Release Notes - August 2025

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

BHPH- Reflect NowPay ACH Return Reason Description 

BHPH- Adding option to Assign a Task in the BHPH account 

MOBILE- Implement Cancel Work Order

MOBILE- Add/Update/Delete Parts in the Job Detail

MOBILE- Add/Update/Delete Labor information in the Job Detail

MOBILE- Add Sublet Job in the Job Details

MOBILE- Edit Service Customer Details

MOBILE- Reverse/Refund BHPH Payments

MOBILE- Edit a Payment

MOBILE- Take Recovery Payments

MOBILE- Take Manual Override payments

MOBILE- Ability to Add NowPay or Vantiv payments using POS Machines 

MOBILE- Ability to print from Payment Details screen for ACH/hosted/POS payments

MOBILE- Show IRS form after payment

SERVICE- Capture Work Order Status Date

SERVICE- Add Additional Part Status

SERVICE- Implement Video Upload Component for Servicing & Support for Video File in Email and SMS

SERVICE- Notification System Reports for Servicing

SERVICE/MOBILE- Payment Listing Report

BHPH

BHPH- Reflect NowPay ACH Return Reason Description 

Dealers using NowPay’s ACH payment processing service have experienced issues where returned ACH transactions were not visible in DealerCenter. This led to confusion and incorrect assumptions about incoming deposits. With this update, returned transactions will now be clearly reflected in DealerCenter, including the return reason and code, improving visibility and reducing support inquiries.

To access the “Payment Processing Log”, go to the left navigation bar > Accounting >Payments >List Payment Trans. The default report view will be “Payment Processing Log”. 

Return Reason Display: Each returned transaction will include a clear status message with the return code and reason 

Report Enhancement: The return status will be shown in the Payment Processing Log report, making it easy for dealers to track and verify ACH outcomes. 

BHPH- Adding option to Assign a Task in the BHPH account

DealerCenter is adding an ability to assign a Task in BHPH account, similar to how it’s available customer profile screen. Users can select the BHPH account and click on the ‘Collections” tab. Select “Add Activity” and a “Add Activity” box will appear.

Users will need to select the disposition of the task, assign the task to an employee, set the follow up date and time. A reminder can be set to remind the sales rep assigned to the task. 

Mobile

MOBILE- Implement Cancel Work Order 

DealerCenter mobile app now supports the ability to cancel service work orders, giving dealers more control over service workflows. This update ensures that canceled work orders are properly reflected across related jobs and inspections, while maintaining flexibility for status changes. 

A new "Cancel" status has been added to the Work Order status dropdown. When a Work Order is canceled, all associated jobs are automatically updated to Canceled, and job and inspection updates are disabled. Once a vehicle is marked Ready for Pickup, the Work Order can no longer be canceled—only payment collection or write-off is allowed. Canceled Work Orders can be reactivated by changing the status back to New or In-Progress.

MOBILE- Add/Update/Delete Parts in the Job Details

DealerCenter mobile now allows users to add, update, and delete parts directly from the Job Details screen. On the Job Details screen, users can interact with a Floating Action Button (FAB) to manage parts associated with a job. Tapping the FAB reveals an option labeled "Add Part", which navigates the user to the Add New Part screen. This screen allows users to input detailed information about a part, including mandatory and optional fields. To update part details, users can tap an existing entry, make changes, and tap 'Update'. To delete a part, swipe left on the part entry to delete it. 

MOBILE- Add/Update/Delete Labor Information in the Job Details 

DealerCenter mobile now allows users to add, update, and delete labor entries directly from the Job Details screen, enabling service teams to manage labor-related information more efficiently and accurately during service workflows. By clicking the three dots on the Job Details screen, users can add labor, which navigates them to the Add Labor screen. After entering the required information and clicking Add, the system validates the mandatory fields and returns the user to the Job Details screen. To update labor, users can tap an existing entry, make changes, and tap Update. To delete labor, users can swipe left on an entry to reveal the Delete option, which triggers a confirmation popup with Yes and No options.

MOBILE- Add Sublet Job in the Job Details

DealerCenter mobile now supports the ability to add, update, and delete sublet jobs directly from the Job Details screen, allowing service teams to manage outsourced or third-party service tasks efficiently within the work order. Users can do this by selecting the three dots on the Add Job FAB on the Work Order page, clicking Add Sublet, and then entering the required information.

MOBILE - Edit Service Customer Details

DealerCenter mobile now allows users to edit servicing customer details directly from the service module. This enhancement gives dealers more flexibility to update customer information during service workflows.

MOBILE- Reverse/Refund Payments 

DealerCenter is now allowing users to reverse/refund payments from the Mobile App. Users can view the payment details for the various payment types they have entered. Select the payment you want to reverse/refund and click to expand the details of the payment. On the bottom of the payment detail screen, users have the option to Edit, Refund or NSF/Charge Off the payment. If refund is selected, a popup message will appear for the user to confirm the refund. The refunded amount will be refunded to the payment type / account used for the payment.

MOBILE- Edit a Payment

The Edit a Payment feature allows users to edit and update specific details of previously applied payments while maintaining data integrity and triggering appropriate workflows.

Users will need to select the BHPH account and view the payments that have been applied. Choose one of the payments and the payment detail window will open. An edit button will be available on the bottom of the screen.

Key Capabilities

• Editable Fields:
  • Payment Type
  • Late/Other Fees
  • Side Notes (can be Collected or Deferred, etc.)
• Non-Editable Fields:
  • Payment Date
  • Payment Amounts
  • Payment Method

Business Rules & Permissions

• Only payments not marked as “Reversed” are eligible for editing.
• Users must have the “BHPHPaymentsandAccountAdjustments” permission to access this feature.
• Editing a payment in a sequence will automatically make all subsequent payments in that sequence editable.

Cross-Platform Editing

• If an edit is initiated on the web platform, and the user navigates to the corresponding account and selects "Edit," the system will maintain the session and allow continued editing of the same payment.
• The mobile platform mirrors the web capabilities, offering consistent editing functionality across devices.

System Behaviors

• As previously applied payments are edited, related workflows (e.g., Overpay Policy) will be triggered automatically.

MOBILE- Take Recovery Payments 

The Recovery Payment feature enables users to collect payments specifically for accounts in a Charge-Off status. This functionality streamlines post-charge-off collections while ensuring proper handling of account closure.

Key Capabilities

• Payment Type Restriction:
  • When an account is in Charge-Off status, the only available payment type is Recovery.
  • No other payment types will be displayed.

• Payment Collection Logic:
  • Recovery payments function the same as Down or Principal payments and directly reduce the principal balance.
  • If the collected amount equals the principal balance, a confirmation pop-up is displayed notifying the user that the account will be closed.

• If the collected amount is less than the due amount, no pop-up appears, and the payment is saved successfully.

System Behavior

• Recovery payments are exclusively tied to charged-off accounts to ensure correct account status handling.
• Upon full principal recovery, the account automatically transitions to a closed state following confirmation.

Benefits

• Simplifies recovery payment handling for charged-off accounts.
• Prevents incorrect payment type usage during the recovery process.
• Provides clear user feedback when an account is fully recovered and closing.

MOBILE- Take Manual Override Payments

 
The Manual Override feature allows authorized users to manually adjust payment splits and bypass certain automated system calculations or validations. This functionality is designed for special cases where flexible payment handling is required while maintaining compliance and audit controls.

Key Capabilities

• Manual Edits of Payment Splits: Users can manually define how a payment is split between Principal, Interest, Fees, etc. Overrides automated calculations that normally allocate payments based on system rules.
• Permission-Based Access: Only users with specific permissions can perform Manual Overrides. Ensures that overrides are limited to authorized personnel for controlled use.
• Principal Application Dialog: When a principal amount is entered (and principal isn’t already being applied), the “Apply Principal” dialog is displayed. This dialog offers two options for applying principal:
  • Apply to Next Payment Due – Advances the due date.
  • Apply as Principal Payment Only – Reduces the principal balance while keeping the due date unchanged.
• Flexible Payment Handling: Allows users to pay less than the amount due or split payments manually. Built-in prompts and warnings ensure compliance and help avoid incorrect application of funds.

Taking a Manual Override Payment

1. Access the Payment Screen
2. Navigate to the account’s Take Payment or Payment History section.
3. Locate and select the payment to override or start a new payment entry.
4. Select the Manual Override option (available only to users with the required permission).

5. Edit Payment Splits: Manually adjust how the payment is distributed between Principal, Interest, Fees, etc.

6. If entering a Principal amount, the “Apply Principal Payment” dialog appears. Choose one of the following:

• Apply to Next Payment Due (advance due date).
• Apply as Principal Payment Only (keep due date unchanged).
• Confirm and click on “OK”

• Review Prompts/Warnings: Flexible Payment options, allows users to pay less than the amount due or split payments manually. Built-in prompts and warnings ensure compliance and help avoid incorrect application of funds.

7. Finalize Payment: Once confirmed, the manual override is processed, and the account updates reflect the new allocation and any adjusted due dates.

MOBILE- Ability to Add NowPay or Vantiv payments using POS Machines 

When taking payments on a BHPH account from the mobile app, users will have the ability to chose Now Pay or Vantiv payment types. The payment processing option types will be available based on which payment processing provider has been setup and linked to the dealer’s account. 

Users will need to select the BHPH account and open the BHPH. Scroll down to the “Take Payment “ and click on the tab. When taking a payment, users will select the Method type from the dropdown pick list. Enter the amount in the “To Be Collected “ field and click on “Save” to process the payment.

Once payment is completed successfully, a pop up will ask the users if they would like to print a receipt or not.

MOBILE- Ability to print from Payment Details screen for ACH/hosted/POS payments

Users can print out a detailed payment break down from the “Payment Detail” screen. Users can select ACH, Hosted or Point of Sale payment types. 

To print out a “Payment Detail” screen, users will select the BHPH report view from the left navigation bar. 

Once the report view displays the accounts, select the BHPH account that you would like to print the “Payment Detail”

From the “Payment” tab in the BHPH deal, search for the payment you would like to print the “Payment detail” screen of. Once the “Payment Detail” screen is open, click on the Printer Icon in the upper right-hand corner of the screen. When prompted “Would you like to print the receipt”, select “Yes”. 
       

Users will then have the option to print directly to a printer that is connected to their phone, or save the file to their phone and attach the file in their email using the BHPH module.

MOBILE -1215811-Show IRS form after payment 

DealerCenter will now display IRS form 8300 pop up, when a total payment is made above $10,000 and IRS condition is added in conditions. Once the screen appears, users can fill out the fields and then have the option to skip, Print or Save the form on top their mobile device.

Service

SERVICE- Capture Work Order Status Date

DealerCenter now supports tracking key status dates for service work orders, allowing users to monitor the progress of service jobs more accurately and generate reports based on specific status milestones. The system now captures dates for the following work order statuses: In Progress, Ready for Pickup, and Closed. Status dates are automatically recorded when a work order transitions to one of the tracked statuses. These dates are available for filtering and reporting, helping users analyze service timelines and performance. Additionally, users can include new columns—Work Order Stage Date and Work Order Status Date—when creating a new Work Order Report.

SERVICE- Add Additional Part Status 

DealerCenter’s service module now includes a new part status: Delivered. This enhancement improves tracking of parts throughout the service workflow and provides more accurate visibility into part availability and delivery progress. Delivered has been added to the existing list of part statuses, which includes Required, Available, Ordered, In Transit, Installed, and Cancelled. The Delivered status will appear in the part status dropdown and is now included in service reports where part status is tracked or filtered. Reports and filters that include part statuses will now reflect this new option, helping users analyze part delivery timelines more effectively.

SERVICE- Implement Video Upload Component for Servicing & Support for Video File in Email and SMS 

Users can now upload custom videos (up to 200 MB) directly from the Inspection or Files tab in the Servicing Module. After choosing your video, you’ll be able to add a name and description, review the file, make edits, or delete it if needed. Videos can also be easily attached to emails and text messages and will appear directly in the message body. Supported formats include .MP4, .MOV, .MPEG, .MPG, .AVI, and .WMV. If the file is too large or not a supported type, you’ll see an error message.

This new video upload feature helps shops share clear, visual updates with customers during inspections or servicing. Attaching videos makes it easy to show real vehicle conditions, explain repairs, and build trust by providing proof of work done.

UPLOAD VIA INSPECTION TAB:

1. Click on Upload Media

2. The Upload Media dialog box will pop-up. Click the new ‘Video” tab. Then click browse to upload the video file of your choice.  (Note: The maximum file size is 200 MB)

3. After the file is selected, you may edit the Video Name and Description fields. Then click ‘Create’.

4. A pop-up will show the Custom Video Uploaded Successfully. Please note that it may take a couple of minutes to process into the system.

5. By selecting the video, the Update Video window will open. Here you can review the video, change the video name, and edit the description. To make changes, click Save. 

6. You may also delete the video by clicking the trash icon on the update video screen. From there, a pop-up window will appear confirming that you would like to delete the video. Click ‘Yes’. 

UPLOAD VIA FILES TAB:

1. Go to the File tab, then click on the Videos tab. Here, a list of videos previously uploaded will appear. 

2. To upload a new video, click ‘Add Videos’.

3. Click browse to upload the video file of your choice.  (Note: The maximum file size is 200 MB)

4. After the file is selected, you may edit the Video Name and Description fields. Then click ‘Create’.

5. A pop-up will show the Custom Video Uploaded Successfully. Please note that it may take a couple of minutes to process into the system.

6. By selecting the video, the Update Video window will open. Here you can review the video, change the video name, and edit the description. To make changes, click Save.

7. You can also delete via the Video list. A pop-up will ask you to confirm you want to delete the video. 

FOR FILES THAT ARE NOT AN ACCEPTED OR EXCEED THE SIZE LIMIT, YOU WILL RECEIVE A VIDEO NOT UPLOADED ERROR. (Acceptable files are .MP4, .MOV, .MPEG, .MPG, .AVI, .WMV)

FOR EMAIL:

1. In the compose email window, select the ‘Attachment’ dropdown. Click Media.

2. Select the video files you would like to upload then click ‘Attach Videos’.

3. The video files will be embedded into the email text box. 

FOR SMS:

1. In the SMS window, select the ‘Attachment’ dropdown. Click Media.

2. Select the video files you would like to upload then click ‘Attach Videos’.

SERVICE- Notification System Reports for Servicing 

The Notification System Reports for Servicing provide a centralized view of all service-related notifications assigned to the logged-in user, allowing for streamlined tracking and quicker action on servicing tasks. This system aligns servicing notifications with the notification handling approach used in other modules for a consistent user experience.

Key Features

1. Centralized Notification List
   • Displays all servicing notifications (e.g., Recommendation Added, Work Order Updates, Technician Notes Added) directly in the notification report tab.
   • Eliminates the need for drilling through navigation, improving usability and reducing extra clicks.

1. User-Specific Filtering
   • Shows only the notifications assigned to the logged-in user for a personalized and focused view.
2. WorkOrder Detail Integration
   • Clicking a notification redirects the user directly to the related WorkOrder Detail page for immediate follow-up action.
3. Read Status Tracking
   • Notifications are automatically marked as read once viewed, helping users distinguish between pending and completed items.
4. Notification Types Supported
   • Recommendation Added
   • Work Order Status Changes
   • Technician Notes Added
   • Parts/Service Updates
   • Future servicing notification types as they are added.

Backend & Database Integration

• Each servicing notification type is linked to a corresponding entry in the report database.
• Backend mapping ensures proper association between the notification and its related WorkOrder.
• This allows notifications to be dynamically retrieved and displayed per user.

Benefits

• Aligns servicing notifications with existing notification systems in other modules.
• Reduces navigation time and improves efficiency for service advisors and technicians.
• Provides clearer visibility of pending service actions and customer updates.

SERVICE/MOBILE- Management Report- Payment Listing Report 

DealerCenter now offers a Payment Listing Report in the Service module, available on both web and mobile platforms. This system report provides detailed visibility into service-related payments and includes all the filters and fields available in the web version. On the web, the report can be accessed by navigating to Reports > Service > System Reports > Payment List. Report fields include Work Order No, Vehicle, Payment Status, Payment Type, Payer Name, Paid Amount, and Total Invoice Displayed. The same report and filters are now supported in the mobile app for on-the-go access, with the mobile version mirroring the web report layout and functionality for a seamless user experience. Filter options include date filters such as Today, This Week, This Month, Last Week, and Last Month, as well as a Payment Type filter to narrow results by payment method.

On the web: 

On mobile: