61 posts tagged with "dashboard"

The following changes have been pushed to production on October 24, 2026

• Scheduled reports can now use "Month to date" data (the 1st of the month through yesterday) for Daily and Weekly schedules, on reports that support it
• The Service Advisor and Technician Performance pop-ups now have one "$0 Lines" exclusion that removes only lines with both $0 labor and $0 parts
• "Exclude 0$ ROs" on the Labor Types and Op Codes pages is now "Exclude $0 Lines" and follows the same rule
• AI Statement Account Mapping now warns about account numbers that are mapped more than once and shows where each one is mapped
• Fixed issue where some scheduled reports failed on the first run of the day

The following changes have been pushed to production on October 10, 2026

• RO notes now appear next to the Repair Order (Ref ID) number on the AI Statement Policy pop-up
• Data tables in pop-ups now extend to the bottom of the pop-up, so more rows are visible
• Dealer groups in the TimeAi group switch dropdown are now sorted alphabetically
• Fixed issue where discounts were not factored into the final sale on the new Repair Order digital copy
• Fixed issue where discounts were not factored into ELR on the Service Advisor Performance pop-up within the data table
• Fixed issue where discounts were not factored into ELR on the Technician Performance pop-up within the data table

The following changes have been pushed to production on October 4, 2026

• The Discounts table on the Heat Sheet can now be filtered by Labor Type
  • Heat Sheet > Discounts
• The Labor Type Grouping configuration page now supports choosing a dealership, reordering groups by drag and drop, and adding several labor types at once
• Fixed issue where RO-level discounts were not allocated correctly in the Service Advisor Performance modal when filtering by labor type
• The Open ROs header has been compacted so the data table shows more rows
• Fixed issue where the Daily Fixed Gross report was missing its day-over-day comparison on the 1st and 2nd of the month
• Fixed issue where company customer names were cut off in some circumstances on the new Repair Order digital copy
• Tours can now be launched on demand from the header, showing the tours assigned to your role

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 August 23, 2026

• Service Contract calculation on WIP modal has been fixed.
• Service Contract totals are now included on Repair Order digital copies within TimeAi.

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

• Cleaned up collision of old ROs that had the RO Number reused and showed some as voided.
• Re-added counts of ROs open over 30+ days on Open ROs and WIP pop-ups.
• Fixed issue where a few column's values were not shown in the Service Advisor Performance export to PDF.
• Fixed issue on filtering across different labor type categories on Service Advisor Performance pop-up.

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

• Fixed an issue where the sorting of data in the Parts > Verify On Hand pop-up was not sorting correctly.
• Improved retrieval of of 6+ months of bulk repair orders in various places of TimeAi.
• Added data totals can calculations to the Open ROs pop-up.
• Added data totals can calculations to the Work In Process pop-up.

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