Selected Features and Improvements that SE 6.6.x users will catch up on with SE 7.1.6:
Medium and Heavy Duty (Class 4 -8) Truck Integration (OPTIONAL Additional)> This vehicle integration is now available as an option for your SE management system. This allows you to choose Medium & Heavy Duty vehicles when creating vehicle records for customers.
> The integration also enables lookup and transfer of labor operation time from Mitchell 1 Truck Labor.
> The Medium & Heavy Duty option can also provide direct pass-through to look up repair & diagnostic information
> If not currently subscribed to Truck Series information products, contact your independent sales representative or call 888-724-6742, ext. 1
> Decoding Medium & Heavy Duty Vehicle VINs and License Plates
> Offline mode supported; always allows entry of customer vehicles and when the Internet is restored, users can reselect and auto-fill the Year/Make/Model/Engine information
> Canned Job Searching and Editing allows choosing Light Duty (cars, trucks/vans up to 1 ton) or Medium & HD Vehicle Type as filters, or keeping the 'ALL' option.
> When building or editing a canned job, selecting a year first will allow you to find truck information (when using All or Medium & HD Vehicle type).
> New Setup Option -> Shop Data -> Vehicle Preference: allows each user to configure each of their workstation to see Light Duty only, Medium & HD Vehicles only, or both.
Vehicle Screen Enhancements
Input for Engine Hours In and Out provided
Driver notes and telephone number for each vehicle can now be recorded (for drop off/pick up drivers, family association, commercial drivers)
Vehicle Snapshot displays the number of lifetime invoices, average dollars per invoice, odometer, hours, estimated daily mileage and more on the vehicle screen
Custom vehicles may be entered and stored; these will appear in red text to indicate manual entry status.
Follow up screen now filters Makes list by only vehicles found in your database, including custom vehicles
Customer phone numbers now include a note field associated with each number
Schedule Enhancements
While creating a new vehicle record during the appointment process, the New Vehicle window now includes the Plate to VIN lookup and VIN decode options.
Added comments to appointment tab in scheduler
Improved scheduler screen refresh
Order Screen Enhancements
Canned Job searching now reflects any custom vehicles contained in your database as well as filtering out makes & models that you do not currently have any existing canned jobs configured for.
Users may also select 'ALL' to find any canned job, regardless of vehicle designations.
New 'Open Recalls' button on the Order and Revision screens; displays open recalls for Toyota, Scion, and Lexus vehicles on repair orders.
> NOTE: A valid VIN must be present and decoded. Recalls, when found, can be printed or copied and pasted into repair order
When using the DEFAULTUSER, settings are now correctly saved across application restarts, just as User list profiles do.
Update Improvements
> Workstations now download update package if not found on local host
> Improved speed when updating DMV database provides a faster SE update experience.
Merchant Partner 'First Mile' credit card clearing now included
> In addition to traditional credit cards, First Mile processes Merchant Cards, Fleets Cards, Retail Finance Cards, Gift and Loyalty Cards
> More information can be found at
http://mitchell1.1stmile.com/
BackOffice - Accounting Link now integrated with Manager SE
> Accounting Link supported by accounting professionals
> Integrates with today's most popular accounting packages
Repair Order templates now include deposits and balance
For clarity during tech support calls, renamed Help button to 'How To'
Implemented enhancement to help eliminate Repair Order closing timeouts
Optimized Order saving; prevent conflicts when switching from order screen to Reporting
Updated Telephone numbers displayed in WIP to match those selected
Corrected improper prompting for hours changed when uneven labor rates are used
Scheduler Improvements
> Use Company names when no first or last name is present in Name subject line and name field
> Appointment Comments now displayed in Appointment and Shop Event tabs
> Dragging & dropping appointments no longer flickers during screen refresh
> All selected appointments remain selected after refreshing
> Allow user to correctly assign a vehicle when no vehicle was initially selected.
Tax Improvements
> Support for Florida tiered tax calculation (configurable in Tax Rate setup)
> Corrected discount rounding issue caused by part items with decimal quantities
> Added 4 digits of decimal precision in Tax Setup
Updated Reports:
> Sales Summary by Service Writer
> Now includes invoices that had no parts/labor/sublet sales in R/O count and sales average. Previously, showed incorrectly in report under <None>
> Updated report to include costs, minor format changes implemented to conserve paper
> Inventory Sales Report - Cleaned up formatting to conserve paper
Scheduler Enhancements:
> Window now remembers size/position/maximized state for each user
> Sched column in WIP as well as WIP Detail Dialog show correct schedule start date - if order is not yet scheduled, shows as blank
> Added ability to right click in Sched column of WIP to either show WIP Detail Dialog, or open Appointment editor to edit schedule times
> Added Scheduled Hours to Scheduler Appointment and Shop Event tab
> 'Sched Hours' uses your configured business hours, as well as holidays, to calculate how many actual shop hours each appointment uses. Matches value as in Appointment Editor.
Scheduling tab includes the total scheduled hours for the view you have selected.
> Each Day/Week/Month breaks down the scheduled hours for that range (shows on same line as 'Appt' count).
> Multi-day appointments will show hours each day based on start/end time and shop hours.
> All day appointments use the full shop hours of each day it spans.
> Appointment Count on Scheduling tab now includes appointments that started on previous days, but span across multiple days (Order Hrs. only shows up on first day of appointment)
> Built-in Appointment States now have pre-assigned colors
> Custom Appointment States can define custom colors
> State of appointment color shows up on Scheduling tab of Schedule and Appointment Editor
> Improved performance of Schedule when loading/refreshing large appointment lists
Handle purging estimates where there was an appointment for the estimate - appointment remains behind and can be deleted or updated
Improved follow-up appointment prompting when posting orders from the WIP
Changing vehicle ownership now prompts to select new tax settings (use customer's or vehicle's)
XCharge - Added support for configuring user name & password within Manager
Updated Recommendation Dialog to make the Category drop down more apparent
New & improved scheduler application
Added Order Hours to Appointment Editor
Added Order Hours totals to Scheduler Views
Added Appointment end time rolling over to the next business day where those hours fit within the amount of Order hours (may span several days/weekends)
Appointment end time updated (incremented or decremented) when RO's Order Hours change
Calendar view with color coding helps you visualize upcoming work
Scheduler Calendar View
Calendar may be viewed by day, week or month
Resource view allows you to view calendar by technician or resource
Scheduled appointments link to a customer and vehicle
Canned jobs added to an appointment keep track of work needed
Creating orders from a schedule initializes order with canned jobs
Fully configurable with technicians, resources, employee holidays, and shop hours
Appointments tab displays events in a standard data table view
Create shop events which are calendar events not related to work orders
Updated scheduled event report
Updated technician setup to include employee work hours
Auto schedule option schedules follow-up appointments when posting an order
Separate Notes and Sublet buttons on the Order screen
Improved license plate lookup
> Lookup vehicle properties based on license plate alone
> Retrieve vehicle properties as well as VIN number
Ability to email Customer Vehicle Report from History tab and email History Invoice detail
Customer lookup has separate First Name and Last Name