Feature Ideas

Features Authorization Workflow: Hold a specified amount on the customer's card before the transaction is completed.Automatic expiration of the hold if not captured within a set timeframe as per card issuer policies. Flexible Integration: API endpoints for initiating, updating, and reversing pre-authorizations.Compatibility with existing cloud and encrypted terminal solutions for seamless implementation. Dynamic Capture Options: Ability to capture amounts less than or greater than the pre-authorization.Full or partial reversals to reduce holds on customer accounts when necessary. Use Case-Specific Configurations: Support for service-specific needs like roadside assistance requiring upfront holds for dispatch. Enhanced Fraud Prevention: Leveraging AVS (Address Verification System) and CVV checks during pre-authorization.Real-time response codes for issuer approvals, declines, or additional actions. Merchant Portal Integration: Visibility into all pre-authorization transactions via a centralized dashboard for tracking and reconciliation. Level 3 Data Support: Detailed line-item and reconciliation data integration to optimize interchange fees for corporate and commercial cards. Clear Communication of Hold Status: Automated notifications for successful, partial, or unsuccessful authorizations.

This would allow technicians to inspect vehicles and clock in on assigned jobs without the need to access AutoFluent on a desktop computer.

Service Managers, part-time techs, and Owners could be added to labor lines without adding multiple columns to the schedule. The current method clutters the schedule and makes the information you can view much smaller.

This will allow easy access to the remote support portal.

A busy shop may have many vehicles on lot and color would help identify much quicker

Need the ability to add more than 1 tech per line in the work order.

We need to be able to add a PO number on a finalized invoice. We get the PO number after we send an invoice. Since they do require an Invoice we would need to be able to edit an existing invoice, or have an option to finalize workorder to a pre-invoice that it can be edited (similar to how workorders can be edited). Currently, we close out an invoice and write in a PO number manually on a printed copy (unprofessional). Or we've been sending the invoice without a PO number, then we must negate that invoice to create a new workorder so we can add the PO. Doubling the work required to simply add a PO number to an invoice.

Features Comprehensive Fleet Card Support: Compatible with major providers, including WEX, Voyager, FleetCor, Visa, and MasterCard fleet cards​Dynamic Data Collection: Supports unique data prompts during transactions, such as driver ID, mileage, and trip details, ensuring detailed expense tracking​Integration with Existing Systems: Fully integrated with Fullsteam’s API and payment platforms, minimizing the need for additional hardware or software​Two-Step Transaction Process: Offers suspended transactions for collecting required fleet data before completion, enhancing accuracy and compliance​Non-Fuel Transactions: Focuses on non-fuel purchases, covering most merchant use cases​Multi-Terminal Support: Works with select terminals optimized for fleet card processing​

If we can create a line item "comment" that is labeled "Review", so that the advisors could add this line or have it pre-populated on workorder/invoices to help collect customer reviews. The "description" box only allows plain text. I tried adding the qr code as an object, file, copy and paste and icon - all with no luck. If the "description" box would allow rich text or images would be ideal. Also, I feel that the advantage to adding this as an item would further enhance it's use with the postcard option and the e-mail option. Could be set-up to send a post card after X days and/or send an email to the customer a day or so after the transaction.

The ability to visit the previous screen can be made more efficient. Example: You click Customers & Vehicles, click vehicles, type customer name, you click on a vehicle just to realize you clicked the incorrect one. The simplest option now is to click "Vehicles" and retype customer name.

Jobs clocked in / out including Shop Maintenance Specific feature detail to follow

Many people want an SMS solution that can be used from a phone; eliminating the need for a hotspot enabled tablet or laptop. Currently, AF.NET does not scale properly on smaller screens.

The Desktop has this capability so it would be beneficial to provide this same feature on the Cloud version.