Miscellaneous changes and bug fixes​

• Data Transfer - Enhanced nightly data transfer for certain 3rd party exports.
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Unable to amend the auto-generated vehicle on the vehicle screen
  • Authorizations standard printout layout doesn’t display the RO value if it is 0.00
  • Delete button on the Key tag settings screen works even if it is disabled and no value is selected 
  • Vehicle notes don’t appear on the auto-generated license plates on the initial load 
  • Update & add button is also disabled for single vehicle customers on the quick vehicle screen 
  • Quick search displays page number instead of the range of currently shown records 
  • Not able to delete part with leading space from their account
  • Long Part numbers are cut on Parts Profit Reports
  • Sales by Job Category report doesn’t display the long job names properly
  • Some specific reports display the wrong timestamp when the system time change
  • Users can re-inquiry the ordered part with a newly added part on the document  
  • Customer information is not able to be cleared out if the attached vehicle is transferred twice
  • Cash customers are showing “null null null” instead of vehicle on the recent documents window
  • Not able to edit and save the phone number on the Twilio Text Module while on the RO
  • KM Value not Retained for Quick Setup Vehicles When Enabled in Global Settings
  • Tech Sheet no longer prints Customer Order number
  • Selected customer contact preferences at the time of company setup are not populated while quick customer setup 
  • Maintenance Data for Dodge Challenger is missing from the year 2014
  • Page refreshes itself before clicking on the “okay” button when deleting the warranty from the document
  • Customer Quick Setup Modal does not enforce the user to enter a properly formatted e-mail address
  • Custom Jobs with long descriptions wrapped and not readable on the standard and full-width print layouts
  • Purchase orders are being duplicated for AutoZone parts orders in some scenarios
  • Not able to Authorize $0 cost document
  • AutoZone Catalog takes longer time to load when Inquiry Parts

Miscellaneous changes and bug fixes​

• Unpaid Invoices KPI - New KPI for unpaid invoices can now be added to your KPI dashboard.
• Twilio Account Details – Shops can now update account details without losing current settings. 
• Zip Codes - The ZIP code lookup database has been updated.
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Fixed the labor description which was cutting off to the next line on the Technician tracking report printout
  • Fixed the reference number on the Purchase order invoice printout formatting to fit in a line space
  • Fixed the custom long job name on the business analysis report printout
  • Fixed the long part names on the Invoice Item margin report printout
  • Upgraded the date/time on the invoice to reflect the UTC zone
  • Fixed issue where the 2-digit part code for WHI does not go to the cart page 
  • Fixed display issue for alternative contact on the tech sheet
  • Fixed issue where the toggle button for the CARFAX customer enrollment turns on by enabling myCARFAX 
  • Updated Twilio support contact information

Miscellaneous changes and bug fixes​

• Transmission Code – The transmission code has been added to the following places/documents, so that users can easily see the transmission code without needing to make additional clicks.
  • Left Pane Vehicle Panel – Displayed above the VIN
  • Specific Outputs – Repair Order, Invoice, Invoice Draft, and Tech Sheet
    • Repair Order – Displayed under the VIN
    • Invoice and Invoice Draft – Displayed under the VIN
    • Tech Sheet – Displayed under the Tire label and value
• AutoZone Distribution Center (DC) - Shops will be able to view the timeframe of the delivery if part is coming from the DC. The estimated delivery time will only be provided when parts are not available from the other locations (i.e. stores, network, hub, or warehouse).
• AutoZone Part Number - The AutoZone part numbers on the catalog screen have been trimmed to make it easier to find the same part in the AutoZone system when shops call AutoZone directly to inquire about any specific part
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • New shops are not able to see the WHI tab without any WHI supplier
  • Technician time entry update button is enabled even there is no entry of technician on the document
  • Selecting "Default" for “Select Vendor” on Price Matrix does not display default matrix rules
  • Deposits applied to multiple documents do not decrease
  • QuickBooks Online export with & symbol causes page crash
  • Full Sales Tax Report is cutting off part text of the Totals column
  • Work Tab format is inverted
  • Carfax Setup URLs broken
  • Labor lost on Technician Tracking Report

Miscellaneous changes and bug fixes​

• Authorization Banner
  • When an Authorization is Cancelled:
    • The banner color is purple instead of blue.
    • The blue ‘X’ icon appears instead of the checkmark icon.
  • When an Authorization is Declined
    • A red ‘X’ icon is displayed instead of an orange warning triangle icon.
  • When an Authorization is Pending Approval:
    • An orange warning triangle icon is displayed instead of the green checkmark icon.
• Authorization Status
  • Authorization Status Report’ title changed to ‘Authorizations’
  • Search icon replaced with Display button
  • Shops can execute the following searches using multiple criteria in the search field:
    • Customer First Name and Last Name
    • Vehicle Year and Make
    • Vehicle Make and Model
  • Text Updates
    • Catalogs/E-business and EBis enabled supplier (found under Setup > User Options > Catalog/E-business) has been renamed to Catalogs and Third Party Catalogs & Part Supplier respectively in both the navigation tree and header.
    • On the Setup > User option > Twilio Text Service page, when you toggle the Enable Sending Link Via text, the following text will be displayed:
      • “Designates the number of days the link sent via text will be available to the customer”
  • Document Print Preview
    • Preview print documents more easily even when resizing the window, ensuring a seamless experience while viewing documents
  • National Account Info
    • The national account information will now display under the customer information on the document in order to clearly identify the customer with a vehicle and the national account to which it is related.
  • Quick Setup Automatic State Recognition
    • The state will automatically populate based on the license information, which simplifies the process to quickly add the vehicle. Earlier, if you are adding a vehicle with Canada or any other country’s license plate, there was no option to change the state or option for manual selection of the country in quick setup.
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Clear button remains disabled when copy-pasting values on the right click
  • Required Order Number check does not get applied on customers in quick search view
  • KPI Dashboard printout displayed incorrect date for customers not in Pacific Time Zone
  • ‘View’ icon on the VCC search screen does not always open the print document 
  • Assigning Fleet to customer mid transaction will show the fleet on sales account
  • Credit button displayed for pay later customers
  • Authorization links remain live after invoice
  • Labor Time Adjustment issue
  • States with no sales tax are getting error message using tax setup
  • Vehicle history under reports tab for auto generated license is disabled
  • The Inspection Technicians export report is not synced with what is displays or from the printout
  • Credit a Value: Loading Blip after entering a Value or Description
  • HAZMAT Qty is not displaying correctly
  • Calculations on the Purchase Account screen is not accurate
  • The Support Text for ATD Catalog is not correct
  • Missing License plate option from vehicle tab
  • Adding large advisory note crashes the page

Miscellaneous changes and bug fixes​

• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Authorization Required Report error
  • Vehicles On Site report issue
  • Sales Tax Report Excel defect
  • Vehicle On Site header issue
  • Setup link title inconsistency
  • OEM Catalog Error
  • Warning message fails to display when deleting a job group with Work Performed or Advisory Note added to a job
  • The Update button is enabled in the Technician Time Entry modal
  • QuickBooks export error
  • Unable to save vehicle when leaving system idle for 5-10 minutes
  • Multiple document printing not showing correctly
  • Technician Works Report Gives Server Error
  • The Deferred Work page is auto populating even when the "Automatically display results when search screen is opened" checkbox is unchecked
  • License or VIN field drop down menu is lost after you select to another screen from the Vehicle menu bar
  • Cookie Error page displays when cut and paste entry includes numbers with alpha and/or special characters

Miscellaneous changes and bug fixes​

• Additional Enhancements:
  • FullThrottle data export - Send a daily export of your invoiced document data to FullThrottle.
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Unable to Create Text Message from Customer List Screen 
  • The Repair Search page can invoice ROs that have uncommitted Good Better Best Jobs 
  • Catalog Functionality Not Working as Expected when adding a Suggested Job 
  • Supplier Spend Report text is cutoff  
  • Business Analysis Report top grid Totals are matching the bottom grid Totals 
  • Manage online Chat box showing wrong time on the sent messages 
  • Work Schedule printout page format issue occurs when the Warranty Provider isn't select under the Warranty section
  • Can't view RO document due to error 
  • Error Exporting to QBOL 
  • Error Message Pop-up Has Misspelled Content 
  • Vehicle health check 500 error 

Miscellaneous changes and bug fixes​

• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Duplicate Invoice Records in the Sales Purchase Report 
  • Credit Search page is showing $0 unpaid Credits 
  • Hide inactive technicians from Technician Tracking Report 

Miscellaneous changes and bug fixes​

• Viewing Password on Login Page - There is now now a 'show password' icon on the login page, so you can verify the password typed into the field.
• Additional Enhancements:
  • Forgot Password Screen Updated
• Bug Fixes (Disclaimer - Most of these are rare or occur under very specific circumstances and have not affected the majority of our users):
  • Unable to apply open balance to Invoice
  • The last digit of the VIN Number is hidden on the Tech Sheet.
  • WHI Punch out Catalog fails to open when the password contains? or & characters
  • Unable to transfer alternate parts from WHI
  • Profit Tracker Report is showing a negative margin
  • Tire pressure is showing lb-ft units instead of psi on printout
  • WIP screen not working with certain statuses
  • Retain Fleet information on Invoices instead of current customer status
  • Yearly Profit and Yearly Turnover reports fail to display.
  • Advisory notes on work screen have no break point
  • Correct transmission code not available in QuickVin results
  • Invalid payment lines on invoice print
  • The Sales / Purchase Report is incorrectly assigning national account to old Invoice and Credit
  • Print preview blank after opening the Edit Message box.
  • Payment not reflected in invoice balance
  • Invalid mileage figure by copy & paste causes duplicate ROs that cannot be cancelled.
  •  Stock Adjustments applying to Cores

Miscellaneous changes and bug fixes​

• Discount confirmation - The display of the Discounts confirmation popup has been updated so that it only appears under the following conditions for an Estimate or an RO document:
  1. If you have set up the discount margin in your settings
  2. A new line item is added to an RO with no discount applied.
• Miles and Kilometers data - For all new vehicle records created, the odometer value will be stored as the value entered at the time that the record was created, regardless of the units (i.e. miles vs kilometers). 
  • Prior to this release, all odometer values were stored as the value in miles.  If you had entered a value in KM, the value was converted to miles, which could result in rounding errors. 
  • In addition, the odometer value entered is stored against the document. This update is only applicable to new documents; there will be no change to odometer values previously entered in the product.
• Search functionality on the the Tire Sales page - On the Tire Sales page, users will now be able to search for Tire parts by solely entering the Part number; the line code is no longer required to find tire parts.
  • The search functionality will also display results when a partial Part number or partial line code value is entered as the search criteria.  For example, the user can enter the Part description as “Tire 1” or Partial Part description as “Tir” and find all values that include this text.
• Transtar catalog update - If your Transtar account has a status of “On Hold”, the Transtar Catalog will display the parts list information; however, the part price will be displayed as “N/A”. The user can add the part to the work document.
  • If a user with an “On Hold” account status attempts to order the parts from the work document, the following message will be displayed to the user:
    • “Your account is currently on hold, likely due to payment issues. Contact support for more information”.
• Additional Enhancements:
  • The ‘Email’ button and email address field have been removed when printing the Tech Sheet from a RO.
  • The product uses the most current API service for the AutoZone Parts Order functionality.
  • An Estimate or a Repair Order can only be saved if there is a customer / vehicle information included on the document.  If a document has no customer or vehicle associated to the Estimate or Repair Order, the 'Cash Customer' modal box will be displayed to ensure that the user saves the document with a Cash Customer.
  • Updated the Transtar catalog functionality to ensure catalog results are displayed for all sub-models.
• Bug Fixes:
  • Recent documents do not show customer's name
  • KM to Mile conversion issues
  • Error when searching for tire size. Unable to add tire sales.
  • Refunds apply to fleet sub account instead of fleet account
  • An Estimate with no customer and/or vehicle created when the Magnify-glass icon
  • Update the Estimate document correctly with related Job groups
  • Partially paid invoices are being marked as Paid in the Sales/Purchase Report
  • Custom Job Analysis Report cutting off verbiage from the description on the printout
  • Error Page displays when clicking the Clear link from the Vehicle Inspection page
  • The Service Interval download Service Schedule form shows UK spelling for Tire
  • Changing the "Apply Tax before discount" checkbox is affecting the calculated values from the Sales Tax Summary Report
  • Manage Online Cookie Error page occurs when saving an estimate coming from the Schedule page
  • Tire Import fails to populate Free Stock field because the Tire File Import and sample tires.csv files incorrectly shows Stock
  • Paid Invoice is showing as unpaid in sales/purchase report
  • Invoice Item Margin Report for Margin % is calculating incorrectly
  • Canada - KM's Changing
  • No OEM Data For 2003 Chevy Silverado 2500 Diesel Engine
  • Converted invoices are excluded from all financial reports.
  • Counter on VHC (for Green Items) Not Calculating Properly

October 2020 Updates

Updated Data Source for Vehicle Lookup and Parts & Labor Data

Vehicle information is now pulled from our newest version of ALLDATA  Repair (my.alldata.com)

Benefits:

• Get the most current and comprehensive parts & labor data
• Better vehicle matches for integrated catalogs.
• Seamless update - Access new data with no changes to document creation workflow.

Full Width Document Printouts

Option to print documents with minimized white space

Benefits:

• Choose between 2 print layouts.
• Use less paper.
• Documents included: Estimate, Repair Order, Invoice, Invoice Draft, Credit Note and Schedule of Work.

Transtar Integration Update

Updated Integration to Work with Transtar's Latest Catalog Version

Benefits:

• More Information
• Better Performance

Please note the following differences:

• Existing Transtar account credentials will need to be updated before using the catalog. Please contact Transtar directly in order to get set up with a username and password. 
• Transtar parts added to Custom Jobs may not be included in the same parts category as the previous catalog version and may need to be reselected.
• Part availability will now display as a service option inventory level (next day, 1-3 day, etc.) instead of location based inventory level (branch, region, etc.)

July 2020 Updates

Sales Payment Screen

Refreshed Sales Payment screen

Benefits:

• Quickly view and pay outstanding balances for a customer
• Automatically allocate payments and credits to outstanding balances

Worldpay

Worldpay credit card processing is now integrated with Manage Online

Benefits:

• Process credit card payments directly from Manage Online
• No additional applications need to be installed

See Worldpay

Vehicle Tags

Vehicle Tags can now be used instead of Key Tags

Benefits:

• Quickly create new vehicle tags from the work screen
• Vehicle tag history is stored with the document

See Setting Up and Using Key Tags

Usability Improvements

• Customer search via Phone Number
• New Document and Print button dropdown options
• Due Out Date field now always visible
• Print Document or Tech Sheet directly from RO

September 2019 Updates

Search vehicle by VIN

Quickly look up a vehicle record with a VIN or license number

Benefits:

• Additional flexibility for vehicle/customer lookups

Kilometers

Kilometers can now be set as the default odometer type

Benefits:

• No longer necessary to manually set new vehicles to KM.

Go to Setup >> General to change settings

QuickBooks Online

Payment methods can be linked to the payment methods in QuickBooks

Benefits:

• Payment methods selected in Manage Online can carry over to QuickBooks automatically
• No longer necessary to manually adjust payment method records in QuickBooks

May 2019 Updates

Updated Work Screen

Refreshed the Work screen with a more modern design

Benefits:

• More intuitive workflow
• Additional display customizations
• Better utilization of screen space

See Updated Work Screen Layout

User Account Management

Updated password change and recovery processes 

Benefits:

• View and change multiple users' passwords and recovery emails from a single page
• Easier to identify password requirements
• Enter your username or email on file to send a reset email
• Usernames are now retrievable via password reset email
• New look and feel

See My Account

November 2018

Updated Inventory Parts Screen

Streamlined process to add parts to an invoice or inventory

Benefits:

• Easier to locate and add inventory and non-inventory parts
• Line codes have been separated from part numbers
• Add parts to a document without adding to inventory

See Adding and Editing Parts

Revised Report Search Layout and Sorting Options

13 reports have been updated with a new layout and added sorting functionality

Benefits:

• Search options are easier to distinguish
• Easily sort search results

See Retreiving Shop Documents

Recent Documents List Enhancements

Recent documents list redesigned to include sort options and display more document info

Benefits:

• Quickly access recent documents
• Better identification of documents
• More records available to view

Work Screen Settings and Layout Customizations

Select which elements to display on the work screen

Benefits:

• Reduce screen clutter by removing unused items
• Maximize screen space

See Customizing the Work Screen Layout

Tire Fee Matrix

Set up multiple fees to be applied automatically

Benefits:

• Apply fees to tire sales based on rim size

See Setting Up the Tire Module

June 2018 Updates

Bug fix improvements

• When a Repair Order contains a Work Description at the Job Level, a discount can be applied using the Discounts page.
• We display all parts in a Part Category for a catalog accessed through NexPart on the results page – even when one or more parts contains only partial information.
• Fixed the error that appeared in the Scheduler when an appointment was added.

May 2018 Updates

Core Charges

Apply core charges and track core returns

Benefits:

• Minimize lost revenue from unreturned cores

See Setting Up and Using Core Charges

Streamlined Part Returns / Returns Bin

Add parts to a return bin to process later.

Benefits:

• Easier to keep track of pending returns 
• Less interruption of daily workflow
• Process multiple returns at once

See Using the Returns Bin

February 2018 Updates

Customizable Printouts

Add or remove sections from printed documents

Benefits:

• Less clutter on print outs
• Save paper and ink

See User Options - Printing

Good Better Best Jobs

Display 2-3 variations of jobs in order to offer pricing tiers for customers to select

Benefits:

• Upsell opportunities for additional parts and services

See Good Better Best jobs

Labor Time Adjustment

Automatically adjust catalog labor and maintenance times for different account types

Benefits:

• Make consistent adjustments to labor times for different customers

See Labor Time Adjustment

Aug 2017 Updates

Updated Print Layout for Work Documents

Estimates, Repair Orders Invoices and Credits have been updated with a more clean, legible more professional look

Benefits:

• Better organized work on printed documents

Enhanced Menus

Redesigned Symptoms, Work Descriptions and Advisory Notes menus

Benefits:

• Streamlined predefined text section makes it easier to locate view and view required items from the menu
• Filter predefined text by keyword
• Assign selections to a specific job or to the main document
• Increased character count of Summary field to 30 and Description field to 1000 characters

Work Performed

Include Work Performed notes with each job

Benefits:

• Quickly see technician's notes that are applicable to a specific job

See Adding Work Performed Notes

New Reports

Sales by Job Category, Value of Recovered Work, and Value of Suggested Work reports have been added

Benefits:

• See what types of jobs you are are completing to aide with business decisions like hiring, tool or inventory, purchasing etc
• Keep track of the declined jobs that are returning to you
• View the amount of work that has been upsold

See General Reports

May 2017 Updates

Enhanced Message Tracking

View and track messages sent through the Customer Relationship Manager

Benefits:

• See at a glance who you have contacted recently
• Quickly identify who needs to be contacted
• Easily access communication history

See Sending Messages to Customers

March 2017 Updates

Complete Price Custom Jobs

New Custom Job Price Type!

Benefit:

• Create menu or promotional priced Jobs with fixed sell prices to accurately report taxes, Parts and Labor sales.

See Creating and Editing Custom Jobs

Job Categorization

Categorize Job Groupings from the Work screen!

Benefit:

• Classify Job Groupings from a list of common part/repair categories.

December 2016 Updates

Suggested Jobs

Suggest Custom Jobs that can quickly be applied to the Work Document.

Benefit:

• Create documents faster with access to commonly used Custom Jobs directly from the Work Screen.

See Adding Suggested Jobs.

myCARFAX Customer Signup

The myCARFAX Customer Signup Button lets you easily enroll your customers in the FREE myCARFAX customer loyalty program and sets your shop as their Favorite.

Benefits of myCARFAX:

• Increase customer loyalty through myCARFAX service reminders (app and e-mail) that direct customers back to your shop.
• Reach new customers with a listing and coupon in the myCARFAX service shop finder.
• Save time and improve accuracy with the myCARFAX QuickVIN product, which translates license plate numbers into VINs.
• Make better service recommendations, drive more revenue and view service history from multiple shops with myCARFAX Service History Check.

See Enabling and Using myCARFAX.

November 2016 Updates

American Tire Distributors (ATD) Integrated Catalog

Search and add Tires directly to your Work document!

Benefit:

• Search over 40,000 tires by Tire Size or Year, Make and Model information!
• Fast shipping from 140 distribution centers across US/Canada.

"No License Plate" Feature

Automatically generate a "License Plate" as a placeholder, when there is none.

Benefit:

• Valuable when creating vehicles that are not currently registered.
• Change the vehicle license plate at any time!

Customer # Field on Work Screen

The Customer # Field now appears on the Work Screen!

Benefit:

• Quickly view the Customer #

Additional In-Product Step-by-Step Guidance

Click the orange ? icon to open a list of options: 

Benefit:

• GPS-like guidance for:
  • Slideshow of newest features
  • Ordering and Receiving Parts
  • Tire Inventory Settings
  • Entering Parts
  • American Tire Distributors (ATD) Catalog

August 2016 Updates

Custom Job Enhancements

New Custom Jobs screen and Package Jobs type.

Benefits

• Easily create and maintain Custom Jobs.
• Create specials for your shop using Package Jobs.
• Access Global Custom Jobs.

See Creating and Editing Custom Jobs.

Fleet and Warranty Options

Create and manage customers and documents for warranty and fleet vehicles.

Benefits

• Create fleet accounts.
• Split invoices between customers and warranty-providers.

See Adding and Invoicing Fleet Vehicles and Adding and Invoicing Warranty Jobs

Customizable Work Screen

Rearrange and resize sections on your Work screen.

Benefits

• Drag and drop sections of the Work screen to structure your workflow to meet the needs of your shop.
• Adjust the Work screen options to fit your monitor size.

See Customizing the Work Screen Layout

Customer # Field

Add a Customer number to each Customer account.

Benefit

• Keep track of a membership number or any other identifier.
• Customers can be searched for by the Customer number.

See Adding Detailed Customer and Vehicle Information

Additional In-Product Step-by-Step Guidance

Click the orange ? icon to open a list of options: 

Benefit:

• GPS-like guidance for:
  • Slideshow of newest features
  • Custom Job Enhancements

June 2016 Updates

WHI/Nexpart Integrated Catalog

Now available in Manage Online!

Benefits

• Quickly search parts and check availability by accessing electronic parts catalog inventory from vendors all over the country.
• Easily add parts to the Work document with integrated electronic parts catalogs!

See Using the Parts and Labor Catalog

Transmission Information Fields

Added detailed information fields that further identify the vehicle's transmission.

Benefits

• Filters results faster when using the Transtar Industries electronic catalog.
• Save additional transmission information that can be used to better identify the vehicle when purchasing parts.

Additional In-Product Step-by-Step guidance

Follow the in-product prompts to easily learn how to create a Work document.

Benefit:

• GPS-like guidance for:
  • Adding Customers and Vehicles
  • Adding Symptoms, DTCs, Work Descriptions, Parts, and Labor to a Work Order
  • Creating an Estimate, Repair Order, or Invoice

March 2016 Updates

Technician Cost & Time Tracking

Enter and track the technicians' hourly rate and the actual time worked per task!

Benefits

• Use reporting to determine wages and efficiency.
• Track how long technicians are actually working on a job.

See Tracking Technician Cost and Time

Automatically Search Integrated Catalogs When Using Custom Jobs

Immediately go to the part you need in the integrated catalogs when applying Custom Jobs to the Work document.

Benefits

• Saves time by automatically going out to the integrated catalog.
• Select from integrated catalogs such as AutoZone and the Transtar Industries Catalog.

Note: Setup is required. See Creating and Editing Custom Jobs.

In-product step-by-step guidance

Easily follow the in-product prompts to complete all required, recommended and third-party setup requirements.

Benefit

• GPS-like guidance for quick and easy setup.

January 2016 Updates

Work In Progress Screen

View the status of all Repair Orders from one screen!

Benefits

• View the progress of the work in your shop at a glance.
• Create and customize multiple Work in Progress views.

See Setting Up the Work in Progress Screen and Using the Work in Progress Screen.

Transtar Industries Electronic Parts Catalog

Look up and purchase transmission parts in Manage Online!

Benefits

• Access Transtar Industries comprehensive catalog of transmission parts.
• Save time by ordering and receiving parts in Manage Online.

See Using the Parts and Labor Catalog and Ordering and Receiving Parts.

Loan Car and Detailing Information

Indicate a Loan Car has been issued and include Detailing information for the vehicle from the Work screen!

Benefit

• Keep track of Loan Car and Detailing information on the Work document.

See Applying Loan Car and Detailing Information to the Work Document.

November 2015 Updates

Integrate with QuickBooks Online!

Benefits

• Export invoice, credit, and accounts payable data directly without creating an .IIF file.
• Access QuickBooks Online in both the United States and Canada.

See the QuickBooks support articles to learn more.

Integrate your customer database with MechanicNet, an automated marketing and website development service for small businesses.

Benefits

• Create a website, customer messages, and reminders.
• Manage social media.

See Integrating with MechanicNet to learn more.

Securely process card payments online with MeritCard Solutions using PayGuardianWEB.

Benefit

• Save time by processing secure credit and debit card payments from the invoice confirmation screen.

See Enabling and Using MeritCard Card Processing to learn more.  

September 2015 Updates

Access myCARFAX shop tools and activate your myCARFAX shop listing!

Benefits

• Look up the complete 17-digit VIN from a license plate using QuickVIN™.
• Get access to exclusive CARFAX service history using Service History Check™.
• Let your customers know that they can track their service history with your shop and get maintenance reminders. 

See Enabling and Using myCARFAX to learn more.

Integrate your customer database with Intuit Demandforce, an automated marketing service for small businesses.

Benefit

• Send personalized reminders, coupons, invitations, newsletters and online surveys to your customers.

See Syncing with Intuit Demandforce to learn more.

Improved ACES Vehicle Search

Now includes Sub Model section in vehicle information.

Benefits

• Select a Sub Model to better classify vehicle information when searching the electronic parts catalog.
• Search electronic parts catalogs for vehicles 2012 and newer. 

See What Does ACES Mean? to learn more.

July 2015 Updates

Repair Order Deposits

Make deposits on in-progress repair orders.

Benefits

• Collect, and keep track of, deposits before the work is complete.
• Print receipts for deposits when they are added to an invoice.

See Making Deposits on Repair Orders to learn more

Service Writer Report

View report showing total sales by Service Writer.

Benefit

• Find repair orders and totals by individual Service Writer that can be used to measure Service Writer performance.

Custom Job Search

Search a list of Custom Jobs when writing a repair order.

Benefit

• Save time when searching for Custom Jobs by entering keywords into the search bar.

Tax Setup Screen

Locate all tax-related setup options on one screen.

Benefits

• Added the ability to have a different tax rate for each tax code.
• Added the ability to apply an Urban Development Zone Tax (where applicable).

Canadian Tax Exemptions

Exempt the GST/HST and PST tax from the repair order.

Benefits

• Allow for tax exemptions with exemption numbers and expiry dates.
• Record all exemptions and information in the Sales Tax Report.

Online Inspection Booking (for BETA testers only)

Allow your customers to book inspection and diagnostic appointments online from your website.

Benefits

• Increase business by taking online inspection or diagnostic appointments.
• Allow customers to choose inspection or diagnostic service.

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April 2015 Updates

Deferred Work

Keep track of suggested jobs.

Benefits

• Set up reminder notifications in the customer profile.
• Keep track of the reason work was deferred.
• Pull deferred work directly onto the work document.

View the Deferred Work video.

Vendor-Specific Price Matrix

Assign specific markup prices to each vendor.

Benefits

• Control markup pricing for specific vendors.

View the Vendor-Specific Price Matrix video.

Calculated Selling Price

See what the markup price of an item will be when adding parts to inventory.

Benefits

• Immediately see what the customer will pay for the part based on your cost.

Updated Required Disclaimer for Florida Estimates

Updated to comply with Florida State laws.

Benefits

• Updated Date Written to include the time. 
• Increased printed font size.
• Added Save Replaced Parts section.
• Added Intended Payment Method.
• Added Shop Supply & Hazmat Fees notice.

Minimum Margin Password Confirmation

Require a specific password when selling items lower than the set minimum margin.

 Benefits

• Make sure you maintain minimum profit margins.

Updated Tax Report for Canadian Market

GST/HST and PST can be applied to the invoice.

Benefits

• Add the correct tax to the invoice.
• Includes GST/HST and PST in the Sales Tax Report.

QuickBooks

Export accounts receivable and invoice details to QuickBooks.

Benefits

• Greater integration between QuickBooks and ALLDATA Manage Online.
• Exports include more information from the invoice such as Customer Information, Payments, Parts and Labor.

March 2015 Updates

Job Grouping

Group Parts and Labor under a Job in the work document.

Benefits

• Manage the order of Jobs, Parts, and Labor within an Invoice.
• Select the Add Job drop-down menu for quick access to options.

Additional Electronic Parts Catalogs

Added new Electronic Parts Catalogs

• Federated Autoi 
• IAP (Internet Auto Parts)
• IMC

Benefits

• Order and add parts from within ALLDATA Manage Online.
• Reduce data entry time and production costs.
• Find setup instructions HERE.

Search by VIN

• Enhanced vehicle search to find vehicles and owners by complete or partial VIN.

Vehicle Display Panel

• Updated to include selected vehicle's Body Type, Fuel Type and Transmission.

Save Vehicle Selections Made in Catalog

• Enables users to Search and Save parts in the Catalog by entering a license plate number; updating customer information later.

Technician Sheet

• Improved Tech Sheet now includes time booked on the schedule.

Technician's Work Report

• Updated to include R/O Number and the ability to select the Primary or QC Technician when viewing the report.

Custom Job Tax Codes

• Includes the ability to select specific tax codes for a fixed price Custom Job. 

Existing Parts and Labor Catalog Enhancements

• Improved access to WHI and DST catalogs.

Updated Sales Tax Report

• Sales tax report no longer includes invoices converted from other shop management systems.

December 2014 updates

Job Authorization

Enable prompts to get customer authorization on Repair Orders.

Benefits

• Improve shop workflow capability.
• Reduce time spent contacting the customer.
  

Advanced Scheduler

Easily track and assign jobs to technicians and bays. 

Benefits

• Drag-and-drop jobs to schedule bay workload. 
• View bay and technician schedules at a glance.  
  

Pricing

Enhanced Pricing options and settings. 

Benefits

• Create consistent price points, discounts and value.
  

Additional Electronic Parts Catalogs

Added new Electronic Parts Catalogs: 

• AutoCat+
• WHI
• TurboParts (DST)

Benefits

• Order and add parts from within ALLDATA Manage Online.
• Reduce data entry time and production costs.
  

May 2014 updates

QuickBooks Exports

Export information from ALLDATA Manage Online in a format that can be imported into QuickBooks.

Benefits

• Easily transfer the relevant information to manage your accounting activities.
• Find setup instructions and FAQs HERE.
  

Access Control

Set up password access to specific sections of the program.

Benefits

• Allows the shop owner/manager to control who can make changes to company information.
• Contact ALLDATA Technical Support for details on using this feature.
  

Process Improvements

• Added the ability to show the fitted tire price without tax.
  
• Added the ability to display tech notes in the AutoZone catalog.