Changelog
Follow up on the latest improvements and updates.
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new
v4.2.13
ShopBoss — Release Notes
Version 4.2.13
Summary
This release delivers a broad set of enhancements and bug fixes across the platform. Key additions include a new Publish RO feature, expanded parts workflow capabilities with bin and notes field additions, and global search phone number lookup for Quotes. Platform access has been tightened to prevent V4 users from reverting to V3. Bug fixes address DVI text tooling, statement generation, Scriptel signature device errors, and storage fee handling on quotes.
Enhancements
Publish RO Feature
— A new Publish RO feature is now available and can be configured through RO Preferences settings, giving shops greater control over how Repair Orders are shared externally.Add Part Modal
— Bin Column — A bin column has been added to the Add Part modal within the Repair Order, making it easier to identify and organize parts by bin location during the parts selection process.Non-Inventory Parts
— Notes Field — A notes field has been added for non-inventory parts, allowing service writers and technicians to capture additional context directly on the part line.Add Part Modal
— Xref in Quotes — The cross-reference (Xref) functionality in the Add Part modal has been extended to Quotes, consistent with existing behavior in the Repair Order workflow.Global Search
— Phone Number Lookup for Quotes — Global Search now supports searching by phone number when looking up Quotes, improving lookup speed and flexibility.V4 Platform Access Control
— V4 users are now restricted from navigating back to the V3 platform, ensuring a consistent and forward-looking user experience.Reports Page UI
— The Reports page has been updated with a cleaner, more organized layout for improved navigation and usability.WIP Header
— Classic Mode Color Buttons — The color button display in the WIP Header menu has been restored in Classic Mode.Mobile View
— Theme & Global Search Placement — Corrected the placement of the top theme and global search bar on mobile devices for a more consistent mobile experience.Card Border Styling
— Rounded borders have been removed from cards across the platform, including in Live Text and Accounting, for a cleaner and more uniform interface.WIP
— RO# Column Wrapping Fix — Resolved a display issue where the RO number column in WIP was wrapping to multiple lines when a tag or key was associated with the RO.PartsTech Registration Link
— The Register with PartsTech link on the integrations page has been updated to reflect the correct destination.Bug Fixes
RO History
— Add to RO — Resolved an issue preventing the Add to RO functionality from working correctly within RO History.DVI
— Add Text Tool — Fixed an issue where the Add Text tool within the DVI module was not functioning as expected.Statement Blank Pages
— Resolved an issue causing blank pages to be generated within customer Statements.Scriptel
— 404 Error — Fixed a 404 error that occurred when attempting to use a Scriptel signature device within the platform.Storage Fees on Quotes
— Resolved an issue where storage fees were not being correctly applied or displayed on Quotes.new
v4.2.11
Version 4.2.11
Summary
This release delivers backend performance improvements, platform enhancements, and a focused set of bug fixes. Notable updates include OOP query management for improved system performance, corrected ordering of the global header and accounting rules, and an Invoice Builder font size adjustment. Bug fixes address iPad printing reliability and two video playback issues affecting media display and carousel behavior.
Enhancements
- OOP Query Management— Backend query handling has been refactored to an object-oriented structure, improving system performance, maintainability, and long-term scalability.
- Invoice Builder— Total Box Font Size — Adjusted the font size limit within the Invoice Builder total box to prevent text from overflowing or rendering incorrectly on invoices.
- UI Refinements— General interface updates and improvements have been applied across the platform for a more consistent user experience.
Bug Fixes
- iPad Printing— Resolved an issue affecting document print output when printing from an iPad.
- Video Playback— Intermittent Rendering Issue — Fixed an intermittent issue where videos within the platform were being displayed as static images, with playback controls failing to respond.
- Video Playback— Automated Carousel Timing — Resolved an issue causing the automated media carousel to advance to the next image or video prematurely after only 10–15 seconds.
- RO Inspection Display— Resolved an issue affecting the display and processing of a Repair Order inspection.
new
v4.2.7
ShopBoss — Release Notes
Version 4.2.7
Summary
This release delivers a collection of UI, workflow, scheduling, and usability improvements designed to make everyday tasks in ShopBoss Pro more intuitive and efficient.
Highlights include improved customer appointment management, clearer save confirmations, a refreshed Quotes interface, streamlined Recommended Repairs entry, expanded Workflow controls, and easier access to Repair Order activity. We’ve also made several updates to settings and configuration areas to provide a more consistent experience throughout the platform.
Customer & Scheduling
- Improved Customer Schedule Events — The Edit Event experience has been enhanced with additional event details and improved editing behavior. Event timestamps now display in the user's local timezone, along with information about who created the event. Customer and vehicle information is protected from accidental changes when the appointment was originally created using the customer and vehicle selectors, while appointments created through other methods remain editable.
- Customer Save Confirmation — Added a Saved notification to the Customer Edit page so users receive immediate confirmation when a field has been successfully saved.
Quotes & Repair Orders
- Updated Quotes Interface — Refreshed the Quotes page to more closely align with the current Repair Order design, creating a more consistent experience across the application.
- Faster Recommended Repair Entry — Added a Save & Add Another option when adding Recommended Repairs, making it easier to enter multiple repairs without repeatedly reopening the workflow.
- RO Audit Log Access — Added an Audit Log option to the Repair Order dropdown, providing easier access to RO activity and history.
- Mileage Out Requirement — Updated the mileage requirements so Mileage Out must also be completed when moving a Repair Order to Final status.
Workflow & Settings
- New Show Customer Workflow Setting — Added a new Show Customer setting to Workflow, giving users additional control over customer visibility.
- Company Settings Improvements — Refined the Company Settings page to improve organization, consistency, and overall usability.
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v4.2.6
ShopBoss — Release Notes
Version 4.2.6
Summary
This release delivers meaningful improvements across the user interface, invoice customization, and platform stability. New functionality includes incoming text message notifications, part supplier visibility in RO history, and the ability to retain previous invoice modifications within the Custom Invoice feature. Several quality-of-life improvements have also been applied to Global Search, Classic Mode, and the RO workflow. Bug fixes address logo rendering, the Custom SPD Report, repair history, and invoice builder behavior when custom invoices are enabled.
Enhancements
- Incoming Text Message Notifications — A new notification has been added to alert users when an incoming text message is received, improving response times and communication visibility.
- RO History — Part Supplier Display — The RO history now includes the part supplier associated with each part, providing greater traceability and parts sourcing detail.
- Quick Print Icon — Relocated — The Quick Print icon has been moved from the vehicle issues section to the post-header menu for more intuitive access.
- Global Search — Duplicate Customer Fix — Resolved an issue causing duplicate customer entries to appear within Global Search results.
- RO Page Styling — Visual updates have been applied to the RO page for a cleaner and more consistent appearance.
- Edit Inventory — Part History Date Filter Removed — The date filter has been removed from the part history view in the edit inventory page, allowing full history to display without date restrictions.
- QuickBooks Integrator — Confirmation Text Update — The confirmation dialog text within the QuickBooks integrator has been updated for improved clarity.
- Classic Mode Updates — Updates and refinements have been applied to Classic Mode.
- Calendar Hover Update — There is a toggle switch in Misc Settings to turn off the data pop up on hover.
- Send Update — Quote Link Fix — Resolved an issue where Send Update communications for Repair Orders were incorrectly including quote links.
Bug Fixes
- Logo Display — Resolved an issue requiring adjustments to logo positioning and sizing across relevant views.
- Repair History — Fixed an issue causing Repair History to not display or update correctly.
- Invoice Builder — Custom Invoice Conflicts — Resolved multiple issues identified within the Invoice Builder that occurred when a Custom Invoice configuration was enabled.
new
V4.2.5
ShopBoss — Release Notes Version 4.2.5
Summary
This release delivers one of the most comprehensive UI update sets in recent releases and several bug fixes. Enhancements span Repair Order workflows, customer management, quotes, inventory history, and general interface usability. Notable additions include storage fees in Quotes, a vehicle issue search within the RO, expanded customer search capabilities, and a Back to Top navigation aid across all pages.
Enhancements
- Lyft RO Badge — Lyft-related updates within a Repair Order now display as a badge in the post-header area rather than triggering an automatic modal, reducing workflow interruptions.
- Workflow RO Comment Tooltip — Hovering over an RO number in the Workflow view now displays associated RO comments inline, improving at-a-glance visibility.
- WIP — PreRO Display Fix — The Done status in WIP now correctly reflects PreRO entries originating from MyVehicleRepairs.net.
- RO Communication History — User Attribution — The RO Communication history now identifies the specific user who made updates to Tech Story or Advisor comment fields.
- Vehicle Issue Search in RO — Users can now search vehicle issues directly within the Repair Order, improving navigation on ROs with extensive service history.
- Storage Fees in Quotes — Storage fees can now be added to Quotes, expanding the fee types available during the quoting process.
- Print Quote — Vehicle Issue Total — The printed Quote now displays the vehicle issue total, bringing it into alignment with the RO invoice print layout.
- Back to Top Navigation — A Back to Top icon now appears in the lower-right corner of all pages after scrolling beyond 500 pixels, improving navigation on longer pages.
- Customer Alert Editing in RO — Customer alerts can now be edited directly from the customer edit modal within the Repair Order, reducing the need to navigate away.
- Customer Search — Spouse & Alternate Phone Numbers — The customer search now surfaces results based on spouse and other alternate phone numbers, making it easier to locate customer records.
- Motor Quote — Matrix Labor Save Fix — Resolved an issue in Motor within Quotes where a matrix selected from the bump-up screen was not being correctly saved to the labor line.
- Inventory History — Part Number Matching — The edit inventory page now displays RO history for a part regardless of whether it was used as an inventory or non-inventory item. If the part number matches, the associated RO will appear in the history.
- Calendar Event Tooltip — Hovering over a calendar event now displays the full event content in a tooltip, eliminating the need to open the event to view its details.
- Classic WIP Popup — A popup has been added to the Classic WIP view for improved Repair Order visibility and interaction.
- Terms & Conditions — L2C Page — The Terms & Conditions on the L2C page have been updated to reflect the latest language.
- Apostrophe Display Fix — Resolved a character rendering issue with apostrophes in the List Expenses Paid To column.
Bug Fixes
- Send Update URL in Canned Messages — Resolved an issue where the Send Update URL was not displaying correctly within Canned Messages.
- Customer Name Save — Fixed an issue preventing changes to a customer's name from saving successfully.
- Send Update Verification — Address Field — Resolved an issue where the address field was unresponsive on the Send Update verification screen.
new
v4.1.139
Username Update
Summary
This release is a targeted update focused exclusively on username management. It continues and completes work related to username enforcement and handling initiated in the previous release.
Enhancements
Username Updates — Further improvements have been applied to username management across the platform, ensuring consistent enforcement and display of usernames system-wide.
new
v4.1.136
Version 4.1.136
Summary
This release delivers the full general availability of Global Search, transitioning the feature out of BETA and making it accessible system-wide. This represents a significant enhancement to platform navigation and lookup efficiency for all users on the new UI.
Global Search
— Now Generally Available — Global Search is no longer in BETA and is now available to all users. The feature is accessible from the global header, meaning it can be reached from any page within the new UI. Search capabilities span the following record types: license plate numbers, customer names, vehicle information, quotes, part sales, and repair orders.Please note: Global Search is available exclusively within the new UI experience.
new
4.1.134
ShopBoss Pro Dev – Misc
Summary
This release introduces several usability improvements across customer management, reporting, and communications. Notable enhancements include
customer-specific labor rates
, faster RO creation directly from the customer vehicle list
, and expanded messaging capabilities for alternate customer contacts
. Additional fixes address formatting issues, inventory reporting discrepancies, and communication truncation problems.Task
- Fix line break formatting for Tech Story or Vehicle Issue fields
- Remove temp files
- clean up customer page
- Employee updates
Bug
- Inventory Summary Report amounts are different than the Full Inventory Report
- Sent Update communications are cutting off
new
v4.1.126
ShopBoss Pro Dev - Misc Update
Summary
:This update enhances onboarding, improves system stability, and expands visibility into customer communications. Read-only access has been extended across more areas of the system, and several fixes address accounting accuracy, inventory workflows, messaging reliability, and repair order behavior.
Platform Enhancements
Continued improvements to new shop onboarding experience
Expanded read-only access across key areas
Improvements to inspections and Work-In-Progress workflows
Backend cleanup and system refinements
Fixes
Improved Accounts Receivable balance accuracy
Corrected tax behavior when converting quotes to repair orders
Fixed inventory and purchase order inconsistencies
Resolved messaging issues with communication logs and alerts
Addressed photo upload and integration issues in technician workflows
Fixed reporting inconsistencies
Communication Tracking
Added improved tracking for SMS and email communications
These updates improve reliability, visibility, and control across daily shop operations.
new
v4.1.121
ShopBoss Pro Dev - Misc Update
Summary:
This update improves system stability, messaging, and repair order workflow behavior. Enhancements were made to parts ordering integrations, and work-in-progress organization. Several issues affecting repair orders, inspections, scheduling, and customer selection were corrected, along with behind-the-scenes performance improvements.
Operational Improvements
Messaging reliability updates
Updated parts ordering connectivity
Better workflow organization
Updated user agreement
Fixes
Repair order calculation accuracy
Calendar scheduling behavior
Inspection visibility within repair orders
Customer selection reliability
Messaging and link corrections
These changes make everyday shop operations more consistent and dependable while improving overall system performance.
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