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Feature # 16 – Mandatory Advisor Tasks – Shop Management Software
Features to look for when shopping for a Shop Management Software System
Feature # 16 – Mandatory Advisor Tasks
A customizable checklist of tasks that the service advisor must complete before the invoice can be finished. Everyone has their list of things that they want the advisor to do every time. But the list is often ignored or forgotten. When the list is integrated into the software and uncompleted items prevent the invoice from being finished, completion of these tasks often increases dramatically.#shopmanagementsoftware
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1 Reply
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Self spawning habit builder with criteria functionality. You set the criteria and what you want done and the software requires it prior to allowing something that needs to be done. May not be invoice closure, may be prior to completing an estimate stage or some other stage in the process. Rowriter has some basic functionality in this area but needs to be extensively enhanced.
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