Enhancements:

Admin:

• Merge/Transfer Customers: You can now merge duplicate customer profiles or transfer vehicles and history between customers using the updated V4 interface. This helps keep your customer database clean and accurate.

Appointments/Calendar:

• Kiosk Notes Visibility: Gain better insight into upcoming appointments! Notes about services entered by customers via the Kiosk scheduler using the “Add Notes” button are now visible directly on the appointment card within the calendar view.
• Extended “Next Available Appointment” Options: Scheduler setup for “Next Available Appointment” now allows selecting lead times beyond 72 hours, offering options for 4, 5, 6, up to 10 days out, providing more flexibility in managing booking availability.

Chat:

• Improved Mobile Notification Routing: Tapping a chat notification on your mobile device will now consistently take you directly to the relevant chat screen, regardless of the last page you viewed in the app.

QC:

• Archive QC Sheets: Shops now have the ability to archive Quality Control sheets that are no longer needed, helping to declutter the list.

Integrations:

• Multiple Open Tickets (TRACS): For shops using the TRACS integration, the system now allows multiple open tickets for the same vehicle/customer combination simultaneously by utilizing remote ticket IDs.

Marketing:

• Audience List Sorting: Easily find the marketing audiences you need! Sorting options have been added to the audience list display.
• Delete Marketing Audiences: Shops can now clean up their marketing setup by deleting configured audiences they no longer use. (Note: This is a soft delete and requires the audience not be linked to active campaigns).

Reporting:

• Updated Summary Reports: The Service Reminders and Rainy Day summary reports now utilize the enhanced mini-report component introduced in the V4 Marketing module for a consistent look and feel.
• V4 DVI Report: The DVI Report has been updated to the new V4 interface! You can now explore the improved layout and functionality. (Option to revert to V3 remains available for now)

Workflow:

• Techflow Display Update: In the collapsed view of Techflow, the VIN number has been replaced with “ETC” for a streamlined display.
• View RO Authorization on Closed Visits: Need to reference an authorization after a visit is closed? You can now view the RO Authorization details even on closed visits.

Bug Fixes:

Appointments/Calendar:

• Kiosk Appointment Ratio: Corrected an issue in the Engaged Report where the Kiosk appointment ratio was not calculating accurately.
• Kiosk Booking Time Zone: Fixed a bug where Kiosk appointment slots were sometimes booked using the user’s local time zone instead of the shop’s time zone, causing scheduling discrepancies.

DVI:

• “Videos Viewed” Metric: Resolved an issue preventing the “Videos Viewed” count from populating correctly in the DVI Report.
• DVI Global Mapping Save Issue: Addressed bugs preventing DVI Global mappings from saving correctly.
• DVI Item Notes Change Log Issue: Fixed an issue where changes to notes were not being logged in the change logs.
• DVI Last Serviced Date: Fixed an issue where the “Last Serviced Date” information was not displaying correctly on the DVI for mapped items.
• DVI Report Time Calculation: Corrected the calculation for “Average Time Completion” in the DVI Report.
• DVI Sheet Setup Reordering: Fixed multiple instances where reordering items within the DVI Sheet Setup was not saving the new order correctly.

Marketing:

• “Last Visit X Days” Filter: Corrected the “Last Visit X Days” filter logic to properly account for customers who have active or scheduled visits, ensuring more accurate audience targeting.
• ASAP Campaign Time Zone: Ensured that campaigns set to send “ASAP” correctly use the Shop’s time zone for scheduling.
• Rainy Day Message Visibility: Fixed a bug where Rainy Day messages sent via the marketing number were not appearing in the Text Manager.
• Service Reminder Skipping Logic: Improved the logic for Service Reminders to ensure reminders are skipped appropriately if the customer already has an active or scheduled visit.
• V4 Campaign Settings: Addressed an issue where certain settings within V4 Marketing campaigns were not being saved consistently.
• “Last Visit” Filter Clarification: Added disclaimer text to clarify that the “Last Visit” filter currently operates based on the vehicle’s last visit, not necessarily the customer’s overall last visit across all their vehicles.

Workflow:

• Job Clock Timer Issue: Fixed a bug where starting a new job clock entry after shop closing time could cause the timer display to reset or not run correctly upon refresh.
• Predefined Note Character Truncation: Fixed an issue where adding a new predefined Work Order note in the V4 setup screen would cause the last letter of the note to be dropped.
• Predefined Note Editing and Saving: Resolved a bug where editing existing predefined notes by simply removing characters would not save the changes. The system now correctly saves edits even when characters are removed, such as updating “Oil Changed Today” to “Oil Change.”

Enhancements:

Marketing Module Enhancements

This release has a number of changes to the user experience in the marketing module related to the administration, review and overall performance of marketing campaigns.

• Speed improvements for any actions in the module, including opening of reports and clients lists
• New display filters to make finding specific things easier on the main campaign screen
• New ability to delete/archive old campaigns (coupled with ability to restore them)
• Clickable pull outs on most reports to see and isolate details such as who campaigns

Bay Scheduler Enhancements

We’re refining our bay management features in some great new ways. The new updates to the bay scheduler screen are aimed at improving your load balancing abilities and setting more clear expectations regarding openings for walk ins or new appointments.

• New horizontal time layout in your hours of operation.
• Vertical scroll shows your bays listed in sequential order
• Appointment cells have been improved for easier name/vehicle listing (and jobs from online calendar)
• Job mapping with Online Scheduler shows real-time bay openings
• Bay appointments can be adjusted and moved (without triggering text updates)
• Easy zoom and scroll in weekly views to scan for openings (Yes, Dave. I can do that!)
• Customizable parameters to prevent online appointment conflicts

This feature is particularly useful for quick service shops that specialize in tires, quick lube, or general service.

MSO Administrative Update for Tire Inspections – One Click for all store settings to be updated.

Our team is always looking for quality of life improvements for system administrators.
Multi Shop Operators – New “Push to all shops” button for the Multi-Axle Tire inspection including:

• Requirements
• Input field options (O.E. Size / Actual Size / PSI before / PSI After / Speed / Load / DOT)

Previously admins would need to request help from support for this task, or export/import the Multi-Axle Tire Inspection .JSON file.  Tedious if you’re working with more than a couple of stores!

Other Administrative Updates:

Add User Page:

We only need a valid email OR a valid phone number – not both – when adding a user.
We’ve added some language in the add/user interface to denote this and save admins some time when adding users.

General user login Improvements are also in this release.

DVI Sheet Setup:

Archiving sheets is not advisable if you have active tickets using the sheet you wish to archive.
We’ve added a small feature to highlight if this is the case – and we placed it in the archive cell of the sheet setup page.  This new alert and button will allow you to see exactly which tickets are the culprit preventing you from archiving your sheet.

V4 Updates:

We’ve staged things for the eventual release of many V4 reports.  In this update the groundwork has been laid for us to begin testing the new reports with active shops and ensure accuracy.

Tireshop Integration:

Tireshop/Traction users will soon have a digital approval interface that can be easily shared with clients.

This new feature is an addon related to specific tiers and will undergo live-environment testing before being enabled.  Stay tuned!  We’ll have you collecting digital approvals and signatures in no time!

HITS BPOS Integration:

New Integration levels are enabled:
We’ve enjoyed Level 1 and Level 2 integration with HITS.
Now, Levels 1-7

• Level 1: – Basic Ticket Transfer
• Level 2: – One wayStatus Sync from POS to Autoflow
• Level 3: – DVI Results from Autoflow to POS
• Level 4: – Able to call & retrieve WO data to generate digital WO in Autoflow
• Level 5: – Customer History from POS is visible in Autoflow
• Level 6: – Two way status sync to or from POS and Autoflow.
• Level 7: – Autoflow and POS keep calendars in sync between both systems

BUGS

Scheduler:

Conditions which prevented appointments from not properly being blocked have been addressed.

We now hide the estimate subtotal field if the scheduler is showing $0.00.

The proper communication toggles are now set when clients are added from the KIOSK or online scheduler.

Tooltips in the scheduler stopped populating notes after an apostrophe if an apostrophe was used in the note.  We’ve corrected this.

Administration:

MSO Read-only accounts have been restricted to be read-only in ALL places where small edits were found to be possible.

V4 Company Setup page now allows for proper image uploads.

Editing existing parts vendor names was failing to save.  This was corrected.

Creating users with apostrophes in their names was preventing redirects.  We’ve eliminated the use of apostrophes and forced their removal when used with user creation.  Note:  Apostrophes are problematic in many systems and are best omitted from usernames in many cases.  Our own Craig O’Neill has stories on this. 

Marketing:

Multiple small bugs affecting the marketing module user experience have been addressed.

Integrations:

MotoVisuals searches which include symbols and apostrophes (yeah, more apostrophes…) have been fixed to prevent replacing those symbols with nonsense characters.

TireConnect Integration tweaks to improve passing of data.

Workflow:

We’ve made corrections to prevent re-added tickets from being added to the follow up queue.  

DVI:

Private Notes added to the DVI are once again properly being logged in the change log.

Switching between categorized and itemized notes in setup was triggering an issue that prevented changes from being saved, this was corrected.

January 20th, 2025 Release Notes

Enhancements:

Customer Profile

• The customer profile has been updated to V4.
• New Interface! We still include an option, for now, to return to the V3 format. This same option will exist as we continue our V4 updates.
• An AI summary was added to let users know when this client first visited as well as the following:
  • Last Visit Date
  • Last Visit Vehicle
  • Total Visit Count
  • Total Spend
  • Net Promoter Score (NPS)
  • New “Sold” Vehicle option to function as a ‘soft archive’ which will remove the vehicle from the clients active vehicle list but still preserve the data associated with the vehicle.

Marketing Module Enhancements:

• F/R: When editing an existing campaign, you can jump to different steps without clicking the “previous” or “next” buttons.
• F/R: On the summary page of creating/editing a campaign, you can now click on the audience name. The audience preview modal will appear to browse the audience list.
• F/R: “Back to campaigns” button has been added that links back to the campaigns screen from the editor.
• F/R: Moved some of the alerts/warnings to different areas and simplified the summary layout to make the summary screen occupy less screen space.
• F/R: The top of the campaigns screen no longer shows a banner with plan info. On page load, the plan info is loaded asynchronously, and a badge is placed at the top left. On hover, a tooltip with plan information is displayed

Active Customer Page:

• Sticky “Search” is here! Finding tickets on the dashboard is easier when using the search tool. Now, search will remain open until disabled. If active, the cursor will default to the search box (meaning you can just type and the ticket, RO#, name, or vehicle will appear! This remains sticky on page re-loads or refreshes.
• Sticky “Future Appointments” is here! When selected Future Appointments will remain in view until deselected. This remains sticky on page re-loads or refreshes. (Yes you can combine this with the sticky search!

Tire Inspections:

• You can now select the tread depth measurement system you prefer! Administrators can choose between inches and millimeters. The setting is modified in the DVI Sheet Setup Page by clicking the pencil icon on the tire inspection. This option affects the note input field up and down arrows. This is less important if you already have preset sub-statues with your measurement details.

Reporting:

• Rainy Day Folder Sticky date selection is here! Now users of the Rainy Folder can open the date range you left it last! This keeps it simple to manage the folder from wherever you left off.
  Text to Pay report is now v4! (Options to return to v3 remain) Check out the new UI for this report and count your money from text to pay transactions. Good times.

Appointment Notifications:

• The Appointment confirmation emails sent to a shop now identify WHICH shop received the appointment. For MSO groups who use the same email for inbound appointments, this will make it easier to know which site requires administration if necessary.

Bay Scheduler:

• Added ability to add appointments from the Bay Scheduler
• Added ability to expand existing appointment times via click and drag.
• Added ability to click to edit appointments date/time
• Added ability to drag and drop appointment cards across different bays and times
• Note – moving appointments on the bay scheduler will NOT resend appointment confirmation texts or reminders. The movement of the appointments is intended for organizational purposes and aid online appointments.

Internal Chat v4:

• This planned enhancement has been delayed one week.

Bug Fixes:

This release included 50 separate bug fixes! Most are very small things, however, we’ve selected a few more notable items here.

DVI Bugs:

• Benchmark scores for videos are calculating properly again!
• Itemized Notes in DVI Notes Setup are now organized by their items – not the first letter in the note…

DVI AI

• DVI AI Mapping has been re-trained to know the difference between transmission fluid and transmission mounts.
• Rear Brakes Pads line items were showing brake service history on the Front Brake Pads DVI Item.

NOTE: Sometimes what seems like errant associations are not bugs. When training the AI we built in allowances for some things so techs would be alerted to closely related systems being addressed. We count on your feedback to refine this system, and the best practice for this feature encourages techs to always click to look at last serviced data whenever it populates.

Rainy Folder:

• Manually sent Rainy Day messages will now appended the customer greeting in the same way that queued messages do.
• Rainy Day Folder will now show visits from same day closures on the default 7 day view.
• Corrected a bug to ensure variables like {vehicle} and {appt_link} are programmatically replaced with the proper items.
• Messages that are updated when manually adding to the send queue will now reflect any changes made.
• Firefox users will now see images open instead of download when clicking on them in the Rainy Folder.

Marketing Bugs:

• Bug: The dropdown list for MSO shops on main campaigns now adjusts width dynamically based on longest shop name.
• Bug: The Total Revenue & ARO in report modal were reformatted.
• Bug: Changed the name of “Booked” to “Appointments Set” in the report details modal
• Bug: Improve reporting query performance