Mentor Update (October)
We've been working hard to make Mentor more powerful, seamless, and user-friendly, so you can spend less time on admin and more time running your business. This month’s update brings smarter automation and clearer insights across your system, from effortless MOT tracking and trade customer tools to faster workshop jobs and one-click costing. Plus, enjoy sharper reporting, smoother accounting exports and smarter email and stock feed management to keep your business running seamlessly. Sales and Customer Management (CRM) MOT tracking made easier: Record the next MOT date directly on a stock vehicle. Trade customer support: Customers can now be marked as trade, giving you more flexibility in segmentation. Improved fleet visibility: Fleet customer names now appear in the company column on the customer list, making filtering simpler. Custom activity follow-ups: Move beyond the fixed 1-year rule and set your own follow-up periods. Automated post-handover activities: A new scheduled event type lets you automatically create activities after a set period. Faster stock records: Engine numbers now populate automatically using VRN lookup. Vehicle ownership transfers: Added support for customer ownership transfers on new vehicles. Smarter customer search: Added support to the find tool for additional contact by email address, improving search efficiency. Simplified duplicate management: Users with branch access can now view details from duplicate check results. Default site configuration: Set a default site for stock vehicles. Enhanced reporting: Reference and customer columns added to the Media Status Report. Service and Workshop Enhancements Quicker job creation: Mileage now defaults to the last known value. Flexible booking times: Alternate times can now appear in service job confirmation emails. VAT-exempt invoices: Create VAT-exempt service invoices (with permission) regardless of VAT exemption status of the sales ledger account One-click costing: Cost all service lines in one go (with permission). Transparent invoices: Option to display RRP of labour if discounts are applied for improved transparency. At-a-glance visibility: See the number of uploaded documents directly from the job documents tab. Reliable job costing: Technician clock times are automatically re-attached when service lines change, providing enhanced reliability for job costing data. Dirty units list upgrade: Now includes invoice date, original invoice number, and job type, improving visibility into uncosted jobs. Service plan details: More insights available when drilling into plans from service history. Chassis & car type fields: Added to the service plan list. Flexible MOT validation: Option to disable MOT date prompt validation when invoicing. Accounting, Reporting, and Integration New report: Vehicle Profit Report: Gain clearer insights into profitability. Payment reversals: Reverse purchase ledger payments when needed. Better accounts export: Vehicle reg numbers now appear in Xero (reference) and QuickBooks (memo), improving external accounting reconciliation. Due date control: Added option to configure due dates in export data. Extended part numbers: Now up to 32 characters supported. Flexible parts rates: Assign rates by sales ledger account. New integration: Support for Stellantis XQ0093 automated parts orders. Improved categorisation: Additional options for reconditioning type nominal accounts. Marketing and Communication Smarter email handling: Identify bounced emails and optionally unsubscribe affected customers automatically. Stock feed enhancements: Option to include MPG & tax band in feeds sent to GForces / NetDirector. Need help with these updates? Our support team is ready to assist: Contact us today! Call us on 01923 604 105 or email info@mentorsystems.co.uk
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