Evolution DMS Release 1, 2017 is now available
Please contact our support team on +44(0)1522 698 911 or log into the Raptor Support Portal to schedule the update.
6284 Added functionality to allow the changing of a jobs status from within TechMate.
6289 Stopped the TechMate static clock from asking if you want to clock back onto a job if that job has been invoiced or cancelled.
6298 Source of enquiry can now be made mandatory in Evosales order builder.
6333 TechMate static clock has been reformatted to show the text elements more clearly.
6247 Pro forma invoices now show order numbers as per the jobsheet prints.
6251 Clocking on to a labour line now updates the technician on that line to the technician that clocked onto it, even if there is already another technician assigned to that line.
6260 Fixed an issue where the eVHC popup wouldn’t always show on the timer.
6262 Fixed an issue where estimated hours were not always populated after upselling from a eVHC.
6263 Added functionality to allow upselling to a “New Jobsheet” from the eVHC upsells section.
6277 eVHC upsell notes are now available to view in the reports and follow up tab in jobsheets.
6144 When using the postcode lookup service, if you entered a premise number, this wouldn’t get populated for certain postcodes, now fixed.
6171 Non-stock purchase date, supplier, and invoice ref are no longer mandatory when adding parts to job if a user chooses to not order that part via holding order.
6204 The stock taking module was ignoring negative stock, this will no longer be the case.
6242 Added functionality to show full tyre details on the eVHC upsell screen.
6244 It is now possible to configure the system to have all TechMate notes set to “Important” by default.
6003 When performing a particularly large auto order you could receive the error “Too many open tables” now fixed.
6005 Added functionality to be able to change what information you want to see on a jobsheet in TechMate, this can be configured from the TechMate settings in Evolution.
6011 Added functionality to be able to edit and delete TechMate notes and photos from TechMate notes, this also keeps a full log of when photos are deleted or notes edited/deleted.
6012 It was not possible to edit clocking times if the first line of labour on the job had no clocking times on it, now fixed.
6026 Added functionality to be able to see what technicians are clocked onto from within Evolution, this can be found in the jobsheets module.
6036 Added functionality to be able to see work for “other techs” and “other days” so that block bookings can be more easily managed.
5922 Creating a campaign within Campaign 365 with a code longer than 15 characters would cause an “Operation not applicable” error message, now fixed.
5936 The second printer/bin function in printed documents was not working correctly, this is now resolved.
5972 It is now possible to configure the quality of photos stored by TechMate, this ranges from Small (smallest) to Original (Largest)
5988 A new report has been built which details missed eVHC upsells and can be found in the eVHC reports section of the reports module.
6001 The auto clock off for TechMate will now correctly clock technicians out at a specified time.
5785 Changed “Expected payment methods” on jobsheet prints to only show the payment method selected. Payment types are now selected from a drop down.
5827 The data export now has source of enquiry for the following areas: jobsheets, service invoices, diary bookings, parts invoices.
5853 When installing TechMate you will no longer have to enter the server address manually, now you will be presented with a server to connect to instead.
5889 If a letter had been generated in Campaign 365 but not printed yet, the customer would show correspondence with a date of 30/12/1899, now fixed.
5890 It is now possible to configure TechMate to set the supervisor of a job to the technician that clocks onto it, this needs to be configured in the TechMate settings.
5695 Adding non stock parts to the diary wouldn’t display the holding order prompt like it does in jobsheets, now fixed.
5750 Fixed a display issue in Renault.NET where intervention totals on the jobsheet would show incorrect totals.
5617 Added functionality to allow more efficient upselling of tyres. Instead of adding a line item for every tyre you enter a price for each tyre and one labour line for fitting/balancing.
5639 Attempting to open a sent letter from Campaign 365 whilst not logged into the server would throw an error due to the location not being accessible, now fixed.
5386 The formatting of the loading circle in the TechMate static clock application has been changed to be more clear.
5407 Functionality has been added for those that don’t have “Unordered clocking” enabled to allow reordering of the labour lines on a jobsheets, and thus a Techs tablet.
5412 Functionality has been added to show when a vehicle has a service plan in the TechMate service advisor module.
5487 Printed jobsheets were not using the printer saved in the background but instead just the last printer used, now fixed.
5511 It is now possible to configure TechMate static clock to require a password when opening.
4677 Adding the same parts kit to a jobsheet twice would let you invoice the parts into negative, now fixed.
4736 SMS messages sent from a customers record in Evosales would put an =2E or = symbol into the message after 70 characters, now fixed.
4826 Performance optimisations have been made in the eVHC app to rectify speed issues that occurred if you had a lot of eVHC comments.
4939 Fixed an issue where the error “Job number 0 was raised at another site” would occasionally occur when performing an eVHC upsell in a multi-site system.
4949 Running the Peugeot CRM extract more than once in one session would throw the errors “List index out of bounds (77)” and “RecordIndex out of range.” now fixed.
3103 Search functionality has been added to vehicle history -> jobsheets.
3504 The system can now be configured to automatically populate the workshop on the eVHC upsell screen with the users default workshop.
3927 When adding a part to a eVHC upsell, the Reporting Group is now taken from the part record, the reporting group field is now also visible on parts records for those that use FIFO.
4006 Service plan expiry has been added as a field into the data export in the reports module.
4656 Work description on labour lines in the diary had a field length that was shorter than the rest of the system, this has now been brought in line with the rest of Evolution.
6205 Fixed an issue with the importing of Ford parts price file when the price file was downloaded in a certain format.
6009 “Customer Waiting” and “Collection Time” have been added to the TechMate app in the technicians area, both show up in red.
5969 The TechMate “Important” notes would not always pop up on screen in jobsheets, now fixed.
5703 If you had two campaigns in Campaign 365 within a group that ran at the same time it was possible for one campaign to overwrite the other, now fixed.
5742 If you edited the first part of two on a specialist job, the nominal code and tax code would blank out forcing the user to enter them again, now fixed.
4913 Full tyre details were not appearing correctly on the Ford eVHC printout, now fixed.
5239 The system would stop you entering a write down or over allowance for a vehicle that had the status of “Deposit Taken” now changed.
5349 Adding a part to a jobsheet, then to holding order, could cause the wip quantity to not increase under certain conditions, now fixed.
6267 Due to changes in the Sage integration it will no longer be possible to create customer or supplier references that contain spaces, if a customer or supplier reference is attempted to be generated with a space it will be removed post creation. Any customer or supplier references that already have spaces will need to be dealt with manually by Gemini Systems support team.
5979 It is now possible to configure TechMate to automatically change the job status When a technician starts a job the status will change to “In Progress” when they finish all labour lines on a job the status will change to “complete” this needs turning on in TechMate settings first.