Common filters for inspections
You can filter inspections by date, status, type, customer, technician, and insurance company.
Named filters for team inspections
You can use named filters with predefined settings for team inspections.
Note The list of available named filters depends on your Back Office settings.
You can apply the named filter “Lot Walk” to team inspections created for a particular customer…
...and then send the approval link by email to the customer...
...who can click the link and then approve, decline, or skip the inspections.
Common filters for work orders
You can filter work orders by date, customer, type, technician, and insurance company.
Common filters for invoices
You can filter invoices by date, status, type, and customer.
Change work order customer
You can change customer for an existing work order which has not been invoiced yet.
Note The Allow Client Changing check box must be selected for the appropriate work order type in Back Office.
Edit work orders in draft invoices
You can modify work orders attached to invoices in draft status.
Select multiple parts for labor time service panel
When you add a labor time service to an inspection or a work order (or as additional service to a price matrix service), you can now select multiple parts per panel, so that multiple instances of the labor time service will be created (one for each selected part).