July 2025 Key Enhancements for Mentor
Service Module Enhancements: Email Facility: Users can now email customers directly from within the service module. This streamlines communication by allowing service personnel to send emails without leaving the system. Image and Document Upload: The system now supports the upload of images and documents against a service job. This is a significant enhancement as, previously, such uploads were only possible against the customer or the stock vehicle, allowing for more comprehensive job-specific documentation. Re-issue Service Invoices: Users have the ability to re-issue service invoices if a customer's name or address requires correction after the original invoice has been generated. This action creates a new revision, ensuring the original invoice is preserved, with revisions clearly marked by a revision number in the generated PDF document. Service Booking Diary Improvements: When the service booking diary is in technician mode, job notes are shown directly within the diary. Technician Efficiency Report: There is now an option to use the sold hours on a job instead of costed hours within the technician efficiency report. This provides more flexible and potentially more accurate reporting on technician performance. Customer Statement Printing: Support has been added for customer statement printing specifically for the service module, enhancing the financial reporting capabilities for service operations. Sales and Order Form Enhancements: Planner Label Updates: The DMS vehicle order form now supports automatic updates to the planner label (products) when an order is approved. This automation improves data consistency and reduces manual entry. Sales Managers Planner: Support has been added for additional custom tick columns on the sales managers planner, allowing for greater customisation and tracking of sales activities. Reporting and Administration Enhancements: Invoice Notifications: An option has been enabled for users to receive notifications (via email) when a vehicle has been invoiced, with a copy of the invoice attached. This automates critical communication and record-keeping for vehicle sales. Integration Enhancements: Stellantis Service Box Integration: Support has been added for the Stellantis Service Box integration, enabling data transfer and seamless operations with Stellantis systems. Marketing to Deleted Customers: Support has been added for marketing to deleted customers via the campaign wizard, expanding the reach of marketing campaigns. Visit our growing Stellantis integrations page and request a demo today!
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