Service department

Topics in this section

1. Setting up your service departmentUse the service setup wizard to set hours, appointment rules, service types, technicians, bays, labor rates, tax and fees, then publish online booking.
2. Online service schedulingLet customers book service on your website. They pick services and see only times your shop can really take, then manage the booking with a private link.
3. The service calendar and booking appointmentsSee the day or week by technician, advisor or bay, book appointments for walk-in and phone customers, and drag appointments to new times safely.
4. Checking in a customerCheck a unit in on a tablet or phone, record mileage, fuel, damage and photos, take the signed work authorization, and open the repair order in one step.
5. Working with repair ordersAdd labor, parts and charges to a repair order, move it through its statuses, close and reopen it, and understand how the totals are calculated.
6. Estimates and customer approvalsSend the customer an estimate link, let them approve or decline each line online with a typed signature, or record their decision in person or by phone.
7. Digital inspections and templatesRun a multi-point inspection on a phone or tablet, rate each item with notes, measurements and photos, and turn findings into recommended work on the estimate.
8. Technician time clock and My jobsTechnicians see their open jobs on a phone, clock in, pause, clock out and complete each job; managers correct time entries with an audited reason.
9. Parts on repair ordersAdd catalog parts to a repair order, reserve stock at the rooftop, backorder or special-order what is missing, use parts on the job at real cost and handle returns.
10. Service billing, payments and refundsInvoice a repair order, take deposits and split payments, let customers pay by card online, give discounts, store credit and gift cards, and record refunds.
11. Tracking warranty claimsOpen warranty, recall, goodwill and service contract claims from a repair order and track submission, approval, deductible and payment. Submission to the OEM is manual.
12. Internal repair orders and sublet workRecondition inventory units on internal repair orders that post their cost to the vehicle, and track outside work sent to sublet vendors with cost and markup.
13. Service remindersRemind customers when their next service is due by time, mileage or engine hours, and follow up on declined work, only for customers who agreed to marketing.
14. Service dashboard and reportsTrack today's shop floor and month-to-date sales on the service dashboard, and use 28 service reports on revenue, gross, technicians, advisors, declined work and more.