54 posts tagged with "dashboard"

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 June 07, 2026.

• The Technician Performance section has been redesigned
• The Service Advisor Performance pop-up has been redesigned
• Service Advisors now have individual benchmarks
• Service Advisor can now be grouped by shops
• Service Advisors Shops can have benchmarks
• Service Advisor & Technician Performance now includes guided user tours for the redesign
• Service Advisor & Technician Performance pop-ups allow customizable data table fields for users
• Op Code Analysis now shows a group total for total sold or "used" Op Codes
• Op Code Tracking button visbility removed from non-admin users
• Employees with similar names in the same role are now easier to tell apart
• Hover-over tooltips no longer appear on column sort headers
• Technician "Efficiency" has been renamed to "Productivity" across the dashboard
• The full list of Labor Types are down in the drop down for Labor Types page

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 April 05, 2026

• Excel report downloads have correct data types
• 'Test Miles' column is added to Warranty Audits pop-up
• 'General Inquiry' selection in support form submits correctly
• Long technician names no longer stretch into next column on Tech Performance

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

• Add "User Tour" feature
• Move 'Notes' column next to RO # on Labor Types page
• Move 'Notes' column next to RO # on Op Codes page
• Include RO Notes in exported pop-up data
• Add ability to disable Download/Export Feature for new 'Employee - No Share' role
• Add Dominion DMS to Onboarding Wizard
• 'Share/Export' module moved to pop-up header
• General 'Search' in pop-ups moved to header
• Wholesale Analysis shows rolling 12-months Credits and Return %

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 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