47 posts tagged with "ai statement"

The following changes have been pushed to production on September 20, 2026

• Labor Type filtering is now available inside Open ROs pop-up
• Labor Type filtering is now available inside Work in Process pop-up
• A new repair order digital copy design has been deployed
• A guided tour was added for the new Repair Order digital copy
• In a small amount of scenarios duplicate discounts no longer appear on the Service Advisor Performance pop-up
• The columns for the 12-month analysis within AI Statement now aligns correctly
• A new job title (Executive) option is available when setting up users

The following changes have been pushed to production on June 28, 2026

• A Custom Labor Matrix is now available in the Ai Matrix
• Technician Performance now lets you click through to edit shops and their technician membership.
• "Groups" has been renamed to "Shops" across the dashboard.
• When an AiStatement "REF ID" is not associated with a Repair Order, the hyperlink is not added.
• Fixed an issue where a white screen could appear after an update in small circumstances.
• Numerous other minor bug fixes and backend security improvements.

The following changes have been pushed to production on April 19, 2026

• Mileage is shown in the Repair Order Quick Search results
• Op Code drop-down selectors use the Op Code Search functionality
  • Add Op Code in Administration > Op Code Tracking
  • Op Codes page
• AI Statement Account Mapping cells extend out if the first 6 are full
  • Administration > AI Statement Account Mapping
  • Onboarding Wizard Steps 2-5
• Arrow keys are available to navigate around on AIS Account Mapping cells
• 'Enter' key submits a new account mapping in Administration > AI Statement Account Mapping
• Cleaned up logic to ensure all previously partially closed DealerTrack ROs are checked daily

The following changes have been pushed to production on March 7, 2026

• Add red styling to text for negative values on the Op Codes page
• Add red styling to text for negative values on the Labor Types page
• Add red styling to text for cost and expenses values on Ai Statement pop-ups
• Add capability to onboard Dominion DMS dealerships on the Onboarding wizard

The following changes have been pushed to production on March 1, 2026

• Add link to user permissions documentation
• AI Statement turns into white screen in a specific scenario based on data returned from the database
• Fix formatting on Service Advisor Performance when showing large numbers
• Add Control 2 field to Unapplied Labor modal

The following changes have been pushed to production on February 14, 2026

• Stacked column headers are consistent on Service Advisor Performance pop-up
• Administrative AI Statement account mapping edit issue has been resolved
• Service Advisor Modal Column formatting is fixed for smaller resolutions
• AI Statement > Parts > Inventory Adjustment data is correctly shown
• Stale wholesale accounts are correctly listed

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 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

The following changes have been pushed to production on April 01, 2025

• Fixed an issue where the Monthly Numbers at the top of the Service and Parts dashbaords were not updated on only the first day of the month for the previous month.

The following changes have been pushed to production on March 27, 2025

• Unapplied labor row was removed from AIS Account Mapping page as it is located in the Heat Sheet mapping page.
• XLSX generated report for 'Expand by Employee' has been corrected on the Op Codes and Labor Types page.
• The PDF export for the AI Statement now has left and right borders on the tables of data.
• Parts data is now corrected on the Op Codes page.
• The monthly numbers at the top of the service/parts dashboard are now showing red if the pace is behind the SMLY.