Product Updates January 2024
Hey AutoLeap Pros!
We are excited to bring you new and improved features in this month’s product release! We’ve made some big improvements to the global search bar and search results display to make it easier to find exactly what you’re searching for. You also now have the ability to easily order a PartsTech cart that was saved previously on a deferred service, record DOT#s for tire sales, and give Service Writers the ability to view all their earned commissions in one place.
Additionally, we’ve made a number of updates that improve the experience of parts return tracking, viewing Inspection reports, and writing service descriptions. As always, there are more updates than can be mentioned here, so check out the full list of updates below!
NEW! Feature How-To Videos Now Available!
Check out the links below to see new How-to videos, created by request to help you easily learn how to use new features!
For the new beta features and improvements that we’ve launched, please reach out to us directly and we will be happy to help you try them out.
As with all releases, please hard refresh your browsers (Ctrl + F5) on your next login and remind
your Technicians to do the same on their devices. Thanks!
NEW
Order Parts on Deferred Services
Easily order PartsTech cart saved with Deferred service
Easily order parts from PartsTech that are associated with a deferred service. When building a service for your customer, you may associate PartsTech parts to that service. You may never order the parts because the customer decides to defer the service for now. When you re-add that service to an RO and follow the prompt to order the parts from PartsTech, AutoLeap will automatically populate your PartsTech cart with any parts associated to the original service. This makes it very quick and easy to order all or some of those parts for the service. This functionality will apply to all services deferred from now on, but is not retroactive.
Record DOT#s on Tire Sales
Track DOT#s to easily inform your customers in case of a recall
For every tire you sell, there is an associated field for the DOT# of that tire. Record these for your internal use or display them to customers on their RO. Either way, tracking the DOT# allows you to search AutoLeap later when you’re informed of a recall, and reach out to any customer that has been sold recalled tires. You’ll keep your customers safe and ensure your shop is their trusted partner when they need maintenance or repairs in the future.
Commission Visibility for Service Writers (beta)
Service Writers can view all their earned commissions in one place
On their user profile, Service Writers can now see all commissions they’ve earned over a given time period. This commission report is personalized to them, allowing them to set a specific date range, view the total commissions earned over that time period, and see the breakdown of those commissions across various ROs and services. This visibility helps your Service Writers see the financial impact of their sales success, encouraging them to always give the customer service most likely to result in a sale for the shop.
IMPROVEMENTS
Global Search Updates (beta)
Clearly see all search matches for Customers, Vehicles, and Repair Orders
The updated Global Search bar clearly highlights the matching information in the result, and organizes results to make it much easier to find the record you’re looking for. All results are now categorized in three columns – Customers, Vehicles, and Repair Orders. If your search matches more than one record, the result will be highlighted yellow to indicate the match and will show in the corresponding column.
For example, searching “12345” may match with a customer phone number, a license plate number, a VIN number, and an RO number. The customer whose phone number is a match will show in the Customers results column, the vehicles with license plate and VIN matches will show in the Vehicles column, and the RO matches will show in the Repair Orders column. This way, no matter which record you’re searching for, you can quickly locate it to move on to the next step in your workflow.
Improved Parts Return Tracking
Better visibility and data capture for tracking returns until receiving supplier credit
We’ve added additional capabilities around parts returns to ensure you can track every part from the moment you’ve marked it returned until you’ve received credit for the refund. When marking Item and Core Returns as Refunded, you can now enter a Credit # to match the documentation you received from the supplier, change the refund date, change the refunded amount if needed, and record notes to explain the changes made.
On the RO, when you’ve marked a line item for Return, you can hover over the Returned tag to see the Supplier of that line item, the quantity returned, and the date the items were marked. The Parts ordering tab will also show the quantity returned of each item, so even after you’ve unassigned the item from the service, you can quickly see how many parts from that PO you need to ship back to your supplier.
Improved Inspection Review
View DVI photos and inspection notes more easily from the office view
To improve the experience of reviewing the inspections you are receiving from your Technicians, we have made a number of enhancements to the DVI Checklist view for Service Writers. When opening the DVI from the RO, the list will now appear in a larger popup. Each item’s notes field still expands to show up to 5 lines at a time, making it easier to read through longer inspection notes.
Viewing photos has also been improved. Users can navigate through all photos in a slideshow using on screen arrows or the keyboard, can expand a photo to view full screen, and can zoom in and out on each photo. We’ve added the zoom in and out ability for Technicians as well, improving photo reviews for all users.
Purchase Order Searchability and Navigation
Ability to search for and navigate to POs across AutoLeap
To make it easier to find and navigate to the Purchase Orders you need, we’ve added searchability and navigability of POs throughout AutoLeap. Within Inventory, the Purchase order, Online orders, Returns, and Core pages all list the PO# associated to the item shown, allow the page to be searched by PO#, and give you the ability to click the PO# to navigate to that Purchase Order. This same functionality has also been added to the Items ordered list on the Work Board, and on the Unused Inventory Report. With these additions, you should always be able to find the PO you need in AutoLeap.
Longer Service Descriptions
Improved view and character limit allowing for longer service descriptions
Service descriptions on the RO can now hold as many as 10,000 characters, up from the previous 1,000 character limit. This change greatly expands the potential notes that can be included against a service. We’ve added an expanded notes entry view with the ability to include line breaks as well, making it much easier to input longer descriptions. In addition to the expanded character limit on the service line, the character limit has been similarly expanded for description lines in canned services, Inventory PO service lines, and Catalog items such as Parts, Tires, Labor and Tire Storage. Lastly, we’ve improved how these longer descriptions are displayed on Customer-facing Estimates and Invoices.
Change Item’s Commissionable Status
Change default Commission status of any item type and apply across all items in Catalog
For shops with employees on a commission plan, you may at times want to update which types of Items generate commissions. Users who have the “Commissions view / edit privileges” ability turned on can now change whether Labor, Parts, Tires, Tire storage, and Fees items are by default included in commission plans. Making this change will update all Items of that Type to commissionable or non-commissionable, and newly created items of that Type will have the same commissionable status.
Fixes
- Addressed an issue where the VIN of a vehicle was not being populated after using the vehicle’s license plate to connect it to Motor
- Fixed a bug preventing users with Edit Invoice Number enabled from being able to edit the Invoice number
- Fixed a bug preventing users from marking Purchase Orders as delivered if they were using AutoLeap’s Inventory Validation feature but were not using AutoLeap’s Accounts Payable feature
