Updates - 6/12/2024

New Features

• Ability to mark a customer as tax-exempt so there isn’t any tax on their jobs.
• Invoice History feature – We now store all invoices exported to QuickBooks, including date range filtered invoices, authorization invoices, and emailed invoices. This allows for easier corrections, history review, and payment tracking.
• Major Update to QuickBooks Desktop Integration – Now supports updating existing invoices, syncing payments, and importing customers, tasks, and parts for initial shop setup. Existing QBD connections will need to update their account settings.
• Fees and discounts added to the bottom of a job’s work order – These can be set as a percentage or fixed price, either increasing or decreasing the total. Configurable in shop settings for recurring use.
• Bar Code Scanning added to the job "add part" page – Scan a part’s barcode to pull UPC data from the web or link it to an existing shop part for future scans.
• Merge Feature for Parts and Tasks – Combine duplicate parts or tasks and select details to keep.
• Multi-Account Switching – Users with multiple My Shop Assist accounts can now switch between them via the user icon.

Bug Fixes and Page Improvements

• QuickBooks Fixes
  • Resolved issues with QuickBooks Desktop exports and task handling.
  • Fixed a bug that repeatedly tried to reconnect shops to QuickBooks Online even when not in use.
  • Fixed a bug related to deleted parts displaying on the "Need to Order" list.
  • Fixed a bug causing errors when importing payments from QBO.
• Chat & Messaging Fixes
  • Improved how the red notification light appears/disappears when messages are read.
  • Added a "Mark All as Read" button for chat messages.
  • Fixed an issue where hiding a conversation would only work once.
  • Fixed attachment issues where pictures wouldn’t always send from chat/text.
  • Improved chat UI on mobile for better sizing and navigation.
• Jobs & Tasks Fixes
  • Fixed a bug where technicians couldn't see the time clock report in table format.
  • Fixed a bug causing duplicate tasks when adding sub-parts.
  • Fixed an issue where job task checklist items wouldn’t save when updating shop tasks.
  • Fixed a bug with task timers not stopping correctly.
• Parts & Inventory Fixes
  • Improved handling of negative quantities for returns/buybacks.
  • Fixed a bug preventing users from unselecting labor from the discount/fees box.
  • Fixed a bug preventing part sales page info from displaying correctly.
  • Fixed a bug with rounding errors affecting pricing.
• Authorization & UI Fixes
  • The "Customer Authorization Required" font color is now correctly red when needed for new jobs.
  • Fixed an issue where authorization request icons wouldn't change to green until signed.
  • Fixed an issue with spacing on customer phone numbers in job details.

UI Changes

• Added a mi/km selector to jobs beside the odometer field.
• Added the end time to the month view on the calendar.
• Deactivated employees' chat boxes are now hidden.
• QuickBooks Export Sorting Options – Users can now sort items to match MSA, or sort parts and labor separately.
• Invoice History UI Improvements – Increased container size for large invoice lists and added an option to update customer info in QuickBooks Desktop.
• Added an "Email Customer" button that remains visible even if no email is present.
• Improved print preview button functionality on iPhones.

User Settings

• New notification settings – Users can now customize which alerts they receive.
• Added an option to automatically stop running task timers when clocking out.
• Added a chat notification audible alert.

This update brings a smoother and more efficient workflow for shops using My Shop Assist. Let us know if you have any feedback!

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