Case V8.34.0 - March 2026

For the Case V8.34.0 Release, targeted for March 27th, we're planning the following improvements.

• Clarification of the Approval Response Notifications directing users to the estimate for verification of approved operations.

• Fleet Case: Add/Edit Depot Contact in new pop-up modals rather than different screens.
• Operation Table: Operations source configuration and administration.

• A new ‘Tech Support Case’ field will be added to the Additional Info panel located in the case.
• New Integration Connector Partnership with Prokeep - coming soon.
• New Integration Connector Partnership with Record360 - coming soon.

Case V8.34.0 (Targeted for March 27th):

Clarification of Approval Notifications

We’ve updated the approval response notification workflow to eliminate ambiguity when a customer approves only part of an estimate for in-app, email, and SMS notifications. 

This enhancement ensures Service Providers clearly understand when some operations were not approved, and a new estimate has been created and approved, preventing accidental repairs based on the assumption that the full estimate was accepted.

What’s New:
When a customer responds to an approval request and approves at least one but not all operations, notifications will now state:

• That only some operations were approved
• That other operations were not approved
• A new estimate has been created and approved to reflect the approved scope of work

This prevents misinterpretation of the generic “APPROVED estimate” message and helps ensure that service advisors do not proceed with unapproved repairs.

Fleet Case: Add/Edit Depot Contact

We’ve improved the workflow for managing Depot Contacts within the Edit Depot screen to provide a smoother, faster, and more consistent user experience. What’s New:

• Create Depot Contact Modal: Previously, selecting New Contact redirected users to a separate page to enter contact details.
• Edit Depot Contact Modal: When editing an existing contact, users were taken to a standalone contact-edit page.

Operation Table: Operations Source Configuration

What’s New: 

• New Admin Page for Managing Operation Sources: A new configuration page has been added under Administrative Tools → Customize Your Database → Operations → Operation Sources. This page allows Location Admins to manage which Operation Sources are available to users when performing searches in the Operations table.
• Set a Default Source for Your Location: Location Admins can now select a Default Source.
  All users at that location will automatically start searches with this Source preselected—helping standardize processes and reduce repetitive adjustments.
• Enable or Disable Source Visibility: Admins now have the ability to enable or disable visibility of individual Source options, which ensures users only see the Sources that are relevant to their location.

Note:

• OEM‑required Sources are locked on and cannot be disabled.
• At least one Source must remain visible at all times.

Coming Soon: 

Tech Support Case # — Text Entry Field

New Tech Support Case # field added to the Additional Info section of the Editing Case details page. This is a free-text, user-entered field intended to capture a reference number from an external support system, when applicable.

New Integration Connector Partnership with Prokeep

New Integration Connector Partnership with Record360

• Update Odometer Readings
• Record Video walkthrough
• Take Pictures
• Add Complaint
• Capture a Digital Signature