For the Case V8.50.0 Release, scheduled for November 6th, we have the following updates.
- PDF Estimates & Billing Customer Information | Ability to put the Billing Customer on Estimate PDFs instead of the vehicle’s primary Customer (To be released post-PACCAR UAT).
- Email Templates – Note Notify | The Note Notify email template subject lines now translate and can be customized.
- TICO Warranty Part Pricing | Enhancements to automatically retrieve part pricing from TICO's parts system at the line-item level for Warranty operations.
Case V8.50.0
PDF Estimates & Billing Customer Information
- Print/PDF Actions
- Request Approval
- Send Estimate to Customer
- Page 1 shows the Billing Customer name and Billing Customer Number, followed by the Billing Customer’s address, phone, and fax.
- The primary Customer name and Customer Number appear below that for reference.
- Every subsequent page shows the Billing Customer name and number in the header.
- If the Billing Customer has no customer number, it shows N/A.
Email Templates – Note Notify
- Default subject lines are translated. Note email subject lines now use your location’s default language instead of always being in English.
- Custom subject lines now work. If your location saves its own subject line in the Note Notify template, every note email uses it, whomever the recipient is. Before, changes to this field were ignored.
- Liquid variables work in subject lines. You can add variables such as the unit number or case details to a custom subject line, and they’ll fill in correctly.
- Shorter subject line for service providers. Emails to service provider and broker users now read “[Platform] Note Added to Case”. The case number was taken out because it already appears at the end of every case email.
- Every case email still ends with the case number in brackets, for example [98765432]. This lets replies get matched back to the right case, and it’s added automatically to custom subject lines too.
- No setup is needed. If you don’t customize the template, the default subject lines work as before, now translated.
Coming Soon (Post V8.50.0)
TICO Warranty Parts Pricing
For warranty operations on cases at providers in the TICO service network, Decisiv automatically retrieves part pricing from TICO's parts system at the line-item level. This ensures warranty estimates reflect the most favorable pricing available without requiring manual lookup or comparison.
This behavior applies exclusively to warranty operations at providers in the TICO service network. Non-warranty operations and non-TICO locations continue to use existing DMS pricing behavior.
Pricing is fetched automatically once a location's TICO customer ID is configured. Locations are set up during onboarding as either P00001 (National Account In-House Warranty) or P00002 (TICO Dealer or Support Center).
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