As part of our ongoing quest to make your job easier, we’ve added great new features to ALLDATA Manage Online.
Vehicle information is now pulled from our newest version of ALLDATA Repair (my.alldata.com)
Get the most current and comprehensive parts & labor data
Better vehicle matches for integrated catalogs.
Seamless update – Access new data with no changes to document creation workflow.
Option to print documents with minimized white space
Choose between 2 print layouts.
Use less paper.
Documents included: Estimate, Repair Order, Invoice, Invoice Draft, Credit Note and Schedule of Work.
Updated Integration to Work with Transtar’s Latest Catalog Version
Please note the following differences:
Existing Transtar account credentials will need to be updated before using the catalog. Please contact Transtar directly in order to get set up with a username and password.
Transtar parts added to Custom Jobs may not be included in the same parts category as the previous catalog version and may need to be reselected.
Part availability will now display as a service option inventory level (next day, 1-3 day, etc.) instead of location based inventory level (branch, region, etc.)
The last 8 digits of a VIN are now bolded in the following areas:
VIN field of the Vehicle section on the left side bar
The myCARFAX tab (under Reports >> Work History Report)
The License/VIN Lookup field, in the vehicle section in the left pane, has been limited to a maximum of 17 characters
The Error page that appears when an unhandled event occurs has been updated.
The existing Adobe control used for graphing has been replaced with Apex Charts in the following business reports:
Turnover by Customer Type Report
Turnover for Top 10 Customers Report
Yearly Turnover Report
Yearly Profit Report
Unable to resolve Opening Balance against an Account Payment
Technician and Service Writers on work screen are not sorted
The RO Printout is displaying incorrect Proposed Completed Date when due time set to 12:00 through 12:55
Hide the segments of Labor hours/quantity in Print Outputs section
Incorrect spelling is being used in the Print Settings page.
Invoice Shop Supply Total (Misc.) is incorrect in the Sales by Service Writer Report
Labor displaying in Count and Adjustment Inventory Screen when the Stocked Parts Only checkbox is checked.
Comma can be pasted into Warranty mileage.
Password cannot be similar to the Username
Business Analysis reports have different totals
Split Invoice outputs do not reflect deductible amount in total if Complete Price custom jobs exist on the document
No validation for Product Group value on the parts import
Incorrect word used for “Clear document when Work Order created” checkbox.
Technician field fails to populate in the Paid Invoice page once Invoice Confirmation closes.
The Vehicle Detail print out shows misspelled words and UK localized word.
Incorrect Wording in Error message for AR Payments page
The Authorized Contact is printing twice on the document printout.
Localization spelling issue with the title on the RO Authorizer window.
Incorrect Car ID being used for some custom jobs containing OE groups.
When a Deposit made through PayGuardian, the deposit is not seen as PayGuardian transaction
Unable To Pay Invoice under certain situations
Incorrect value of KM when Invoice printed from Document Options
Refreshed Sales Payment screen
Quickly view and pay outstanding balances for a customer
Automatically allocate payments and credits to outstanding balances
Worldpay credit card processing is now integrated with Manage Online
Process credit card payments directly from Manage Online
No additional applications need to be installed
Vehicle Tags can now be used instead of Key Tags
Quickly create new vehicle tags from the work screen
Vehicle tag history is stored with the document
See Setting Up and Using Key Tags
Customer search via Phone Number
New Document and Print button dropdown options
Due Out Date field now always visible
Print Document or Tech Sheet directly from RO
You can now specify Technicians and Service Writers as inactive
Manage Online will now identify when the Quickbooks Online tax calculation feature is enabled and prompt to continue with the export.
Sales receipt format has been updated.
Tech sheet now properly displays item count for special custom job types.
Additional options added as dropdown menus for New Document and Print buttons.
Repair Order search can now be searched by technician or service advisor.
Setting to hide discount column on documents until a discount is present has been added.
Repair Order Search can now be filtered by cancelled documents and searched by technician or service advisor.
Document Search default value for “Optional Criteria” can now be changed in settings.
ATD contact email address has been updated.
Tax column on paid invoice will now display for every job with part and labor items.
Reports no longer print “local data and time” text.
Addressed issue selecting vehicles in catalog with “!” in sub model.
Inspection report language update.
Cancelling invoice process with outstanding ordered parts no longer locks the document.
Clone job no longer cuts off job names at an ampersand.
Work descriptions for deferred jobs now removed from RO details in scheduler.
Customer ID for opening balances no longer case sensitive.
Question marks in Customer ID no longer cause deferred jobs to display incorrectly.
Line items with hours worked can no longer be hidden.
Delete action now pops up with correct options.
Cancel button no longer disabled buttons on RO screen.
Resolved error when invoicing with payment terms set up.
Exports of vehicle work reports no longer result in an error.
Deferred jobs no longer disappear if a license contains “#”.
Apply tax before discount option no longer causes historical invoices to display incorrectly.
Work description and work performed lines can longer be deleted on ROs that have been completed.
Quickly look up a vehicle record with a VIN or license number
Additional flexibility for vehicle/customer lookups
Kilometers can now be set as the default odometer type
No longer necessary to manually set new vehicles to KM.
Go to Setup >> General to change settings
Payment methods can be linked to the payment methods in QuickBooks
Payment methods selected in Manage Online can carry over to QuickBooks automatically
No longer necessary to manually adjust payment method records in QuickBooks
Selected vehicle automatically gets added to special instructions when ordering from the AutoZone Catalog.
Consolidate lines on printouts now hides extra columns on printouts (units, qty, discount, etc.)
Recent Documents totals now include tax.
Delete warranty info from RO
Option to make customer order number required
Option to set default payment terms for all customers
Credit split invoices
Nexpart Catalog now shows 0 stock when item is unavailable to order.
ATD Catalog API version updated
QuickBooks SDK and OAuth service update
Additional logging for QuickBooks related errors
Refreshed the Work screen with a more modern design
More intuitive workflow
Additional display customizations
Better utilization of screen space
See Updated Work Screen Layout
Updated password change and recovery processes
View and change multiple users’ passwords and recovery emails from a single page
Easier to identify password requirements
Enter your username or email on file to send a reset email
Usernames are now retrievable via password reset email
New look and feel
See My Account
Parts markup is now applied to new parts added from the Inventory Parts screen
Login / prelogin splash screen design update
First time login now allows for one time only username change
Company ID now displayed in upper right corner
You can now start an Inspection without having to add a symptom beforehand
Separate deductible line item now displays on print out if a deductible is applied to a split invoice
PaySafe Signature Capture is now supported
Line discounts now calculate correctly for tax exempt customers
Estimate notifications no longer cut off with large font-size / character counts
Estimate and RO Printouts show correct calculations when a job is hidden
Tech Worksheet does not display work description if job is hidden from print
Invoice Draft printout total label changed to ‘Invoice Draft Total’
Customers with spaces in their last name are searchable
Deferred Job line items no longer duplicate when printing
Manage spelled correctly on email
Document Options menu displays correctly
Deferred work displays correct customer name in printout
When re-invoicing after a credit, if crediting the 2nd time, the Credit Note page is no longer flagged as a split invoice
Cookie error no longer displayed when searching TIR in the part number field of the Tire Sales Page
When using the red “X” icon box to delete the line item added from the Document Job Group section, the Delete Selected button is now disabled
Cookie error page no longer displayed when the Tire Extra Code field contains spaces
Additional messaging for Rim Size Price Matrix when Tire Fee Checkbox is is selected
Additional messaging when retrieving inspections
Deferred job no longer lose line items under certain circumstances
Update technician sheet with model / sub-model of vehicle
Time stamps for payments and authorizations no longer display incorrect time stamp under certain circumstances
Quick Edit popup Apply button now displays as Update
Streamlined process to add parts to an invoice or inventory
Easier to locate and add inventory and non-inventory parts
Line codes have been separated from part numbers
Add parts to a document without adding to inventory
See Adding and Editing Parts
13 reports have been updated with a new layout and added sorting functionality
Search options are easier to distinguish
Easily sort search results
See Retreiving Shop Documents
Recent documents list redesigned to include sort options and display more document info
Quickly access recent documents
Better identification of documents
More records available to view
Select which elements to display on the work screen
Reduce screen clutter by removing unused items
Maximize screen space
See Customizing the Work Screen Layout
Set up multiple fees to be applied automatically
Apply fees to tire sales based on rim size
See Setting Up the Tire Module
Inspections banner for incomplete inspections and updated icon
Revised Technician Worksheet print layout
Customizable label for “Symptoms and Diagnostic Trouble Codes” and “Supply/Hazmat fee Comment” on printouts
Default contact method can now be set
Media Code section added to Work screen
Option to make Media Code mandatory
Inspection Report Notifications will appear on Work screen if an associated Inspection has not been completed
Account Code has been renamed to Product Group
Meritcard is now PaySafe
Tax Rate allows up to 4 decimal places
When a Repair Order contains a Work Description at the Job Level, a discount can be applied using the Discounts page.
We display all parts in a Part Category for a catalog accessed through NexPart on the results page – even when one or more parts contains only partial information.
Fixed the error that appeared in the Scheduler when an appointment was added.
Apply core charges and track core returns
Minimize lost revenue from unreturned cores
See Setting Up and Using Core Charges
Add parts to a return bin to process later.
Easier to keep track of pending returns
Less interruption of daily workflow
Process multiple returns at once
See Using the Returns Bin
Restore previously deleted Inspections
Vendor >> Supplier
Advice Note >> Packing Slip
GRN >> Receiving #
Split Invoices no longer display as negative on Sales Tax Report.
Inspection Status now retains value when promoting estimate to RO.
User names longer than 20 characters are no longer allowed.
You can now switch back and forth between Custom Jobs and Parts Pages.
Suggested Order now functioning properly.
Typing Invoice number in Detail field of Sales Payment Entry page no longer results in error.
Filter is no longer lost after adding a job and clearing the search text.
Work Description from hidden jobs no longer displays on Tech Sheet print.
Creating a customer account with a space in name no longer reults in error.
Searching for a customer and vehicle detail now populating the car side panel.
Now only one Inspection result displayed per job in the Inspection search screen.
Invoice printout from previous advice notes updated.
Now able to enquire on catalog parts after adding lines to document from work history.
Help files text updates.
Entering in a Work Description with a very long description against a custom job no longer results in error.
Special characters no longer allowed in Reference field.
Sales Tax Summary Report with Non Taxable Fixed Priced jobs no longer showing as taxable.
Deleting Inspection list no longer results in errror.
Quick Edit popup window no longer showing Part Audit button for labor lines.
Updated text on Tech Sheet.
Table no longer duplicating record entries when job is moved between bays in Scheduler.
Update URL for WHI catalog.
Stock adjustments when deferred jobs added to document have been corrected.
CarFax – Resolved Intermittent error resolved when clicking Invoice.
Fixed Technician page grid when clicking edit in Google Chrome.
Adjusted Work Description spacing on Printed Documents.
State abbreviation value is now retained after creating a customer from the Scheduler.
Inspection Labor lines created from the State Inspection Schedule display on the Labor analysis report.
Items no longer showing multiple times in the Invoice Item Margin.
Having a reminder called Deferred Work or Appointment no longer causes error when accessing work document if vehicle has the reminder assigned to it.
Product importer will now update an existing bin location.
Previous customer details no longer being remembered in Google Chrome.
Items no longer doubled on Invoice Item Margin Report after splitting Invoice.
Output previous mileage on invoice history export instead of current mileage value when invoiced.
Printing an invoice when the customer no longer exists does not result in error.
AZ Catalog now returns parts if multiple qualifiers are required at the same time (e.g. snow chains).
Transtar catalog changed from HTTP to HTTPS security.
Purchase Credit taxes now display consistently.
Add or remove sections from printed documents
Less clutter on print outs
Save paper and ink
See User Options – Printing
Display 2-3 variations of jobs in order to offer pricing tiers for customers to select
Upsell opportunities for additional parts and services
See Good Better Best jobs
Automatically adjust catalog labor and maintenance times for different account types
Make consistent adjustments to labor times for different customers
See Labor Time Adjustment
Added Year to Vehicle License Identifier on Work Screen and Vehicle List
Fleet company saved against the Invoice for reprints
Can no longer create RO Authorizations for a future time
Fixed issues with Nexpart auto filter
Shop Supplies now apply properly when a Repair Order is created using schedule
Converted suggested jobs no longer appear on invoice screen
Fixed inactive Paid icon on Invoice search screen.
Invoice Mileage In no longer remains highlighted red on paid invoice
Mileage no longer changes when creating a job for KM vehicles
Address Line 1, 2, 3 for Customer and Company now display on printed documents
Performance enhancement for browser Memory usage
Estimates, Repair Orders Invoices and Credits have been updated with a more clean, legible more professional look
Better organized work on printed documents
Redesigned Symptoms, Work Descriptions and Advisory Notes menus
Streamlined predefined text section makes it easier to locate view and view required items from the menu
Filter predefined text by keyword
Assign selections to a specific job or to the main document
Increased character count of Summary field to 30 and Description field to 1000 characters
Include Work Performed notes with each job
Quickly see technician’s notes that are applicable to a specific job
See Adding Work Performed Notes
Sales by Job Category, Value of Recovered Work, and Value of Suggested Work reports have been added
See what types of jobs you are are completing to aide with business decisions like hiring, tool or inventory, purchasing etc
Keep track of the declined jobs that are returning to you
View the amount of work that has been upsold
See General Reports
Ability to clone jobs at the work document added
Ability to hide a job from the work document / printout added
Custom Jobs report improvements
Fleet Owner Notes can now be added from the Fleet Details popup
Quick Parts search filter added
View and track messages sent through the Customer Relationship Manager
See at a glance who you have contacted recently
Quickly identify who needs to be contacted
Easily access communication history
See Sending Messages to Customers
Customer email now auto-populates on print preview screen
Credit Note checkboxes on Complete Price jobs can no longer be checked
Deferred Work no longer displays duplicate entries
Deferred Work retains cost price of catalog parts
Time Tracking now saves data correctly on labor lines with special characters in the description.
Technician Code displays for each Work Document on the WIP screen.
New Custom Job Price Type!
Create menu or promotional priced Jobs with fixed sell prices to accurately report taxes, Parts and Labor sales.
See Creating and Editing Custom Jobs
Categorize Job Groupings from the Work screen!
Classify Job Groupings from a list of common part/repair categories.
Default Labor line can now be deleted from Package Price Custom Jobs if another Labor line is present.
Package Price Icon no longer shows for Package Price Jobs.
“Inspection Schedule” has been renamed “State Inspection Schedule”
Custom Job Type is now identified in the Job Description window.
WHI Catalog now displays multiple locations when main branch is out of stock.
Split Invoice print out now shows Symptoms, Advisory Notes, Service Writer, Work Type, Mileage Out and DTCs.
Custom Jobs Filter now filters by all words in the Custom Job description, within the selected Category.
“Repair Order Email Message” now sends with all emailed Repair Orders.
Order values on the “My Orders” screen now correctly display.
“Forgot Password” function now operates as designed.
Suggest Custom Jobs that can quickly be applied to the Work Document.
Create documents faster with access to commonly used Custom Jobs directly from the Work Screen.
See Adding Suggested Jobs.
The myCARFAX Customer Signup Button lets you easily enroll your customers in the FREE myCARFAX customer loyalty program and sets your shop as their Favorite.
Benefits of myCARFAX:
Increase customer loyalty through myCARFAX service reminders (app and e-mail) that direct customers back to your shop.
Reach new customers with a listing and coupon in the myCARFAX service shop finder.
Save time and improve accuracy with the myCARFAX QuickVIN product, which translates license plate numbers into VINs.
Make better service recommendations, drive more revenue and view service history from multiple shops with myCARFAX Service History Check.
See Enabling and Using myCARFAX.
Updated Inspection Scheduler.
Inspections can now be added directly from the Inspection Schedule.
Time slots can now be named.
Additional Global Custom Jobs added.
Enhanced VIN recognition integration with IMC catalog.
Modifications to external WHI catalog to utilize new search and part lookup functionality.
ACES vehicle list update to include 2017 model year, additional Makes and heavy duty trucks.
ZIP Code database enhanced to allow City selection if ZIP code includes multiple cities.
70 new Global Custom Jobs have been added.
35 new Global Symptoms have been added.
These Symptoms are tied to Custom Jobs as Suggestions.
Search and add Tires directly to your Work document!
Search over 40,000 tires by Tire Size or Year, Make and Model information!
Fast shipping from 140 distribution centers across US/Canada.
Automatically generate a “License Plate” as a placeholder, when there is none.
Valuable when creating vehicles that are not currently registered.
Change the vehicle license plate at any time!
The Customer # Field now appears on the Work Screen!
Quickly view the Customer #
Click the orange ? icon to open a list of options:
GPS-like guidance for:
Slideshow of newest features
Ordering and Receiving Parts
Tire Inventory Settings
American Tire Distributors (ATD) Catalog
Parts Inventory Import Instructions and Sample Spreadsheet updated.
New Custom Jobs screen and Package Jobs type.
Easily create and maintain Custom Jobs.
Create specials for your shop using Package Jobs.
Access Global Custom Jobs.
See Creating and Editing Custom Jobs.
Create and manage customers and documents for warranty and fleet vehicles.
Create fleet accounts.
Split invoices between customers and warranty-providers.
See Adding and Invoicing Fleet Vehicles and Adding and Invoicing Warranty Jobs
Rearrange and resize sections on your Work screen.
Drag and drop sections of the Work screen to structure your workflow to meet the needs of your shop.
Adjust the Work screen options to fit your monitor size.
Add a Customer number to each Customer account.
Keep track of a membership number or any other identifier.
Customers can be searched for by the Customer number.
See Adding Detailed Customer and Vehicle Information
Custom Job Enhancements
VIN is now visible from the Work screen (if available).
Key Tag character limit has expanded from four to ten.
Filter added when assigning Key Tags to a vehicle on the Work screen.
Work descriptions no longer display multiple times on Repair Order drafts for Canadian users.
Type font has been standardized.
Correct city can now be chosen when ZIP codes contain multiple cities.
Now available in Manage Online!
Quickly search parts and check availability by accessing electronic parts catalog inventory from vendors all over the country.
Easily add parts to the Work document with integrated electronic parts catalogs!
See Using the Parts and Labor Catalog
Added detailed information fields that further identify the vehicle’s transmission.
Filters results faster when using the Transtar Industries electronic catalog.
Save additional transmission information that can be used to better identify the vehicle when purchasing parts.
Follow the in-product prompts to easily learn how to create a Work document.
Adding Customers and Vehicles
Adding Symptoms, DTCs, Work Descriptions, Parts, and Labor to a Work Order
Creating an Estimate, Repair Order, or Invoice
“Licence” spelling is corrected on printed estimates.
Sales tax report now prints complete document number.
Enter and track the technicians’ hourly rate and the actual time worked per task!
Use reporting to determine wages and efficiency.
Track how long technicians are actually working on a job.
See Tracking Technician Cost and Time
Immediately go to the part you need in the integrated catalogs when applying Custom Jobs to the Work document.
Saves time by automatically going out to the integrated catalog.
Select from integrated catalogs such as AutoZone and the Transtar Industries Catalog.
Note: Setup is required. See Creating and Editing Custom Jobs.
Easily follow the in-product prompts to complete all required, recommended and third-party setup requirements.
GPS-like guidance for quick and easy setup.
Invoice Draft button now appears on Invoice Confirmation screen.
Invoice, Credit and Payment data now exporting to QuickBooks Online.
Discounts now add to a new Job Grouping on the Work document.
Custom Job Maintenance screen is rearranged for a better experience.
Improved look to Electronic Catalogs.
Manually resend data to Intuit Demandforce and MechanicNet.
Time printed now added to Tech Sheet.
Deferred work now stays with vehicle when changing license plate.
Labor analysis report now displays Technician information.
Updated example template when importing parts inventory files.
Sales Tax Report now showing accurate information.
View the status of all Repair Orders from one screen!
View the progress of the work in your shop at a glance.
Create and customize multiple Work in Progress views.
See Setting Up the Work in Progress Screen and Using the Work in Progress Screen.
Look up and purchase transmission parts in Manage Online!
Access Transtar Industries comprehensive catalog of transmission parts.
Save time by ordering and receiving parts in Manage Online.
See Using the Parts and Labor Catalog and Ordering and Receiving Parts.
Indicate a Loan Car has been issued and include Detailing information for the vehicle from the Work screen!
Keep track of Loan Car and Detailing information on the Work document.
See Applying Loan Car and Detailing Information to the Work Document.
The date the myCARFAX data was last processed and successfully sent now appears on the myCARFAX setup screen.
Name of service writer now appears on the Invoice Confirmation screen.
Volkswagen engine selections in electronic catalogs now appear.
Opening Balances data now exports to QuickBooks Online and QuickBooks Desktop Export.
Codes are automatically entered in upper case when adding DTCs to Work documents.
Now able to select Tax and Net amounts separately when creating a Split payment.
Purchase Invoices can now be viewed Accounts Payable.
Correct time now appears in R/O Authorization popup window.
Integrate with QuickBooks Online!
Export invoice, credit, and accounts payable data directly without creating an .IIF file.
Access QuickBooks Online in both the United States and Canada.
See the QuickBooks support articles to learn more.
Integrate your customer database with MechanicNet, an automated marketing and website development service for small businesses.
Create a website, customer messages, and reminders.
Manage social media.
See Integrating with MechanicNet to learn more.
Securely process card payments online with MeritCard Solutions using PayGuardianWEB.
Save time by processing secure credit and debit card payments from the invoice confirmation screen.
See Enabling and Using MeritCard Card Processing to learn more.
Define DTCs (Diagnostic Trouble Codes) and add them to the Work document.
Quickly define, save, and print DTCs and their definitions on the Work document.
See Adding Symptoms, DTCs and Work Descriptions to learn more.
Apply suggested markup pricing to parts from the Work document.
Save time by applying suggested markup pricing from the Quick Edit parts information while on the Work Screen.
Deferred work no longer appears as an Inspection when applied to the Work document.
Search filter function added to Vendor Setup screen.
Customer email address now appears in email field when printing and sending Repair Orders.
Vehicle Sub Models only available in Mexico will now show in Vehicle Selector.
IAP catalog search is now working.
Refund option now available for deposits.
Reminder dates now appear on the Work document.
Markup pricing will now appear on the Order/Receive screen.
myCARFAX Service History will now look up information when VIN is entered in lower case.
myCARFAX terms and conditions link now opens to new URL.
Deposit information is now displayed on printed Estimates and Repair Orders.
Correct tax codes are now applied when adding information on parts.
Demandforce exports are working correctly.
Date, Method and the Amount of deposits now display on printed Invoices.
Access myCARFAX shop tools and activate your myCARFAX shop listing!
Look up the complete 17-digit VIN from a license plate using QuickVIN™.
Get access to exclusive CARFAX service history using Service History Check™.
Let your customers know that they can track their service history with your shop and get maintenance reminders.
See Enabling and Using myCARFAX to learn more.
Integrate your customer database with Intuit Demandforce, an automated marketing service for small businesses.
Send personalized reminders, coupons, invitations, newsletters and online surveys to your customers.
See Syncing with Intuit Demandforce to learn more.
Now includes Sub Model section in vehicle information.
Select a Sub Model to better classify vehicle information when searching the electronic parts catalog.
Search electronic parts catalogs for vehicles 2012 and newer.
See What Does ACES Mean? to learn more.
Deferred Work will no longer be applied to the work document as an inspection.
Zip Codes beginning with “0″ are now recognized.
Pay button no longer shows on fully paid invoices.
Online Inspection Booking now shows all labor codes.
Error messages no longer show when editing job groupings.
Part numbers no longer show on repair orders when “hide parts” option is selected.
Authorization Report can now be locked with a password in Access Control.
Deferred Work text fields have been extended.
Commodity Codes now have default value.
MasterCard spelling is now corrected.
VIN Lookup now overwriting previous lookups.
Discounts can now be applied before taxes are applied.
Outstanding deposits can now be applied to repair orders.
Part listings are no longer duplicated in the AutoZone catalog.
Vehicle catalog listings containing an ampersand (&) are now available.
Example: Chrysler Town & Country.
Make deposits on in-progress repair orders.
Collect, and keep track of, deposits before the work is complete.
Print receipts for deposits when they are added to an invoice.
See Making Deposits on Repair Orders to learn more
View report showing total sales by Service Writer.
Find repair orders and totals by individual Service Writer that can be used to measure Service Writer performance.
Search a list of Custom Jobs when writing a repair order.
Save time when searching for Custom Jobs by entering keywords into the search bar.
Locate all tax-related setup options on one screen.
Added the ability to have a different tax rate for each tax code.
Added the ability to apply an Urban Development Zone Tax (where applicable).
Exempt the GST/HST and PST tax from the repair order.
Allow for tax exemptions with exemption numbers and expiry dates.
Record all exemptions and information in the Sales Tax Report.
Allow your customers to book inspection and diagnostic appointments online from your website.
Increase business by taking online inspection or diagnostic appointments.
Allow customers to choose inspection or diagnostic service.
Ability to add Agricultural Tax now available.
Updated Payments report to include Payment Reference and R/O numbers.
Update Florida Disclaimer- removed check mark box from statement, using less paper.
New explanations in Pricing user options.
No limit to amount of Jobs on a Work document.
IAP credentials no longer require BrokerID or SMSID.
Ability to view tire inventory in Ascending or Descending order.
Catalog settings now deleted with catalogs.
Price Matrix now working correctly.
Now able to use a % sign to search from My Parts.
Ability to print displayed reminders from the Customer Relationship Manager.
Work Types now color coded on Work document.
Assigning a technician to a Job grouping will also assign all lines within the job grouping.
Recovered Deferred Work that is added to a work document will still be saved if the Work document is deleted.
Keep track of suggested jobs.
Set up reminder notifications in the customer profile.
Keep track of the reason work was deferred.
Pull deferred work directly onto the work document.
View the Deferred Work video.
Assign specific markup prices to each vendor.
Control markup pricing for specific vendors.
View the Vendor-Specific Price Matrix video.
See what the markup price of an item will be when adding parts to inventory.
Immediately see what the customer will pay for the part based on your cost.
Updated to comply with Florida State laws.
Updated Date Written to include the time.
Increased printed font size.
Added Save Replaced Parts section.
Added Intended Payment Method.
Added Shop Supply & Hazmat Fees notice.
Require a specific password when selling items lower than the set minimum margin.
Make sure you maintain minimum profit margins.
GST/HST and PST can be applied to the invoice.
Add the correct tax to the invoice.
Includes GST/HST and PST in the Sales Tax Report.
Export accounts receivable and invoice details to QuickBooks.
Greater integration between QuickBooks and ALLDATA Manage Online.
Exports include more information from the invoice such as Customer Information, Payments, Parts and Labor.
Improved Electronic Parts Catalog vehicle selection.
Customer information displays correctly when creating a new R/O.
Correct page is found when creating a Purchase Invoice.
10+ job groupings can now be added to a Work document.
Technicians Work Report now includes techs assigned to job groups.
Correct date now displays in text box on Purchase Order screen.
Job Descriptions now have a limit of 60 characters.
Check Stock Icon replaced with AutoZone “A” icon.
Locked jobs are no longer editable.
Correct dates now appear on the Tech Sheet.
Technician information is aligned on Tech Sheet.
Group Parts and Labor under a Job in the work document.
Manage the order of Jobs, Parts, and Labor within an Invoice.
Select the Add Job drop-down menu for quick access to options.
Added new Electronic Parts Catalogs
IAP (Internet Auto Parts)
Order and add parts from within ALLDATA Manage Online.
Reduce data entry time and production costs.
Find setup instructions HERE.
Improved access to WHI and DST catalogs.
Text Message alerts sent from the Work Document screen now send to the correct customers.
Improved vehicle transfer process.
Updated document footers text display.
Improved Parts and Labor Catalog vehicle selection options.
Updated required fields in Schedule settings.
A supplier must now be selected before receiving parts.
The vehicle selector no longer displays duplicate vehicles.
Enhanced messaging when:
Setting an Inspection Reminder Date.
Modifying a locked order.
Enable prompts to get customer authorization on Repair Orders.
Improve shop workflow capability.
Reduce time spent contacting the customer.
Easily track and assign jobs to technicians and bays.
Drag-and-drop jobs to schedule bay workload.
View bay and technician schedules at a glance.
Enhanced Pricing options and settings.
Create consistent price points, discounts and value.
Added new Electronic Parts Catalogs:
Reduce data entry time and production costs.
Export information from ALLDATA Manage Online in a format that can be imported into QuickBooks.
Easily transfer the relevant information to manage your accounting activities.
Find setup instructions and FAQs HERE.
Set up password access to specific sections of the program.
Allows the shop owner/manager to control who can make changes to company information.
Contact ALLDATA Technical Support for details on using this feature.
Added the ability to show the fitted tire price without tax.
Added the ability to display tech notes in the AutoZone catalog.
ALLDATA Support provides self-help articles and videos designed to save you time and get you back to work. You get instant access to product and account support.
For our retail site, please visit: www.alldata.com
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© 1996-2014 ALLDATA LLC. All Rights Reserved. ALLDATA, ALLDATA
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