What's New in webSAM 2.1


Release Date: 9th September, 2024.


This update brings significant improvements to the Diary, SmartCheck and Estimates.


Some of these changes, to mention a few, include:

  • Pick Up Time displayed in Diary to give you a quick visibility of when to expect the customer

  • Display Invoiced Jobs in Diary (optional)

  • Ability to "Block Time" in the Technicians Calendar (for leave etc) - {{Read the KB here}}

  • Display Job Status beside the Job Number in both Daily Scheduler/Diary views

  • Updated Timeclocking Clock-Out screen including enforcement of Job Status selection

  • Jump to specific dates in the Daily & Weekly Diary views by clicking the Date (top left) and using the date picker:


Additionally, we’ve introduced a new feature that allows you to merge parts; edit a Part, click Options and select Merge Part Number. This enables you to combine two parts into one, helping you manage duplicates and keep your parts list organised:


See below for the full release notes for webSAM 2.1


TABLE OF CONTENTS


Enhancements


 

Issue KeyModuleDetail
WEB-690Customer / SupplierAdded the option to Add Vehicle when adding a customer using the Quick Add feature.
WEB-826Customer / SupplierWe have removed the Credit warning if the credit limit field is blank
WEB-843Customer / SupplierAdded the ability to add new Suppliers when adding order postings to an Estimate
WEB-1577DiaryTechnician available hours will now display in the Diary Day Scheduler
WEB-1578DiaryJobs can now be filtered by Status in the Diary
WEB-1583DiaryDiary Monthly View will now display the number of techs available and number of jobs for each day
WEB-1584DiaryAdded the option to filter by technician on the Diary Monthly view, which can help review individual technician availability
WEB-1597DiaryJob Status will now display beside the Job Number in both Daily Scheduler / Diary views
WEB-1598 & WEB-1483DiaryInvoiced Jobs can now be displayed in the Day Scheduler - this can be toggled on/off using a Show Invoiced Jobs filter in the Diary settings.
WEB-1599DiaryPick Up time will now display in the Diary Day Scheduler
WEB-1614DiaryAdded ability to jump to specific dates in the Daily & Weekly Diary views by clicking the Date (top left) and using the date picker
WEB-1651DiaryWe have added the option to Block Time directly to the Diary time slot where the user has clicked. {{Read the KB Here}}
WEB-1660DiaryWhen the user changes the end date and time, the pick-up date will automatically adjust
WEB-538DiaryAdded the ability to Block Time in Diary Day view, when a technician is not available.
WEB-1001Estimates Global Discounts can now be added to Estimates
WEB-1388EstimatesMade the print icon more obvious to customers on estimate approvals
WEB-1498EstimatesAdded a button to for customer to reject/decline estimate
WEB-1523EstimatesNotes added to Estimate will be included when converted to Job
WEB-1558EstimatesWe have improved the appearance of Customer Approvals (Estimates) for most mobile devices, where occasionally large spaces/gaps would display on some devices.
WEB-1654EstimatesIncreased the limitation on Job Descriptions dropdown selection in Job Sections from 100 to 500
WEB-851EstimatesBrief message has been added to the Estimate Authorisation screen to inform customers how to approve the work. This message states "Please select the services by checking the boxes to authorise us to proceed with the work".
WEB-1370GeneralWhen a Notification is sent from tech app to admin, it now appears whenever you load any tab, not just the dashboard
WEB-1518GeneralImprovements to sort order of jobs. In the technician app - jobs now sorted by start time & in web we have added the ability to sort jobs by Due Date
WEB-1216InvoiceAdded the ability to warn/highlight user there are notes for this customer and Vehicle
WEB-1481InvoiceAdded a warning in to display when a reference number for a creditors invoice has a duplicate
WEB-857InvoiceAdded a warning to workshop jobs when invoicing when the odometer is left blank
WEB-860InvoiceAdded the ability to email an invoice to a customer directly when invoicing a job
WEB-930InvoiceAdded the option to enter payment references when taking payments for customers
WEB-854Items / VehiclesWe have added a "+" (plus) button under the Items tab in Customer Maintenance, to quickly add vehicles to customers
WEB-1086JobsWe have made improvements how GST inclusive figures are rounded on Estimates, Jobs and Kits
WEB-1247 & WEB-1649JobsOption added to delete Job Section on Jobs & Estimates
WEB-1500JobsFilters applied to the WIP listing will now be retained after opening a job in WIP and returning to the WIP listing
WEB-1560JobsSMS button added beside Technician field on Jobs to be able to quickly message the technician from within the job.
WEB-785JobsAdded a warning message when creating a job for a vehicle rego that already exists in WIP
WEB-1249OrdersImproved the creditors invoice flow, making it easier to create an invoice when finalising an order
WEB-1527OrdersA option will now display when an order is Unfinalised to keep the order open on screen
WEB-1470ReportsAdded a new column into the sales analysis export file for customer ext reference
WEB-597ReportsThe WIP Valuation report has had a more detailed label added to indicate the purpose of the report  is for reporting on costs (rather than sales values of WIP jobs).
WEB-1349SmartCheckIncreased character limit for Comments section when printing wof checksheet from web
WEB-1418SmartCheckAdded automatic import of checksheets performed for a vehicle into invoices without needing to manually run an import of results
WEB-1489SmartCheckA setting is now available when printing invoices - allowing customers to choose whether they want to print the checksheet or not
WEB-1547SmartCheckModifying any readings while performing a check now updates within the job
WEB-1548SmartCheckAdded the ability to access the main Smartcheck dashboard from the WOF History tab, allowing technicians to perform re-checks without needing an additional booking
WEB-1557SmartCheckAdded the ability to modify VIN number and readings when failing a check as well as when a check is passed
WEB-746
StockAdded a new feature that allows you to merge parts; edit a Part, click Options and select Merge Part Number. This enables you to combine two parts into one, helping you manage duplicates and keep your parts list organised
WEB-1650TimeClockThe Clock In & Clock Out screens in Timeclocking have been redesigned
WEB-615TimeClockChanges to the "own jobs" filter (to show all jobs or just their own) in time clocking will now be remain in place until the user changes it again. 



Bug Fixes

 

Issue KeyModuleDescription
WEB-1246Customer / SupplierResolved an issue where a long email address would spill over into address. Email address now cut off by ellipsis
WEB-1537EstimatesResolved an issue where part numbers were able to be removed and left blank
WEB-1619Items / vehiclesRego will now be updated in the job when rego has been changed in the vehicle maintenance
WEB-1571JobsResolved an issue with emailing additional contacts when a split invoice is used.
WEB-1589JobsResolved an issue where the filter in the WIP listing would become greyed out in some instances
WEB-1621JobsFixed an issue where Jobs converted from Estimates were not respecting the Charge To settings as expected.
WEB-1629JobsResolved an issue where part numbers were able to be removed and left blank
WEB-1259OrdersResolved an issue where a user could return more than the received qty on orders
WEB-1456OrdersAdded a warning when finalizing an order either without any postings, or a posting that has not been received
WEB-1536utilitiesResolved an issue where a user would not be able to search wof checksheets by customer