|Is the software cloud based or on-premises?|
|#1 What is the typical initial total cost for a shop to change to your software?||$75|
|#2 What is the typical monthly cost for shops currently using your software?||$60|
|#3 Name of the individual completing the survey||Steven Miller|
|#4 Name of your Company and Software||AllsystemsMax LLC - AllsystemsMax PRO|
|#5 Your Website||AllsystemsMax.com|
|#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.?|
*Comment: Waiting and Shuttle Required are flagged at the top of the Repair Order. Appointment reminders can be easily sent by text or email with a few mouse clicks.
|#7 Can appointments be dragged and dropped on the appointment scheduler?|
*Comment: Our 'Tech Planner' schedule view works like Google Calendar. It includes drag drop for changing time, duration and technician from one assignment to another, as well as quick assignment to an initial time, duration and technician when the appointment is first created.
|#8 Does a warning occur when making an appointment if the customer has previously not shown up for appointments?|
*Comment: Existence of customer warnings are indicated in red and are expanded with a single mouse click. A warning or note can contain anything of importance the service writer must know when starting a repair order.
|#9 Can an appointment for the next scheduled maintenance be generated automatically?|
*Comment: AllsystemsMax partners with Carfax to automatically send emails that direct the customer to contact your shop when maintenance services are due.
|#10 When an appointment is made, is the time, date and user who made the appointment automatically recorded and saved?|
*Comment: Only the date and time of the appointment is tracked.
|#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?|
*Comment: Service writer will see this prompt and respond accordingly:
|#12 Does an appointment change color on the schedule when the appointment time is approaching or past?|
*Comment: Appointments on the schedule are color coded for Past, Today, Future.
|#13 Is there integrated loaner car reservations and tracking?|
|#14 Can texting be sent and received within the software?|
*Comment: AllsystemsMax partners with Zipwhip/Textel to integrate texting with your shop management software. Texts can be sent from the software or any browser. Notifications appear when a text is received. Texting conversation
|#15 Can status updates be automatically texted to customers when the status of their vehicle changes?|
*Comment: Texting to customers is initiated by service writer as needed.
|#16 Can emailing be done directly through the software without having to go into a separate email program?|
*Comment: Any estimate, repair order, invoice, or report can be emailed as a pdf, directly from the print/preview screen in AllsystemsMax.
|#17 Are electronic vehicle inspections integrated?|
*Comment: Currently under development with Kukui and Auto Vitals.
|#18 Can photos be attached to failed items?|
*Comment: The AllsystemsMax mobile app allows VIN scanning and creation of a new repair order at the vehicle, as well as picture taking. These photos are automatically attached to the vehicle record and can easily be selected from thumbnails and sent to the customers mobile number via texting, as attached documents.
|#19 Can job kits be attached to failed items?|
*Comment: AllsystemsMax provides an innovative way to quickly create, edit and deploy 'packages' (kits), on the fly.
|#20 Can inspections be emailed and texted to customers?|
*Comment: Yes, but until we complete integration with third-party digital inspections this is a partial solution in which inspection sheets are configured by your shop, as a special type of 'canned' estimate.
|#21 Can jobs performed or estimated be saved as vehicle specific job kits?|
*Comment: This is implemented using our 'Similar Jobs' function, which allows selection and insertion of labor and parts items from prior invoices from similar vehicle by make, model, or engine. So, an extra effort to save this
|#22 Can job kits include other job kits and multiple labor operations?|
|#23 Is there integrated time clocking for technicians?|
*Comment: Technicians can clock in and out on specific jobs.
|#24 Is there capability for multiple labor rates (10 or more)?|
*Comment: Included are separate labor rates for in-house and sublet labor, as well as preset labor rates per individual labor items which override the general in-house rate. Managing separate preset labor rates (10 or more) for various
|#25 Can times for multiple technicians be entered into a single labor operation?|
*Comment: Labor lines on repair orders and invoices are marked in the right hand margin by the technicians initials, so multiple technicians can be properly credited when a team works on a single invoice. If multiple technicians
|PARTS AND INVENTORY|
|#26 Can the software automatically adjust stocking levels according to parameters that have been set by the user?|
*Comment: Yes, but not using the traditional method of setting maximum, minimum and restocking quantity. Instead you 'prime' each stocked item with your initial target stocking level. The software then provides restock orders based on sales, thereby maintaining the target level. To change the target level you simply adjust the proposed reorder quantities.
|#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?|
*Comment: We consider this feature unnecessary. Selling price, as well as vendor cost is handled continuously in real time as parts are purchased and sold, using our split pricing matrix and information returned from the vendor.
|#28 Can different matrices be assigned to different types of parts, different brands, different vendors and different customers?|
*Comment: Currently there is only one matrix.
|#29 When parts are ordered (and when they arrive), is the time and the person placing the order recorded?|
|#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?|
*Comment: Parts ordering is tracked using the 'Order status' feature.
|#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?|
*Comment: No, not automatically within a selected date range. Orders are placed according to a conscious decision made by the parts manager or service writer.
|#32 Are there different colors assigned to different part statuses?|
*Comment: We track the status of parts that will be needed to complete repair orders. The itemnumber on the repair order is red until the part has been received by entering a vendor packing slip or invoice number associated with the
|#33 Does the displayed status of a part change automatically when the actual status of the part changes?|
*Comment: See #32. When received, the part's item number on the repair order changes from red back to black.
|#34 Are there reminders which alert service advisors that an expected arrival time for a part is past due?|
|#35 Is online parts cataloging and ordering integrated for all major catalog and ordering platforms?|
*Comment: AllsystemsMax is integrated with WorldPac SpeedDial and also your local parts vendors using the Nexpart cataloging and ordering platform.
|#36 Are parts returns and core returns tracked?|
|#37 Is there a merge feature where duplicate parts can be merged together quickly and easily?|
|#38 Are there different colors assigned to different RO statuses?|
*Comment: In the 'Techh Planner' (calendar) view of the Scheduler we use some color indicators, but mostly we rely on words. In the grid view of the Scheduler you can group by 'Order Status' which is derived from your own
|#39 Does the displayed status of an RO change automatically when the actual status of the RO changes?|
|#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?|
*Comment: This isn't considered to be necessary, or even desirable. Two (or more) people on two (or more) separate workstations can work on the same repair order at the same time. Each will see the changes of the other as the screen refreshes.
|#41 Can part or all of the RO be copied and pasted into another RO with a single action?|
*Comment: This command in AllsystemsMax is 'Split Job'. It is a button available on the Repair Order tab. It is used to create a new estimate for the customer and vehicle and move selected line items there, all with a single click.
|#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?|
*Comment: The display is in dollars and percent, for labor, parts, sublet subtotals, and also for the total order.
|#43 When jobs are copied from history, do both the parts and labor prices update automatically?|
|#44 Does an RO change color on the work in progress screen when the technician exceeds the sold labor time?|
*Comment: The RO doesn't change color. Instead this is indicated in the 'Tech Check' column of the Scheduler grid.
|#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?|
|#46 Can documents and photos be attached and saved to RO\'s?|
|#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?|
|#48 Can mandatory checklists be created that a service advisor must complete to advance when entering information into RO\'s and completing RO's?|
*Comment: Not checklists, but some items are required before completing an RO. These include updating the odometer reading and posting receipt of vendor orders for the particular repair order. Other items will be prompted for, as a reminder to the service writer that they should be completed, but will not be required.
|#49 Can previous recommendations be included on invoices, RO\'s, estimates, inspections and worksheets?|
*Comment: In AllsystemsMax these are called 'Suggested Services'. They are carried across from one repair order to the next until billed out or deleted. It is optional, according to a service writer setting, whether suggested services
|#50 Do previous recommendations include the name of the advisor and technician who originally made the recommendations?|
|#51 When recommendations appear in a list, can they be reordered by priority?|
|#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?|
*Comment: This is implemented through our partnership with Carfax.
|#53 Does the software calculate maintenance interval due dates based on actual miles driven for each individual vehicle according to the service history?|
*Comment: Maintenance service intervals can be calculated based on either a fixed interval in days or actual miles driven, whichever would bring the vehicle back for service sooner.
|#54 Are scheduled maintenance reminders generated and sent automatically when the assigned time or projected mileage has been reached?|
*Comment: This is implemented through our partnership with Carfax.
|#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?|
|#56 Are Carfax service history reports integrated?|
|#57 Can service history from other shops be integrated with the shop\'s service history for a vehicle?|
*Comment: This is implemented through our partnership with Carfax.
|#58 Are new tire serial numbers automatically sent to the manufacturer once the numbers have been entered into an RO?|
|#59 Is there integrated tire cataloging and ordering?|
|#60 Is there a regular schedule of webinars or podcasts for training new users and explaining updates?|
|#61 Is there a help feature that covers all areas of the software completely?|
|#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?|
|#63 Will entering the license plate number autofill vehicle information such as VIN, year, make, model, and engine?|
|#64 Is there a merge feature where duplicate vehicles can be merged together quickly and easily?|
|#65 Can documents and photos be attached and saved to vehicles?|
|OTHER SOFTWARE FEATURES|
|#66 Can all functions be performed paperless?|
|#67 Is there integrated electronic signature capture?|
|#68 Is credit card processing integrated?|
|#69 Is there a caller I.D. feature that displays customer information when an existing customer calls?|
*Comment: However, customer lookup can be accomplished by entering all or part of any one of five phone numbers associated with the customer.
|#70 Is lube (oil change) sticker (label) printing integrated?|
|#71 Are all functions mobile device compatible?|
|#72 Can key performance numbers be compared with other users of the software?|
|#73 Can information be exported to spread sheets, and imported from spread sheets?|
*Comment: Export only.
|#74 Are there integrated mapping and directions to and from the shop, customers, vendors, etc.?|
|#75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)?|
*Comment: Preset limitations on access (from most to least), using individual logon passwords for:
|#76 Can technician assignments be dragged and dropped on a technician assignment screen?|
|#77 Is there a merge feature where duplicate customers can be merged together quickly and easily?|