ServiceShop Modules

Accounts Receivable

• Fully integrated A/R
• Single & Batch Statements
• Per-Invoice Payment Tracking
• A/R Balance Report
• A/R Aging Report

QuickBooks™ Integration*

• Quick and easy export/import process
• 2 Step Configuration Process
• Maintains permanent dual audit trail

Service Templates

• Predefined jobs
• Identical structure to normal labor operations (labor, parts, fees, items, and sublets)
• Can be associated with one or more specific years, makes, models
• Can be imported onto Estimates and Order/Invoices
• Quickly convert any labor operation into a template

Advanced Inventory

• Adds Cross-Reference/Supercession support
• Adds stocking levels and re-order points
• Supports taking of physical inventory via detailed reports and data entry windows.
• Includes reporting for stock orders, overstock items, cross-referenced parts, and inventory pad.

Appointment Schedule

• Comprehensive work scheduling system
• Unlimited number of schedules
• Books work based on available shop time
• Tracks waiting customers
• Tracks loaner vehicles
• Includes schedule reports

Counter Part Sales

• Adds support for Counter Parts Invoices
  (parts-only invoices for standard POS scenarios such as parts stores)

Contacts Journal

• Complete contact tracking for all customers and prospects
• Alerts for follow-ups
• Unlimited length descriptions for each contact

Phone Book

• Electronic phone book for storing miscellaneous number and information
• Supports name, phone number, and unlimited length note fields
• Fully searchable

Mailing & Marketing

• Adds complete customer mailing and sorting capability
• Interfaces with Microsoft Word to provide automated mail merges and letter templates
• Supports exporting to a comma-delimited file
• Filterable by customer status
• Includes pre-defined queries for "Long Lost", "Recommended Repairs", "Service Due", and "Follow-up" letters
• Includes innovative query-builder for custom mailings
• Supports long or short Recommended Repair descriptions
• Supports emailing and/or printing of letters

Vendor Management

• Complete Vendor desktop
• Purchase Orders
• Purchase history
• Vendor Returns

Bar Coding (requires bar-code reader)

• Supports bar coding for entire physical inventory
• Instantly learns bar codes from existing packaging
• Generates bar codes for any non-bar coded part
• Prints bar coded labels for any/all inventory items
• Prints bar coded labels from within purchase orders

Integrated Time Management

• Technician Time Clock - works with (but does not require) touch screen
• Fully integrated with service desk
• Daily Time In/Out
• Tracks time on each invoice
• Optional can support tracking time on each labor operation
• Complete performance and productivity reporting
• Complete time card audit trail
• Status of each technician
• Supports non-invoice time (called W-Time)
• Ease to learn, efficient to use
• Complete job costing on each invoice (and optionally each labor operation)

Labor Categories

• Can be assigned to any labor line (include lines on templates)
• Optionally controls labor rate for the assigned line
• Includes reporting on sales history by labor category

Customer Source Tracking

• Tracks sources of all prospects, customers, and sales
• Organized into separate "Source Groups"
• Unlimited number of pre-defined sources
• Supports customer records for use in customer referrals
• Includes reporting on activity for each source by customer or sales history

Mitchell Interface*

• Supports importing Mitchell Parts & Labor Estimating Guide into estimates and service order/invoices
• Ability to import both parts and labor
  * Requires Mitchell subscription at extra cost

Wrenchead Wincat Parts-Select Catalog Interface*

• Supports MacDonald Electron Parts Catalog
• Supports importing of parts onto estimates and service order/invoices
• Supports Wrenchead Electronic Parts Catalog
• Supports importing of catalog parts onto estimates and service order/invoices
• Provides immediate access to thousands of aftermarket part numbers, organized by vehicle.
• Includes Mitchell Labor Guide
• Includes Pearl Communications' Tire Guides data
• Includes Motor Preventive Maintenance Schedules
• Includes OEM to Aftermarket (& vice versa) Part Number Interchange Utility
  * Requires Wrenchead subscription at extra cost

WorldPac speedDIAL Interface*

• Connects the ServiceShop ordering process directly to WorldPac
• Supports on-line / Internet parts ordering
• Imports part directly into estimates, service order/invoices, and purchase orders
• Automatically handles creation of parts in your inventory
  *Requires Worldpac speedDIAL software available only through Worldpac