Updates - 10/18/2024

Notable Features

• Search Within Jobs
  You can now search for tasks and parts inside a specific job. This search works across all folders within that job.
• Job Merging & Splitting
  You can now merge jobs for the same customer or split folders into separate jobs.
  • Merge: Use the “Customer History” tab inside a job.
  • Split: Click on a folder title to move it to a different job.
• Appointment Reminders via Text or Email
  Automatically send appointment reminders 1, 2, or 7 days before the scheduled date.
• Authorization Requests via Text
  You can now send authorization requests and receive signatures via text message in addition to email.
• Post-Job Follow-Up Emails
  New "follow up" message option when contacting customers. Includes customizable default text (e.g., Google review links).
• Custom Email Signatures
  You can now add a default signature for all emails sent from MSA.
• Quantity Support for Fixed Price Tasks
  Fixed-price tasks now support quantities greater than 1.
• Automatic Fees & Discounts
  You can now configure specific fees or discounts to automatically apply to every new job.
• Per-Job Hourly Rate Overrides
  You can override the default shop hourly rate for individual jobs.
• VIN & Mileage Completion Requirements
  New shop setting requiring VIN and/or mileage before a job can be marked complete. This may retroactively un-complete jobs missing this data.
• QuickBooks Online Enhancements
  • Invoice numbers now pull the next available number from QBO.
  • Added full sales tax entity support for Canadian shops, syncing those to QBO exports.

UI Improvements

• Employee Service Report Layout
  Improved spacing by day and added color indicators for exceeding estimated hours.
• Appointment Text Messages in Chat
  Appointment reminders now appear in the customer chat stream.
• Printed Invoice Layout
  Line breaks and spacing condensed to use fewer pages.
• VIN Input Field Behavior
  The VIN field no longer clears when clicked.
• Job Layout Adjustments
  • Limited column widths to prevent horizontal scroll issues.
  • Save and exit buttons moved further apart in the job edit modal.
• Calendar Panel Customization
  Users can now hide the right-hand panel in the calendar view.
• Shop Name Display in Header
  The shop name now appears in the top navigation bar for easier shop identification when switching between accounts.

Bug Fixes

• Improved search support for companies with multi-word names.
• Copying jobs now retains task and part ordering, including work order view.
• Fixed issues with holiday and vacation display in the calendar.
• QBO export fixes for:
  • Tasks or parts with leading spaces.
  • Null hourly rate now treated the same as 0 for invoice display.
  • Prevented exports from getting stuck in pending status.
• Fixed:
  • Task order jumping when deleting tasks.
  • Task description field losing focus when saving.
  • Work order number not populating when moving an estimate to a job.
  • Dead links on the dashboard to-do list.

Additional Improvements

• VIN and Part Barcode Scanning via Mobile Camera
  You can now scan VINs and parts using your phone’s camera.
• Improved Global Search
  Tasks and parts are now searchable from the main search bar.
• Customer History View Enhancements
  Option to display tasks within each job.
• Folder-Level Indicators
  • Folders now show visual indicators when a timer is running inside.
  • Folder titles turn gold if they contain tasks assigned to the logged-in user.
• Alphabetical Sorting of Common Tasks
  Common tasks now appear in alphabetical order when creating a new job.
• Right-Click to Copy Job Details
  You can now right-click to copy customer first and last names from the job view.
• iPad Landscape Fix
  Resolved an issue where the header bar disappeared in landscape mode on iPads.
• Job Reports Page Redesign
  The page now includes additional metrics and a more compact layout for easier viewing.

Let us know what you think, and keep the feedback coming. We're actively working on more improvements and preparing the next major update.

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