UK Customer requests & defensive programming
The following enhancements have been added following customer requests and support feedback.
Deferred work by service advisors
Customer Request 00732073
The dedicated Service Advisor role is becoming more popular in UK independent garages.
To support this, you can select from Service Advisors and Technicians when deferring work, allowing you to track performance and upselling opportunities across your team.
Improved email subject
Customer Request 00943186
The subject line of emails sent from the system will now more accurately describe their content, including the document type (where relevant) and your garage name. This will help the emails be clearly recognised and reduce the chance of them ending in your customer’s spam folder.
Ability to search for documents by customer order number
Customer Request 01138248
You can now search for new and existing documents using the Customer Order Number. Select this from the list of optional search criteria in any document search screen.
You can enter the Customer Order Number against Estimates and Jobs via the Document options button on the main Work screen.
Returns bin stock movements
Customer Request 01173481
To help identify parts that have been deleted from the Returns Bin (and therefore returned to stock), you can now show a movement reason of ‘Returns Bin (Deleted)’ instead of Adjustment.
Fleet information is retained
Invoices/credits will retain their fleet settings even if the user changes the fleet status of the customers attached to those documents.
Crediting a fleet invoice will always apply the credit to the original fleet customer.
These rules will apply for new transactions and recent invoices where the fleet information was already preserved.
Older transactions (pre-2019) will behave as they do currently.
