Improvements to Customer Documents and Footers
We are always looking for ways to improve AMI, and with our latest release, we made a major upgrade to the customer documents area. While speaking with one of our users, they had mentioned a feature that they really liked with their previous software, the ability to create customized documents for the work order.
I took the request to the powers that be and laid out the idea. Jerome Pepin, one of our key programmers and owner of the company, loved the idea and said “One of the great things about the way we programmed AMI is that it is really easy for us to expand the system when we get these kinds of requests. He then started programming.
That was a week and a half ago, and this morning we released version 6.2.0. With this release, we added upgraded the customer documents.
We added:
- Ability to select ESTIMATES or ACTUALS for Labor
- Ability to show/hide pricing
- Ability to show/hide QTY/Hours
- Ability to add a Custom Document Title
- Ability to show/hide Corrective Actions on Doc and indicate where the CA’s will appear
The ability to select estimates instead of actuals when generating a work order, allows you to populate the hours you estimated versus the hours it actually took. This particular upgrade was designed to save you time in preparing your final paperwork for the customer.
With the rest of this upgrade, we have given you the ability to create customized documents. You can hide all pricing and quantities, give it a custom title, and with the upgrade to the footers area, pick the foot you what attached to that document. For example, if you wanted to create a work order authorization form, you would just add a customer title, turn off the pricing data, and attach the appropriate footer. Then go to the document body and hide everything you do not want displayed like parts or shop fees or adjustments. The process is super easy.
