10.23 Service Additional Features

KB 3220, Release Note, Service Development, 9/4/2025

This document offers a clear and concise overview of the additional Service modifications beginning with version 10.23.0.

Service Order

Inspection - Data Field for Fleet Number Added

Dealerships managing a high volume of fleet vehicles can now streamline their Inspection process by adding the Fleet Number data field through layout setups. This new feature automatically pulls the Fleet number from the Vehicle file into the Inspection, eliminating the need for manual entry.

To access this feature, follow the path: Fixed Ops > Service Order > Maintenance > Advanced Setups > Inspection > Package > Edit Inspection > Layout button

How to add the Fleet Number data field:

1. In the Designer tool, navigate to Fields > Bound in the right-hand panel.

2. Locate VehicleFleetNumber and drag it to the desired location on the Inspection layout.

3. Use the TextBox tool from the left panel to add a label for the data field.

4. Click the Preview button to see how it will appear on the Inspection.

5. Click Ok to save your changes.

The example below illustrates the Vehicle file with Fleet number "3256" entered.

The Inspection below displays Fleet number "3256".

Hunter Integration - Op Code Displays Pass or Fail

We have improved our Hunter integration to further simplify the process for Service Advisors. Now, when a Hunter Inquiry is complete on a Vehicle, the Op Code on the Service Order automatically updates based on the Inspection results.

If Wheel Alignment or Tire Tread Depth fails , the Op Code will display:

  • HALIGNFAIL

  • HTIREFAIL

If either one passes , the Op Code will update to:

  • HALIGNPASS

  • HTIREPASS

Example:

Request line 3 on the Service Order updated to HALIGNPASS

Request line 4 updated to HTIREFAIL

To further streamline the workflow, the Transfer checkbox in the Hunter Inquiry window will now be automatically checked if the Vehicle fails the inquiry. If the Vehicle passes, the checkbox will remain unchecked by default.

Enhanced Dashboards

Service Analytics Pages New Media Filters

The Advanced Filter feature has been updated across several of our Analytics Dashboards, providing Users with greater flexibility to refine data for more detailed reporting - particularly around attachments and digital Customer notifications.

On the AWR Analytics , Inspection Analytics and Mobility Analytics pages the Attachments filter has been upgraded from a simple 'Yes/No' format to include three options: 'No', 'Video', and 'Image'. This offers a more precise breakdown of Service Orders - whether they have no attachments, or include specific media types.

In addition, a new Sent To Customer filter makes it easy to identify which Service Orders triggered a digital notification to the Customer. Both of these filters are available in the summary and detail views of the Dashboards.

Example: Summary view of the AWR Analytics Dashboard with the updated Attachments filter options.

Example: Summary view of the Inspection Analytics page displaying the new Sent To Customer filter.

Guidance on How Attachment and Sent Counts Are Calculated

  • On both the AWR Analytics and Mobile Analytics pages, the Attachments and Sent To Customer filters reflect counts based on all Service Orders, regardless of which Service Advisor is assigned.

  • On the Inspection Analytics page, the Attachments filter counts attachments added to Inspection lines within a Service Order, again independent of the assigned Service Advisor.

  • On the AWR Analytics page, a single Service Order that includes both an image and a video will be counted under both filters. As a result, the total in the Attachments filter may exceed the total number of Service Orders.

  • On the Mobile Analytics page, the total shown in the Attachments filter may differ from the Service Advisor summaries. This is because those summaries show the total number of images and videos attached to any Service Order, regardless of who the Service Advisor is. However, the overall total across all drill-downs will match the Attachments filter counts.

  • On the Inspection Analytics page, the total in the Attachments filter may be higher than the image count shown at the summary or drill-down level, since those views only reflect Service Orders where the current User is the assigned Service Advisor.

Service Sales & AWR Pages - EMG/APS Columns & Filters

Dealerships now have improved visibility into sales generated from Request lines transferred via EMG or APS, thanks to the newly added columns and filters on the Service Total Sales and AWR Analytics pages. These enhancements support better tracking and more insightful reporting.

On both Dashboards, EMG and APS columns can be added to the detail view using the right-click customization. A checkmark in these columns indicates that a line was transferred from EMG or APS.

Additionally, the Advanced Filter now includes EMG and APS options, enabling Users to refine data with greater precision.

Example: Service Total Sales Dashboard page

Service Total Sales Page - Nightcap Report Mobile View Update

The Sold Hours metric on the Service Total Sales page now features grouped columns - Count and Hours - to provide improved clarity and easier interpretation of the data.

The Nightcap report has been optimized for a better Mobile experience. Previously, the Sold Hours metric appeared in a single line with six columns, making it difficult to view on smaller screens. The updated layout is now more user-friendly, offering a cleaner and more accessible experience for Mobile Users.

Note: For best results, always view the report in landscape orientation on Mobile devices.

Count data appears on one line with 2 columns.

Hours data is displayed in a separate section, across four clearly organized columns.

New Features in Reports

Labour Price Code - Warranty Receivable and Deductible Columns Added

The Warranty Receivable and Deductible accounts are now included in the Labour Price Code Report when using either the Detail or Detail By Dist formats. This enhancement gives Dealerships greater visibility into their debit accounts, helping ensure all price codes are accurately allocated to the correct accounts.

To access this feature, follow the path: Fixed Ops > Service Order > Reports > Management > Labour Price Codes

Gross Profit Report - Exclude Sublets

To provide a more accurate view of Labour Sales, Service Managers now have the option to Exclude Sublets when generating the Gross Profit report. This setting defaults No, but can be adjusted as needed.

To access this feature, follow the path: Fixed Ops > Service Order > Reports > Management > Gross Profit

Tech Time Log - Open Punches & Service Order Links Added

The Technician Time Log report has been enhanced for improved usability. It now includes the ability to track open time punches helping identify Technicians who may have forgotten to punch off a job. In addition, a clickable link to the Service Order has been added, allowing Users to quickly see which Technicians are assigned and easily make any necessary start or stop time adjustments.

To access this feature, follow the path: Fixed Ops > Dispatch > Reports > Technician Time Log

Example: Technician Time Log Report includes links to Service Orders and shows an example of an open time punch.

Maintenance Setups Updates

Menu Packages - Default Order Number Option

The software order process ensures all order 1 jobs are completed before moving on to order 2 jobs.

Previously, Menu Packages had no defined order and were automatically placed as the first job on the Service Order, requiring Technicians to start with them unless manually reordered by the Service Advisor.

To enhance efficiency, Menu Packages now include a new Default Order field - similar to Op Code settings. This allows Dealerships to set a specific order for Menu Packages, which will automatically apply when added to Service Orders, Appointments or Estimates.

Note: The Menu Package default order takes precedence over Op Code default order.

To access this feature, follow the path: Fixed Ops > Service Order > Maintenance > Advanced Setups > Menu Packages

This feature has also been extended to Tire Storage.

To access this feature, follow the path: Fixed Ops > Service Order > Maintenance > Advanced Setups > Tire Storage Codes

Digital Service & Appointment Notifications - Stock Number Added

To streamline workflow and boost efficiency, a new Vehicle Stock Number data field has been added to Service Order and Appointment notification templates. This enables the stock number to appear directly on digital notifications, saving Service Advisors from having to look it up manually.

To access this feature, follow the path: Fixed Ops > Maintenance > Service Setups > SO Customer Notifications/ Appt Customer Notifications > Fields tab in Actions bar > Vehicle Stock Number

The example below shows the Vehicle Stock Number field added to the "Waiting for Approval" notification template.

The example below displays the Vehicle Stock Number in the email notification.