Customer
Management
- Detailed customer
information
- Search for customers
by any field
- Self-maintains
customer status
- User-definable
fields
- Instant email to
customer
- Instant map
lookup
- National Postal Code
database
- Full Make/Model
database
- Multiple tax
configurations
- Labor rate by
customer
- Multiple price
levels per customer
- Customer and vehicle
notes
- File attachment
support
Parts Inventory
- Extensive physical
inventory capability
- Cost up or list down
margin control
- Fractional on-hand
quantities (can be turned on or off by part number)
- Search on both part
number and description
- Ability to
automatically sell one or more fees with a part.
- Weight
- List Price Bump
- Matrix pricing
- Added field for
Brand
- File attachment
support
-
Robust Purchase
Queue System
- Support for
multiple locations / inventories with unique bin
locations, quantities, stocking levels
and re-order points
- Supports taking of
physical inventory via detailed reports and data
entry windows.
- Includes reporting
for stock orders, overstock items, cross-referenced
parts, and inventory pad.
- Support for
Alternate Part Numbers
Service History
- Viewable in two
different modes - select from chronological list,
use VCR buttons
- View entire service
history for each vehicle for each customer
- View every aspect of
every service invoice ever done from within the
service editor screen
- View entire service
invoice exactly as it would be printed in Print
Preview mode
- Bring up Totals Box
and evaluate profitability of every service invoice
ever done
Accounts Receivable
- Fully integrated A/R
- Single & Batch
Statements
- Per-Invoice Payment
Tracking
- A/R Balance Report
- A/R Aging Report
Document Template
- Predefined
jobs
- Identical
structure to normal labor operations (labor,
parts, fees, items, and sublets)
- Can be
associated with one or more specific years,
makes, models
- Can be
imported onto any document
- Quickly
convert any labor operation into a template
Schedule
- Comprehensive work
scheduling system
- Unlimited number of
schedules
- Books work based on
available shop time
- Tracks waiting
customers
- Tracks loaner
vehicles
- Includes schedule
reports
Counter Part Sales*
- Adds support for
Counter Part Invoices (part only invoices for use
standard POS scenarios such as part stores)
Contacts Journal
- Complete contact
tracking for all customers and prospects
- Alerts for
follow-ups
- Unlimited length
descriptions for each contact
Phone Book
- Electronic phone
book for storing miscellaneous number and
information
- Supports name, phone
number, and unlimited length note fields
- Fully searchable
|
Service
Writing
-
Labor line association
- Re-order labor lines
- Font, color, and
formatting controls
- Spell checker
- Print preview
- Portrait & landscape
printing
- Configure color of
header font and background on all customer documents
- Incorporate your own
logo or other graphic at top and bottom on all
customer documents
- Dedicated field for
customer purchase order on service order
- Dedicated Hat/Key
Tag number field for every ticket
- Mileage in and
mileage out
- File attachment
support
Reporting
- Sales Reports
- Customer Spending
Report
- Cash Out Report
- All reports based
on Crystal Reports
- All reports
editable with Crystal Reports 10
Multiple Divisions
- Unlimited number of
divisions (profit centers)
- Tracks and reports
divisional and combined gross profit
Cash Register
- Complete cash
management and cash out functionality
- Exports daily
transactions to accounting system
- Petty Cash
- Miscellaneous Income
- Miscellaneous
Spending
Vendor Management
- Complete Vendor
desktop
- Purchase Orders
- Purchase history
- Vendor Returns
Integrate Time
Management
- Technician Time
Clock
- Fully integrated
with service desk
- Daily Time In/Out
- Tracks time on each
invoice
- Optional can support
tracking time on each labor operation
- Complete performance
and productivity reporting
- Complete time card
audit trail
- Status of each
technician
- Supports non-invoice
time (called W-Time)
- Ease to learn,
efficient to use
- Complete job costing
on each invoice (and optionally each labor
operation)
Labor
Categories
- Can be assigned to
any labor line (include lines on templates)
- Optionally controls
labor rate for the assigned line
- Includes reporting
on sales history by labor category
Customer Source
Tracking
- Tracks sources of
all prospects, customers, and sales
- Organized into
separate "Source Groups"
- Unlimited number of
pre-defined sources
- Supports customer
records for use in customer referrals
- Includes reporting
on activity for each source by customer or sales
history
Mailing & Marketing
- Adds complete
customer mailing and sorting capability
- Interfaces with
Microsoft Word to provide automated mail merges and
letter templates
- Supports exporting
to a comma-delimited file
- Filterable by
customer status
- Includes pre-defined
queries for "Long Lost", "Recommended Repairs",
"Service Due", and "Follow-up" letters
- Includes innovative
query-builder for custom mailings
- Supports long or
short Recommended Repair descriptions
- Supports emailing
and/or printing of letters
|