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Version 5.4.xx - January 2019

 

 

 

 

Welcome to 2019. We hope it will be a prosperous New Year for you.

 

Last year we did:

 

35 Additions, 16 Fixes, 25 Changes

 

So be sure to keep current and let us know what you would like to see us do this year!

 

For Version 5.4xx we did: 28 Additions, 7 Fixes, 14 Changes

 

For Version 5.5xx we did: 28 additions, 11 fixes, 12 changes

 

Total for 2019

 

56 Additions, 18 Fixes, 26 Changes

 

 

Version 5.4.00 - January 8, 2019

 

 

 

•Added: New options in the Reminder Templates. Instead of waiting for the system to automatically add a reminder, you can select all customers, or select a previously created EList (created in the L'editor program). Because L'editor cannot go by the vehicle information, you can do that here. Once a reminder list is created, you can export the list to an xml file so you can import that into your favorite spreadsheet program so you can create your own mail merge. Or, you can just use the merge capabilities of the reminder list to send a bulk email or mailing to your customers.

•Fixed: The Start Date button and the Due Date Button allows you to edit the Start and Due dates, but it looked bad, now it looks better. Plus, you can right click on the date (after you've pressed the button) and a calendar will display.

•Changed the name of L'editor to ELetter.

•Added HTML capability to the reminder letters. Now you can send your logo and make a professional looking Email with Bold print, colors, different fonts, etc.

•Added: Under the 'Other' tab in the customer form, you can select the type of reminder letter that gets sent, Email, HTML Email (really the same at this time the Email will get the HTML if you have an HTML Letter for the template), Mail (for printing and sending snail mail), and Phone.. which means you have someone call the customer. If you don't select a preference, the preference will be set to the original reminder template. If the reminder template is set to 'C' for customer preference, it will default to Email. Unless you're sending snail mail... not much to worry about here.

•Added: Quick Note to Customer record. This note is 20 characters and will show up (in Red) in the repair order screen. You can use it for things like COD, Check Memo, or type in your own message.

 

 

With the new reminder creator, you can send email(s) like this:

 

Customer

Your Invoice# 05010 in the amount of $292.27 was due on 08-03-18 .

This was for work done on your 1997 Ford Explorer.

We would appreciate if you could pay this as soon as possible.

Thank you,

The management

 

You can create a query that selects all overdue invoices for any particular date range.

Use your imagination. You could also create a query on vehicles/units. Perhaps there is a recall.

 

 

Version 5.4.01 - January 22, 2019

 

 

 

•Added: Ability to Add user fields for drop down on the Reference field, the Quick Status Field in the customer record, and the shipping Type field in the Repair Order (under the Shipping Info Tab at the top of the screen). To add field for the dropdowns, go to the Company setup under Other Settings and click on Custom User Fields.

•Added: A field to charge a Credit card fee on the right side of the repair order screen. If there is a percentage amount setup in the company setup (on the taxes and charges Tab), that is greater than zero. The Credit Card Fee field will display. There is a checkMark to the left of the fee to turn it on or not. You will need to turn this on BEFORE you take payment, so you'll need to know if the customer is going to pay with a credit card ahead of time, so you can give the customer the correct amount which includes the fee, and before you print it out for the customer. We will be improving this feature in future upgrades.

•Added: The credit card fee is listed in the 'Browse All ROs' browse so you can total everything up.

•Fixed: In the Email Setup, the BCC for invoices now works, and allows you to automatically Blind copy your invoices to a certain Email Address when they get sent.

•Changed: Invoices being sent now get sent from the address in the Email setup, not the company setup. This way you can have a different address on your invoices letterhead, but use the address in the Email setup for the send and replyTo address.

•Added: The ability to select a message for the email when you email a customers invoice. You can select it manually from the Email screen, or you can set it up to automatically use a certain message in the Email Setup area.

•Added: In the reminder templates, you can create a template that is used for creating the Email message when emailing a customer the invoice.

•Added: The ability for reminders messages to be created in HTML.

•Added: In the Reminder Template list, you can now select just one List name to see all templates for just that name. Remember you can have multiple templates for one list name. This is good for the auto Remind feature to create several reminders in one go (think 30 day, 60 day, etc.)

•Added: Under the Reminder Menu (located under the Customer Menu), we've added the Edit Labor Categories. This is where you link the reminder list name to the category of labor, so the auto reminder happens when you complete the RO.

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•Here is a sample of what an HTML Email message could look like. Remember, the actual invoice is still attached as a PDF:

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Ray

The service for your 2017 Subaru Impreza has been completed.

Invoice#20 in the amount of $321.47 of which $271.47 is due on pickup.

 
We would appreciate if you could pay this as soon as possible, otherwise, well, we will have to send Vinnie!

Thank you,

The Management

 

 

 

 

 

 

Version 5.4.02 - January 30, 2019

 

 

 

 

 

Version 5.4.03 - February 1, 2019

 

 

 

•Fixed: Something else important...

 

 

Version 5.4.04 - February 26, 2019

 

 

 

•Fixed: Regression. CC Fee Checkmark was on even though there was no CC fee setup in Company Taxes and Charges.

•Added: The ability to add References and Quick Status to those dropdown lists in the customer form, so that you could use them in the future, and therefore keep them consistent. You must set this up in the Company Setup under Other settings... under the Button Custom User Lists.

•Changed: The calculation in the labor used to divide the total by the rate. This caused the number of hours to be changed to 1 if flat rate was in effect. So we took out the calculation which was probably overkill. Now you can put anything you want into the labor hours... flat rate just causes the total to be the rate, instead of multiplying the hours by the rate.

•Changed: Moved the 'Make Reminders' button in the Reminder Templates to the One List Tab. This way it's not confusing if you want to use the Reminder Templates and not use the 'Immediate' Reminders.

•Added: More help about Reminders to the help file. Go to the Reminders or Reminder Templates and press F1 or click on the help button.

•Added: HTML Viewer to Email Sending of a Purchase Order. The letter you select must be in the ELetter Editor program. Once selected it will merge the customer information automatically. Click on the refresh icon then the HTML tab to see what it looks like in html.. if that is what the letter was made with.

•Added: When adding parts to an RO, if the part already exists in the RO, normally the program will ask if you want just add the part, or add the quantity to the part that already exists. In order to accomodate barcode readers (especially when you're not right at the computer), you can turn OFF the 'ASK', so when you select or scan in another of the same part# for that RO, it will simply add to the quantity of the part already found in that RO. This makes it nice if you are walking across the shop to add nuts and bolts from a bin and you just want the addition to be automatic. (To turn of the Ask, Setup/Company Setup/Each Computer, then check the 'Auto Add Duplicates' so the program won't ask, it will simply add to the quantity of the same part already in that RO)

 

 

 

Version 5.4.05 - March 5, 2019

 

 

 

•Changed: In unit/vehicle, Color, Engine, Engine Size, changed to 30 characters. All the characters may not show up in some forms as there is a space consideration. If you are using all of these characters and they don't show up on a printout, let us know.

•Added: To Vehicle/Units, you can now select what type of vehicle/unit it is. So if you work on motorcycles, ATV's, Boats, and Cars, you can select that type of vehicle. You must setup the vehicle type in the company setup, and select one as a default unit type.

•Added: Vehicle/Unit type icon to the editing form.

•Changed: Invoice 16 now prints the vehicle/unit type information that was assigned to the vehicle.

•Changed: Custom Invoices now prints the vehicle/unit type information that was assigned to the vehicle.

•Changed: Icon on the RO Screen displays the current vehicle type icon that was setup in company setup.

 

 

 

 

 

Version 5.4.06 - April 1, 2019

 

 

 

•Fixed: Hidden Fields in the RO Part Manufacturer and Serial# were backwards. If you didn't hide either of these fields in the company setup, this won't affect you.

•Added: A true Splash window. Sometimes it takes a bit for the program to display so you don't know if you clicked on the program icon. This splash screen displays instantly so you will know you started the program... as opposed to clicking on the icon several times then the program runs several times.

•Added: Quick YMM search to Master Vehicle List.

•Added: Search for VIN on unit/vehicle list

•Added: Search for VIN on Master unit/Vehicle List.

•Changed: Lookup for Master unit/Vehicle list when adding serial numbers that relate to the unit/vehicle from inventory. This feature allows you to sell units/vehicles then automatically add that same unit/vehicle to the customers units/vehicles.

•Added: Last Payment Date filter to the 'Browse All RO's' browse. This lets you find zero balance RO's by the last payment date so if you cross a time period it will be correct. For instance if you completed the RO in March, paid it in April, you can get all the RO's you completely paid off in April. This should help with your accounting.

•Changed: The Graphs in the Browse All RO's now filter on the Date Started, Completed, Due, or Last Payment Date.

•Added: Display Icon to show what icon you're using for the Vehicle type.

•Added: Display image in company setup to show what image you are using for your company logo.

•Fixed: If you go to the $ screen and select a customer, then click on the edit customer, then click on the vehicle tab, then try to edit the vehicle, it would display an old invoice screen. This has been fixed.

•Changed: In labor log report, you can view the job name. We added it to the All Tech report in report manager under Technicial Labor Hours. You can modify this report to have the entire labor memo, or more than the 20 characters we used.

•Changed: The Statement Report on the $ screen now has the Dunning messages on the bottom. These are setup in the Billing area (under the Cash Files Menu).

•Added: A button on the Inventory list so you can export the highlighted record to a .csv file, for further import into a barcode printing application.

•Added: A button on the Selected Inventory list in the Inventory Utility program, so you can export the highlighted record to a .csv file, for further import into a barcode printing application.

•Added: A button in the inventory utility that will export all records in the selected list to a .csv file for further import into a barcode printing program.

•Updated the Help Files.

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Version 5.4.07 - May 14, 2019

 

 

 

•Added: Link under File Menu to download install for Version 5.5. Because 5.5 is a newer version of our Software language, we created an entirely new install. The updates to versions after 5.5.0.0 will work as normal, but you must do this 'Install' on all of your computers on the network to be able to receive future updates.