
- Added Customer Status to
Excel Output
- Displays "No Source" when
customer source has not been assigned.
+Google Maps
- Added Vendor address
mapping using Google Maps to Vendor search and Vendor edit
windows
- Replace Yahoo Maps with
Google Maps in Customer Editor (Home Address and Business
Address
- Remove Yahoo Maps from
Customer Desktop
+Service Status
- Added "Time Left"
(total) on all open tickets next to Billed Hours on Service
Status
- Reformatted "Print
Status" to fit all the fields independently of how the report is
sorted.
+ Parts History
- View Service Ticket by
double clicking the Parts Sales History Line
+ Reports
+Sales Report in Cash Register
-Increased
"Payments to AR" to $9,999,999.99 on individual payments and
total
+Sales Type Report in Cash Register
-Increased
"Payments to AR" to $9,999,999.99 on individual payments and
total
**ALL NEW FEATURE -- Declined Work
+Service Estimates
- Declined work on an
Estimate can be noted as suchand added as a Recommended Repair
- Select Job Line on an
Estimate and Press F5 or Select Job Line on an Estimate and
Press 'RED PLUS" Icon
+Recommended Repairs
- Increased Recommended
Repair title to display 55 characters.
- Adding Recommended
Repairs on new Service Orders adds the title and the body of the
Recommended Repair
+Parts Pricing
- Purchased Parts from a PO
linked to a Service Order' use new cost to calculate customer'
selling price.
- Parts ordered and linked from
Estimate, honor the Estimate selling price.
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Updated (c) Notices to 2020.
Build 90058
- Sales by Advisor Service Detail Report
- Added Column for
Division before H.A.P.Y
- Subtotals by Division
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
MarketPaq CRM
- Mailing and Marketing
-
Correct when searching for VIN Number
- Reports
- Inventory Pad -
-
Added item number to Inventory Pad report
-
Corrected Last Sale Date showing some items as never sold.
- Selling Price of PO linked parts. When added
to PO from Estimate, use Estimate's selling price.
When added to PO and linked manually, calculate selling price
using current cost.
- Removed # from name of document sent to PDF ie: "Estimate #
123". Will now read "Estimate 123"
- Import Part from File - Act on selected group only
- Corrected displayed Last Sale Date reported on Inventory pad
for single location systems with only one inventory.
- Improved report legibility
Enhance Marketing Letters
- Added .dotx extension to
letter template selection list.
Updated (c) Notices to 2020.
Build 90057
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Added Phone Book search (Begins With and Contains) Including
Search Notes Field
Build 90056
Update
Build 90055
Service Templates -
- On the Labor Tab
replace "Est. Hours:" with "Est. Actual Hours:"
Service Estimates -
- On the Labor Tab
replace "Est. Hours:" with "Est. Actual Hours:"
- Add 2 new fields,
"Est. Billed Hours:" and "Est. Billed Labor"
Service Order/Invoice -
- On the Labor Tab
replace "Est. Hours:" with "Est. Actual Hours:"
Coordinate changes in Templates,
Estimates and Orders. "Est. Actual Hours and Est. Billed Hours"
from Estimate are now distinctly imported into Service Orders.
Note - Changes to the Estimate Hours / Billed
Hours are large and encompassing. These changes relate to the
use of the system for enhanced profitability (MPG & HAPY). This
will codify the standard use of the hours fields in the Service
Template, Service Estimate and the Service Order/Invoice. The
first field will be changed from "Estimate Hours" to "Est Actual
Hours" and the second field 'Est Billed Hours will be added in
Estimates. Due to individual uses, during the update the
information will not automatically be moved from Est Hours to
Estimate Billed Hours. These areas will need to be manually
updated in order to complete the estimate properly.
Please update the standard calc boxes (Teal
or Green) to the new Green 90055 Calc Box
Service Status -
- "Time Left" warns
when less than 0.2 hours (12 minutes of Actual Time left in
relation to "Est. Actual Hours". Column turns yellow when within
the 0.2 hour and red when "Est Actual Hours" are used up.
Totals -
- Create new Totals
Calcbox for Estimate Total to automatically calculate Estimated
Actual Hours from all estimate labor lines. (v90055c,d,e)
-
Create new Totals Calcbox for Service Order Total to
automatically calculate Estimated Actual Hours from all labor
lines. (v90055f,M)
Build 90054
Schedule/Appointment -
- When Schedule
window opened by "View Appointment" (When in a Service
Order/Invoice - Tools>View Appointment),the Schedule window now
closes when appointment window is closed.
Journal Browser -
- Set default to
"unchecked" in Configuration>Local Settings>Miscellaneous>Open
Journal Browser
Service Templates -
- "Refresh Parts
Cost" (Modules>Service Templates>Tools) now updates fees (both
price and quantity)
Notes*** It is recommended the "Refresh
Parts Cost" and "Refresh Labor Category Rates" be run at least
once a month (Modules>Service Templates>Tools)
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
- Refreshed to New Format
Build 90053
SO Properties -
- "Checked by"
field lengthened to print 10 characters
Service Status -
- Widen window to
better accommodate information
- Add "Hat #" to information
- Group all
Technician's name together when sorting by "Status"
Build 90052
All NEW Feature -
ServiceShop Instant Messaging (Basic) -
- Instant Messaging
between Current Users
- Main Menu>Modules>Send Instant Message
- Main Menu>Modules>View Instant Message
Service Status -
- Display
Technician's name in place of Green "In Progress" in the Status
column
- Service Status screen displays
"Estimated vs Actual" time
- Time is refreshed and recalculated on
Open Tickets when the screen is refreshed
-Actual time running over Estimated is
highlighted in Red
- Sort order remains the same when
refreshing the screen
Schedule/Appointment -
- Schedule window
can be configured to open when an Appointment is being created
or modified.
- Configuration>Local
Settings>Miscellaneous>Open Schedule from Appointment
- Changing date and/or Schedule in
Appointment is reflected on the Schedule Window.
- Schedule date remains the same when
switching Schedules in the Schedule.
New Report -
- Work in
Progress>Ticket Status (Est)
- Added "Work Status on Open Ticket
Report"
Modified Report -
Reports>Sales>Sales by Customer
- Added Tax
Exempt and Tax ID fields to Excel export report.
Fixed -
- Fixed issue where
adding a part with an attached fee would not recalculate if
ticket was immediately printed.
Journal Browser -
- Journal Browser
opens to review, upon logging in
- Enable/Disable in Configuration>Local
Settings>Miscellaneous>Open Journal Browser
Service Templates -
- Renamed "Other"
to "Job Description
- Modified screens to display longer job
descriptions (50 Characters)
- Modified "Starting" "Ending" to read
"From" "To"
Purchase Orders
- Added "Open by PO
Number
- Vendor Desktop>Tools
Build 90051
Service Templates -
- Template Manager>
Tools> Refresh Parts Cost also refreshes Additional Items
and Fees
Maintain Inventory
- Fixed "Invalid
Item#" error when searching Inventory. When "Searching By:" is '
Item# ' and a non numeric character is entered into "Searching
For:", an Error will no longer appear.
Reporting -
- Sales by Category
- "Run to Excel" export. Now list each Division with it's Labor
Category
Build 90050
Reports -
- Parts Sales Margin for a Group
- Added 1 digit
(total 6) for SO# Column
- Sales - Sales by Customer - Run to
Excel
-Add Business
Address (Address 2) to Spreadsheet
Service Order -
- Properties
- Change Tab
Order
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90049
Update Report - Inventory Used on Service Orders and Parts
Tickets
- Found in Reports>Inventory>Parts used on
Tickets
- Add Bin Location and OH Quantity to
Report
Build 90048
Refreshed MechanicNet
- Refreshed to New Format
All New Report - Inventory Used on Service Orders and Parts
Tickets
- Found in Reports>Inventory>Parts used on
Tickets
- Report lists all parts added to tickets
during date range.
Build 90047
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
- Refreshed to New Format
Build 90046
All New Report - Work Status Report
- Found in Reports>Work in Progress>Ticket
Status
-Default date looks 30 days forward
-Est$ is the Estimate Job $ Total
-Hours left on Paid and Invoiced tickets
not added to "H Left - Hours Left"
-Hours left on open ticket - Only positive
time left is added
-Ticket Status Changed to Single Character
O Open, I Invoiced , P paid
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90045
Parts Price Matrix
- Correct matrix to return cost as selling
price option in Standard Matrix
Parts Merge
- Fix error in information imported from
Senior Service Manager
All New Report - Work Status Report
- Found in Reports>Work in Progress>Ticket
Status
- New Calendar field inserted in SO
Properties next to Promised. Date default to SO Create Date.
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Build 90044
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
G-Mail Support
- Emailing appointment reminder will
correctly add the appointment details into the body of the email
message when using Gmail.
Inventory Management
- Adding pricing selection support for
levels 7 to 15 when re-pricing a part.
Purchase Orders
- Removed Window showing linked Service
Order number for each part placed on a Purchase Order from an
Estimate
Build 90043
Refreshed RSS - Repair Shop Solutions
Refreshed MechanicNet
Reports -Sales
-Sales report profit recalculation
(Freight, Fees, Supplies not contributing to profit)
Phone Book
- Phone Book Search Button - Name, Phone
Number, Notes field "Begins With"
Purchase Orders
- Add new Tab to Vendor Desktop: "Placed
Orders"
- Added new functionality when importing Estimates into
Service Orders.
- Added new functionality when importing Service Templates
into Service Orders.
- Parts with insufficient quantity now can be added to
Purchase Orders directly.
- Purchase Order is created per vendor per ticket until
Purchase Order is marked "Ordered" or received.
- Links parts on Purchase Order when importing from Estimate
to Service Order.
- Links parts on Purchase Order when importing from Service
Template to Service Order.
- Parts imported from Estimates use the original Estimate
price.
Build 90042
RSS - Repair Shop Solutions
- Update Repair Shop Solutions Inspection
Form
MechanicNet
- Update MechanicNet Expert Automotive
Marketing
Build 90041
RSS - Repair Shop Solutions
- Update Repair Shop Solutions Inspection
Form
MechanicNet
- Update MechanicNet Expert Automotive
Marketing
Service Order
- Modify "Update Part Line" to Maintain
Line Integrity
Build 90040
RSS - Repair Shop Solutions
- Reset Repair Shop Solution Electronic
MultiPoint Inspection
Service Estimate
- Modify "Update Part Line" to Maintain
Line Integrity.
Build 90039
CashOut
- Export Note field from A/R Debit and/or
Credit entries
Purchase Orders
- Corrected PO Receive inventory
confirmation message
- Relabel Division to Location in
Properties Window
- Automatically fill in today's date when
receiving PO
- Increase Location Selection list to 10
from 5
Multi - Location
- Use Location assigned in Properties to
receive quantities.
Build 90038
ServiceStatus
- Modified ServiceStatus Window to report
on all Billed Hours for the day (green).
Build 90037
RSS - Repair Shop Solutions
- Re-Release Repair Shop Solution
Electronic MultiPoint Inspection
- http://www.repairshopsolutions.com/
ServiceStatus
- Added Billed Hours on Service Status
Screen
Build 90036
- Reset MechanicNet marketing option.
Build 90035
- Reporting format (c) notice updated to
2016
- Display Division/Location in Part Sales
History
(Maintain
Inventory>Tools>History>Sales)
- Display Division/Location in Parts
Purchase History
(Maintain
Inventory>Tools>History>Purchase)
Build 90034
ServiceStatus™
- Remove all completed Service Invoices
from Status window.
Unpaid Service Invoices
now found on Customer Desktop Recent Files tab.
- All fields sorted acsending/desending by
clicking column header on Status Window
- Sortable fields include:
SO#
Div
Advisor
Priority Code*
Name
Year
Make
Model
Fleet #
Promised
Status
- Printing for Status screen. (F9)
Remove Default Order (by
SO#) now prints by sort order.
- Changed to Standard Report Format
Build 90033
MarketPaq CRM™
- Enhance MechanicNetConnect™
Build 90032
Vendor Desktop
- Enhance Multi-Location purchasing
Build 90031
Parts Ticket
- Corrected Print All Parts checkbox behavior
in Parts Ticket Properties
Service Order
- Properties Window - 'PO number', 'Service
Source' and 'Checked by' can be changed after Service Order is
no longer Open (Invoiced or Paid)
MarketPaq CRM
- Replace CustomerLink with MechanicNet
Import Estimate - Excluded Parts List
- Display and print On Hand Qty of parts not in
stock.
Security
- Added Permission to Manual
Inventory Changes
Build 90030
Parts Ticket
- Change Customer on a Parts
Ticket
- Configuration > Utilities > Change Customer on a Parts
Ticket
Build 90029
Sales Reports
- Added new
"Sales by Advisor Parts"
- Added new "Sales by Advisor Parts Detail"
- Added new "Sales by Advisor Service"
- Added new "Sales by Advisor Service Detail"
These reports expand on the Sales by Advisor report.
Parts reports list only Counter Parts Invoices.
Service reports list only Service Invoices and Credit Invoices.
Cash Out Sales Report
- Corrected Gross Profit
Percentage
- Added "Taxable Sales" column on last page under SALES TAX
COLLECTED
Barcode Reader
-Corrected to properly open
Maintain Inventory Window from all appropriate areas.
Build 90028
Customer Statements
-Updated single
statement and batch statements to print the Reference field
-Updated statements by relabeling "Notes" to "Notes/Ref"
RSS Update
-Updated Repair Shop
Solutions Inspection Form
Build 90027
Accounts Receivable Report
-Added over 90 days
Column
-Added 1-30 column
-Relabeled Columns.
-Include Grace period in calculations
-Changed to standard print format
Off Mailing List Report
-Added "Off Mailing List"
(Column N) to Sales by Customer - Excel
Maintain Inventory
-Corrected parts pricing
levels to show values instantly
Unpaid Invoice Report
-Added Fleet# to the
list of Invoices
Build 90026
Reports
Sales by Advisor - Detail
-Corrected 'GP($)' field
to accurately reflect known profit numbers.
-Corrected 'GP(%)' field to accurately
reflect known profit numbers.
-Changed field named GP/Hour to "H.A.P.Y"
(stands for Hourly Actual Profit Yield)
-Corrected Grand Totals to properly report on
numbers.
-Added report template and company name to
report
-Changed format to allow proper display of a
negative %
Sales by Advisor
-Corrected 'GP($)' field
to accurately reflect known profit numbers.
-Corrected 'GP(%)' field to accurately
reflect known profit numbers.
-Changed field named GP/Hour to "H.A.P.Y"
(stands for Hourly Actual Profit Yield)
-Added report template and company name to
report
-Changed format to allow proper display of a
negative %
CashOut Sales
-Corrected 'GP(%)' field to accurately
reflect known profit numbers.
-Added report template and company name to
report
-Changed format to allow proper display of a
negative %
Sales by Labor Category
-Added report template
and company name to report
-Selects Invoices by Paid Date.
Unpaid Invoices Report
-Include "Fleet #" on
Service Orders
Manage Profitability
-Restate GP/Hour to
"Hourly Actual Profit Yield".
Customer Account Receivable
-Batch statements now print in customer
File_As order
Third Party Integration -
-Repair Shop Solutions -
Electronic Vehicle Inspection Sheet
-Added link-to-Web for Repair Shop Solutions Inspection Form
All NEW View Totals
Available only for M-5 Certified Shops -
Call for more information
-All new Service Order
Totals Box (SO_Calc.htm).
-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 Shops
-New Credit Totals Box (CR_Calc.htm).
-New Counter Parts Totals Box (CP_Calc.htm).
-New Service Template Totals Box
(ST_Calc.htm).
Build 90024
Inventory Groups
- Added 10 additional Parts Pricing Levels for a total of 15
- Increased customer price level to 2 digits. (to accommodate
the added 10 pricing levels)
Build 90023
Attachments
-Increased the maximum compressed attached file size to 10
megabytes
Technician Worksheet
-Parts on order don't always print on the tech worksheet unless
there is another part on the same line.
Estimate Window Title
-Added the Model back to the Estimate window title.
Payment
-Split Overpayment causing out of balance cashout, fixed.
Build 90022
Inventory Value Report - Multi
-Add Choice for ALL - to show Grand Total Inventory Value
for all locations
Sales by Labor Category
-Added Estimated & Actual hours to "Run to excel" report
-Track Time by Line must be used.
-Increased the number of E/A/Billed hours by one digit to
prevent display
errors (new limit is over 999999.99 hours)
(*) Actual hours are only accurate when “Track Time by
Line” is used in
Division Configuration.
Estimates - Import only Labor- skip Parts
When importing Estimate lines into a Service Order,
import only the labor, none of
the parts.
Added configurable "Import Estimate Parts" checkbox in
Division Configuration.
The default behavior of the system has not changed.
Add "View Schedule" to Customer Desktop
Show existing appointments
Toolbar and Menu additions
Add two new buttons:
MarketPaq CRM(tm) and Time Clock
Mailing and Marketing items moved under MarketPaq CRM
Capitalize
Part numbers,
VIN
Licence Plate number
Attachment button - Blank when none
Display blank button when there are no attachments.
Display a Black paper clip when there are attachments.
Notes Asterisk
-Display asterisk next to Model when vehicle notes exist.
-Display @ when customer email field is not empty
Colorize Journal Tab and VIN link
-Red button when VIN links exist
-Journal Tab Turns Yellow when Journal entries exist for
the selected Customer.
Added permission check before displaying Customer Desktop:
Account TAB
-Add users allowed to view the Customer's Account Tab to
Customer Desktop:
Account in Configuration -> System Settings ->
Application Security
Add Promised field to
worksheet and SO
Add promised field to Tech Worksheet and Service Order
Add in third column
SO: Under created/Time/add promised
Goodyear - Report export
Additional Items Cost from Template
Changed Refresh to update additional item costs
Sales by Vehicle report
Change column headers to use the configurable label name
Use RDP client name for RDP client sessions
Used for assigning cash drawers when running more than
one remote location on the same terminal server.
Return IP address of Client when not on Terminal Service
(same as before)
Return the RDP client Name when running on Terminals
Services (new)
Estimate properties adv name too long
Service Order allows 24 characters, make Service Estimate
the same.
Allow negative amount in Fees
To be used as a Trade-in Allowance
Sales by Advisor detail - No Fees/supplies/Freight
-Exclude Fees/Supplies/Freight from Gross Profit Dollars
Calculation
-Corrected spelling of "Actual Houts"
Received Parts Report
List of parts received with bin locations
Stocking Order Group and Vendor on Header
Display selected vendor and group in Stock order report
Schedule - Corrected *no customer record is available (91)*
Occurring when creating an appointment without selecting
an existing
CustomerLink -Add Service Performed
Add Service/Job from Template "Other" field when a
template was used to create labor line
Report footer format
Updated copyright year
Build 90021
Invoice Graphics
Changed Invoice Header to accommodate
larger custom logos.
Logos are attached to .wmf file; .wmf file
can now be 6.7" X 0.827"
Corrected Stocking order report for
Multi-location systems.
Build 90020
All new VIN Capture icon.
Add "Copy VIN to clipboard icon" to Service
Order - Find it on Labor Tab
Add "Copy VIN to clipboard icon" to Service
Invoice - Find it on Labor Tab
Add "Copy VIN to clipboard icon" to Service
Estimate - Find it on Labor Tab
Add "Copy VIN to clipboard icon" to
Customer Desktop - Find it on Customer Tab
Update Schedule
Automatically Create emails to update
customer on Appointment Information
New Report
New report "Parts Sales Margin for a Group"
Merge Inventory Items.
GoTo Configuration>Utilities Menu>Merge
Inventory Items
Update size of Hours
Increase the size of Est.Hours and Billed
Hours from 99.99 hours to 999.99 hours on Service Orders and
Estimates
Build 90019
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 features 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 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.
Report Header
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.
Build 90018
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.
Build 90017
Source Report
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"
Build 90016
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 criterion.
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
xxx9.00 hours, increased from xx9.99 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 phones 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 supersession!
Build 90015
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).
Build 90014
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.
Build 90013
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
Build 90012
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
Build 90011
Counter Parts Invoice
Add a feature that creates a Purchase Order
automatically when Quantity is insufficient on hand
Build 90010
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.
Build 90009
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.
Build 90008
Sales by Customer report
Now tracks Parts Counter Invoices as well.
Build 90007
Sales by Customer report
Added separation by Division
Build 90006
Technician Commission Summary report
Created Technician Commission Summary
report
Created MIA time calculation, Time not
recorded by Time Clock
Added "Export" to Microsoft Excel.
Build 90005
Technician Commission Report
Created Technician Commission Report
Added "Export" to Microsoft Excel.
Build 90004
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
Build 90003
Canadian Compliancy
Added Ability to display each tax charged
separately on Estimates and Counter Parts Tickets.
Build 90002
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
Build 90001
Cash Register
Allow "Undo Line" (Fix) when using multiple
cash registers and a cashout exists in a different register.
Build 90000
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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