What's new in webSAM 1.9 Release Date: 29/05/2023


TABLE OF CONTENTS


Hero Features


Technician Web App - Optimised for mobile!


⚠️ Go to https://my.sam.co.nz/mobile to open the mobile web app!


For this release, we focused on how we can help customers to get more efficiency through a mobile web app for technicians. When your technician opens the new mobile-optimised webSAM on their phone, they can:

  • see the jobs they've been assigned
  • clock into the jobs
  • add recommendations (for additional work)
  • add photos to support the recommendation (e.g. photo of a dirty filter)
  • notify admin of this recommendation, so that they can turn it into a new estimate for the vehicle owner.


<<Read the Full webSAM Technician Web App KB article here!!>>


Images/Photos


Improve the conversion of estimates to jobs, and store better records of faults and repairs by adding images. Images can be added to Jobs and Recommendations. This can help convince your customers of the repairs needed and improve the likelihood they will approve the work. <Read the KB article here!!>


Recommendations

This new feature enables techs to add recommended work to jobs they identify while working on a customer's vehicle. Whether you're using a PC or our new Mobile UI, you can add images to the recommended work, which will form part of the digital Estimate when sent to the customer for approval.

<<read the KB article here>>



Enhancements

 

ModuleIssue KeyDetail
DashboardWEB-917Searching on large lists, such as Invoice History and Stock Enquiry screens would often experience slowness due to the volume of data being searched. We have improved performance by introducing a new method of searching that requires the user to click the Search button or press the Enter key to initiate the search. You can also use the optional dropdown to choose a specific column/field to search on, this will significantly improve search performance compared to searching All fields. 
DiaryWEB-37To help manage workload, you can now click into an empty space in the diary and select Mark Fully Booked which will display warnings prompting users to avoid adding additional bookings to the selected day.
DiaryWEB-566The Show Multi-Day Jobs tickbox has been added to the options displayed when clicking the cog icon on the Diary - Day Scheduler - No Timeline view (previously only available on the standard Day Scheduler view).
GeneralWEB-783When sending an SMS, the Delayed feature that allows you to schedule when it will be sent, will select near the current time (in 15min increments) by default.
Items/vehiclesWEB-218We have added a new Parts Fitted tab to the Vehicle Maintenance screen so users can view all the parts that have been fitted to a vehicle.
Items/vehiclesWEB-226You can now search the Vehicle list by owner name and phone number.
JobsWEB-329You can now print Loan Car forms from the Print icon on the Job Maintenance screen. Click here to read the KB
JobsWEB-335To speed up the process of creating similar Job Templates, you can now hover the mouse over the Save & Exit button when editing a Job Template and choose to Copy Template to create a duplicate. 
JobsWEB-414To help users maintain profitability we have added Margin figures to the Global Discount screen to display the impact of the discount applied.
JobsWEB-877Improved how GST-inclusive figures are handled when adding postings to Estimates and Jobs to avoid GST rounding issues.
OrdersWEB-779You can now click into a Parts Order from within jobs that have already been invoiced. 
SystemWEB-588Added Status filters on the Setup > Labour Categories screen to filter by Active, Inactive or display both.
SystemWEB-883We have improved the printing process for Jobs, Invoices, Quotes and Orders which will reduce the number of steps/clicks involved for most users.
SystemWEB-905New Mark all as Read button has been added to the System Notifications to quickly declutter the notification list (this will exclude Xero warnings). The 'Flag this notification as read' warning will not display.



Bug Fixes

 

ModuleIssue KeyDetail
Customer / SupplierWEB-695Resolved an issue where large amounts of text would display incorrectly in Customer Maintenance > Notes.
Customer / SupplierWEB-856Resolved an issue where Customer Name was disappearing when opening a linked item/vehicle.
DashboardWEB-554The Dashboard has been updated so the number of Vehicle RemindersRequired to Send will exclude vehicles that have an existing Job / Booking.
EstimatesWEB-886Fixed an issue where using the Copy Estimate feature within an Estimate would also copy the customer, rather than using the customer selected from the list displayed.
InvoiceWEB-892Resolved an issue on invoices where Sections were not linking to job codes correctly.
Items/vehiclesWEB-864The Vehicle Maintenance > Options button will now also display if you access this screen via the Customer Maintenance screen. Note: The Delete Vehicle and Rename Rego options are only available when accessing directly from the Workshop > Vehicle Maintenance list screen.
JobsWEB-875When adding parts to a job, selecting the Inclusive heading will grey-out the Exclusive price fields and vice-versa. This is to avoid confusion during data entry.
OrdersWEB-816Resolved an issue when creating an Order, where double-clicking a Part to select it from the Parts list would not always add the part to the Order.
OrdersWEB-827Resolved an issue where changing the Inclusive price of a Part from within a PartsOrder would reset the inclusive price for other parts within that order.
ReportsWEB-829Added a warning message to display if the Forms Setup for printed Reminders had not been fully configured. Not having this configured results in being unable to print Reminders.
Reports / MarketingWEB-863Fixed an issue where Job Cards and Item Notifications (including Vehicle Reminders) were not being emailed to additional Contacts setup within the Customer Maintenance screen.
StockWEB-846Fixed an issue where not all Suppliers would display when creating a Stocktake, displaying the error "### Too many elements ###”
StockWEB-876We have resolved an issue where copy-and-pasting part numbers into a parts search field would yield the incorrect result. 
SystemWEB-868We have added a new Load Method: One Day At a Time option to the Diary (accessed using the Cog icon in the top right) which should significantly improve the performance of loading the Diary screen for users who had experienced slowness with this screen.
XeroWEB-825Resolved an issue where the Do not send purchase orders to Xero setup option was not preventing the orders from being sent to Xero.