Autoline - Service

Service CRM

Vehicle specific data including model, chassis, engine, key and security numbers (alarms, radios, CD's etc.), colour and trim codes and descriptions, mileage either in hours, kilometres or miles, registration, delivery date, cambelt mileage and months, emissions date check, manufacturer and extended warranty expiry dates, fleet reference numbers, selling dealer/salesman details etc.

Full integration to company, person (target) and vehicle database - see CRM information

Automatic update of service history on invoice production, with document archived copy invoices attached

New WIP Wizard to encourage up-selling of aftersales products and services

Facility to control loan cars, loyalty cards and courtesy car groups through WIP Wizard

Search facility for customer phone number in Point of Sale

Facility to display or edit customer and vehicle case file facilities from Point of Sale

Option to enter control labour operations to tighter reminder notices

SMS message facility to customer's mobile phones

Service advisory and mandatory CRM fields

Automated service reports delivered at specific times

Unlimited service/repair history (subject to disk capacity)

Display of parts and labour lines in service history commercial vehicle history

Cambelt change profile

Base data of driver, owner and fleet manager details

Total invoice values, year-to-date and life-to-date per vehicle. Comparison with potential v. actual

Automatic update of last service, next service, last MOT test, next MOT and last work dates. Next service dates calculated on a combination of time and mileage

MOT certificate details recording and production of VT12 statutory return

Auto service & MOT reminders as report, letters, labels, HTML, SMS and e-mails.

Follow-up activities created when estimate produced

Integrated update of new and existing CRM data with people (targets) and vehicles from Point of Sale

Automatic manufacturer re-call campaigns as report, letters, labels, HTML, SMS and e-mails

Campaign facility for ad-hoc promotions based on a combination of customer and/or vehicle criteria

Point of Sale- Operations

Multi-company, multi-branch and multi-franchise

Full integration to CRM, Vehicles, Parts Point of Sale and Accounts modules

Links to third party EDI services for fleet service authorisation and billing (details of specific services available on request)

Link to Vehicle Rental module for hire or loan bookings

Manufacturer specific and/or user-defined operations files

Vehicle preparation requests from Sales to Service Point of Sale

Keyboard accelerators when verifying a vehicle record

Integration of incidental management for roadside repair operations

Option for mandatory order/approval numbers on nominated customer accounts

Job card production on an individual or batch basis

Order tracking for tele-sales and Internet ordering

Improved sub let order processing

Facilities to delete whole menus on a WIP

Sub-let purchase order control with verification of suppliers invoice

Purchase orders created within sublet form - including reverse facility

Automatic parts allocation from menu price file

Job status codes to cover bookings, work-in-progress, held up for parts, correct labour skill, customer authorisation, sub-let on order or received and completed

File to categorise vehicle by sub-model, making search criteria easier

Bar code support on job cards and time clocks

Parts/labour/repair estimates available if required using full Point of Sale data entry facilities

Estimates create CRM contact/follow-up record

Aftersales statistics with drill-down

Colour-coded lines that reflect the status colours from the jobs screen in Workshop Loading

Facility to book loan cars and add additional charges e.g. insurance excess, daily fees, fuel and excess mileage etc.

Point of Sale - Accounting

Menu pricing on either a production, with optional job budget reducing available credit

Multiple labour rates per franchise or contract pricing, linked to customer record per vehicle if required

Facility to add sundry charges to WIP

Contract pricing for labour and menus

Multiple price negotiations, with undo facilities

Menu pricing and negotiation profit and loss analysis

Split invoicing of jobs for customer, warranty, internal and insurance purposes

Split (up to five ways) of individual labour or parts items

Lump sum contributions and excess facility

Point of Sale cash allocations

Multiple payments and payment types

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