Current released items
Supplier Record- Add Default and Shop Payment Type, this will default into the Vendor tab when creating OP items.
Filter Kanban board/Status filter view via ticket type. All 4 RO views have the new Ticket Type filter option.
DVI Enhancement
Split taxes/fees per package on DVI approval and allow the customer to authorize.
Added summary page of DVI onto the RO in the new Inspection tab.
Linked both job approval and DVI approval notices together on the line item.
Invoice Date Range Sales Summary
Corrected the Sublet GM% column.
Added row headers for the bottom total rows
RO Status Notifications – Corrected issue with adding more than one person being notified
Future enhancements
New Tech Workflow page – Expanding the RO Kanban view and show by technician.
New view to show what tech needs work
Quickly assign entire ticket or individual jobs
Track what jobs have been started and completed
Prioritize jobs up or down
Rearrange columns to show techs that are needing work
Upgrade to SMS/Texting functionality
New ability to text numbers outside of an RO
UI update to screen for better look and feel
New window to send messages between internal staff
New Appointment Scheduler for the shops website – More info to come…
Preview of our Tech Workflow:
