New Exception Type and Courtesy Cars Update
Updated: 1 day ago
Paint Materials Exception
A new exception type flags estimates that may be missing paint materials. It triggers when an imported estimate shows $0 in paint materials but more than 0.0 refinish labor hours.
Note: This exception depends on paint materials being classified correctly in the source estimate. If paint materials were entered as a line item (typically under Parts Other), the system can’t detect them, and the exception won’t calculate accurately.
Courtesy cars
What’s New:
In the next update, The Courtesy Cars screen just got an upgrade.
You can now update a loaner's condition, mileage, fuel and availability right from the main list. Check-outs fill in the car's details for you, and check-ins capture any new damage when the car comes back. It's one more way Nexsyis keeps your whole repair operation in one place, loaners included.
What's Changed
Area | Before | Now |
|---|---|---|
Courtesy Cars List | Showed which folder each car was on | Also shows Customer, Date Out, Mileage, Fuel, Snow Tires, Condition, Windshield, Prod Action, Internal Date and Unavailable |
Updating a car | Open activity to mark unavailable or has snow tires | Edit condition, Windshield, Mileage, Fuel, Snow Tires and Unavailable directly in the list and click save. |
Checking out | Enter Date Out, Mileage Out and Fuel Out by hand | Pick the car and Mileage, Fuel, Windhsield, and Condition fill in from its record. |
Checking In | Enter a Date In | A check in section record Date In, Mileage In, Windshield and New Damage, and Updates the car's record |
How to use it
Update a car: Go to Operations ▸ Courtesy Cars, click into the field you want to change, and click Save.
Check a car out: In the customer's Folder, open the Courtesy Car tab, click the green +, choose the car, confirm the details with the customer, and click Save.
Check a car in: In the same Folder tab, double-click the car, complete the Check in section (noting any new damage), and click Save. The car is immediately available for the next customer.
For full step-by-step instructions with screenshots, see the https://kb.nexsyiscollision.com/courtesy_cars in the Nexsyis Knowledgebase.
