Lead developer Tyler Olmstead released v174 on Wednesday evening, February 19th. Versions 170-173 were released previously. Updates include:
- Category Reports can be combined and compared
- Category Reports include service counts
- New control for the number of days shown on the calendar
- Purchase orders can be required before closing an RO
- Labor and Sublet cost added to Invoices report
- Selections for Label and Customer Source can be deleted
- License plates can be decoded from the Customer Profile and Change Vehicle workflows
- Bug fixes
#1 - Category Reports can be combined and compared
The Category Report page has a powerful new feature: a Category Summary with filterability. This allows you to slice and dice your service mix within the date range, so can drill into which categories may be skewing your numbers, pull them out, review them, or inspect the rest:
#2 - More from the Category Report: Service Counts!
The Category Report has also added Service counts to each pane and the Summary, to understand the incident of related services and/or comp based on service counts to advisors.
These powerful features are made possible by Shop-Ware's unique service structure, for easy reuse and automatic category assignment. Enormous insight to managers without burdening your staff.
For more on categories, visit our knowledge base: How to use Categories
#3 - Control the number of days shown on the Calendar
Previously Shop-Ware's Calendar View supported Day, Week, or Month view. When you have a lot of active technicians within the shop, the week view got too narrow to use.
This release includes the means to control how many days are shown on the calendar. Select the schedule icon next to the date range and click through however many days you wish, up to a week. This way you can cut out days your shop is not open, or hone in more specifically on certain days.
#4 - Purchase Orders can be required before closing an RO
You ask, Shop-Ware delivers! There is a new configuration on the Parts page of Shop Settings to require that every part on an RO to be received into Inventory (be "In Progress"), before the job can be closed. This enforces strict parts tracking, to be sure parts aren't billed to the customer without the paper trail of where they came from, what they cost, and when they came in (prior to the car leaving the building).
If one or more parts on an RO come out of On Hand inventory, then they auto allocate to their associated Purchase Record(s) from the past and will become "In Progress". If there is On Hand inventory without an associated Purchase Record (because the On Hand value came from migrated data, or the quantity was adjusted up manually) the part will still become "In Progress" but have no associated Purchase Record. Both of these are acceptable to close the job.
If a part is still "Needed" (there was not sufficient inventory to fulfill it, and no purchase order has been made), the job will not be able to close.
If a part is "Ordered" (there is an open purchase order but it has not been received), the job will not be able to close.
When this setting is enabled, the "Close Job" button will be disabled until all the requirements are met. A tooltip will alert staff of the unmet requirements, so there is no mystery why they cannot proceed:
#5 - Sublet and Labor costs added to the Invoices report
You ask, Shop-Ware delivers! Labor and Sublet cost have been added to the Invoices report (at long last). As a reminder, Labor cost is the function of your Average Labor Cost (as entered on your Shop Settings "RO Info" page) times your billed hours.
#6 - Selections for Label and Customer Source can be deleted
On Account Settings you can now delete Labels without concern for affecting existing repair order records (a so-called "soft delete"). Previously, deleting a label would remove it from past records, which discouraged people from deleting legacy selections, despite the need to clean up the list for future use.
On Shop Settings, you can now delete Customer Source (on the "Marketing" page), and this also works as a soft delete, to not affect any associated records. (Previously source was not deletable.)
#7 - License plates can be decoded from the Customer Profile and Change Vehicle workflows
For folks using CARFAX plate decoding, you can now decode plates on the Customer Profile page and when changing a vehicle on an active Work Order:
#8 - Bug Fixes
Issues with the following features have been corrected:
- Edits to Purchase and Return Order numbers
- Mobile sizing for Edit Part modal
- Delay seeing newly created Purchase and Return records (Purchases page)
- Optimizer calculation notification won't go away
- Entering "Back of House"notes gets interrupted when another action occurs on the RO
- Categories sync to Accounting Link
- Vehicle pick up recorded in Job Log
This concludes Release Notes for Versions 170-174. Enjoy!
Any additional questions please contact Support@Shop-Ware.com