Lead developer Tyler Olmstead will release v101 on Tuesday evening, August 21st. Version 100 was released previously. Changes include:
- New Calendar Look!
- Due In times create appointments on calendar
- Estimates can be launched from appointments
- Customers can be set as tax exempt
#1 - New Calendar Look!
We've upgraded the "skin" of the Calendar View for better appearance and visibility. These surface changes coincide with more new features listed below.
#2 - Due In times create appointments on calendar
When you assign a Due In time to an existing estimate, it will now populate an appointment block in the "Unassigned" column for that day, at the Due In time, automatically. The estimate details (including RO#, Customer name, and Vehicle) will automatically transfer to the appointment, and clicking on the appointment will launch the associated estimate, for easy check in.
You may leave that appointment block alone, to represent the drop off time, and block off technician time separately, OR you can drag the new block to the desired technician column.
If you drag the appointment to a different time, it will update the Due In time on the RO automatically. It will not update the technician assigned on the RO (as of this release); stay tuned for that improvement in Version 102.
#3 - Estimates can be launched from appointments
The reverse workflow is now supported as well: you can create an appointment at any time on the calendar, for any technician, and then launch a new estimate directly from the appointment window (if an existing estimate is not already selected).
Use the "New Estimate" button at the bottom of the window, and a new estimate will open in a new browser tab:
The new estimate will automatically link back to the appointment from which it was launched, including Customer, Vehicle, and RO# details.
#4 - Customers can be set as tax exempt
One more new feature in this release, just as highly requested, is the ability to configure a customer as tax exempt. You will now find a "Taxable" checkbox on the customer profile page, below the RO stats and source information:
When unchecked, new estimates for this customer will automatically default to tax exempt. This will take place whether you launch the estimate from the customer profile OR you add the customer to a blank estimate. You can revert any estimate back to taxable from the RO-level View Financials modal:
This concludes Release Notes for Versions 100-101. Enjoy!
Any additional questions please contact Support@Shop-Ware.com