NOTE: This is preliminary information and actual information may be different when the product is released.

Product Features

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
 
For more information call
800-YES-GEN4
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