Software Management Survey Submission

Name of Software

Is the software cloud based or on-premises?

Both
Cloud Based
On Premises

#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