April 2024
Part Guide is now available
Receive
guidance while adding parts to
repair orders and
purchase orders.
Customize PO options
Require an invoice number and/or allow line modifications in an
Open PO in
Settings.
New search option available
When viewing
cloned invoices, you can now search by
Unit #.
March 2024
Get more data at a glance
A new column is now included in the
scheduled maintenance section to show exactly when a scheduled maintenance is due (or how long it is overdue).
Track additional data during an inspection
Save an odometer and engine hour snapshot while
adding an inspection.
New integration available
A repair order
integration with
Love's Travel Stops is now available.
Track Auxiliary Hours
Users can now add and track
Auxiliary Hours when viewing
unit details.
New barcode label options
New layout options are now available when
creating barcode labels.
Add barcodes in bulk
Barcodes can now be added to
parts in bulk using checkbox functionality.
Upload RO history
Historical
repair orders created outside of the platform can now be uploaded via CSV file.
February 2024
View RO history
Users can now view
repair order history under the
Repair Orders tab when viewing
unit details.
New API functionality
Customers can now use events and date ranges to pull
inspection data using the
Get Inspections API.
New integration available
A repair order
integration with
TA Travel Center is now available.
New telematics provider available
Carrier Lynx Fleet is now available to select as a
telematics provider.
New update UI
When using checkboxes to update line items, the
Update button will now be available no matter where you scroll.
Open line items in a new tab
Some sections on the website now include the option to
open line items in a new tab.
January 2024
New DVIR integration available
Automatically turn DVIR defects into
issues using the Samsara
telematics integration.
New API available
Customers and vendors can now get
suppliers via the
GetSuppliers API call.
Customize undo options
Hide the option to undo the RO
Invoiced status and/or the PO
Closed status in
Settings.
New warranty visibility
Potential labor and part warranties are now highlighted while
creating repair orders.
New API functionality
Customers and vendors can now use events and date ranges to pull
purchase order data using the
Get Purchase Orders API.
Add a supplier to unit warranties
A
supplier can now be added to
unit warranties for easier tracking and management.
New Analytics option
Warranty claim savings can now be factored into
asset cost reports when you use the
Include Claim Savings option.
December 2023
New warranty reports available
Three new warranty reports are now available:
Warranty Claim vs Paid (%),
Warranty Savings by System Code and
Average Warranty Savings by Model Year.
New tab in Analytics
Warranty Labor Savings,
Warranty Parts Savings, and
Warranty Claim vs Paid are now available under the
Warranties tab in
Analytics.
Receive new event notifications with webhooks
Webhooks are now available to notify your application when changes are made to a unit's
status,
tags, and/or
custom data.
New custom reporting feature
Custom reports now allow the mixing of
and and
or logical operators while constructing a report.
New telematics provider available
Omnitracs XRS is now available to select as a
telematics provider.
Track custom data edits
Custom asset data now tracks and displays the last edit user and timestamp.
Get additional note data via API
The
Get Repair Orders API,
Get Purchase Orders API, and
Get Claims API now include the user that added the note(s).
November 2023
Include subtotal on ROs
Vendors now have the option to include subtotal on
estimates/invoices in the
RO Features section of
Settings.
New telematics provider available
EROAD is now available to select as a
telematics provider.
New chart options for custom reports
Custom reports now offer a
Custom Charts option, allowing for additional custom analysis.
Export new custom data
Filter, analyze, and export a history of
repair order edits with the new custom
RO Edit History report.
New API available
Customers can now get
warranty claims via the
GetClaims API call.
Track engine hour warranties
Warranties can now be tracked by time, mileage, and
engine hours.
October 2023
New inventory trigger
Receive a prompt to add used inventory to another part with the new
used inventory prompt trigger.
Create warranty templates
Simplify the warranty creation process with
warranty templates.
Create scheduled maintenance templates
Simplify the scheduled maintenance creation process with
scheduled maintenance templates.
Add custom tags to scheduled maintenance and/or issues
Both
scheduled maintenance and
issues can now be tagged with custom data, allowing for additional filtering options.
New To Do functionality available
A
To Do can now be made public, and can also be marked finished while
creating an RO. In addition, a new
"To Do" Due Date column is available to select in the
Repair Order section of the platform.
New report available
Vendors using the
unapplied time feature can now access the new
Total Hours by Technician report.
More data available via API
The option to include
custom data is now available in the
Get Units API.
September 2023
Driver API update
The
Get Driver API now includes
username and
start_date. In addition,
deactivated_date has been changed to
end_date to match the UI terminology.
New report available
Vendors using the
unapplied time feature can now access the new
Unapplied Time report.
Track unapplied time
Vendors can now keep track of unapplied time (time not spent on
repair orders) using the new
unapplied time feature.
New Analytics filter available
Users can now filter
RO Cost by System Code,
Goal vs Actual Labor Hours,
Labor Hours by System Code,
Expected Labor Hours, and
Labor Hours by Technician using
RO Tags.
New DVIR integration available
Automatically turn DVIR defects into
issues using the Geotab
telematics integration.
Bulk add bins
Users can now bulk add inventory
bins.
Receive new event notifications with webhooks
Webhooks are now available to notify your application when
unit events happen in your account.
August 2023
New API data available
Group data is now included in the
Get Repair Orders API.
New integration available
A scheduled maintenance integration for McLeod customers is now available. Please contact us for assistance.
Receive new event notifications with webhooks
Webhooks are now available to notify your application when
scheduled maintenance events happen in your account.
Updated RO task UI
If you have a
role that can be assigned a task, any task that is assigned to another user will now appear faded.
Split an RO task
Multiple technicians can now work on the same task with the new
split task functionality.
View task timer log
Vendors can now view a
task timer start/stop log within the custom
RO Task Data report.
Clone and edit an invoice
A customer
setting is now available that allows for
cloning and editing of invoices for third party billing purposes.
July 2023
Add a custom ID to suppliers
A custom ID can now be included when adding/editing part
suppliers.
New integration available
A purchase order integration for McLeod customers is now available. Please contact us for assistance.
New telematics provider available
Thermo King (TracKing) is now available to select as a
telematics provider.
Receive PO event notifications with webhooks
Webhooks are now available to notify your application when
purchase order events happen in your account.
Receive partial PO quantities
Users can now adjust line item quantity when
receiving parts on
purchase orders.
Bulk add inventory minimum/maximum
Users can now add inventory
minimum/maximum while
adding parts (single and/or bulk).
June 2023
New inventory minimum/maximum functionality
Inventory
minimum/maximum can now be set outside of a
PO trigger.
Automatically append line items to POs
Triggered POs can now append line items to existing POs when the same supplier/vendor combination is used.
Update custom data via API
Users can now modify
custom asset data using the
UpdateUnit API call.
New telematics provider available
Anytrek is now available to select as a
telematics provider.
Bulk update warranty claims
Users can now bulk add and/or update
warranty claims.
Export new custom data
Filter, analyze, and export
warranty claims data with the new custom
Warranty Claim Line Item Data report.
New warranty functionality available
Create and manage
warranty claims during the
repair order process.
May 2023
New fields available in custom data export
When exporting
custom RO data, you can now include the unit's
custom data.
More data available via API
The
Get Units API now includes
accessory data.
New group functionality
Modify group-level
RO settings and utilize new filtering options within
Groups.
Create PO barcode labels
Quickly generate
barcode labels for all parts on a
purchase order.
Customize RO footer text
Customers can now add
custom text to the footer of an
estimate/invoice.
Bulk update users
Users can now be
bulk updated by username.
Export new custom data
Filter, analyze, and export
group data with the new custom
Group Data report.
April 2023
Bulk update groups
Customers can now bulk add and/or update
groups.
View group history
Customers can now view
group history within the
Group sub-section of
Assets.
Automatically mark invoices paid
Customers doing their own repairs now have
a new setting available to automatically mark an RO as
paid after invoice.
New fields available in custom data export
When exporting
custom asset data, you can now include
Last Inspection Completion.
Add custom tags to purchase orders
Purchase orders can now be
tagged with custom data, allowing for additional filtering options.
Set goal part costs
A
goal cost can now be set while
adding parts (single and/or bulk).
Transfer part inventory
Quickly move parts from one vendor to another using the new
inventory transfer functionality.
March 2023
Mark invoices as uncollectible
If an invoice will not be paid, it can now be
marked as uncollectible.
New telematics provider available
Omnitracs (Roadnet) is now available to select as a
telematics provider.
Add parts to multiple vendors
Users can now
update and
add parts to multiple vendors simultaneously.
Set a primary supplier
Vendors can now set a
primary supplier after
adding a part.
New Analytics report available
Compare
goal part costs to actual part costs in the new
Goal vs Actual Part Cost report.
Modify additional charge tax
Vendor users can now modify default
additional charge taxes while creating repair orders.
New telematics provider available
Platform Science is now available to select as a
telematics provider.
February 2023
New API data available
Unique identifiers are now included for all tasks and parts in the
Get Repair Orders API.
Create barcode labels
Quickly generate
barcode labels for single or multiple parts.
New rate card customization options
Vendors can now customize
rate cards at the asset level by using private
unit tags.
New PO feature
You can now quickly reference
inventory history while adding a line item to a
purchase order.
Bulk update goals
Vendors can now bulk update their
labor hour goals within
settings.
New Analytics report available
Compare
labor hour goals to actual labor hours in the new
Goal vs Actual Labor Hours report.
Edit column visibility
Users can now edit the
sorting and visibility of columns in the
Repair Order section of the platform.
January 2023
Add a company logo
Vendors can now
add a custom logo to
estimates and invoices.
New API available
Customers can now add
issues via the
AddIssue API call.
Track cost savings
Customers that
create their own repair orders now
have the option to track cost savings.
Add color to tags
Multiple color options are now available when adding
unit tags,
RO tags, and/or
part tags.
Create custom data notifications
Asset
custom data now allows for
role visibility customization and custom email/
dashboard notifications.
Add up to three additional charges to ROs
Users can now add and/or modify up to three
additional charges (one percentage charge, and two flat charges) while creating repair orders.
Parts can now have multiple suppliers
Inventory from multiple
suppliers can now be added to a single part, and
purchase orders can now be created without assigning a
supplier to the part.
New API data available
The user that is assigned to an RO
task is now included in the
Get Repair Orders API.
December 2022
New RO charge detail
Additional charges can now be broken down into multiple line items when
creating a repair order.
Add scheduled maintenance triggers
When scheduled maintenance is
added to an RO, it can
trigger the completion of additional scheduled maintenance on the same unit.
New APIs available
Customers can now get, add, and update
tags via the
GetTags,
AddTags, and
UpdateTags API calls.
New filters available
Customer users can now filter
scheduled maintenance,
inspections, and
warranties by
unit tags.
Add a note prior to creating an RO
Customers that
create their own repair orders can now add a note before an RO
is created.
New inspection calendar view
In addition to the standard list view, you can now view
inspection due dates using the new calendar view.
Bulk update user tags
Customer and Vendor users can now bulk update
user tags using checkboxes.
November 2022
New bulk update options for parts
System codes and
part types can now be bulk updated using checkboxes within the
Inventory section of the platform.
Generate and scan part barcodes
Various styles of
barcode can now be
generated and associated with parts. When using the
mobile app, part barcodes can be scanned with the camera and
added to repair orders.
Add custom tags to parts
Parts can now be
tagged with custom data, allowing for additional filtering options.
New search options for warranties
When viewing
warranties, you can now search by
expired and
almost expired.
Utilize the Vendor Network search
Customers that
create their own repair orders and have
added more than 50 vendors can now utilize the advanced
Vendor Network search.
Add suppliers in bulk
Suppliers can now be bulk added within the
Inventory section of the platform.
Customize scheduled maintenance notifications
Customers can now
customize when a
scheduled maintenance is considered
Almost Due, and decide when a notification should occur.
October 2022
Mark tasks as finished
When working on a
repair order, individual
tasks can now be marked as
finished to serve as a visual indicator.
Include notes in task templates
Notes associated with specific
tasks are now included in
Task Templates.
Add custom tags to users
Customer and Vendor users can now be
tagged with custom data, allowing for additional filtering options.
Customize RO footer text
Vendors can now
further customize the text that appears on the footer of an
estimate/invoice.
View unit history
Customers can now view unit history under the
History tab when viewing
unit details.
New inventory report available
Vendor users can now track
manual inventory reconciliation with the new
Inventory Reconciliation report.
New purchase order functionality available
You can now mark individual
PO line items as received, while still keeping the PO
open.
September 2022
Attach files to parts
You can now attach a file when
adding parts and/or
updating parts.
UI updates for ROs and POs
The option to
add a task to an RO has now been moved to the body of the RO, and the option to
add a line item to a PO has been moved to the body of the PO.
Add notes to tasks
Notes can now be associated with specific
tasks when
creating an RO.
New integration available
Integration options for McLeod customers are now available. Please contact us for assistance.
Attach an inspection to an RO
Quickly generate and attach a completed
inspection to your
notes during the
RO creation process.
New app features available
When
creating an RO in the iOS/Android mobile app, you now have the option to add
priority,
to do items, and
tags.
Additional inspection option
When entering a
Pass/Fail line item during an
inspection,
N/A is now an available option.
August 2022
New API available
Vendors can now get
purchase orders via the
GetPO API call.
New API functionality available
Customers can now modify additional statuses, add private notes, and delete ROs using the
UpdateRO API call.
More ways to add multiple warranties
When
addining warranties, you can now choose to customize starting date and starting mile per unit.
New search options for repair orders
When viewing
repair orders, you can now search by system code and system-component code.
Quickly compare vendor performance
Customer users can now quickly compare performance in a variety of categories with the new
Internal Comparison by Vendor report.
Quickly compare technician performance
Vendor users can now quickly compare performance in a variety of categories with the new
Internal Comparison by Technician report.
New APIs available
Customers can now get, add, and update
groups via the
GetGroups,
AddGroups, and
UpdateGroups API calls.
July 2022
Export new custom data
Filter, analyze, and export
repair order data at the
task level with the new custom
RO Task Data report.
New telematics provider available
Orbcomm is now available to select as a
telematics provider.
Track part performance
The new
Part Miles by Part Type,
Part Miles by Part Description,
Part Miles by Group,
Part Days by Part Type,
Part Days by Part Description, and
Part Days by Group reports provide new insight into part performance.
New Analytics report available
View RO part cost broken down by
Part Type in the new
RO Part Cost by Part Type report.
More units of measure available via API
You can now add/update odometer data using kilometers when using the
API.
View active task timers
When viewing all
repair orders, Vendor users can now see all all active
task timers.
Filter more asset data by vendor
The vendor filter is now available when viewing
Average RO Cost by Model Year,
RO Cost Per Mile by Model Year,
Average RO Cost by Model,
RO Cost by Unit, and
RO Cost Per Mile by Unit reports.
June 2022
New API data available
The dates when labor and/or parts are added to an RO are now included in the
Get Repair Orders API.
New API functionality for getting ROs
You can now get all
repair order data with a specific current status using the
Get Repair Orders API.
Export new custom data
Filter, analyze, and export
scheduled maintenance data with the new custom
Scheduled Maintenance Data report.
Add supplier notes
Notes can now be included when adding/editing part
suppliers.
Delete scheduled maintenance via API
Scheduled maintenance can now be deleted via API using the
status property of the
UpdateScheduledMaintenance API call.
Additional part data available via API
Supplier,
Bin, and
Part Type data is now included in the response when using the
GetParts API call.
May 2022
Specify part types for more accurate analysis
Part types can now be set while
adding parts, which allows for greater
warranty matching accuracy and helps facilitate deeper
Analytics insight.
Add a private note after invoice
Private notes can now be added after a repair order has been
invoiced.
Add a credit (or fee) to an RO
Customers can now add a credit or miscellaneous fee on any repair order by applying a
credit.
New API available
Customers can now update
scheduled maintenance via the
UpdateScheduledMaintenance API call.
View API usage data
View the creation date, last request date, and total requests for each API key on your account within
API settings.
New API key functionality
You can now create multiple API keys, and control which keys have read/write functionality within
API settings.
April 2022
Automatically average part costs
You can now set parts to
automatically average cost anytime inventory is modified.
Hide sections from user roles
Customers and vendors can now
hide sections from specific user roles.
Search help documentation
New search functionality is now available when viewing
help documentation.
New reports available
Customer users now have access to two new reports:
RO Quality Overview by Vendor and
PM Quality Overview by Vendor.
New telematics provider available
Teletrac Navman is now available to select as a
telematics provider.
Export new custom data
Filter, analyze, and export
inspection data with the new custom
Inspection Data report.
March 2022
Customize dashboard notification visibility
Customer and Vendor users can now
customize which
dashboard notifications show for all users on their account.
Export new custom data
Filter, analyze, and export
issues data with the new custom
Issue Data report.
API now available to update units
Customers can now update
units using the
UpdateUnit API call.
View invoiced ROs by vendor
Vendors that have added at least one
vendor (additional location) user to their account can now access the
Invoiced Repairs by Vendor report in
Analytics.
Prevent duplicate warranties
A warning is now displayed if a duplicate warranty is
added into the platform.
Modify purchase order supplier
You can now modify the
supplier on a
purchase order while in
draft mode.
Add parts with no inventory
Parts can now be
added with an initial quantity of 0.
February 2022
New Analytics reports available
Vendors now have two additional reports available in Analytics:
RO Comebacks by Technician and
PM Comebacks by Technician.
Export new custom data
Filter, analyze, and export
purchase order data with the new custom
PO Data report.
Store custom company IDs
Customer and Vendor users can now add a
Company ID in the
Profile section of
Settings. This ID will be included when viewing repair order data via
API/
webhooks.
See vendors at a glance
Customers working with multiple vendors will now see a
Vendor column when viewing all
repair orders. In addition, the estimate
Approved column has been removed, and an estimate approved/declined icon will now be added to the end of the
Status column.
Quickly reconcile inventory
Verify part counts and simplify inventory management with our new
manual reconciliation functionality.
APIs now available to add/update users
Customers and vendors can now add
users using the
AddUser API call, and they can update
users using the
UpdateUser API call.
Upload multiple files at once
You can now upload multiple files at once when adding
repair order notes,
purchase order notes,
scheduled maintenance notes,
issues notes, and more.
New APIs available
Customers can now add
scheduled maintenance via the
AddScheduledMaintenance API call. In addition, customers and vendors can now get
users via the
GetUsers API call.
January 2022
Authenticate API calls with temporary tokens
You can now utilize temporary
JSON Web Tokens (JWT) to authenticate
API calls.
New API available to update ROs
Vendors can now update
Not Started/In Progress ROs using the
UpdateRO API call.
Track ignored warranties
When prompted to apply a
warranty during the
RO creation process, if the warranty is not applied it will be tracked. Ignored warranties can be viewed in the
RO Data and
RO Parts Data reports in
Analytics.
New search options for scheduled maintenance
When viewing
scheduled maintenance, you can now search by unit year, make, model, and type.
Simplify issue submission
When adding an
issue, you can now attempt to automatically populate the unit address if the unit has a
telematics connection by tapping the
icon.
Print completed inspections
Inspections with a
Completed status can now be printed using the new
Print option in the footer of the completed inspection.
View faults while creating ROs
If a unit has a
telematics connection and returns fault data, it will now be displayed for reference during the
RO creation process.
December 2021
Add third party invoice numbers
Customers can now add a third party invoice number when
invoicing an RO to help prevent duplicate invoices.
Add custom instructions for Vendor users
Vendors can now add special
platform notifications that appear on the RO edit screen, customized for each customer.
RO dollar amounts can now be hidden
Vendors can now
hide dollar amounts from
technicians and
contacts on their account.
View sign-in history
Customers and vendors can now view the
sign-in history of their
sub-users.
New API available to insert editable ROs
You can now insert a blank RO that can be edited on the platform using the
AddROEdit API call.
Get more data via API
Get scheduled maintenance, issues, and inspection data via the
GetScheduledMaintenance,
GetIssues, and
GetInspections API calls.
New app update available
Inventory and
To Do are now accessible in the iOS/Android mobile app.
November 2021
New telematics providers available
Omnitracs,
Lytx and
Monarch Tracking are now available to select as
telematics providers.
Attach files to scheduled maintenance
You can now attach a file when creating
scheduled maintenance. When an RO is
created from the scheduled maintenance, the attached file and notes will be included in the
RO notes.
See who added an issue/inspection
Added By is now displayed as a column when viewing
issues. You can also see
Added By when viewing the notes of an
inspection.
New Analytics functionality available
Now you can create and
pin your
custom reports to the dashboard.
Get additional RO information at a glance
Assigned To is now displayed as a column when viewing your
repair order list.
Assign a new role to customer users
Customers can now add a
Customer Admin role to their account users.
October 2021
New languages available
Spanish and French language options are now available. The option to change language is available on the footer of the page.
New filtering options for custom reports
Custom reports now offer a
Custom Filters option, allowing for additional custom analysis.
New fields available in custom data export
When exporting
custom RO data, you can now include
Status,
Estimate Accepted By, and
Invoiced By.
Save multiple custom report configurations
Multiple
custom report configurations can now be saved to allow for greater reporting flexibility.
View tire position on estimates/invoices
Position (when applicable) is now visible next to the part description when viewing
estimates/invoices.
New sorting options for custom reports
Custom reports can now be sorted by any selected column.
September 2021
New email notification settings available
Customers can now specify a separate email address for
RO and statement notification emails.
See which assets have unfinished ROs
While viewing your
asset list, you can now view (and filter by) assets that currently have
unfinished ROs. If a unit has an unfinished RO, a
icon will appear next to the Unit #.
Receive event notifications with webhooks
Webhooks are now available to notify your application when a milestone event happens in your account.
Maximize your Analytics view
The new
Maximize Width option in
Analytics allows you to expand the contents of the page to fill your entire available screen.
New report available to view labor hours by system code
Track the average (and total) labor hours by system code with the new
Labor Hours by System Code report in
Analytics.
New PO reports available
View completed and outstanding purchase order data using the new
Completed POs and
Expected POs reports.
August 2021
New bulk option for adding warranties
Warranties can now be
added in bulk format using a list of VINs.
Restore default search filters
Now there is a quick and easy way to
restore default search filters within the search dialog.
Bulk update units using unit numbers
Generate a
list of corresponding VINs from a list of Unit #s to enable
bulk updating of units with Unit #s.
Create automatic PO triggers
Automate purchase order functionality with new
inventory minimum/maximum functionality.
Customize dashboard notifications
Create
custom dashboard notifications for the users on your account.
Keep track of monthly driver mileage
With the new
Driver Logs tab, drivers can now update the unit record with their starting mileage, ending mileage, and personal mileage for each month of the year.
Section name updates
To better match the scope of our increasing feature set, the
Vehicles section of the platform has been renamed to
Assets and the
Parts section has been renamed to
Inventory.
July 2021
New purchase order functionality available
Create and manage
purchase orders to help simplify
inventory management.
New telematics provider available
Azuga is now available to select as a
telematics provider.
Export new custom data
View and export additional data with the custom
Part Data and
User Data reports.
New RO reports available
Get additional insight into your ROs with the
RO Quality Overview and
RO Comeback System Codes reports.
Add dashboards to other users on your account
Customers can now
copy dashboards to other users on their account, allowing for fast onboarding and customization.
Create multiple dashboards
Multiple dashboards can now be added and configured to allow for greater dashboard flexibility.
June 2021
New report available to track the time it takes to start an RO
Track the time between creating and starting an RO with the new
Dwell Time report in
Analytics.
Bulk assign drivers
Customers can now
bulk update drivers on all their units.
Add users in bulk
Customers and vendors can now
bulk add users to their account.
New bulk option for adding scheduled maintenance
Scheduled maintenance can now be
added in bulk format using a list of VINs.
Schedule one-time maintenance
In addition to using day intervals, you can now
schedule one-time maintenance using mileage and/or engine hours.
Search RO notes
When viewing
repair orders, you can now search for specific text within notes (
use * for greater flexibility).
May 2021
Select position when adding parts to an RO
When
adding parts to an RO that are categorized under
System Code 013,
017, or
018, you can now select the
Position of the part being installed.
New cost per mile reports
RO Cost Per Mile by Model Year is now available in the
Assets section of
Analytics. For customers utilizing
group budget and
telematics functionality, an additional cost per mile analysis is available with the new
Actuals Per Telematics Mile report in
Analytics.
New telematics provider available
Samsara is now available to select as a
telematics provider.
Search ROs by date range
When viewing
repair orders, you can now filter the results by date range. The type of date range includes date started, date of expected finish, date finished, date invoiced, and date paid.
New Dashboard functionality
You can now view larger time periods (last 3 full months, and last 90 days) on your
Dashboard.
New warranty reports
Track warranty savings with the new
Warranty Labor Savings and
Warranty Parts Savings reports in
Analytics.
April 2021
Track warranty savings
When
part warranties and/or
labor warranties are claimed on a
task, you can now enter and track warranty savings.
Get more RO data via API
Additional task and part detail is now returned when using the
Get Repair Orders API.
New fields available in custom data export
When exporting
custom RO data, you can now include
RO Tags and
Priority.
New API functionality available
Vendor users can now add units to customers within their account using the
Add Unit API.
Add additional information to Customers/Vendors
When a customer and/or vendor user
adds a customer and/or vendor user to their account, additional
company information can now be added.
Track average RO count by group
The new
Average RO Count by Group report provides additional insight into group/unit performance.
March 2021
View group budget variance in Analytics
Group budgets can now be compared and analyzed in the new
Budget Planned vs Actual report in
Analytics.
Access ROs after they are deleted
After deleting an RO in the
Repair Orders section of the platform, a copy will be kept on record for a
period of time. You can view the deleted RO by selecting
Deleted in the
Status filter.
New RO features
When
creating ROs,
technicians can now add/edit
additional charges. In addition, mileage entries over 999,999 are now supported.
Create group budgets
Budgets for each month of the year can now be set and measured at the group level.
New API response information
Get additional response information when adding repair orders, contract costs, and/or units using the
API.
View the user that invoiced a repair
Vendor users can now view which user invoiced a repair order during the
creation process by hovering over the user icon next to the
Invoiced status.
February 2021
New Analytics filter available
When at least one of your units has a contract type set under the
Lease tab within
Unit Details, you can now filter on
Contract Type in
Analytics.
New API functionality available
Add and activate units using the
API.
Customize tax rates for each customer
Vendors now have the option to create customer-specific tax rates when setting up
rate cards.
RO Notes now available in custom data export
When exporting
custom RO data, you can now include the public
notes from the RO.
Add/modify additional charges on ROs
Vendor users can now add and/or modify default
additional charges while creating repair orders.
January 2021
Add multiple warranties all at once
When
adding warranties, you can now multi-select
System-Component Codes.
View tags when creating ROs
When selecting a unit during the
RO creation process, unit
tags are now displayed next to the unit number.
Vendors can now add ROs via API
Access and create data utilizing the
API.
Import RO data without labor hours
Repair orders without labor hour data can now be imported using the
API.
Get fault data with Verizon
Fault data is now available through Verizon's
telematics integration.
Vendors can now modify RO finish dates
Vendors now have the option to adjust the
finish date on a repair order prior to invoicing.
December 2020
Undo and correct invoices
Vendors now have the option to
undo an invoice in additional situations.
Use a task template to speed up future repair orders
Save
tasks and
parts as
Task Templates to reduce redundant task entry.
Hide labor hours on estimates/invoices
Vendors now have the option to hide labor hours on
estimates/invoices in the
RO Features section of
Settings.
New report available for RO tags
Tagged repair orders can now be compared in the new
Invoiced Repairs by Tag report in
Analytics.
November 2020
Remove email notifications
When updating
email notification settings, customers and vendors now have the option to select
Nobody as the recipient.
Add a fee to repair orders
Vendors can now add a miscellaneous fee on any repair order by applying a
negative credit. This feature is only available when Fleetrock is not the customer on the RO.
Vendors can now add custom data to units
Vendors that directly
add units to the platform can now include
custom data.
Organize parts with bins
Vendors can now create and organize
part inventory using
bins.
Add more detail to repair order ratings
Customers can now
rate vendors on professionalism, timeliness, and their billing process.
Canadian addresses are now supported
Customers and vendors from Canada are now available within the platform.
October 2020
Create custom rules when importing ROs
Customers can now create custom rules to transform data while importing outside repair order data. Please
contact us for more information.
New and improved inspection process
The inspection process has been simplified with a more intuitive
template editor and a more streamlined
inspection process.
Add contract costs to your units
Customers now have the ability to add contract costs to their units. If you would like this feature enabled on your account, please
contact us.
New telematics reporting available
Total Idle Hours by Group and
Total Idle Hours by Unit reports are now available for supported
telematics integrations.
Idle hours now available in telematics
Idle hours, if available, are now included in your
List View when connected to a supported
telematics provider.
September 2020
Delete tasks that contain parts
When
creating a repair order, you can now delete
tasks that contain
parts.
Set repair order priority
Repair order priority can now be
flagged during the
creation process as
Scheduled,
Unscheduled, or
Emergency/Breakdown.
Add custom tags to repair orders
Repair orders can now be
tagged with custom data, allowing for additional filtering options.
Add an alternate phone number
The option to add an alternate phone number is now available in the
Profile section of
Settings.
Get notifications on emergency repairs
Managed maintenance customers will now receive
notifications on their dashboard when a repair order is marked as Emergency/Breakdown.
August 2020
New Analytics filter available
You can now filter on
overdue and
almost due when viewing the
Expected Maintenance report in
Analytics.
Add a note to your scheduled maintenance
Now you can add notes to your
scheduled maintenance to keep track of additional information.
Display a trendline in your charts
The option to display a trendline across bar/area charts is now available in
Analytics.
Customize rate cards for each customer
Vendors now have the option to create customer-specific
rate cards.
July 2020
Add custom footers to your estimates/invoices
Vendors can now add a custom footer to their
estimates/invoices in the
RO Features section of
Settings.
Organize units with our new group management tool
It's easier than ever to keep your units organized with our updated
group management functionality.
Lessee filters now available
Customers utilizing our escrow functionality can now filter by
lessee when viewing
escrow reports.
Modify labor and part tax dollars on repair orders
In addition to percentage (%) calculations, you can now use fixed dollar amounts when modifying
labor tax and/or
part tax on repair orders.
June 2020
New API functionality available
Access and create data utilizing the
API.
Bulk update lease data
Customers can now
bulk update lease data on all units.
Track lease information
Customers can now add
lease information to their unit detail.
Enable two-factor authentication
Two-factor authentication can now be enabled on all accounts, providing an additional layer of security.
May 2020
Pull telematics data from multiple sources
Customers now have the option to
connect multiple telematics sources to the platform.
Automatically time repair order tasks
Vendors can now track labor hours with a built-in
task timer.
Get additional scheduled maintenance notifications
When engine hour and/or mileage-based
scheduled maintenance is above 80% of the interval threshold, it will not be included in the scheduled maintenance
email notifications.
New telematics provider available
KeepTruckin is now available to select as a
telematics provider.
More tire filters available
Get additional clarity on the
Tire Miles by Brand/Group reports with new tire filters.
April 2020
Track tire performance
The new
Tire Miles by Brand and
Tire Miles by Group reports provide new insight into tire performance.
View average labor hours and setup goals
Vendors can now setup
Labor Hour Goals, and view
Average Labor Hours when
modifying a task.
Permits can now be added to units
Customers can now add
permit information to their unit detail.
New reports available for customers doing their own repairs
Customers doing their own repairs now have access to
Manager Reports in Analytics.
March 2020
Export your To Do list
To Do data is now available to analyze and export in
Analytics under the
Custom tab.
Get engine hours with Geotab
Engine hours are now available through Geotab's
telematics integration.
Navigation updates and enhancements
Settings,
Users, and
Connections are now available under a menu in the upper-left corner (under the logo). The menu link will display the name of the signed in user.
Add parts in bulk
Vendors can now
add parts to their inventory in bulk.
February 2020
Add custom tags to your units
Customer users can now
tag their units with custom data, and then filter on those tag(s) within
Analytics.
New sort functionality available
Use the new
Sort option in the lower-right corner of most sections within the platform to sort results by different column values.
View manually paid RO edit history
When
manually modifying the amount paid on an RO, you can now access the edit history.
Improved parts inventory management
More easily add and adjust
parts inventory.
Keep track of part suppliers
When
adding parts, you can now add/select a
supplier.
January 2020
Add more accessories to your unit
Now there are no limitations to the number of accessories that can be
added to a unit.
Add items to your new To Do list
Anytime you want to give yourself a reminder to complete a follow-up task, a
To Do item can be added.
Telematics now accessible to vendors
Vendors now have limited access to Customer
Telematics data.
New telematics providers available
Geotab and
OneView are now available to select as
telematics providers.
Customers with Vendor users can now directly access Parts
After a Customer
adds a Vendor user, the
Inventory section is now accessible to the Customer.