The new template system revolutionizes your daily document entry: You can now save quotes, orders, warranty orders, and internal documents as reusable templates. Create a perfect sample document once—complete with all items, products, work steps, text, discounts, and settings—and then reuse it as often as you like. The system is incredibly simple: In the document editor, you’ll find a new option called “Save as Template.” After saving, when creating new documents, you can click “Create from Template” and select one of your saved templates. CATAMA will then automatically apply all defined items and settings. Typical use cases include: summer and winter tire change packages with all standard work steps, 100,000 km inspections with a defined scope of work, standard oil change packages, recurring maintenance tasks for fleet customers, or typical repair quotes for common defects. All you need to do afterward is enter customer-specific details such as name, vehicle, and make individual adjustments—the bulk of the work is already done. The templates are permanently saved and can be edited, updated, or deleted at any time.

The automatic numbering of templates has been designed to be smart and flexible: Each template type (quote templates, order templates, warranty order templates, and templates for internal documents) is assigned its own completely independent number range. In the system settings, you can configure how numbering should work for each of these four types individually. You can choose between: daily reset (counter starts at 1 every day), monthly reset (counter restarts every month), or annual reset (default setting, counter is reset at the start of the year). You can also work without any reset at all, so that the numbers count up continuously. The system stores a separate counter reading for each type, as well as the time of the last reset. For example, if you have activated the annual reset for January 1, all template numbers automatically start at 1 again. The template numbers are completely separate from your production document numbers, so confusion or conflicts can never occur. In the template overview, you can see at a glance all saved templates with their respective numbers, creation dates, and brief descriptions. This allows you to immediately find the right template for your current needs, even when dealing with a large number of templates.

CATAMA now automatically and comprehensively documents the complete ownership history of every single vehicle in your system. As soon as you change the assigned customer in the vehicle master, the system recognizes this as a change of ownership and automatically creates a new history entry. This entry includes: the previous owner, the new owner, the exact time of the change (date and time), the employee who made the change, and the status of the change. The entry for the previous owner is marked with an “Owned until” date, while an “Owned from” date is created for the new owner. You can view the complete history at any time in the vehicle master via a new “Owner History” tab. There you will see a chronological list of all ownership changes: Who took over the vehicle from whom and when? This information is particularly valuable for used cars that have changed owners multiple times, for leased vehicles with changing drivers, for rental car fleets, or when a vehicle was initially used as a demonstration car and later sold. The history cannot be manipulated retroactively and thus provides legally compliant documentation. Even if a customer is deleted, the history is retained and displays the name at the time of ownership.

In addition to the comprehensive ownership history, CATAMA includes a separate, high-performance field for the current vehicle owner. This field is automatically updated whenever ownership changes and is immediately available in all relevant areas. In the vehicle overview, you can see the name of the current owner directly in a dedicated “Current Owner” column—without having to open any details first. In the vehicle search, you can filter specifically for all vehicles belonging to a particular owner. In the order system, when creating quotes or invoices, the current owner is prominently displayed so you immediately know who you’re dealing with. When scheduling appointments in the workshop calendar, the owner appears automatically in the vehicle details. The separate field ensures that this frequently needed information is available in a flash, without the system having to search through the entire history first—a crucial performance advantage when dealing with large databases containing thousands of vehicles. Synchronization between the current owner and the history is fully automatic: you don’t have to worry about a thing; the system always keeps both areas consistent. So if you just want to quickly know “Who owns the vehicle now?”, you’ll find the answer immediately. For the question “Who used to own it?”, the detailed history is available.

CATAMA now offers precise documentation for the physical mailing of invoices—an important feature for the legally compliant processing of your payment transactions. In the invoice overview and invoice details, you’ll find a new “Sent by Mail” button. If you’ve printed an invoice and sent it to the customer via regular mail, simply click this button. The system then automatically and permanently records the exact date and time (down to the second) in the invoice database. A clear icon or marker appears in the invoice overview indicating “This invoice was sent by mail on DD.MM.YYYY at HH:MM.” This information is visible at all times in both the list view and the invoice details. You can also filter specifically for invoices sent by mail. This feature is particularly valuable for businesses that use different shipping methods in parallel: Some customers receive invoices by email, others by mail—CATAMA now clearly documents both methods. When creating reminders or payment notices, the mailing date is automatically taken into account and displayed. The system can also optionally check before sending a reminder whether an invoice has already been sent at all (configurable). This feature is intended solely for documentation purposes—it does not trigger any automatic emails or other actions.

Vehicle drop-off and pick-up reports are essential documents in your workshop—they document the vehicle’s condition upon drop-off and pick-up and provide you with legal protection in the event of future complaints. CATAMA now automatically logs every print job for these important forms. When you click “Print Drop-off Form” or “Print Pick-up Form” in the order, the system records a precise timestamp in the background, including the date, time, and the employee who performed the action. New status icons appear in the order overview: a green checkmark indicates “Handover report was printed on DD.MM.YYYY,” and another for the pickup report. Hover your mouse over the icons to see the exact print time. In the order’s detail view, you’ll find a separate “Report Status” section with all the information: When was which document printed, and by whom? The system distinguishes between the first print and subsequent print jobs—all times are documented, but the first print is highlighted. During shift changes or in teams with multiple employees, everyone can immediately see: “Has the handover log for the waiting customer already been printed, or do I still need to do that?” This eliminates duplicate work, avoids awkward situations (“Where is the log?”), and ensures smooth processes during vehicle handover.