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GenesisFour
"I just checked our sales for the month and our gross profit is up
by at least 20%. This is almost entirely due to using ServiceShop."
Lori Williams Gary's Full Service Auto Repair Aurora, CO
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New
ServiceShop features not in Senior Service Manager This is a listing of ServiceShop features that do not, cannot, and will not exist in Senior Service Manager. As a Senior Service Manager user, we expect you scrutinize this list - print it, highlight it, study it. Then.. we expect you to scrutinize ServiceShop itself - just as intensely. Then… you tell us. Any comparison? We don't think so. In fact, we challenge you to find an area of Senior Service Manager that ServiceShop doesn't improve upon. -------------------------------------------------------------------------------- Menu Pricing ability to hide parts prices and/or part numbers ability to hide parts & labor breakdown on a per job or per invoice basis designed in cooperation with Ned Tomarchio of the Automotive Leadership Institute -------------------------------------------------------------------------------- Next Generation SSM Next generation SSM product Capable of importing SSM data** at the end-user level You’ll be able to do this as a dry-run practice before you go live Upgrade from SSM includes all modules that duplicate SSM functionality***** Easy To Adapt Thinks very much like SSM; it will be easy for you and your staff to adapt Looks & works like an office suite; extremely easy to learn; totally consistent throughout Fully adheres to Windows conventions for interface design Significantly easier to train new employees Consistent use of icons and keyboard shortcuts throughout Centralized, graphical navigation system accesses entire system from a floating “Main Toolbar” Provides direct & immediate access entire program in a single session. All customer-related functions are centralized in a single window (“Customer Desktop”) All vendor-related functions are centralized in a single window (“Vendor Desktop”) System configuration is centralized and organized in a single window with a tree-based interface All reports are centralized and organized in a single window with a tree-based interface Open & edit many documents simultaneously (service orders & invoices, parts invoices, estimates, p.o.'s etc). Support Active Support Access contracts carry through from SSM to S2K uninterrupted Support Access Contract includes maintenance releases and many enhancements at N/C Support Access Contracts available on annual or quarterly basis****** Development & Updates Product is under constant development; frequent new versions & optional enhancements Updates itself over the Internet***. Say goodbye to installing updates! Single click to check for available updates. If an update is available, single click to download and install it. Server downloads the updates for the client workstations. Single click to update the client workstations from the server Allows GenesisFour to offer frequent updates at no cost to GenesisFour; translation: OFTEN! Allows GenesisFour to offer frequent updates at no cost to you Makes updates available to you instantly - no shipping delays Extensive modularization provides flexibility in offering new functionality via optional Product Modules Overall System-Level Enhancements Unlimited divisions (SSM limit:10) Unlimited Fees means you can now use Fees for F.E.T. on tires (SSM limit: 10) Unlimited Payment Types can be used for vendors for whom you do warranty work, etc (SSM limit: 8) Unlimited Appointment Schedules (SSM limit: 2) Remembers which user logged in last, which division you used last, which printer you printed to last Design & use your own graphics for company logo, disclaimers, local forms requirements, etc) Different graphics for each customer document (estimates, service orders & invoices, parts invoices, credits, etc) Customer credits have been thoroughly re-engineered and are significantly easier to use Integrates with QuickBooks*, Mitchell Parts & Labor Estimating Guide*, & ALLDATA* Integrates with MacDonald Parts-Select Wincat electronic parts catalog**** Supports CustomerLink (Customer Relations Management service; see www.customerlink.com) **** Supports fractional on-hand quantities Search for, create, and update inventory from within the same window Fleet feature: Service orders and counter parts invoices have dedicated field for P.O. (from customer) Fleet feature: Set any customer to “Require P.O.”; collect P.O. number before creating service number Extensive new sales tax capability; supports an unlimited number of special tax schemes Assign tax schemes on a per customer basis; no more prompting for special tax Thermal label printer support (customer, parts (with bar codes), and vendors) Stores file attachments How it works... Customers Dedicated email address field for each customer; single click to generate an email to any customer. Single click to generate a map to any customer’s address in the system. Normalized database for Customers & Prospects; prospect instantly becomes customer at first sale Recent Files feature allows you to instantly find, view, and sort active customer documents & p.o.'s Improved record locking allows multiple users into the same customer document without consequence Find customers by 15 fields (File As, VIN#, Fleet #, Make, Model, Company Name, all phone # fields, etc). Search by customers by either begins or contains search methods 10 user-definable fields allow you to track any data imaginable (6 for customers, 4 for vehicles). New integrated contact management system (“Contacts Journal”) replaces SSM’s “Contactrac” - significantly improved design makes it far more useable track and document all conversations with customers and professional contacts each user can independently set his own follow-up calls for each contact tracks prospects separately from active customers; market separately to each supports unlimited-length journal entries for both prospects and customers No need to create a customer from a prospect – this is handled automatically System automatically converts customer status from “Prospect” to “Active” at first sale Improved customer source tracking How it works... Graphical interface makes this much easier to use Uses traditional Windows tree-view to allow quick identification of correct customer source Tracks sources of prospects and customers Organizes customer sources in to "source groups" Supports an unlimited number of customer source groups and customer sources. Allows you to assign sources to new customers, and also to each invoice Tracks customer referrals by allowing any customer to be selected as a source Customer Source Report reports separately on sources of new customers and of each invoice Customer Source Report shows customer referrals separately from all other customer sources Configurable to require new customer source selection by user Separately configurable to require new customer source selection on invoices Stores file attachments (such as scanner waveforms and alignment reports) with service history. Marketing & Mailing Complete marketing & mailing system with extensive sorting and drill-down capability Mailings can be restricted to geographic regions (city, state, zip, etc) Mailings can be restricted by vehicle fields (make, model, year, etc) Mailings can be restricted by variables such as less than/or equal to, equal to, greater than/or equal to, etc Mailings can be restricted to “Prospects, “All”, “Active”, “Inactive”, or “Dead” customers All customer sorts automatically create Microsoft Word2000* mail merge for letters, labels, postcards All customer sorts can be exported to comma separated files for third-party mailing houses Supports CustomerLink Customer Relations Management service; see www.customerlink.com **** Customer Source Tracking tracks referrals from other customers separately from other customer sources* Customer Source Tracking on Service Orders/Invoices, Part Invoices, and Estimates Track salesperson on a per customer basis Service Orders & Invoices Labor lines are fully associated parts, fees, additional times, tech time, tech notes are associated with each labor operation the customer sees the total of each operation on the final invoice All service writing functions take place within the service order screen service order screen is not converted to invoice until printed view tech time without converting service order to an invoice Add sublets, fees, additional items at any time Add tech time from within a service order Ability to manually enter tech time on a per-line basis from within the service order Tech time punching not necessarily required Access time clock from within a service order View running total of a service order in customizable totals box Print preview for every printable document: service orders, invoices, estimates, p.o.'s, (& all reports). Insert labor lines between other labor lines. Move any labor line to any position in either direction. Unlimited-length Technicians Notes on a per labor line basis - new reason to give a PC to each tech! Unlimited length labor lines with the new “Labor Editor” - be as descriptive as you like. Labor editor appears on service orders, estimates, & Service Templates Cut, paste, or import from anywhere to anywhere. Labor editor supports full font control: use font size, bold, italics, underlining, & colors to add clarity. The labor editor supports full spell check capability. Enhance at any time with your own definitions. Date & time stamp icon instantly adds date, time, & user name – ideal for telephone authorizations. Each labor line is a complete operation with all labor, parts, fees, sublets, tech time, & tech notes. Displays & prints the total of each labor operation individually, with parts, labor, sublets & job total for each. On/off print controls for labor times and part numbers. Labor rate can be assigned on a per line basis without changing default labor rate. Set fixed labor amount for any labor line with a single click. Override service supplies for any labor line with a single click Maximum service supplies setting for each division Import single or multiple-selected labor operations one estimate to another, or from estimate to service order. Create service templates from existing estimates, service orders, and service invoices. Labor Categories: user-definable, unlimited number, each with it's own labor rate if desired Assign Labor Categories on a per labor operation basis Labor Categories can be assigned on service orders, estimates, and service templates Assigned Labor Categories import automatically from estimates and Service Templates to service orders Analyze your work - report on sales & profitability by Labor Category****- Determine which is most profitable. Totals Box (formerly the “Calc” Box in SSM) is actually Excel and is completely customizable Configure your own profitability analysis formulas to be displayed each time you total an invoice Customized Totals Box settings are stored locally on each PC Multiple random-select parts-line delete on service orders & invoices Fleet feature: Service orders and counter parts invoices have dedicated field for P.O. (from customer) Service Order Estimated Amount Has Been Exceeded Warning - warns if the invoice total exceeds the service order's estimated amount. The system checks these totals against each other when you print preview or produce the invoice. Enhanced Time Management 24 hour time clock allows technicians to work across midnight Configurable by division to prompt technicians to punch in and out on a per labor-line basis Line-by-line time tracking can be enabled or disabled on a per division basis View and modify tech times from within the service order Enhanced Recommended Repairs Stores canned, unlimited-length recommended repairs which can be selected from a list within the service order Unlimited number of recommended repairs per service invoice Recommended repairs are printed after all labor operations Recommended Repairs can be renamed; renaming carries through to menu Imports “Standard Recommendations” available from Ned Tomarchio’s Automotive Leadership Institute* Imports “Standard Repair Descriptions” available from Ned Tomarchio’s Automotive Leadership Institute* Enhanced Service Templates (Replaces SSM's Job Titles & Lists) No more distinction between jobs with and without parts. Look like & are structured exactly like service orders and estimates & hold all the same data. Can be imported onto a service order or estimate. Can be created from an existing service order or estimate. Can be assigned to any make/any model, a specific make/any model, or a specific make/model Service Templates have the same labor editor as service orders, with all same features and controls Parts Search for, create and update inventory items from within the same window Find any parts instantly with incremental search for parts - just start typing, S2K starts searching Simplified parts data entry: lookup, create, and update inventory items from a single screen Simplified parts data entry: new logic automatically fills in price level fields Now includes “Contains Search” on part numbers in addition to description Restrict by group while utilizing any of 5 search methods Parts numbers are created, maintained, and sold all from the same screen. Fractional on-hand quantities and weight field for any part in the system. Ability to view or hide obsolete items while searching Configurable Margin Control for Inventory Groups ("Cost-Based" or a "List-Based"). Unlimited level Matrix Pricing based on cost (not list) View up to 5 matrix levels on a single screen; scroll to view an unlimited number of levels Enhanced Price Rounding - specify a different round-to point for each matrix, not just each group Reprice By Formula runs automatically each time you update a parts group (no need to run manually) Enhanced cross-references decreases the reasons to use supercessions (although supercessions still exist) Supports negative quantities on purchase orders - purchase and return inventory on one document! Integrates with MacDonald Parts-Select Wincat Parts Catalog* Brings in parts as non-inventory-parts Single click to convert non-inventory parts to inventory parts Supports file attachments to parts; attach to any inventory item Out of inventory condition offers option to immediately place an order for this item Parts are associated with labor lines. Ability to move parts from one labor line to another Multiple random-select parts-line delete Single click to convert a non-inventory part to an inventory part Bar coding for parts inventory Thermal label printer support for parts inventory (with bar codes) Vendors & Purchase Orders Zip database has been added to vendor addresses Unlimited length notes field on purchase orders dedicated vendor's invoice field available from point of purchase order creation Printing Print Preview everywhere for everything Supports plain paper printing throughout. Supports inkjets as well as lasers, including full color printing support Portrait or landscape format for all customer documents (estimates, service orders & invoices, parts invoices etc). Add your own custom graphics to all customer documents by specifying the path to your graphics file. All customer documents support color printing Background color and density as well as ext color can each be independently set. Design & use your own graphics for company logo, disclaimers, local forms requirements, etc) Use different graphics for each customer document (estimates, service orders & invoices, parts invoices, etc) Supports printing to multiple print drawers. Each type of document remembers the last printer selected on a local machine basis Thermal label printer support (customer, parts (with bar codes), and vendors) Customer labels for mailings can be sent to and printed from MS Word Accounting General Ledger, A/P, & Banking are now now fully handled by integration to QuickBooks**** Finance Charges in ServiceShop A/R These functions are no longer provided by or supported by GenesisFour QuickBooks handles Payroll; once you have upgraded, you will have Payroll capability QuickBooks offers dramatically enhanced General Ledger Budgeting, forecasting, period comparisons, graphing, customizable reports Ability to import entire Chart of Accounts from QuickBooks makes initial G/L setup effortless Dramatically enhanced A/P Ability to track paid invoices and print them on the check stub, track 1099 vendors & 1099 preparation Far more extensive payables reporting Extensive & dramatically enhanced accounting reports throughout including graphing capability Dramatically enhanced banking functionality including support for on-line banking Interacts with TurboTax Exports to Excel (QuickBooks Pro only) Ability to have off-site bookkeeping personnel (simply email the QuickBooks export file to your off-site location) Credits Totally re-engineered and dramatically easier to manage Ability to browse for the service or parts invoice to issue credit against while creating the credit Ability to credit for sublets and or fees Appointment Scheduler Displays appointments in arrival time order Supports an unlimited number of appointment schedules Ability to individually configure any schedule to require customer, service order, or vehicle Create appointments from within service orders Print Preview or print daily schedule Reports Print Preview support throughout (all printable documents can be previewed throughout the system) Each system includes a custom report generator (formerly optional with SSM) Improved Sales Report (now prompts for invoice detail when run for multiple cash-out periods) Improved A/R Aging Report Improved: customer database analysis (Marketing & Mailing module) Improved: Customer Source Report - improvements too numerous to explain here New: Labor Categories Sales Report New: Discounted Invoices Sales Report New: Sales Audit by Advisor Report (the salesperson of record on the service order) New: Sales Audit by Sales Representative Report (the salesperson of record of the customer account) New: Total Sales By Sales Representative Footnotes *any third party software referenced in this document is not included with upgrade & must be purchased separately **Some data is not imported – see below for details ***Most updates are handled over the Internet; there are rare exceptions (extremely large updates) ****this functionality provided via an optional ServiceShop module not included with the SSM to S2K upgrade *****Major new areas of functionality never offered in SSM (e.g., electronic parts catalog, Customerlink, etc) are options to the upgrade ******Quarterly Support Access requires automatic credit card withdrawal; other restrictions apply. Inquire. Read This Again - My Mind Is Blown  |
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