webSAM by Auxo

What's new in webSAM 1.7 Release Date: 23/06/2022

TABLE OF CONTENTS

• Hero Features
• Enhancements
• Bug Fixes

Hero Features

WEB-366 Save As Job Template

We have added a new option to save a Job or Invoice Section as a Job Template. Once saved as a Job Template it can be re-used on other jobs or estimates.

WEB-524 Quick Search

A Quick Search feature has been added to the top menu. Quick Search will display the top 5 results in each category; Invoices, Jobs, Vehicles, Customers, Orders, Suppliers and Stock, helping you quickly find and open the record you're seeking. <<read the KB article here>>

WEB-525 Quick Add

A Quick Add feature has been added to the top menu. Quick Add allows you to quickly add a Job, Estimate, Customer, Vehicle, Purchase Order, Part or Supplier, regardless of the current screen open!

Enhancements

Module	Issue-Key	Detail
Customer/Supplier	WEB-542	When a Driver has been selected on the Vehicle Maintenance form, this can now be cleared/removed with the newly added “X” button.
Diary	WEB-365	Added the ability to change the job status from the diary, allowing you to quickly update the status, such as when vehicles arrive for their bookings.
Diary	WEB-381	Improvements have been applied to speed up the process when changing months in the Diary.
Diary	WEB-587	Improvements made to the Diary screens to increase display load times
Estimates	WEB-304	Any changes made to approved estimates will now be logged in the customer's Activity listing.
General	WEB-268	All email or SMS activity will now be recorded against the contact (Customer, Supplier) in their Activity listing. This can help track if and when an email or SMS was sent from SAM.
Invoice	WEB-294	The Invoice History screen can be manually refreshed to sync the invoice outstanding balances with Xero. This currently happens automatically when opening an invoice or when opening the Invoice History and it hasn't been opened in the last 5 minutes.
Invoice	WEB-400	Additional checks have been added to systems linked to Xero. When opening an invoice SAM will now check the Xero invoice status and remove the outstanding amount if the status is VOID.
Invoice	WEB-618	At least one default Job Section will now display in the postings section of the Job Maintenance screen, to provide consistency in presentation and operation.
Invoice	WEB-623	The quick email option within a Job or estimate will now give the option to include an attachment
Items/vehicles	WEB-478	A vehicle can now be flagged for ‘No Marketing’. This is useful if the current owner has sold the vehicle and you want to exclude the vehicle from any future marketing.
Items/vehicles	WEB-621	Added the Job Description field into the search parameters when searching vehicle history.
Items/vehicles	WEB-634	You can now click on and view details of a specific invoice when navigating to the Service History from within the Vehicle Maintenance screen.
Jobs	WEB-111	Added the option to create manual credits when posting charges (Labour, Materials, Orders) onto a job or estimate.
Jobs	WEB-361	Customer Details in Estimates and Jobs can now be edited freely upon creating a new estimate or job
Labour	WEB-480	The technician Hourly Cost field now has a tooltip to suggest the best industry-standard method for calculating the cost.
Orders	WEB-370	When loading items onto a purchase order, the unit cost now displays 4 decimal places. This will allow SAM to round the total charge the same as some suppliers' invoices.
Parts	WEB-498	Supplier part numbers (when present) are now displayed on the purchase order form. The supplier will be sent their number in the first instance.
Reports	WEB-155	Added a new 'Stock Sales & Margins” report to the workshop reports. The report will give a breakdown of stock sold and the margins.
Reports	WEB-369	You can now export Customers, Vehicles, Suppliers and Stock from WebSAM in Setup > Utilities > Exports. <<Read the KB Article Here>>
Setup	WEB-440	You can now enter 1 decimal place when loading standard work hours into Technician Setup >  Profile

Bug Fixes