Software Management Survey Submission Name of Software Is the software cloud based or on-premises? Both Cloud Based On Premises -- Parent -- Add New #1 What is the typical initial total cost for a shop to change to your software? #2 What is the typical monthly cost for shops currently using your software? #3 First Name of the individual completing the survey #3 Last Name of the individual completing the survey #4 Name of your Company and Software #5 Your Website Appointments #6 Can appointments be displayed in different colors depending on factors such as: Waiting, after hours arrival, loaner car reservation, shuttle required, call to remind, type of service, etc.? Fully Partially Planned for the future No Comment #6 #7 Can appointments be dragged and dropped on the appointment scheduler? Fully Partially Planned for the future No Comment #7 #8 Does a warning occur when making an appointment if the customer has previously not shown up for appointments? Fully Partially Planned for the future No Comment #8 #9 Can an appointment for the next scheduled maintenance be generated automatically? Fully Partially Planned for the future No Comment #9 #10 When an appointment is made, is the time, date and user who made the appointment automatically recorded and saved? Fully Partially Planned for the future No Comment #10 #11 Does a warning occur if there are other appointments or open RO's for a vehicle when a new appointment is being entered for that vehicle? Fully Partially Planned for the future No Comment #11 #12 Does an appointment change color on the schedule when the appointment time is approaching or past? Fully Partially Planned for the future No Comment #12 #13 Is there integrated loaner car reservations and tracking? Fully Partially Planned for the future No Comment #13 Communication #14 Can texting be sent and received within the software? Fully Partially Planned for the future No Comment #14 #15 Can status updates be automatically texted to customers when the status of their vehicle changes? Fully Partially Planned for the future No Comment #15 #16 Can emailing be done directly through the software without having to go into a separate email program? Fully Partially Planned for the future No Comment #16 Inspections #17 Are electronic vehicle inspections integrated? Fully Partially Planned for the future No Comment #17 #18 Can photos be attached to failed items? Fully Partially Planned for the future No Comment #18 #19 Can job kits be attached to failed items? Fully Partially Planned for the future No Comment #19 #20 Can inspections be emailed and texted to customers? Fully Partially Planned for the future No Comment #20 Job Kits #21 Can jobs performed or estimated be saved as vehicle specific job kits? Fully Partially Planned for the future No Comment #21 #22 Can job kits include other job kits and multiple labor operations? Fully Partially Planned for the future No Comment #22 Labor Operations #23 Is there integrated time clocking for technicians? Fully Partially Planned for the future No Comment #23 #24 Is there capability for multiple labor rates (10 or more)? Fully Partially Planned for the future No Comment #24 #25 Can times for multiple technicians be entered into a single labor operation? Fully Partially Planned for the future No Comment #25 Parts and Inventory Comment #26 Fully Partially Planned for the future No Comment #26 #27 Is there a feature where the software automatically contacts integrated vendors according to a designated schedule and updates pricing for all part information that is in the software? Fully Partially Planned for the future No Comment #27 #28 Can different matrices be assigned to different types of parts, different brands, different vendors and different customers? Fully Partially Planned for the future No Comment #28 #29 When parts are ordered (and when they arrive), is the time and the person placing the order recorded? Fully Partially Planned for the future No Comment #29 #30 When an authorization is entered, is the advisor prompted to order parts that are not in the facility and have not already been ordered? Fully Partially Planned for the future No Comment #30 #31 Can purchase orders be generated for parts that are needed, but are not in the facility and have not already been ordered, for future appointments within a selected date range? Fully Partially Planned for the future No Comment #31 #32 Are there different colors assigned to different part statuses? Fully Partially Planned for the future No Comment #32 #33 Does the displayed status of a part change automatically when the actual status of the part changes? Fully Partially Planned for the future No Comment #33 #34 Are there reminders which alert service advisors that an expected arrival time for a part is past due? Fully Partially Planned for the future No Comment #34 #35 Is online parts cataloging and ordering integrated for all major catalog and ordering platforms? Fully Partially Planned for the future No Comment #35 #36 Are parts returns and core returns tracked? Fully Partially Planned for the future No Comment #36 #37 Is there a merge feature where duplicate parts can be merged together quickly and easily? Fully Partially Planned for the future No Comment #37 Repair Orders #38 Are there different colors assigned to different RO statuses? Fully Partially Planned for the future No Comment #38 #39 Does the displayed status of an RO change automatically when the actual status of the RO changes? Fully Partially Planned for the future No Comment #39 #40 When someone is working in an RO, will the software block anyone else attempting to work in the RO, and alert them before they attempt to work in the RO? Fully Partially Planned for the future No Comment #40 #41 Can part or all of the RO be copied and pasted into another RO with a single action? Fully Partially Planned for the future No Comment #41 #42 Is there a profit checker that displays profit dollars and percentages for each individual part, each labor operation, each job subtotal and the entire order? Fully Partially Planned for the future No Comment #42 #43 When jobs are copied from history, do both the parts and labor prices update automatically? Fully Partially Planned for the future No Comment #43 #44 Does an RO change color on the work in progress screen when the technician exceeds the sold labor time? Fully Partially Planned for the future No Comment #44 #45 Can partially completed RO's be split between pay periods so that technicians can be credited with their current progress on an RO even though all work on the RO has not yet been completed? Fully Partially Planned for the future No Comment #45 #46 Can documents and photos be attached and saved to RO's? Fully Partially Planned for the future No Comment #46 #47 Are the following items optional to display or not display on the customer invoice: Part numbers, individual part prices, labor times, individual labor prices? Fully Partially Planned for the future No Comment #47 #48 Can mandatory checklists be created that a service advisor must complete to advance when entering information into RO's and completing RO's? Fully Partially Planned for the future No Comment #48 Recommendations #49 Can previous recommendations be included on invoices, RO's, estimates, inspections and worksheets? Fully Partially Planned for the future No Comment #49 #50 Do previous recommendations include the name of the advisor and technician who originally made the recommendations? Fully Partially Planned for the future No Comment #50 #51 When recommendations appear in a list, can they be reordered by priority? Fully Partially Planned for the future No Comment #51 Scheduled Maintenance #52 Can a grid be included on any RO (or invoice, or estimate or worksheet) that includes all scheduled maintenance intervals, along with when they were last performed and when they are next due (both date and miles) according to the service history? Fully Partially Planned for the future No Comment #52 #53 Does the software calculate maintenance interval due dates based on actual miles driven for each individual vehicle according to the service history? Fully Partially Planned for the future No Comment #53 #54 Are scheduled maintenance reminders generated and sent automatically when the assigned time or projected mileage has been reached? Fully Partially Planned for the future No Comment #54 #55 Can maintenance intervals be assigned to job kits so that the services come up as due according to whatever parameters are set by the user? Fully Partially Planned for the future No Comment #55 Service History #56 Are Carfax service history reports integrated? Fully Partially Planned for the future No Comment #56 #57 Can service history from other shops be integrated with the shop's service history for a vehicle? Fully Partially Planned for the future No Comment #57 Tires #58 Are new tire serial numbers automatically sent to the manufacturer once the numbers have been entered into an RO? Fully Partially Planned for the future No Comment #58 #59 Is there integrated tire cataloging and ordering? Fully Partially Planned for the future No Comment #59 Training #60 Is there a regular schedule of webinars or podcasts for training new users and explaining updates? Fully Partially Planned for the future No Comment #60 #61 Is there a help feature that covers all areas of the software completely? Fully Partially Planned for the future No Comment #61 Vehicle Information #62 Does the vehicle VIN and other key information display on all screens when working in an RO so there is no need to back up or change screens? Fully Partially Planned for the future No Comment #62 #63 Will entering the license plate number autofill vehicle information such as VIN, year, make, model, and engine? Fully Partially Planned for the future No Comment #63 #64 Is there a merge feature where duplicate vehicles can be merged together quickly and easily? Fully Partially Planned for the future No Comment #64 #65 Can documents and photos be attached and saved to vehicles? Fully Partially Planned for the future No Comment #65 Other Software Features #66 Can all functions be performed paperless? Fully Partially Planned for the future No Comment #66 #67 Is there integrated electronic signature capture? Fully Partially Planned for the future No Comment #67 #68 Is credit card processing integrated? Fully Partially Planned for the future No Comment #68 #69 Is there a caller I.D. feature that displays customer information when an existing customer calls? Fully Partially Planned for the future No Comment #69 #70 Is lube (oil change) sticker (label) printing integrated? Fully Partially Planned for the future No Comment #70 #71 Are all functions mobile device compatible? Fully Partially Planned for the future No Comment #71 #72 Can key performance numbers be compared with other users of the software? Fully Partially Planned for the future No Comment #72 #73 Can information be exported to spread sheets, and imported from spread sheets? Fully Partially Planned for the future No Comment #73 #74 Are there integrated mapping and directions to and from the shop, customers, vendors, etc.? Fully Partially Planned for the future No Comment #74 #75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)? Fully Partially Planned for the future No Comment #75 #76 Can technician assignments be dragged and dropped on a technician assignment screen? Fully Partially Planned for the future No Comment #76 #77 Is there a merge feature where duplicate customers can be merged together quickly and easily? Fully Partially Planned for the future No Comment #77