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61 posts tagged with "dashboard"

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Changes for 04-05-26

· One min read

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

Changes for 03-28-26

· One min read

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 %

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 12-28-25

· One min read

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

Changes for 12-07-25

· One min read

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

Changes for 10-19-25

· One min read

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.

Changes for 07-14-25

· One min read

The following changes have been pushed to production on July 14, 2025

  • The Op Code Group count limitation has been removed
  • Op Code Groups Administration is updated to better manage increased group count
  • The 'Parts on Open Repair Orders' module is added to the Service HeatSheet
  • The 'Types' filter on the Labor Types page can be reset after changes from the date range selector have been made
  • Reset 'Expand By' checkboxes when a different Op Code Group has been selected