This release focuses on issue fixes and improving usability for Fleet Users, Service Providers and Dealer Admins.
- Broker Users
- Service Providers
- Dealer Admins
Issue Fixed: Inaccurate Service Provider Search Results
Previously, some Broker users experienced inaccurate results after initiating a Service Provider search sorted by location distance. Results would come back in no particular order.
This issue has been fixed, and search results will sort and display in the Distance column, ascending to descending order, as expected.
Issue Fixed: Repair Order Number Updates
Previously, some Service Provider users experienced issues after exporting a case where the Repair Order Number wasn't updating in the Quickstop Banner or the Repair Order Number field of the Editing Case page.
This issue has been fixed, and the Repair Order Number will now update dynamically in both the Quickstop Banner and Repair Order Number field of the Editing Case page after a successful case export.
Issue Fixed: Incorrect Unit Number in Quick Action Button Generated Emails
Previously, some Service Providers encountered issues with the incorrect Unit Number displayed in emails generated from the Case Quick Action Check-In and Approval Request buttons. When a local provider changed the asset’s Unit Number, that value was displayed instead of the correct one.
This issue has been resolved, so now you can see the correct Unit Number in all QAB-generated communications, as expected.
Issue Fixed: UTC Time in Appointment Alert Emails
Prior to this release, some Service Providers received Appointment Alert emails time-stamped in UTC rather than in the time zone that applies to the Service Provider.
This issue has been fixed, so Service Providers and Technicians can rest assured the Alerts they’re receiving are accurate – without having to do the mental gymnastics of time-zone calculations.
Added Navigation Buttons for Operations
You’re going to like this one.
With this release, Service Providers can navigate between operations from within the Edit Operation page. Users no longer have to go back and forth between this and the Editing Case screen to manage operations – edit one operation then click a button to switch to another operation directly, and only return to the Editing Case view when you’re finished.
Here’s an example: Click on an operation from the table on the Editing Case table to enter the Edit Operation view. Do what you need to manage that one, like updating the VMRS codes for it. Click SAVE & PREVIOUS or SAVE & NEXT at the top of the view, and arrive at another Edit Operation screen for another operation. Do what you need to do, and then decide if you would like to continue editing operations or return to the Editing Case view. Try it out!
A new Operations Counter will display to the left of the SAVE & PREVIOUS and SAVE & NEXT buttons, so you can keep track of which operation you are on as you navigate from one operation to the next. This counter will display the number of operations that are available, for example, "Operation 2 out of 5." In a future release, this will correspond to a line item number displayed in the Operations table.
That's right. There are more great changes coming to improve the Operations feature for Providers and Fleets.
Improved Parts Pricing Functionality
With this release, we improved the performance and accuracy surrounding the Parts-Pricing process for Service Providers adding many parts to an Operation.
Users who retrieve parts pricing via DMS integrations or associate parts with Operations via our Builder application will notice a faster overall experience.
Inactive Status Added to the Related Operations Button
With this release, we improved the user experience for Service Providers when relating operations.
There’s a new ADD SELECTED OPERATIONS button at the bottom-right of the OPERATIONS RELATED TO modal, which helps indicate the next step in the process.
The ADD SELECTED OPERATIONS button will initially display as deactivated until an operation – or operations – has been selected from the list. When ready, click the button to relate the selected operations as expected.
Improved Service Request Response Coordination
This new feature alerts Service Provider users if somebody else has already responded to a new Service Request. The notice will reduce confusion around responses by indicating who responded and when. And it even links the user to the associated case, too.
Case Mobile Link Added to Technician Assignment Notification Emails
When Dealer Admins enable this new feature, Technicians will get a link to Mobile Case in the email they receive when they’ve been assigned to a case.
Now, when Technicians are assigned cases, they can click the Mobile Case link to navigate directly to the case instead of having to manually find it when using their mobile device. This will make tracking their work a lot easier.
To enable this feature, Dealer Admins can go to their Admin settings, click on Customize Your Database, open Location Information - Features, and find the “Enable Estimate Mobile Link on email When Technician is Assigned,” then select YES from the dropdown.
Configure Required Fields on Case Intake Form
Dealer Admins can now decide which fields are required on the Case Intake Form. Also, the Case Intake Form will now only appear at case creation – not upon subsequent visits to the case.
If there are required fields on the form, the SAVE & CONTINUE button will display as deactivated until the fields are completed. But if the user needs to, they can opt to skip the form and proceed with case creation; this is to ensure users are not prevented from pursuing their work if they don’t have the required information.
If there are no required fields on the enabled form, both the SKIP and SAVE & CONTINUE buttons will all be active.
If the user skips the form in either situation, the Case Intake Form will not appear for other users upon subsequent visits to the case.
NOTE: Please contact Support if you want the Case Intake Form enabled for your location.