Table of Contents
- Key Benefits
- Product Features
- General Functionality
- Protractor
- RO Writer
- AllData Manage
- Repair Writer
- MaxxTraxx
- NapaTracs Enterprise
- NapaTracs Legacy
- VAST
- Winworks
- YES/Pace
- Mitchell
- Lankar
- TABS/AutoFluent
- Sub-Estimates/Revisions in NAPA TRACS and Mitchell 1
Key Benefits
- The more accurate and personalized recommendations you can make, the more appointments you will get from service reminders.
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By documenting in your SMS declined jobs and recommended work, your customers will get a consistent, timely reminder of needed work at key touchpoints, including:
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Right after the visit, in the Thank you Email
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In their Service Reminder email when the service comes due
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In a call campaign, you can easily remind them of the needed work
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Product Features
- Integration with "CRM Next Visit" tab
- Integration with Service Reminder feature
- Integration with customer communications
- Integration with Campaign Manger
General Functionality
- Before the invoice is posted, document in your SMS which jobs are needed at the next visit with a due date.
- **PLEASE NOTE** Changes made to recommendations and declined jobs in your POS AFTER the invoice has been closed will not be detected by AutoVitals.
- If the service adviser changes this info after the fact in the POS, the jobs listed in the service reminder will not match what the service adviser said at Pick Up.
Protractor
- Best Practice: Use deferred jobs
There are no recommendations in Protractor, deferred work is all there is.
Note that the scheduled service reminders in pProtractor are not available in AutoVitals’ CRM, since the interface is not made available (yet).
RO Writer
- Best Practice: Use declined jobs and the checklist to document recommended work needed. By using both, you can easily and accurately remind your customers when recommended work is due.
Option 1: Use Declined Jobs when
- the job isn’t needed until the next service interval is up. Since there is no field in RO Writer to enter a due date, your declined jobs will be sent to the customer in a service reminder when their service interval is up. If you want those jobs to be sent to the customer at a specified time, use the Checklist instead.
Option 2: Use the Checklist when
- the job is needed at a specific time. The Checklist allows you to enter the number of days till the service is due, so AutoVitals will send a repair reminder for the date you specify. Here’s how to use the Checklist:
Option 3: You can also add service recommendations
- This has the same restriction as declined jobs, where a specific date cannot be added, so the jobs will be sent to the customer when the service interval is up.
1) clicking on “Service Requests” tab on the bottom
2) then click ‘add request’
AllData Manage
In AllData Manage, there is no concept of “declined jobs”. Simply mark the jobs you want the customer to be reminded of at the next visit by following these instructions:
1. Once on the RO, you will see all jobs that have been recommended.
- Any checked jobs are approved, and the unchecked jobs are not approved.
- The unchecked jobs will be turned into recommendations automatically.
- To review all recommendations for that vehicle, click Add Job > then click Recommendation
2. There, you will see all of the recommendations (previously declined jobs) for that vehicle.
- If you checked these recommendations, they would be added to the work order.
- Leaving them unchecked means they still need to be done later and will be picked up by AutoVitals.
Repair Writer
In Repair Writer, there are two methods by which the service adviser can add Service Recommendations for AutoVitals to pick up. The “declined jobs” concept does not exist in Repair Writer, all recommendations for the next visit are known as Service Recommendations in Repair Writer.
Option 1: Look up the Repair Order
1A. By going to the Repair Order List, you can search the work order and then double click it
1B. There will be a Service Recommendation box and here you can type in a description of the work the motorist needs at their next visit. Anything typed here will be pulled into AutoVitals and be sent as a Recommended job in the motorist’s Service Reminder email. These Service Recommendations are also shown on the estimate and invoice.
Option 2: Add Service Recommendations when closing invoice.
2A. Add Service Recommendations through the Finish button when closing out the invoice. Simply click the Finish button
2B. Then, add or edit the Service Recommendations and click the “Add Recommendation Information”
Separate the Recommendations
- Separate each job by using two asterisks together, “**” .
- Ex: **Replace Timing Belt**Check brake pads***
- Use a dash with a space on each side of the dash ” – ”
- Ex: Replace Timing belt – Check brake pads
MaxxTraxx
1. Start with the service counter page and double click on the motorist. This will take you to the Repair Order page.
2. Look at the work order and right click on the job you would like to add as a recommendation, and a menu will come up and select “delete this vehicle problem/request for service”
3. A pop up will come up asking what you want to do with this reason for service, select “Save as a recommended service”
4. Then confirm that that is the recommended service you would like to add
5. Once you clock OK, another pop up will show asking you to choose a due date for your Recommendations. You can choose days, years miles, or a specific ODO when the service is due. AutoVitals will send the service reminder email out based on this date.
NapaTracs Enterprise
Just like in Napa Tracs Legacy, there are no declined jobs in Napa Tracs Enterprise.
1. From the Work Order list, click on the name of the customer you would like to add recommendations to.
2. You will see jobs associated with this work order. Right click on the name of the job you want to add.
3. This will take you to the Recommended Service List. If you want to customize the due date of this service, click on the service to edit the Deadline to Perform Service.
- AutoVitals will send out the service reminder email according to this date.
NapaTracs Legacy
In NAPA Tracs, there are two ways to add a job to the list of recommendations for that vehicle.
Option 1:
- The first way is to add it from the open RO or Sub-Estimate.
- The Service Advisor should first open the repair order or Sub-Estimate
- Then right-click on the job in the list of jobs
- Then, select “Move Items to Recommended Service”:
5. (1) Click on the job and make sure it is highlighted in the list
6. (2) Click “move”:
Option 2:
- The second way to add to the list of recommendations is by opening the vehicle, going to the list of recommendations (shown below), and adding a new job, part or note.
VAST
VAST only has declined jobs, there is no way to add a recommended service.
- Simply click the job you want to decline from the work order, then hit the Decline button.
Winworks
In WinWorks, the Service Advisor should
- open the Work Order
- then click on “Recommendations”.
- This will open a pop-up window where he or she can ‘recommend’ the declined job:
Separate the Recommendations
- Separate each job by using two asterisks together, “**” .
- Ex: **Replace Timing Belt**Check brake pads***
- Use a dash with a space on each side of the dash ” – ”
- Ex: Replace Timing belt – Check brake pads
YES/Pace
In YES, select the applicable vehicle from your list of Pending Service Orders and view the “Estimate Billing Detail”.
1. Right-click the job that was declined and should be made into a recommended service:
2. A pop-up will appear to create the recommended service. Confirm the information, then click ‘save’:
Mitchell
In Mitchell, the Service Advisor should open the RO, then click the “Vehicle” tab and “add” the declined job as a recommendation, as shown below:
Separate the Recommendations
- Separate each job by using two asterisks together, “**” .
- Ex: **Replace Timing Belt**Check brake pads***
- Use a dash with a space on each side of the dash ” – ”
- Ex: Replace Timing belt – Check brake pads
Lankar
Once you have estimated the recommended jobs on the work order, simply double click in the Skip box to mark the jobs as declined.
TABS/AutoFluent
- Best practice: is to always build the service needed on the work order, if it's a job you recommend for today.
- If the customer then declines it, follow the steps below to document this for the next visit.
- If the recommendation is needed in the future an the customer should be reminded of it, create a new recommendation as shown below.
- ALWAYS add the due date when the service is needed so the motorist is reminded at the right time. Otherwise, the reminder will only be sent when the vehicle service interval is up.
Option 1: How to decline jobs from the work order
- Highlight the job and all associated labor lines with that job
- Hit the Copy button
- Click Recommended Services
- Once on Recommended Services, hit Paste
- Enter a Title for the recommendation and enter a Date to be Done
- Click Done > Save. This will take you back to the Work Order
7. Highlight all associated job lines on the work order, then hit Declined so they are removed from the work order
- Click the Recommended Services button from the Work Order
- Add New Service. This will allow you to create a new recommended job and add a due date, exactly like it was done for when the job was declined from the work order.
Sub-Estimates/Revisions in NAPA TRACS and Mitchell 1
Please contact your product advisor to activate the feature so you will be able to add any or all sub-estimates as recommendations in the service reminder.
