- New “Service Calendar” provides a calendar view of service requirements so you can better monitor, prioritize, and generate work orders for your due or upcoming service requirements.
- New “high” and “low” maintenance priority identification on the “Fleet Manager” screen so you can easily see which equipment requires immediate attention.
- New maintenance due forecasting feature for mileage, hours, and kilometers integrated directly within the new service calendar.
- New “Repair Associations” feature so you may now automatically associate parts and labor with common repairs performed on your fleet. |
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- Completely re-designed popup notification window at program startup which now provides greater detail and numerous features so you can better manage new notifications.
Work Orders
- Keep better track of your work order status by indicating the completion status of the individual maintenance tasks.
- Save time by immediately accessing “open” work orders assigned to your equipment directly from the “Fleet Manager” screen.
- Easily identify “top priority” work orders on the Work Order Management screen with a new icon designation.
- Added more features and flexibly to the batch generation of work orders. Specify particular services to include, common repairs, and more.
- New part warranty monitoring automatically alerts you if the same part is replaced on your equipment within the warranty period specified.
- More easily generate new PO’s or assign parts to existing PO’s during work order entry.
Equipment
- A redesigned “Equipment Usage Log” (formerly “Trip Log”) with additional logging features, fuel and miscellaneous expense tracking, and more.
- New jobsite tracking so you can easily see what equipment is at a specific job site, monitor expenses while on site, and create invoices too!
- Assign and scan barcodes for your equipment to more easily issue work orders or perform various other equipment specific functions. |
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- Faster access to equipment histories and various interface enhancements to improve work flow and efficiency.
- Equipment may now have up to 10 axle assignments for tire tracking.
- To save data entry time, you can multi-select equipment and generate scheduled repair requests for all within a single entry.
- Multi-select and edit equipment information instead of editing them individually.
Parts Inventory
- More easily lookup parts by various criteria on the “Parts Inventory Management”.
- Quickly lookup and reference parts that are commonly used on a piece of equipment.
- New parts history screen so you can immediately view a usage history for any part.
- Easily transfer parts from one location (warehouse) to another.
- More easily manage your warehouse names and assignments.
- New parts cross referencing and substitution features so you can be offered other part alternatives when stock is low or depleted.
- Assign multiple barcodes to a part number so you can associate the same part with various manufacturers.
- New physical inventory update screen so you can conveniently update your physical inventory stock levels.
Purchase Orders
- Additional “Status” options and several additional data fields including two new custom user-definable fields.
- Additional flexibility to create purchase orders for other items such as fuel, work orders, transport, rentals, or any other type of item.
- Full control is now provided over tax calculations and shipping charges.
- You may now e-mail the purchase order directly to the vendor upon saving.
Invoicing
- You may now include multiple work orders on a single invoice.
- Additional flexibility to invoice non-work order items such as parts, fuel, job site work, transport, rental fees, and more.
- Enhanced customer database to include additional customer information, customer specific discount rates, and more.
- Quickly view invoice and work order history for any customer.
- Full control is now provided over tax calculations and shipping charges.
- Added several new data fields including two new custom user-definable fields.
- E-mail invoices directly to the customer upon generation.
Miscellaneous
- Significantly increased operating performance of the entire application.
- Enhanced PM/Repair association screen to save time making assignments and performing lookups.
- Enhanced e-mail assignment and selection for maintenance notification, work orders, purchase orders, invoice, and employee notifications.
- Save data entry time by create a batch entry of tires into your tire inventory.
- Reduce clicks and save time: You may now have multiple windows open at the same time in various areas of the program.
- Customize the e-mail subject and body content of work order, purchase order, and invoice e-mail notifications.
- Added support for an additional tax calculation within work orders, purchase orders, and invoices.
- Added support for SMTP server configuration and authentication for e-mail notifications, which will be especially helpful for customers using terminal services.
Reports
- Reporting has never been easier. The new “Report Viewer” provides single-click report generation, viewing, and filtering all on one screen.
- We have “refreshed” all of the reports. All of our reports have been modernized and now have a new look.
- Significantly increased report generation performance and pagination. |
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Security Module (if applicable)
- Now monitors and logs user activity when adding, editing, and deleting records.
- Most data entry screens include a “status” bar to indicate user record activity for the data being viewed.
- Enhanced “edit” permission assignments so users may still “view” records within a data entry screen even if they have “edit” restrictions.
- Additional security provisions to restrict the ability to change the “status” of work orders, purchase orders, and invoices once created. |