In this release note, you’ll find an overview of the most important new features and changes. Want to learn more about a specific feature? Click the link next to the topic to access the related FAQ article.
DEFAULT FILTERS
From this release onwards, you will find several default filters on the file list screen. More information about how these filters work can be found here.
ARCHIVE
As of this release, we offer the ability to move 'old' jobs into an archive. More information can be found here. We strongly recommend using this functionality to keep the list of active jobs as small as possible for better clarity and overview.
DOCUMENTS
An additional template "Estimation owner" has been added. You can find this document under the printable documents in the job. In Cavalato, you can now create a quote for the driver or the owner of the car.
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MAILBOX
Want to send documents to Cavalato so they are automatically linked to the correct job? You can read more about it here!
Additional functionality has been added that allows you to delete a scheduled communication (in the future). You can easily delete the communication by clicking the button below (please note: this action cannot be undone).
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TIME REGISTRATION
From now on, you can find the block number, if it was entered in the job, in the time registration.
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ORDERS
An additional option has been added to sort by the name or number of the parts in the order in the job. A filter option for one or multiple statuses has also been added.
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In the "Order list" - "Incoming Parts" tab, you now also have the option to search based on the license plate.
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We have also added a feature to change the status of an order at the job level. You can read more about it here!
REPORTING
A new report has been added to Cavalato, making it easy to see which jobs have incurred costs but no (main) invoice has been created yet. You can read more about this in our brand-new FAQ.
A small change has been made to the "Throughput" report. Next to the title (Appointment quote, Entering and Leaving), you will now also find a number. This allows you to see at a glance how many cars, for example, will be arriving on a given day.
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Did you know that we update our FAQ regularly? The following articles were recently added or updated: