Release Notes - May 2025

Release Notes - May 2025

Check out the major updates, enhancements, fixes, and new features released in May 2025.

BHPH - Settings Redesign – Payment Settings

BHPH - BHPH Settings - Request to Delete Account Conditions in Bulk

BHPH - CPI Side Loan Without Starting Balance

DEAL - NE Electronic Title/Lien Fee (Filing Fee)

DEAL - Add EV Rebate to used vehicles

DC MOBILE - Allowing changing tax rates in Total Tax model

DC MOBILE - Servicing Home dashboard tiles for Unread Email and SMS

DC MOBILE - Auction Improvements

DEALERCENTER - Left Nav Re-organization

MOBILE - Desking In Mobile

• Deal Type
• Adding a vehicle
• Adding a Buyer
• Structuring the Deal
• Selling Price
• Fees
• Taxes
• Down payment
• Trade In
• Term Frequency
• First Payment
• Payment Options
• Desk Logs

MOBILE - Implement Servicing dashboard view in the Workorder List report

SERVICE - Labor List change for Technician Clocking In/Out for time keeping

 

BHPH

Settings Redesign - Payment Settings

The payment settings for payment processing have been redesigned. The settings were formerly located in the Settings > General > Payment Settings. The Payments setting has its own separate page: Settings> Payments>. All the functionalities are the same, only the layout has changed.

 

Before:

 

After

General Payment:

 

Payment Notifications:

 

BHPH Settings - Request to Delete Account Conditions In Bulk

In the BHPH settings, users can select multiple account conditions and delete them in bulk. To access the setting, users will need to have admin permissions.  Settings> BHPH> General> Account Conditions.

In the account condition report view, users can check the boxes for the account conditions the user would like to delete, and then click on “Delete” to confirm the changes.

 

 

CPI Side Loan Without Starting Balance

Collateral Protection Insurance (CPI), also known as lender-placed insurance, is a type of auto insurance policy that a lender, or in this case a BHPH dealer, purchases for a borrower if the borrower fails to maintain adequate car insurance to protect the BHPH dealer’s investment. CPI essentially covers the BHPH dealer’s interest in the vehicle being financed, ensuring that the BHPH dealer can recoup its losses if the car is damaged or stolen. 

This update removes the requirement that dealers enter the starting balance on the CPI side note, allowing them to create the side note with the recurring payment amount. This change was needed because the CPI side note is more of a set amount that is paid by the customer instead of a loan with a reducing balance.

To add the CPI side loan, go to the “Additional Actions” tab on the upper right-hand corner of the BHPH deal, and select “Add Side Note”.

 

A Side Note pop up will appear. In the “Side Note Type” drop down, select “CPI Side Loan”. Enter the start date of when the payments will begin. The note amount field will be grayed out and not editable. The user will enter the payment amount and then select the frequency for which the side note amount will be due.

 

DEAL

NE Electronic Title/Lien Fee (Filing Fee)

A new fee has been added in Nebraska for Electronic Filing Fee. The Electronic filing fee amount will be applied to the “Electronic Title and Lien Services” field on forms such as the Buyers order.

 

Add EV Rebate to used vehicles

A new EV rebate input has been added for deals on electronic vehicles in California. This was added to support new regulations that allow the dealer to immediately claim the rebate so that it can be used to lower the amount financed – previously, the EV rebate was claimed by the customer after the deal was completed.

**Please Note - this will only be enabled in California to begin.

When a deal is started, and the vehicle is marked as an EV (Fuel type = Electric), a new input will be made available on the Deal Structure to allow the user to enter the EV Rebate amount.

Deal Screen – Used EV

 

Deal Screen - New Vehicle

The Rebate field on new vehicles will be converted to a pop-down that would have an input for EV rebate (along with the current manufacturer's rebate) if the vehicle type is NEW and the fuel type is Electric. The rebate value would be the sum of both the Manufacture’s Rebate and EV Rebate.

 

Printing

The contracts will be updated to apply the EV Rebate amount in the “Other” field. There will be show an "EV Rebate” in the same line as to specify what specifically the “Other” fee is.

 

DC Mobile

Allow Tax Rates in Total Tax Model

To edit tax rates, dealers needed to access Dealer Settings in Desktop to make edits. Now, users are able to edit tax rates on the Total Tax screen in the mobile app without having to go to DealerCenter Settings. Users will now see 3 tabs at the top of their screen instead of 2.

1.Use Automated Tax Rates

• By tapping the ‘Total Tax’ screen on the mobile app, the automated tax rates will be selected by default.
• Both dollar amount and percentage fields are disabled
• The system automatically calculates tax values

 

2.Enter Tax Amount Manually

• Enables the dollar amount field
• Disables the percentage field and makes it “--”.
• Allows users to enter a dollar amount without recalculating percentage.

 

3.Enter Tax Rate Manually

• Disables the dollar amount field
• When a percentage is entered, the system recalculates the dollar amount.

 

Additionally, on Desk a Deal and Desk Logs, tapping ‘Use automated tax rates’ after editing tax rates and tax amount will display an alert message.

 

If ‘Yes” is tapped on the alert message, the system should reapply the automated tax rates set in DC Web settings. If ‘No’, it will just retain the current values.

 

Servicing Home dashboard tiles for Unread Email and SMS

A new Email & SMS tile has been added under the Service module on the Home Dashboard on the mobile app. Like the Email & SMS tile that is under BHPH, it will show the total count for all users.

By tapping on the tile, it will go to the email listing or SMS listing.  Additionally, the listings for Email and SMS on the left menu pane will be removed, as they can now be accessed on the dashboard.

 

 

Auction Improvements

In the DealerCenter Mobile app settings, users can set a radius in miles. This will allow the mobile app to search for and display relevant auctions within the radius of the dealer’s programed location.

For all location programming, DealerCenter will use current location of the mobile device when opening, if location access is allowed. If not allowed, DealerCenter will use the zip code based on dealer's profile.

 

 

DealerCenter

Left Nav Re-organization

Below is the summary of the recent Left Nav Updates:

Left Nav deployment schedule

Date	States
19-May	NV
21-May	CA
4-Jun	All States

 

Reports

• Add New Dashboard – new item
• Add New Report Schedule – renamed to Add New Schedule

 

Inventory

• Inventory List – renamed to Active Inventory List

 

• Rebook All – renamed to Rebook All Vehicles and changed position to below Appraise New Vehicle

 

• Inventory Tasks – renamed to Tasks and changed position to below Rebook All Vehicles

 

• Auction Run List – removed from Inventory sidenav and transferred to Auction sidenav

 

 

• History Reports – added group; expanded by default
  • Run History Report – transferred inside History Reports group
  • AutoCheck Reports – transferred inside History Reports group

 

• Export – added group; collapsed by default
  • Inventory Export – renamed to Export Summary and transferred inside Export group
  • Posting History – new item
  • Activate New Export – new item

 

• Import – added group; collapsed by default
  • Import from CSV – transferred inside Import group

 

• Craigslist – added group; collapsed by default
  • Posted Ads – new item
  • Purchase Ads – new item

 

• Facebook – added group; collapsed by default
  • Business Page Posts – new item
  • Marketplace – new item

 

• Google – added group; collapsed by default
  • Vehicle Listing – new item
  • Business Profile – new item
  • Reputation Management – new item

 

• Reconditioning – added group
  • Carketa Reconditioning – renamed to Recon List and transferred inside Reconditioning group

 

• Flooring
  • Take Flooring Payment – transferred inside Flooring group
  • Floored Vehicles – new item

 

• Tax Forms
  • Tax Forms – transferred inside Tax Forms group
  • DPSMV 1716 Monthly Report – transferred inside Tax Forms group
  • FORM 385 Monthly Sales Report – transferred inside Tax Forms group
• Accounting
  • Add Bill – transferred inside Accounting group

 

Customer

• CarZing Leads – transferred from CarZing sidenav
• CarZing Sign Up – transferred from CarZing sidenav
• My New Prospects – new item
• My Follow Ups – new item

 

• PreciseID Reports – removed
• Activities Report – removed
• Credit – added group; expanded by default
  • Credit Reports – renamed to Credit Reports List and transferred inside Credit group
  • Quick Credit  - renamed to Run Quick Credit and transferred inside Credit group
  • Adverse Action List – new item

 

• Appts – added group; expanded by default
  • Appointments – renamed to Appts Calendar and transferred inside Appts group

 

• Email/SMS – added group; expanded by default
  • Inbox/Outbox – transferred inside Email/SMS group
  • Send Bulk Email – transferred inside Email/SMS group
  • Send Bulk SMS – transferred inside Email/SMS group
  • Bulk Email History – transferred inside Email/SMS group
  • Bulk SMS History – transferred inside Email/SMS group

 

• Campaign
  • Campaign – renamed to Campaigns List, removed from Marketing sidenav, and transferred to Customer sidenav

Deal

• Desking – added group; expanded by default
  • Desk a Deal – transferred inside Desking group and changed position to before Desk Logs
  • Desk Logs – transferred inside Desking group and changed position to after Desk a Deal

 

• Deal Tasks – added group; expanded by default
  • Tasks – transferred inside Deal Tasks group

 

• SPOT – previously had a separate Insurance sidenav; added as group under Deal sidenav
  • New SPOT – removed from Insurance sidenav and transferred to Deal sidenav
  • SPOT Certificates – removed from Insurance sidenav and transferred to Deal sidenav

 

BHPH

• BHPH Tasks – added group; expanded by default
  • BHPH Follow Ups – transferred inside BHPH Tasks group

 

• BHPH Email/SMS – added group; expanded by default
  • BHPH Inbox/Outbox – transferred inside BHPH Email/SMS group
  • BHPH Send Bulk Email – transferred inside BHPH Email/SMS group
  • BHPH Send Bulk SMS – transferred inside BHPH Email/SMS group
  • BHPH Bulk Email History – transferred inside BHPH Email/SMS group
  • BHPH Bulk SMS History – transferred inside BHPH Email/SMS group

 

• Credit Reporting – added group; expanded by default
  • Datalinx Export – transferred inside Credit Reporting group
  • Edge Credit Export – transferred inside Credit Reporting group
  • Credit Reporting Log – transferred inside Credit Reporting group

 

Servicing

• Work Order List – changed position to after Work Order Board and before Job group

 

• Job – added group; expanded by default
  • Technician Board – transferred inside Job group
  • Labor List – transferred inside Job group

 

• Customer – added group; expanded by default
  • Schedule Appointment – transferred inside Customer group
  • Servicing Inbox/Outbox – transferred inside Customer group

 

Auction – new sidenav

• Auction Run List – removed from Inventory sidenav and transferred to Auction sidenav

 

Marketing

• Digital Marketing – renamed to SEO Report and changed position to after My Websites

 

• Campaign – renamed to Campaigns List, removed from Marketing sidenav, and transferred to Customer sidenav
• Inventory Exports – added group; expanded by default
  • Inventory Export – renamed to Export Summary and transferred inside Inventory Exports group
  • Posting History – transferred inside Inventory Exports group
  • Activate New Export – transferred inside Inventory Exports group

 

• Craigslist
  • Craigslist Ads – renamed to Posted Ads
  • Purchase Craigslist Ads – renamed to Purchase Ads
  • Manage Craigslist Ads – renamed to Manage Ads
  • Craigslist Ads Limit – renamed to Manage Ads Limit
  • Transfer Credits – renamed to Transfer Ads

 

• Facebook
  • Facebook Business Page Post – renamed to Business Page Posts
  • Facebook Marketplace – renamed to Marketplace and changed position to before Settings
  • Facebook Settings – renamed to Settings and changed position to after Marketplace

 

• Google
  • Business Profile Management – renamed to Business Profile
  • Reputation Management – transferred inside Google group

 

CarZing – removed

• CarZing Leads – transferred to Customer sidenav
• CarZing Settings – removed
• CarZing Signup – transferred to Customer sidenav

 

Insurance – removed

• New SPOT – transferred to Deal sidenav
• SPOT Certificates – transferred to Deal sidenav

 

My Account – removed

• Pay My Bill – transferred to Admin sidenav
• Products – renamed to Product Subscription and transferred to Admin sidenav
• Sign Up – transferred to Admin sidenav
• FedEx Printed Labels – removed

 

Admin

• My Account – removed from My Account sidenav and transferred to Admin sidenav as a new group; expanded by default
  • Pay My Bill – transferred from My Account sidenav
  • Products – renamed to Product Subscription and transferred from My Account sidenav
  • Sign Up – transferred from My Account sidenav

 

Mobile

Desking In Mobile

Dealers will now be able to “Desk a Deal” on the Dealercenter mobile app.

 

To start “desking a Deal”, click on the 3 horizontal lines on the upper lefthand corner. The side menu will expand. Scroll down and click on “Desk a Deal”.

 

Deal Type

Note, “Finance” deal type will be displayed as a default. Users can click on the Deal type field and choose between Finance and BHPH. Once a selection is made, make sure to click on save, to accept the changes.

 

Adding a Vehicle

Click on “+ Vehicle”, this will allow the user to type in and search for a vehicle in inventory, or scan a VIN Barcode and enter a vehicle to the deal.

 

Adding a Buyer

Click on “+ Buyer”, in the search box type in the name of the buyer. A list of results will appear on the bottom. Select the buyer from the list , to add that buyer to the deal.

Structuring the Deal

Structure the deal by entering the information in the appropriate fields.

 

Selling Price

Enter the selling the selling price and click on “Continue”

 

Fees

Fees are read only and are settings are controlled based on the Web Application settings.

 

Taxes

Taxes can be calculated by using the automated tax rates, The tax dollar amount can be entered manually, or Enter the tax rate manually. Click on ‘Continue” to accept the changes.

 

Down Payment

Enter the a down payment amount and click on “Continue” to save the changes.

 

Clicking on the term or interest rate on the left hand of the ‘Payment Options” screen will allow the users to select the Down Payment increase by amount. Clicking on the “Down” or down payments amounts will open the menu to manipulate the three scenarios for the three down payment amounts.

 

Trade In

Clicking on the “Trade In” amount link will open a Trade In menu field to enter the trade allowance amount. Note, there isn’t an option to enter the Trade ACV or Trade Off.

 

Term Frequency

Clicking on the link next to “Frequency”, will allow the users to choose from Months, Semi-Months, Bi-Weekly, Weeks or One Pay.

 

First Payment

Clicking on the link in the “First Payment “ field allows the users to set the first payment date. Users can enter the days to the first payment or click on the calendar icon to open a menu to “Select a Date” for the first payment date.

 

Payment Options

The “Payment Options” section will display the payments, based on the term/interest and down payment matrix. Users can choose to print or email the payment scenarios.

 

Print

Users can select all the different payment amount options or simply click on a select a payment amount to be included in the printout. Users can also include APR, Payment Breakdown, Finance Charge or Deal Summary. Users can choose from three print template options.

Once the printing options have been selected, click on the print on the bottom of the screen. A print option screen will allow the user to print to a printer connected to the mobile device.

 

Email

Users can select all the different payment amount options or simply click on a select a payment amount to be included in the attachment for the email. Users can also include APR, Payment Breakdown, Finance Charge or Deal Summary. Users can choose from three print template options.

Once all the selections are made, click on “Next”. An email template screen will appear. Buyers default email will populate the “To” field. 

 

Desk Logs

Clicking on the 3 horizontal lines on the upper left-hand corner, a side menu will expand. Scroll down and click on “Desk logs” to view all the deals.

(Note: Mobile Desk Deals are not viewable on the Web Application – They are only available in the Mobile App Desk Logs. Desk a Deal on Mobile does not submit a deal to a lender, it’s strictly a deal calculator to see payment amount options)

 

Implement Servicing dashboard view in the Workorder List report

To allow users to see same list views as in the servicing dashboard and work order reports, we’ve added the ability to choose from a drop-down filter to see a list of work orders in different work order status.

To access the view in the the DealerCenter mobile app, users can click on the 3 horizontal lines on the upper left-hand corner on the DealerCenter mobile app homepage, a side menu will expand. Scroll down and click on “Workorder Listing”. On the top of the Work Order Listing page, click on the drop-down menu to filter by work order status.

 

Service

Labor List change for Technician Clocking In/Out for time keeping

DealerCenter has added an enhancement to the Service module. Technician clock-in capabilities allow technicians to log their time when they are repairing vehicles. Technicians can start the job timer at the start of the repairs and can stop the timer at the end, when the repair for the specified job is completed. This can help with payroll, invoicing, and tracking efficiency.

 

A few key benefits are accurate time tracking: Technicians can log their exact time spent working. Efficient invoicing: Technicians can bill dealers for the exact amount of time they worked on a job. Improved efficiency reports: Managers can generate reports to see how technicians are performing.

 

On the work order screen, there is a timer in the middle of the page. Clicking on the Play/ Start button will start the timer  . Once the timer is keeping track of the work hours, the Start button will change to a pause button . Clicking on the pause button will stop the timer. The timer will keep track of the over all time the technician has been working on the job.

 

 

In the service module, under “Labor List” report, users can see the “Actual Labor Hours” by technician.

 

In the case the Actual labor hours needs to be edited, only a service advisor or shop manager can edit the Actual Labor Hours. The service advisor or shop manager would need to click on a work order in the Labor Report View report, note that all jobs associated to a Work Order will be highlighted.

Click on the three vertical dots and click on the pencil to edit the time. Once the time is edited, click on “Save” to accept the changes.