1. New Payroll Report
  2. WorldPac SpeedDial 2.0 Integration
  3. Option to Require Fields on RO
  4. Updated Customer Form


Details are Below:



New Payroll Report


The new Payroll Report makes it easy to review hours for hourly and flat rate technicians. This new feature enables shops to filter by shop, date range, employee name and ID, and pay type. Shops can also generate PDF and CSV payroll report exports for individual and multiple technicians. 

 

Alongside the new Payroll Report, new Shop Settings in Staff allow shop management to define: 

  • Whether flat rate technicians are paid when the work order is complete or when the service is complete 
  • How overtime is measured—over 8 hours in a day and/or over 40 hours in a week 



For more information on the new Payroll Report, click here. 




WorldPac SpeedDial 2.0 Integration


WorldPAC has released their new fully online version of their catalog. Shop Manager is now integrated with it. You will have the ability to order from any device and their new integration is web based so no need for a separate app! 

 


  • speedDIAL Classic vs. speedDIAL 2.0 Credentials
    • If a WORLDPAC customer is using speedDIAL Classic, it does not mean they automatically have credentials for speedDIAL 2.0.
    • Customers will still need to request a User ID to access speedDIAL 2.0.

 

  • Requesting a User ID or Becoming a WORLDPAC Customer
    • speedDIAL 2.0 direct website: Login - speedDIAL 2.0
    • Below the login section on the speedDIAL 2.0 website, there are options for customers to:
        • Request a User ID.
        • Sign up to become a WORLDPAC customer.
      • Customers can also call their account manager or WORLDPAC Customer First at 800-888-9982 x5470 for assistance.

 


For more information on the WorldPac SpeedDIAL 2.0 integration with Shop Manager, click here.




Option to Require Fields on RO


Shops will be able to require certain fields to be filled out prior to Starting or Closing an RO. This feature will come with a redesigned Start and Close RO that will include the information that is required. This new feature will allow you to check that the contact information is correct with the customer while checking them in.

Here are the fields you can choose to be required:

 

Shop Details 

  • Service Advisor (Close) 
  • Label (Start & Close) 

Customer Details 

  • Address (Start & Close) 
  • Phone # (Start & Close) 
  • Email address (Start & Close) 
  • Source (Start) 
  • Reason for visit (Start) 

Vehicle Details 

  • Year (Start & Close) 
  • Model (Start & Close) 
  • VIN # (Start & Close) 
  • Plate # (Start & Close) 


Start RO 





Close RO


For more information on Repair Order Requirements, click here. 





Updated Customer Form


We have redesigned the customer form to prep it for use for the upcoming feature Option to Required Fields on the RO. Users can now choose which contact information will show on the RO. This change is applied to all places that you open the customer form.