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.