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How To: Hide Prices on Health Check Reports

How To: Hide Prices on Health Check Reports

A brief guide on how to remove the price of an advised item on the Health Check report. This feature has been implemented within the Electronic Workshop Management system on the Customer Tab. See a demonstration image below or click read more. (more…)

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Sales Advisor Allocation

Sales Advisor Allocation

A set of icons to view Sales Advisor job allocations has been added. To use: select an Advisor from the list above, then click the coloured icon to select an appropriate image. Once an icon is chosen, whenever a person is assigned to a job, their icon is visible. Hover your cursor over the icon to display Advisor names. Clicking the icon on a job assigns or releases advisors from that job.

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Request All Part Prices

Request All Part Prices

A button to send an entire health check to the parts department for pricing. This has been added as an icon on the job line, indicated by the currency symbol. The icon updates itself regularly to show when the prices have been updated by the parts department. A job awaiting prices has a currency symbol and clock, a priced job is indicated by a black...

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Key Performance Indicators & Charting

Key Performance Indicators & Charting

The performance panel has been updated to bring instant visual analysis of how efficiently you are working. Key figures provide instantaneous feedback of your upsell performance and technician inputs. A lost sales drill down will be added...

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DMS Integration/Customer Database

DMS Integration/Customer Database

Search your customer database with our DMS integration service. When typing a registration, we can search your DMS data for a match and automatically fill in the cutomer contact and vehicle information on the health check. For more information, please contact Giles Daly on 01527 66 444 or by...

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