Product Updates November 2024
Hey AutoLeap pros!
We’re excited to announce the latest enhancements to your AutoLeap experience, bringing you powerful updates across multiple features. Our inventory system now includes new permission settings to streamline stock replenishment, ensuring that only designated users can create and edit inventory purchase orders.
We’ve also enhanced inventory activity tracking, capturing sale events and adjustments in item types for better clarity. Additionally, you can track Sublet services directly in AutoLeap, providing visibility into their impact on your shop’s performance while simplifying payables management with individual vendors.
Plus, with our Charge Accounts feature, you can effortlessly set and manage customer credit limits, allowing for informed invoicing decisions.
As with all of our releases, we’ve addressed various bugs to improve overall performance. Thank you for your continued feedback and support!
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 refresh your browsers on your next login (by pressing Ctrl + F5 on Windows or Cmd + Shift + R on Mac), and remind your Technicians to do the same on their devices. Thanks!
NOW AVAILABLE
Inventory Enhancements
Enhance your inventory management with new permissions and improved tracking
Enhance your inventory management with new permissions and improved tracking. We’ve introduced several key features to the inventory module:
- Inventory Purchase Order Permissions – a new permission setting allows only designated users to create and edit inventory purchase orders, helping to streamline stock replenishment. Users without this permission will have read-only access to existing purchase orders.
- Enhanced Inventory Activity Reporting – our Inventory Activity Report has been improved to now include sale events. Previously, only the addition of inventory items was logged, but now sales of inventory items are also captured for better tracking and visibility.
- Item Activity Logs Update – item activity logs now track adjustments in inventory type, capturing when items change classifications between inventory and non-inventory.
Sublet Tracking
Create Sublet service lines to track Sublet sales and payables in AutoLeap reporting and Quickbooks
AutoLeap now has comprehensive Sublet tracking to ensure you have visibility into the impact Sublet services are having on your shop’s performance, and to track your payables for the individual vendors performing those services for your customers. Add a Sublet line item to any service in an RO to ensure the cost, revenue, and profitability of that item are reflected in the new Sublet tracking across AutoLeap reports. To ensure sufficient profitability on these services, set your desired profit margin for Sublet services in the Pricing section of your settings. This will automatically price the Sublet service for your customer based on the cost of the service to your business.
You’ll assign a Sublet supplier to the line to indicate which business will be completing that service, then update the status of the item to indicate when that service is in progress, and when it has been completed. Sublet supplier assignment also ensures you can track your payables across all AutoLeap reporting and sync those payables with Quickbooks Online to avoid manual entries for your accounting. When you’ve paid your Sublet supplier, simply mark the line item paid to update it’s status across AutoLeap supplier reporting and in Quickbooks.
COMING SOON
Charge Accounts
Effortlessly manage customer invoicing with flexible credit limits and built-in safeguards
Introducing Charge Accounts – now, you can easily set and manage credit limits, giving you more control and flexibility over customer billing. With automatic safeguards for accounts that exceed their limits, Charge Accounts empowers you to make informed, confident decisions when invoicing based on each customer’s unique credit situation.
FIXES
- Fixed an issue where the “service flags raised” icon was missing in Workboard RO cards and column headers
- Fixed an issue that prevented technician from completing inspections associated with an assigned service
- Fixed an issue where some statements were displaying an incorrect payment status
- Fixed an issue where the letterhead on the second page of printed estimates and invoices was being cropped using default margin settings
- Fixed an issue that where column sorting was not working in the Sales report table
