What's New in webSAM 2.0
Release Date: 24th January, 2024.
This update is as much about what is soon to be released as it is about what we are releasing... by this we mean this update prepares for the release of Smartcheck eWOF electronic WOF checksheets.
The development of eWOF for webSAM and webworkshop is near complete, it is just temporarily hidden while we finish off user acceptance testing with our pilot sites. So stay tuned for full eWOF availability in the very near future!
eWOF Beta Trial: Keen to be part of the webSAM eWOF Beta? Click here to apply
That said, there's certainly more to be excited for in this release, including:
- Tech Web App - Job Text: You can now add Job Text in the Technician Mobile Web App
- Loan Car Functionality: You can now link loan cars to bookings in webSAM
TABLE OF CONTENTS
Hero Features
Loan Cars
You can now link Loan Cars to Jobs/Bookings in webWorkshop
<<Read the KB Article Here!!>>
eWOF Electronic WOF Checksheets (well, nearly...)
As above, this feature is currently hidden from view while we conduct User Testing, and likely to be released in early February.
In the meantime if you want to get a feel for how eWOF can save costs on paper checksheets, improve your customer experience, record keeping and efficiency of NZTA audits, you can take a look at the info we put together for eWOF for our SAM Desktop software here: www.auxosoftware.com/smartcheck
Enhancements
| Module | Issue Key | Detail |
|---|---|---|
| Customer/Supplier | WEB-1260 | Resolved an issue where the system would hang due to slowness when searching for a customer within the Quick Search bar. Instead of auto populating, the user must now press the Tab or Enter key after entering a customer's name to populate results |
| Diary | WEB-1219 | Diary Day Scheduler - with timeline will now display the full day when viewed on large screens/TVs, giving you better oversight, management and planning. Use the zoom feature of your browser (Chrome) to zoom out and see the full diary view. |
| Diary | WEB-1241 | Altered the size of column cells within Weekly Diary view to improve the display of bookings |
| Estimates, Jobs, Orders | WEB-1240 | Resolved an issue where navigating back to the previous listing a user was viewing would incorrectly go back to page 1 instead of retaining the current page number |
| Jobs | WEB-1111 | Resolved an issue where all e-mail addresses would not display correctly when trying to e-mail a form to multiple recipients |
| Jobs, Orders | WEB-567 | You can now edit an ordered part's Description field after receiving the order |
| Orders | WEB-1193 | Resolved an issue where loading orders would take a long time |
| Orders | WEB-1233 | We have changed the Search when adding parts to Jobs or Orders to now require the Enter key to be pressed or the Magnifying glass icon to be clicked to initiate the search, it will no longer automatically search as this was causing slowness. |
| Reports | WEB-1157 | Added the ability to filter the Sales Report by Customer Analysis Group. Also added customer analysis group column to the exported excel only, not the PDF. |
| Setup | WEB-1158 | A warning now displays when the character limit has been reached within Recommendation notes |
| Setup | WEB-1176 | Increased character limit for Recommendations from 255 to 5000 |
| Technician Web App | WEB-1025 | You can now add library text to jobs via the Technician Mobile App. <<Read the KB Article Here!!>> |
| Technician Web App | WEB-1160 | Resolved an issue where Vehicle details were difficult to read on the Technician Mobile Web app |
| Diary | WEB-1076 | Loan Car functionality added to set up loan cars and link them to bookings <<Read the KB Article Here!!>> |
Bug Fixes
| Module | Issue Key | Detail |
|---|---|---|
| Diary | WEB-1159 | Resolved an issue in the diary where multi-day jobs would not assign a new technician correctly if the overall job was already assigned to technician. |
| Diary | WEB-1195 | Resolved an issue where when adding a note in diary to one day and changing the day, the note would be copied over to other days |
| Diary | WEB-1203 | Resolved an issue where the buttons to toggle between dates were not visible in diary view |
| Estimates | WEB-1177 | Resolved an issue where when pressing Enter when adding parts to Estimates, it would not calculate the total charge correctly |
| Estimates | WEB-1294 | Some users reported slowness opening the Estimate listing. We found this was being caused by a process calculating the Status of all orders, so have added an option to Hide Status Icon on this listing. <<Read the KB Here!>> |
| Items/vehicles | WEB-1184 | Resolved an issue where when adding a custom Model in setup, it would not show up in the list |
| Jobs, Orders | WEB-1185 | Resolved an issue where deleting a part order from a job would not correctly calculate the On Order qty in Stock Maintenance |
| Jobs, Orders | WEB-1206 | Disabled the magnifier option after a part is received, preventing users from changing a received part order and potentially creating a stock mismatch |
| Jobs, Orders, Stock | WEB-1167 | Resolved an issue where the On-hand quantity of Parts would incorrectly double up when being added to a job |