For the Case V8.50.0 Release, scheduled for November 6th, we have the following updates.
- PDF Estimates & Billing Customer Information | Ability to put the Billing Customer on Estimate PDFs instead of the vehicle’s primary Customer (To be released post-PACCAR UAT).
- Email Templates – Note Notify | The Note Notify email template subject lines now translate and can be customized.
Coming Soon (Post V8.50.0)
- Isuzu Service Contract Operations | Soon, when you open a case for an Isuzu truck that has an Isuzu service contract, you can see the services the contract covers, add them to the case, and send them to Isuzu as a service contract claim.
Case V8.50.0
PDF Estimates & Billing Customer Information
Users will soon be able to set the Billing Customer on Estimate PDFs instead of the vehicle’s primary Customer. When a third party, such as a fleet management or billing company, is paying for the repair, the estimate they receive can now be in their name.
A new Customer Information section, with Customer and Billing Customer options, now appears in these three places:
- Print/PDF Actions
- Request Approval
- Send Estimate to Customer
Customer is selected by default, and with it the Estimate PDF looks the same as it does today.
When you select Billing Customer on a case where the Billing Customer is different from the Customer:
- Page 1 shows the Billing Customer name and Billing Customer Number, followed by the Billing Customer’s address, phone, and fax.
- The primary Customer name and Customer Number appear below that for reference.
- Every subsequent page shows the Billing Customer name and number in the header.
- If the Billing Customer has no customer number, it shows N/A.
Email Templates – Note Notify
When someone adds a note to a case, Decisiv emails the update using the Note Notify template. This release fixes how the subject lines of those emails work.
- Default subject lines are translated. Note email subject lines now use your location’s default language instead of always being in English.
- Custom subject lines now work. If your location saves its own subject line in the Note Notify template, every note email uses it, whomever the recipient is. Before, changes to this field were ignored.
- Liquid variables work in subject lines. You can add variables such as the unit number or case details to a custom subject line, and they’ll fill in correctly.
- Shorter subject line for service providers. Emails to service provider and broker users now read “[Platform] Note Added to Case”. The case number was taken out because it already appears at the end of every case email.
What stays the same:
- Every case email still ends with the case number in brackets, for example [98765432]. This lets replies get matched back to the right case, and it’s added automatically to custom subject lines too.
- No setup is needed. If you don’t customize the template, the default subject lines work as before, now translated.
Coming Soon (Post V8.50.0)
Isuzu Service Contract Operations
Some Isuzu trucks come with one or more Isuzu service contracts. Service contracts cover certain services, like scheduled maintenance, brake service, or tire service. When you open a case for one of these trucks, soon, you will see the covered services and be able to add them to the case in a few clicks.
When the work is done, you can send these services to Isuzu as a service contract claim, so the contract pays for the work.
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