Instant Intelligence: "View Report" Now Live
We’ve removed the "wait time" from your reporting with faster insights:
Stop waiting for your inbox to ding. We’ve added a "View Report" button to 12 of our most popular reports, giving you immediate access to your data.
On-Demand Access: View generated reports instantly within the platform. There’s no longer a need to wait for email or text deliveries to see your shop's performance.
Streamlined Decision Making: Whether you’re reviewing technician productivity or inventory levels, you can now move from "running a report" to "taking action" in seconds.
Advanced PartsTech Integration: Vendor-Specific POs
Managing large orders with multiple suppliers just got much simpler with granular control to your parts procurement to keep your books perfectly balanced. We’ve upgraded our PartsTech integration to support the complex reality of modern parts procurement.
Unique PO Assignment: You are no longer restricted to a single Purchase Order (PO) number for an entire cart. You can now assign individual PO numbers to different vendor stores within the same shopping session.
Simplified Reconciliation: By designating specific POs for each vendor, your accounting team can match invoices to orders instantly. This eliminates the "detective work" usually required during month-end audits.
Error-Free Audits: See exactly which PO belongs to which vendor directly within PartsTech and your internal part orders. This level of transparency ensures your reporting is audit-ready and 100% accurate.
Instant view of any report
We added the ‘View Report’ button to the following reports:
Goal Tracker
Service Personnel Activity
Time Report
Part Activity
Part Activity (New)
Parts Inventory
Parts Inventory (New)
Revenue By Service
Revenue By Service Type
Invoices By Employee
Statement
Payments Report
Now users can open the generated report right away, no need to wait for its delivery via email or text.
PartsTech vendor store specific PO#
We improved the current implementation of PartsTech parts ordering that allowed only one PO number for all parts in the shopping cart, so now users can:
Specify unique PO numbers for different PartsTech vendor stores to provide proper accounting info when submitting part orders through the shopping cart.
See vendor store specific POs in PartsTech and make sure that each vendor store in PartsTech has a designated PO
See vendor store specific POs in part orders which implies better reconciliation, reporting, and audits