See what’s changed in Navigator, including new features, improvements and resolved defects. Each release includes supporting detail and a demo where available.
It is now possible to set a maximum no of MOTs that can be booked into the diary in any single day. To set this, go to Workshop > Service Parameters and choose the icon for "Opening Times". Next to the times there is a tick box to "Limit Number of MOTs". Tick this and a box will open where you can enter the maximum no of MOTs for a day.
It is now possible to view the MOT history of a Part exchange from within Sales 360. See how in the video
When viewing a workshop ProForma invoice on screen, there is now a button to convert the proforma into a final invoice in a single click (would take 3 clicks previously)
It is now possible to reserve a vehicle for a customer from within a Sales 360 Enquiry. On the Vehicle tab is a "Reserve" button which will reserve the vehicle for the customer. Once reserved, the vehicle can have receipts posted to it eg a reservation fee.
The vehicle status is updated to "Reserved" and shows on the Order book reports as a Reserved Sale.
the reservation can be release either by :-
Reserved vehicles are automatically removed from the web site and from Autotrader.
Navigator Document archive and post has now been significantly updated with an improved AI engine to read purchase invoices and autofill when posting. Unlike the previous system, this is billed on a per-document basis so is easy to try and see the value. When you run for the first time, the system is setup up automatically. Give it a go!
Purchase Ledger accoutns can now be "retired" - which presents any department except from the Accounts team from accessing a supplier. In addition, Purchase ledger accounts can be marked as Parts Only.
Further updates to the Navigator technicians app, including live job scheduling and also abillity to view details of the vehicle - including Service History.
Updated Training Video available to show all features. Manual update required on the play store.
There has been an improvement in the way Marketing Emails are formatted on different email viewers.
For Navigator users who use Auto On Show turntables, or app to take vehicle photographs. Navigator can now automatically download all images to the stock record. Please speak to your customer success manager for more information.
The Navigator technician's app gets a further update - 2 way communication with the Service Reception/controller
There is a full updated training video showcasing all the features of the app.
Please note that the app needs manual upgrading in the Play Store.
Navigator can now take typed in text and re-write into fully professional, customer ready sentences with spelling and grammar corrected. All in a Single AI click!
Look out for the AI button!
The Workshop SMS templates for use in communicating with customers has been improved with the ability to merge customer and vehicle details into the message.
The NEW Navigator App is now available. This is an app which initially allows technicians to clock on/off jobs from any android device (including the devices used for the Navigator VHC). This functionality will be extended in the coming releases to include items such as adding notes, taking pictures and communicating with parts and service from within the APP.
The app is free but uses a Lite Navigator Licence (where 5 Lite licences = 1 Full licence). For up to 5 technicians, this can replace the current technicians touch screen solution at no cost!
The App can be downloaded from http://install.dmservices.co.uk
The new Navigator Data Cleanse suite bringd together existing Archive and Vehicle Data Watch functionality with new Customer and Vehicle Data Cleansing. View the video to see how this can all be used in conjuction to ensure that your database is always up to date in terms of :-
The Navigator Autotrader Connect interface has been massively improved and now includes full 2 way integration with Autotrader - including downloading Autotrader leads into Sales 360. The two way interface will need configuring - please contact your Customer Success Manager
The Sales Ledger Import routine has now been updated to give the ability to generate an invoice and automatically email this to the customer. This is useful for importing and invoicing monthly Maintenance Plan invoices from a spreadsheet list. To do this, do not include the Invoice_No or Ref fields and include a field called "Email_Invoice" containing "Y". The Sales Ledger account will need a default email address to email to.
Navigator will now automatically print a copy of the Vehicle Health Check with the customer invoice.
