Release Notes
1 June 2022
1 Bin Allocation Allocate stock to named bins.
2 Archive Team Codes Archive team codes to remove them from drop-downs.
3 Account Number Customer account number added to quotes.
4 Job Status Inspection in Progress added as a job status.
5 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
22 May 2022
1 Gross Profit Graph Efficiency reports include a graph of gross profit.
2 Stock Price Audit Audit trail shows each time stock prices are changed manually.
3 Labour/Part Name Editor Edit or remove labour and part items created by your workshop.
4 Stock History Sort order improved and row highlighting added.
5 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
20 March 2022
1 Unauthorised Quote Items Attach comments to unauthorised quote items.
2 Stock Adjustments Audit trail shows stock adjustments.
3 Delete Other Equipment Delete unused Other Equipment.
4 Income Statement Export details to Excel.
5 MIWA 5 Stars MIWA 5 Stars logo can be added to accredited workshops.
6 Invoice Listing Show only invoices taken on from another system.
7 Stock on Hand Highlight selected row.
8 Estimates Capture date of enquiry on estimates.
9 Menu Help If menu help is hidden, it will appear when you hover over a menu item.
10 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
14 December 2021
1 Export customer quote You can export a customer quote to Excel, etc.
2 Estimate Conversion Estimate history shows invoice date for estimates.
3 Receipt Batches Receipt batch report shows all receipts in batches.
4 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
11 November 2021
1 Right to Repair Oil specifications are printed on the customer invoice.
2 Insurer Authorisation Code The allowed length of the authorisation code increased to cater for insurance company changes.
3 Take On Taking on creditors and debtors has been improved.
4 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
13 September 2021
1 VAT Payments Transactions included in VAT Payment amounts can be exported.
2 Account Reports Company logo appears on the Income Statement and the Trial Balance.
3 Bank Recon No transaction may be carried over for more than 1 month.
4 Set Opening Balances Set Opening Balances is only available during takeon from a previous system.
5 Quote Date Quote date is now selected rather than typed to prevent errors.
6 Quote Listing Added 2 new date columns to the quote listing - "Invoiced" and "Last Receipt".
7 Print Service Schedule Added quantity column.
8 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
7 August 2021
1 SMS Reviews If you subscribe to the SMS service, you can now request service reviews for walk-in customers.
2 Job List Job status has been added to the job list filter.
3 Customer Editor A warning is shown if a customer with the same name, title and surname is created.
4 GL Accounts VAT is automatically exempted for accounts that are always exempt of VAT.
5 Sales and VAT Added customer name and removed debit and credit account columns. Added unit totals when viewing labour only.
6 Rep Code Rep code now appears on quotes and invoices.
7 Part selector Stock on hand and cost price have been added to the part selector.
8 Bug fixes Several bugs have also been fixed in this release. Please contact us if you would like details.
 
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Contact details
Support and Vehicle Info Support
Danielle Hutton
Email support@autoestimate.co.za
Phone 021 911 3030
Administration and Login Support
Yvonne Robberts
Email admin@autoestimate.co.za
Phone 021 911 3030
Operations and Accounts Support
Ingrid Kohler Carmichael
Email ingrid@autoestimate.co.za
Phone 021 911 3030
Cell 061 123 8227
Software Development
Doug Falconer
Email doug@autoestimate.co.za

Disclaimer

By making use of any information on this web application, I agree to the following:

AutoEstimate (Pty) Ltd ("AutoEstimate") makes no representations and extends no warranties of any type as to the accuracy or completeness of any information or content on this web application.

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Future Developments
    There are several features in the pipeline
  • Supplier deposits
  • OTC credit notes
  • Attaching documents to a customer quote
  • Adding a third customer to a quote to cater for gap cover