Quote builder, quote conversion and calendar improvements

New features

Quotes

  • Quotes can now be converted into job sheets or invoices directly from the quote list or view page, allowing for a more seamless workflow with customers To convert a quote, go to the quote details page and click "Convert" to begin the process
  • When a quote is sent to a customer, the customer can accept or reject the quote directly, which will update the quote status in Autowork Go and optionally notify the garage of the customer's decision To be notified of a customer's decision, enable SMS or email notifications on the quote settings page

Quote builder

  • A new quote builder tool has been added to allow a mix of externally sourced and internal line items and immediately finalise a quote and optionally convert to a job sheet or invoice
    • This tool includes live updates to the quote totals as line items are added, removed or updated from either source
    • At present, external line items are only available via Brightmotive for Dutch customers, but this will be expanded to other integrations in the future

Invoices

  • When using the invoice payment multiple payments functionality, a running total will now display to showcase the total amount paid across all selected payments, allowing for easier review of payment totals when processing multiple payments at once

🔧 Improvements

Support

  • International level support contact information has now been implemented for easier support access outside of the UK, with country-specific contact details displayed where available

Calendar

  • Various data improvements to ensure all calendar data is up to date on an instant basis when creating or editing a job sheet
  • Improved user interface for weekly calendar view

System

  • Klipboard Money platform integration preparation work to allow for garage account setup in the future

🐞 Fixes

  • Updated various Dutch translations (predominantly regarding job sheets)
  • Additional fixes to incoming DVLA data for MOT history to account for various edge cases in the incoming data
  • Fixed an issue w/ garage logo cache not being cleared when a logo is removed
  • Fixed an issue w/ live updates not being processed correctly locally, allowing for easier troubleshooting of live update related issues
  • Fixed an issue w/ sporadically incorrect tooltip display on the vehicle edit page customer list
  • Fixed an issue w/ anomalous whitespace characters being included in invoice exports in certain cases
  • Fixed an issue w/ the active menu item being incorrectly highlighted in certain cases when navigating to the announcements section in the Silkmoth / Reseller portals