We're planning the following improvements for the Case V8.13.0 Release (Released June 6th):

• Ability to select & deselect multiple note recipients - main Notes section of Editing Case screen.
• Labor Time Price Markup - Ability to apply labor time markups to additional sources outside of SRTs (Example Motors and Mitchell1)
• Mobile: Outcome Operations for Electronic Inspections on Mobile Check-In
• Recommended Ops: Phillips 3-minute inspection included in the Recommended Ops (soon after the June 6th Release)
• Fleet: Pin & Edit Notes Recipients: Fleet users will be able to pin contacts in the "Send To" recipient menus found in the notes section. Pinned contacts will appear at the top of the menu under a new "PINNED" section
• Fleet: Ability to sync maintenance schedules with the latest operation details from Builder

Coming Soon

• Edit Customer screen: Add history to “Bill To” and “Ship To” fields for Local Customer.

Case V8.13.0 Release

Ability to Select & Deselect Multiple Recipients:

Users will soon have the option to select and deselect multiple note recipients from the main Notes section located in the Editing Case screen. This enhancement will save time and effort when choosing more than one recipient for a new note.

Labor Time Price Markup:

Certain Dealers often want to add a specific markup to the labor time for their operation sources. This could be for many reasons. For example, sometimes, the labor time hours do not consider extreme weather conditions or certain delays.

Since we already have the functionality to mark up SRTs from OEMs, we're now adding the ability for Admins to apply markups to additional operation sources outside of SRTs, such as Motors and Mitchell.

Located in the Customize your Database area of the Admin screen, Admin users will soon be able to select existing operations sources and apply markups.

Once applied, the markup will automatically associate itself with any operations of that source when it's added to a case, saving users time and effort in having to adjust the labor time manually.

Mobile: Outcome Operations for Electronic Inspections on Mobile Check-In:

Just as providers can do from the full desktop version today, they will soon be able to easily add outcome operations from the Mobile Check-In site. 

Recommended Ops: Phillips 3-minute inspection included in the Recommended Ops (soon after the June 6th Release):

The Phillips back-of-cab inspection is now at no additional cost! This inspection is available for all locations and provides value to your customers as well as additional labor and parts revenue for your business. We're also adding the new Phillips inspection to the recommended operations area, making it even easier to quickly locate and add the operation to your case.      

Click here for more information.

Fleet: Pin & Edit Notes Recipients: 

Ability to Pin & Edit Notes Recipients: Fleet users will soon be able to pin contacts in the "Send To" recipient menus found in the notes section. Pinned contacts will appear at the top of the menu under a new "PINNED" section.

Fleet: Ability to sync maintenance schedules with the latest operation details from Builder:

Currently, operations assigned to a maintenance schedule do not automatically reflect changes made in Builder. We've resolved this by adding a sync between Builder and previously created maintenance schedules. The sync mechanism will allow users to request an update for specific operations on a maintenance schedule, ensuring they reflect the most recent Builder definitions. 

Coming Soon:

Edit Customer Screen - Audit History for Bill To & Ship To:

We are planning to add blue dot icons next to the audit/history area for the Bill To and Ship To fields on the Edit Customer screen. When users click on either blue dot icon, a pop-up will appear, following the same format used for existing audit/history pop-ups. The pop-up will display the following columns:

• Provider to display name of user who made the change
• Time of Change to display timestamp of change
• Change to display the name of the new customer saved as the Bill To or Ship To customer for the currently displayed Local Customer
• Title of each pop-up should be the name of the associated field, Bill To or Ship To