The following changes have been pushed to production on February 01, 2026

• Return proper error when an existing user is invited
• Duplicates are now correctly indicated on onboarding expenses pages
• 'Manager - No Statement' job title is available for use
• Onboarding for a CDK dealer shows documentation on how to get their inventory number
• Search box on AI Statement pop-ups is available
• 'Cautioned' entries are now available in specific Ai Statement pop-ups
• In some circumstances, Labor Type categories are no longer truncated on Op Codes page in some
• The 'Credits' column on Wholesale pop-up no longer has a calculation against the value
• Gross Profit $ is now correctly displayed for Wholesale pop-up

The following changes have been pushed to production on December 28, 2025

• Add the discount description to the discount code as a mouse hover over on the discounts pop-up
• The Expense pages for the onboarding forms now have the same immediate duplicate account validation checks as the Sales/Gross pages

The following changes have been pushed to production on December 07, 2025

• Add GP $ to Op Codes and Labor Types dashboards and reports.
  • Allow the swap of GP $ and GP % via a checkbox
• Fix gross profit totals for Op Codes and Labor Types pages when discounts are present.
• Fix Technician Performance totals on the service dashboard for prior months

The following changes have been pushed to production on November 15, 2025

• XLSX exported report now has the correct column headers when 'RO Only View' is selected on the 'Labor Types' and 'Op Codes' pages.
• Op Code values are correctly entered in the Op Code column when exporting a XLSX report from the 'Op Codes' page.
• DealerTrack customers that use sub labor types can now see them displayed in the Labor Types page alongside the primary labor type.

The following changes have been pushed to production on October 19, 2025

• Added 'Labor Hours/RO' in the data tables for the Labor Types and Op Codes pages.

The following changes have been pushed to production on October 13, 2025

• Added 'Total Gross Profit', 'Labor Gross Profit', and 'Parts Gross Profit' to the 'Open ROs' pop-up. Dollars and percentages are available.
• Added 'Total Gross Profit', 'Labor Gross Profit', and 'Parts Gross Profit' to the 'Work in Process' pop-up. Dollars and percentages are available.
• Added ability to swap the Gross Profit dollar values to percentage values within the 'Service Advisor Performance' pop-up.
• Fixed issue where the date selector was not displayed correctly on the Administrative RO Notes page.
• Added filter to filter against technicians on the 'Used Car Inspections' pop-up.

The following changes have been pushed to production on September 21, 2025

• Fixed an issue where the discounts on a repair order digital copy are not totaled up.
• Updated the Discounts pop-up to group discounts by repair order for a better user experience.
• Moved the Notes column next to the RO column on the User Car Inspections pop-up.

The following changes have been pushed to production on September 11, 2025

• Fixed an issue where the filter checkbox to show only parts greater than 6 months last counted for 'Parts Verify On-Hand' data filtered a bit further back than 6 months
• Fixed an issue on the 'Open ROs' Summary view where an employee's RO count only counted ROs where they were a technician if they were marked as an advisor and technician across numerous ROs

The following changes have been pushed to production on September 07, 2025

• Fixed an issue on the Part Heat Sheet modules that should show current counts even when past months are selected.
• Added a default sort order for 'Parts Verify On-Hand' data
• Added filter checkbox to show only parts greater than 6 months last counted for 'Parts Verify On-Hand' data

The following changes have been pushed to production on August 31, 2025

• Onboarding wizard object issues are fixed
  • Working Days work as expected
  • Accounts are added as expected
• New UI for 'Parts on Open ROs' is present and works as expected
• AI Statement 'MTD YOY' and 'MTD (Pace)' columns are swapped
• Fixed issue where ROs disappear in 'Open ROs' pop-up when an advisor uses more than one Id
• AI Statement pop-up UI shows post-dated postings
• Calculation for total parts cost when Parts Verify on Hand is exported to excel is fixed