6 posts tagged with "notes"

The following changes have been pushed to production on October 13, 2025

• Added 'Total Gross Profit', 'Labor Gross Profit', and 'Parts Gross Profit' to the 'Open ROs' pop-up. Dollars and percentages are available.
• Added 'Total Gross Profit', 'Labor Gross Profit', and 'Parts Gross Profit' to the 'Work in Process' pop-up. Dollars and percentages are available.
• Added ability to swap the Gross Profit dollar values to percentage values within the 'Service Advisor Performance' pop-up.
• Fixed issue where the date selector was not displayed correctly on the Administrative RO Notes page.
• Added filter to filter against technicians on the 'Used Car Inspections' pop-up.

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

• Added a 'Grid Frequency' feature to the AiMatrix Labor view to determine potential increase of labor sales.
• Added a 'Job Title' filter to the Employee list in Administration.
• Added the ability to export/share the Employee list in Administration.
• Fixed an issue where the 'Display ROs with Flagged Notes' checkbox was clickable to the end of the window.
• Fixed an issue where in small circumstances, the Penetration % on Op Codes and Labor Types was not calculated.

The following changes have been pushed to production on May 11, 2025

• Changed the exclusion of $0 ROs on the Service Advisor Performance to break out Labor and Parts
• Fixed an issue for some instances with a DealerTrack dealership, a line may show up as "blank" on a specific type while all being closed lines on an open RO.
• Add the RO Note column to the service dashboard for the Policy pop-up. Notes are only available for repair order numbers that are also Ref# values.
• Fixed issue where non-managers and non-admins were not able to see any data on the Op Codes page.

The following changes have been pushed to production on April 04, 2025

• A "flag" feature has been added to the repair order notes.
• A performance degradation has been mitigated when loading large amounts of data into the Op Codes and Labor Types pages.
• Fixed an issue where the 'Types' drop down filter not updating when the 'Category' filter has been changed on the Labor Types page.
• Fixed an issue where the 'Types' drop down filter not updating when the date range has been changed on the Labor Types page.
• Fixed an issue where the 'Employee' drop down filter not updating when the date range has been changed on the Labor Types and Op Codes pages.
• Fixed an issue where a Technician(s) selected from the 'Employee' drop-down does not change the view of the employees listed in the data table to that technician(s) instead of service advisors.

The following changes have been pushed to production on December 29, 2024

• Add a link to generate a RO Digital Copy on the RO Note pop-over.

The following changes have been pushed to production on December 22, 2024

• Improved performance on Op Codes & Labor Types pages.
• Labor Types and Op Codes pages have filter values for Labor Types, Make, Model sorted alphabetically.
• Remove note about Discounts being factored into Service Advisor performance pop-up.
• Add Total Discounts column to Discounts pop-up.
• Fix AI Statement's 12-month trend Average calculation.
• Fixed formatting of percentages for exported reports on AI Statement.
• Left-align note in RO Note pop-over.