**Management Software Comparison Chart**

Section Links

Software Information
Is the software cloud based or on-premises?
#1 What is the typical initial total cost for a shop to change to your software?5 user system $249 month
#2 What is the typical monthly cost for shops currently using your software?5 user system $249 month
#3 Name of the individual completing the surveyFred Vibert
#4 Name of your Company and SoftwareGenesisFour - Service Shop
#5 Your Websitegenesisfour.com
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: ServiceShop tracks Waiting, Arrival time, Loaner Car. Under various configurations each mechanic can have his own schedule, the appointment can be attached to an existing Service Order. The Appointment can keep track of the estimated dollars.

#7 Can appointments be dragged and dropped on the appointment scheduler?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: In ServiceShop the appointment is always attached to a schedule, to move it you change the date or the schedule.

#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
#9 Can an appointment for the next scheduled maintenance be generated automatically?
  • Fully
  • Partially
  • Planned for the future
  • No
#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
#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
#12 Does an appointment change color on the schedule when the appointment time is approaching or past?
  • Fully
  • Partially
  • Planned for the future
  • No
#13 Is there integrated loaner car reservations and tracking?
  • Fully
  • Partially
  • Planned for the future
  • No
COMMUNICATION
#14 Can texting be sent and received within the software?
  • Fully
  • Partially
  • Planned for the future
  • No
#15 Can status updates be automatically texted to customers when the status of their vehicle changes?
  • Fully
  • Partially
  • Planned for the future
  • No
#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
INSPECTIONS
#17 Are electronic vehicle inspections integrated?
  • Fully
  • Partially
  • Planned for the future
  • No
#18 Can photos be attached to failed items?
  • Fully
  • Partially
  • Planned for the future
  • No
JOB KITS
#19 Can job kits be attached to failed items?
  • Fully
  • Partially
  • Planned for the future
  • No
#20 Can inspections be emailed and texted to customers?
  • Fully
  • Partially
  • Planned for the future
  • No
#21 Can jobs performed or estimated be saved as vehicle specific job kits?
  • Fully
  • Partially
  • Planned for the future
  • No
#22 Can job kits include other job kits and multiple labor operations?
  • Fully
  • Partially
  • Planned for the future
  • No
LABOR OPERATIONS
#23 Is there integrated time clocking for technicians?
  • Fully
  • Partially
  • Planned for the future
  • No
#24 Is there capability for multiple labor rates (10 or more)?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Every customer can have their own labor rate, every type of repair can have it's own labor rate, every job kit can have it's own labor rate.
All labor rates can be modified on the fly.

#25 Can times for multiple technicians be entered into a single labor operation?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Through proper use of the time clock it can also track Flat rate hours successfully

PARTS AND INVENTORY
#26 Can the software automatically adjust stocking levels according to parameters that have been set by the user?
  • Fully
  • Partially
  • Planned for the future
  • No
#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
#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: There are unlimited matrices in ServiceShop, unlimited price level matrices and 16 different assignable price level.

#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
#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: When an approved estimate (or job Kit Service Template) is moved to a Service Order the advisor is prompted to order parts that are not in the facility and have not already been ordered.

#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
#32 Are there different colors assigned to different part statuses?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: A Service Orders have a "Status" 'Waiting for Parts' is a colorized status.

#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
#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
#35 Is online parts cataloging and ordering integrated for all major catalog and ordering platforms?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: ServiceShop is integrated WorldPac Speed Dial

#36 Are parts returns and core returns tracked?
  • Fully
  • Partially
  • Planned for the future
  • No
#37 Is there a merge feature where duplicate parts can be merged together quickly and easily?
  • Fully
  • Partially
  • Planned for the future
  • No
REPAIR ORDERS
#38 Are there different colors assigned to different RO statuses?
  • Fully
  • Partially
  • Planned for the future
  • No
#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
#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: ServiceShop allows for multiple technicians and multiple SA to work on SO's.

#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: In ServiceShop Estimates can be pasted into another SO as can Service Templates with multiple Job Lines

#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: Our Profit Calculator Tracks Profit the old fashion way (GP%) as well as by minimum profit goal. MPG allows you to accurately track each ticket for your own needed profit needs. This Feature is the main differentiator between a shop making a few bucks after payroll and making 15%-20%-25% real net profit.

#43 When jobs are copied from history, do both the parts and labor prices update automatically?
  • Fully
  • Partially
  • Planned for the future
  • No
#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
#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
#46 Can documents and photos be attached and saved to RO\'s?
  • Fully
  • Partially
  • Planned for the future
  • No
#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: Optional configuration called Menu Pricing.

#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
RECOMMENDATIONS
#49 Can previous recommendations be included on invoices, RO\'s, estimates, inspections and worksheets?
  • Fully
  • Partially
  • Planned for the future
  • No
#50 Do previous recommendations include the name of the advisor and technician who originally made the recommendations?
  • Fully
  • Partially
  • Planned for the future
  • No
#51 When recommendations appear in a list, can they be reordered by priority?
  • Fully
  • Partially
  • Planned for the future
  • No
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
#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: Each maintenance service can be configured for Months and Mileage (whichever comes first)
Months only (Ignoring mileage)
Miles only (Ignoring Months)

#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: Internal Thank you, Service Due, Recommended Repairs and Old Customer letters (or email)are set
automatically.

#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
SERVICE HISTORY
#56 Are Carfax service history reports integrated?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: We believe in your customers right to privacy. We never let 3rd party vendors access to your database.

#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: Copies of past invoices can be attached to the current system.

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
#59 Is there integrated tire cataloging and ordering?
  • Fully
  • Partially
  • Planned for the future
  • No
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
#61 Is there a help feature that covers all areas of the software completely?
  • Fully
  • Partially
  • Planned for the future
  • No
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: VIN is 'copy' to Windows from an icon for 'pasting' into catalogs.

#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
#64 Is there a merge feature where duplicate vehicles can be merged together quickly and easily?
  • Fully
  • Partially
  • Planned for the future
  • No
#65 Can documents and photos be attached and saved to vehicles?
  • Fully
  • Partially
  • Planned for the future
  • No
OTHER SOFTWARE FEATURES
#66 Can all functions be performed paperless?
  • Fully
  • Partially
  • Planned for the future
  • No
#67 Is there integrated electronic signature capture?
  • Fully
  • Partially
  • Planned for the future
  • No
#68 Is credit card processing integrated?
  • Fully
  • Partially
  • Planned for the future
  • No
#69 Is there a caller I.D. feature that displays customer information when an existing customer calls?
  • Fully
  • Partially
  • Planned for the future
  • No
#70 Is lube (oil change) sticker (label) printing integrated?
  • Fully
  • Partially
  • Planned for the future
  • No
#71 Are all functions mobile device compatible?
  • Fully
  • Partially
  • Planned for the future
  • No
#72 Can key performance numbers be compared with other users of the software?
  • Fully
  • Partially
  • Planned for the future
  • No
#73 Can information be exported to spread sheets, and imported from spread sheets?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Key areas are exported to Excel.

#74 Are there integrated mapping and directions to and from the shop, customers, vendors, etc.?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Both Google are Yahoo

#75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: The system, during configuration, has extensive security allowing for each user (tech, SA, Bookkeeper or Parts)
to be kept away from accounting, marketing or parts or other areas.

#76 Can technician assignments be dragged and dropped on a technician assignment screen?
  • Fully
  • Partially
  • Planned for the future
  • No
#77 Is there a merge feature where duplicate customers can be merged together quickly and easily?
  • Fully
  • Partially
  • Planned for the future
  • No