Skip to main content

46 posts tagged with "ai statement"

View All Tags

Changes for 06-28-2026

· One min read

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.

Changes for 04-19-26

· One min read

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

Changes for 03-07-26

· One min read

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

Changes for 03-01-26

· One min read

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

Changes for 02-14-26

· One min read

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

Changes for 02-01-26

· One min read

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

Changes for 08-31-25

· One min read

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

Changes for 03-27-25

· One min read

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.

Changes for 03-05-25

· One min read

The following changes have been pushed to production on March 05, 2025

  • Fix issue on the Labor Types page where a selected Labor Type in the drop-down snaps the list to the top after a selection occurs
  • Fixed issue where not all months are shown on the Ai Statement 12-month trend pdf export
  • A partial fix has been put in place for the Op Code and Labor Types page that incorrectly duplicated parts sales.
    • The vast majority of the difference has been corrected. A small scenerio causing a small difference is still being investigated.