Customer
Management
- Detailed customer
information
- Search for customers
by any field
- Self-maintains
customer status
- User-definable
fields
- Instant email to
customer
- Instant Yahoo 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
- File attachment
support
Estimating
- Identical
interface to service orders/invoices
- Labor line
association exactly like service orders/invoices
- Reorder labor
lines - all associated
parts, fees, etc move with
labor line
- Labor categories
per labor line
- Import from one
estimate to another - individual selected lines or
all lines
- Full font control
- size, color, bold,
italic, indent, outdent spell
checker
- Print preview
- Portrait &
landscape printing,
selectable on the fly
- Color-configurable
invoices
- Invoices can
easily incorporate
end-user produced graphics files
Accounts Receivable
- Fully integrated A/R
- Single & Batch
Statements
- Per-Invoice Payment
Tracking
- A/R Balance Report
- A/R Aging Report
QuickBooks™
Integration*
- Quick and easy
export/import process
- 2 Step
Configuration Process
- Maintains
permanent dual audit trail
Service
Templates
- 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 Estimates and Order/Invoices
- Quickly
convert any labor operation
into a template
Advanced
Inventory
- Adds
Cross-Reference/Supersession support
- Adds 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.
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
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
-
Integrates with
Microsoft MapPoint to provide easy mapping of
Customers
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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
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
Reporting
- Sales Reports
- Customer Spending
Report
- Cash Out Report
- All reports can be
previewed on screen
- Built-in customer
report generator
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
Integrated 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)
Barcoding
- Adds barcoding
functionality to the Inventory Management area of
the system
- Allows the system
to learn a barcode for each inventory item
- Can produce a bar
code for any inventory item which does not come with
a barcode on the package
- Prints barcoded
labels for any item in inventory (When printing
labels from a parts order, provides option to have
label quantities match items quantities. This means
that every item in your inventory can have a barcode associated with it)
- Any inventory item
can be immediately looked up by scanning it's barcode
- Any inventory item
can be added to an estimate, service order, purchase
order, or counter-parts invoice by scanning its barcode
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
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
Wrenchead Wincat
parts-Select Catalog Interface*
- Supports Wrenchead
Electronic Parts Catalog
- Supports importing
of catalog parts onto estimates and service order/invoices
- Provides immediate
access to thousands of aftermarket part numbers,
organized by vehicle.
- Includes Mitchell
Labor Guide
- Includes Pearl
Communications' Tire Guides data
- Includes Motor
Preventive Maintenance Schedules
- Includes OEM to
Aftermarket (& vice versa) Part Number Interchange
Utility
Worldpac speedDIAL
Interface*
- Connects the
ServiceShop ordering process directly to Worldpac
- Supports on-line /
internet parts ordering
- Imports part
directly into estimates, service order/invoices, and
purchase orders
- Automatically
handles creation of parts in your inventory
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