Major upgrade now complete

newrelease

As you were likely aware we have been working on a new release for some time now, delivering a raft of new features, product improvements and important bug fixes.

The most anticipated new feature will of course be our new itemized labor entry for invoices and estimates.  With this will also come much better document handling and conversion between documents, it is now much easier to convert a repair order to invoice, or an estimate to an invoice.

The overall responsiveness and reliability of the editor has been improved too, fixing many long standing issues such as losing filled in data when changing client or navigating away from the page accidentally.

Existing features to save time such as the QUIK Service and Preset templates have been seamlessy integrated to the new invoice system, you can still use your old presets that you have saved, it will automagically take you back to the classic editor, and you can of course you start creating Presets to use with the new editor too.

The QUIK Service feature is now a lot more useful and powerful when using the new invoice editor, giving proper detailed job breakdown on both time, labor cost and parts.

There is now also support for multiple labor rates on invoices, repair orders and estimates, you can set up to three rates in settings, but can override when required too.

There are now also a list of online parts ordering services, which will easily bring you conveniently to the ordering service from within the app.

Auto Repair Invoicing Software

There are now many more settings available to customize the software and invoices to your needs, most notable is the support for multiple labor rates.

Please take a moment to visit Settings and adjust the new system to make it function in the way most comfortable for you and your business.

Auto Repair Invoicing Software (1)

Bug fixes:

  • QUIK Service feature is now working as expected
  • Bugs in the estimate creator have been solved
  • General fixes and improvements to document flow

Scheduled maintenance for core software upgrade

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Hi folks, there will be intermittent periods of downtime while we carry out our upgrade on our production servers, we anticipate disruption to be minimal, but if you do experience any minor issues, please wait, and try again later. If you experience any serious issues then please contact customer support for assistance.

Scheduled maintenance windows are 3AM – 8AM Eastern time on Saturday 7/9/2017, and 4AM – 8AM on Sunday 7/10/2017.

If you experience any difficulties with your account after the upgrade is complete, please contact us to check your account was upgraded properly.

Anyone who wishes to take a sneak peak at what is coming can do so by visiting the demo on our beta site.

Itemized labor lines coming to invoices soon

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There is no doubt that the most requested feature we see is the ability to itemize labor in a fashion similar to how our parts handling works.  We have been busily implementing the required background work necessary to preserve your existing data in its current format.

The new editor will feature intelligent, learning auto-completion similar  to the parts items. Many other new features are being introduced, such as multiple labor rates, e.g. if you have a commercial rate and consumer rate, or simply work near the border of two municipalities.

There have been a few delays rolling this out, as it needs to be rigorously tested to ensure it integrates fully  both with our own internal systems, and with third party providers such as CarFax and QuickBooks.

One thing we wish to avoid is making the editor too complex, but I think you will be happy with the new invoices produced!

We can’t say for sure when this will be fully rolled out, but it is slated for the end of July, watch this space.

Invoice

Android app updates

We have added several new features to our Android app, the licence plate scanner with Carfax integration has finally been released and is quite cool folks!

We have added a lot of useful features in Work Order management. You can now add photos to a work order directly from the app and view and manage on web app. The tick icon will bring up the signature screen for the customer to sign, and the new camera icon allows you to take pictures and upload for use in the web app.

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Screenshot_20170325-205116

quote (1)

 

Work orders can now also be digitally signed by customers, they can sign on-screen, and the signature will be placed on the work order PDF, to either digitally store, or to print for record keeping.  Aside from convenience, this can also help your company to reduce their carbon footprint and save on printing, paper and storage costs.

We have  a redesign in the works to modernize the look of our app and we are considering a port for iOS later this year.

Android App licence plate scanner

Our Android app had been neglected for some time due to an issue with our licence plate scanner, which thankfully has now been resolved.  We are happy to introduce the new plate scanner which will scan a plate, read the number, then once you select the State, it will attempt to auto fill VIN, Make, Model and Year, all to save you a little more time everyday! We think this will make our mobile app a more useful compliment to our web app when it comes to incoming new clients.

You can now directly dial or send a text message, or email to client from the app on the view client screen.

Other general bug fixes have been applied, including updated permission handling for Android Marshmallow, we are also working on a general redesign which will be on the way shortly too.

We are looking to add service history checks to mobile app also, but we will first need to check with CarFax terms if this is okay to do.

Download on Google Play

NEW: Updates to Invoice & RO Editor

We have started on our upgrades in response to the feedback from our recent user survey, the participants of which we wish to thank again for time to let us know what is right, and what is wrong!

We will be rolling out a stream of minor upgrades over the coming weeks to improve user experience and address some highlighted bugs that have crept into the last release, and also preparing for a major upgrade scheduled for this summer.

In the meantime, we have made some revisions to the current invoice editor, and quote editor, which now shows the Parts/Labor totals at the end of the editor without tax, then the tax line and then final amount, we all admit here that it does look a hell of a lot damn clearer! Seeing this from our customer’s perspective certainly helped out here.  The new format editor better separates out tax, labor, parts and total while making out the invoice, the printed invoice remains unchanged with this update.

New Invoice Editor Update

On the R.O. side, we have added the much requested Repair Order document to include a customer sign-off line, this is now present on all Repair Orders, but we plan to make this optional in Settings soon for those who may not wish to display, for the moment it is now standard on all R.O., you do not have to use it, but there will be an option to remove it for those who do not with to display signature line.

R.O with signature line

In our upcoming update to our Android app, we plan on adding ability for customer to sign-off on a repair order using finger signature on screen of device, our mobile app is currently held up due to an issue with our licence plate scanner we are also adding to upcoming update.

Many more changes are on the way, including the most requested to have multiple labor lines, this is a major upgrade to the underlying systems and will take careful planning and testing before release, but we have begun work on this and aiming for release of this much requested ability sometime this summer.

NEW: Revised invoice formats

The format used on invoices is often a source of contention between users, and it is indeed difficult to cover the needs of every individual business, whom may have their specific requirements.

To this end, we are offering more flexibility on our invoices now, with more detailed and easier to understand breakdowns on totals for parts and labor.

The intelligent tax handling system will determine whether labor tax is shown or not, based on whether or not tax is applied to labor for a given invoice.

Below is a preview of our new invoice formats, which will be live later tomorrow.

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Below is invoice where tax is applied to labor.

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Recent Updates: More available data on client screen

Previously, there was a limited view of past action on the client dashboard, e.g. you could only the previous booking made and the last 5 Repair Orders.  Needless to say this was not giving a complete overview of client-specific data that is readily available in your auto repair software.

Our revamped dashboard will now show you complete bookings history, a complete RO history, and as always, complete invoice/transaction history, however all this data is now wrapped in neat little scrolling sections, as we were aware some clients had issues with the ‘infinite scroll’ on clients that had lots of transactions processed over time.

Auto Repair NEWDASHBOARD

Other minor UI/UX tweaks have been made to how payments and certain actions are handed, using appropriate redirects depending on from what page the user takes an action, this new upgraded sub-system also prevents repeat operations, such as repeat payments, or repeat invoices due to browser reloads.

Fixed the issue of restoring a browser crash and navigating back to previous action on relaunch, these and other tunings significantly boost system efficiency and reliability, providing safeguards against common errors.

We will be adding estimates to the client dashboard screen too soon, so as always stay tuned!

Updates to Payment recording

We are happy to introduce a revamped payment recording on invoices, in an effort to both make this process more user friendly, and less prone to payment errors.

The most noticeable change is upon creating a payment, instead of the Transaction Complete notice, you will now be brought to that client account, with a message indicated the payment has been recorded.

Another option that has been added on user request, is to record payments made by bank transfer, this option is now available as a payment type.

By far the biggest source of customer support requests, are transactions gone wrong. In an endeavour to simplify this, we have added the facility to reverse payments, which will be removed from transactions, and the amount credited back to the invoice.  In a case where it really gets messed up, you can also delete the invoice, which will clear all associated transactions. Please exercise caution with these new options, they cannot be undone once deleted.

Audit Trail
This revised system is due to unprecedented levels of customer enquiries with payments that were recorded in error, however while the ability to do so is now available, we will be refining the system so that reversed transactions are still present in the system, but balanced by a counter transaction that will be invisible on the UI.

Further updates will include proper refund handling and more accurate reversal tracking with an optional note on reason for reversal.

Also, we have improved the invoice selector to properly update the invoice amount and payment amount when selecting the invoice you wish to pay.

For our current users, most of these are welcome changes and implemented upon suggestion, so as always we hope this speeds up your day makes life easier for you.