Do your techs always send notes to Parts with the recommendations? Shop Notes can now automatically open for entry. Set your preference in Settings > Preferences.
You asked and we answered! The “Notes” column is back on the RO List screen. As always, an icon indicates when notes are available. Display by clicking the icon.
Service Advisors can now save time by using the “Approve All” and “Decline All” buttons for estimates in “Approve” status. Estimates in “Finalize” status will also display on their Active list.
Not sure how to handle inspection tasks that aren’t applicable? An “N/A” column is now available online. When selected, an “N/A” stamp will print on the form! This is currently available for Acura, Subaru, and Lexus with more OEMs coming soon.
Your forms will look better than ever, with pagination and formatting to match your original CPO forms. This is currently available for Acura, Audi, Subaru, Lexus, and Hyundai with more coming soon.
Other formatting adjustments and bug fixes to keep CPO looking and working great!