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"