|Is the software cloud based or on-premises?|
|#1 What is the typical initial total cost for a shop to change to your software?||$1800|
|#2 What is the typical monthly cost for shops currently using your software?||$100 to $170|
|#3 Name of the individual completing the survey||Bob Worts|
|#4 Name of your Company and Software||GEM-CAR|
|#5 Your Website||gem-car.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: Current GEM-CAR different colors for Customer waiting, Customer needs a shuttle, Customer needs a vehicle and Customers vehicle for the day. If real time labor has exceeded estimated time the labor line changes color also.
|#7 Can appointments be dragged and dropped on the appointment scheduler?|
|#8 Does a warning occur when making an appointment if the customer has previously not shown up for appointments?|
*Comment: No however there is a hidden section for the advisor that stays with the customer where that information can be stored.
|#9 Can an appointment for the next scheduled maintenance be generated automatically?|
*Comment: An appointment can not be setup automatically however it can be added to a follow-up program where the information can be followed up with the customer on a specific time and date by telephone or e-mail. You can pre-book appointments from deferred work automatically.
|#10 When an appointment is made, is the time, date and user who made the appointment automatically recorded and saved?|
|#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?|
|#12 Does an appointment change color on the schedule when the appointment time is approaching or past?|
*Comment: When using integrated punch clock the progress changes color
|#13 Is there integrated loaner car reservations and tracking?|
*Comment: There is an appointment made for the loaner vehicle and it is tracked on a loaner contract
|#14 Can texting be sent and received within the software?|
|#15 Can status updates be automatically texted to customers when the status of their vehicle changes?|
|#16 Can emailing be done directly through the software without having to go into a separate email program?|
|#17 Are electronic vehicle inspections integrated?|
*Comment: The customer and vehicle information is currently integrated with GEM-CAR however the information is stored in the cloud. The complete process is planned for the future.
|#18 Can photos be attached to failed items?|
|#19 Can job kits be attached to failed items?|
|#20 Can inspections be emailed and texted to customers?|
|#21 Can jobs performed or estimated be saved as vehicle specific job kits?|
*Comment: There is a Memory button built into the program where you can do the job once and then the system will remember everything that was done for a certain job and that vehicle. It includes the labor, parts description, part numbers and pricing the next time that job is done on the same vehicle it will auto populate the details.
|#22 Can job kits include other job kits and multiple labor operations?|
|#23 Is there integrated time clocking for technicians?|
|#24 Is there capability for multiple labor rates (10 or more)?|
*Comment: We manage 10 price levels for the same item. Diagnostic rate, Package rate, Hourly.
|#25 Can times for multiple technicians be entered into a single labor operation?|
|PARTS AND INVENTORY|
|#26 Can the software automatically adjust stocking levels according to parameters that have been set by the user?|
*Comment: : We rely on Minimum and Maximum. Trending is done in reports to aide in the process of updating.
|#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 alert that the price list is available to be downloaded.
|#28 Can different matrices be assigned to different types of parts, different brands, different vendors and different customers?|
|#29 When parts are ordered (and when they arrive), is the time and the person placing the order recorded?|
*Comment: The time of the receipt of the order can be added to the purchase order and the person placing the order will be tracked automatically.
|#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: All non stocked parts will be in :"RED TEXT". The quantity on hand is available when the part is highlighted. The advisor will need to check availability of the parts by lighting them and check the quantity on hand to see if they need to be ordered. The quantity on hand will be colored red if no stock.
|#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?|
|#32 Are there different colors assigned to different part statuses?|
|#33 Does the displayed status of a part change automatically when the actual status of the part changes?|
*Comment: The part color changes from red or black to Blue when ordered, and then GREEN once the part is received and the suppliers invoice posted to the inventory. The system will set up the inventory record for each new part automatically based on the inventory information received from the supplier.
|#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?|
|#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: Yes, on the appointment scheduler
|#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?|
|#41 Can part or all of the RO be copied and pasted into another RO with a single action?|
|#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?|
|#43 When jobs are copied from history, do both the parts and labor prices update automatically?|
*Comment: You are alerted when the prices are different in the system from the ticket in history.
|#44 Does an RO change color on the work in progress screen when the technician exceeds the sold labor time?|
*Comment: In the point of sale and the punch clock, but not the appointment screen as customers may be viewing work
|#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?|
*Comment: The labor and parts line can be split and deferred to a different work order.
|#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?|
|#49 Can previous recommendations be included on invoices, RO\'s, estimates, inspections and worksheets?|
|#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: no "grid". 1 page maintenance schedule with miles, date based on history of services.
|#53 Does the software calculate maintenance interval due dates based on actual miles driven for each individual vehicle according to the service history?|
|#54 Are scheduled maintenance reminders generated and sent automatically when the assigned time or projected mileage has been reached?|
*Comment: : Must be released manually.
|#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?|
*Comment: You can opt out by customer if needed.
|#57 Can service history from other shops be integrated with the shop\'s service history for a vehicle?|
*Comment: If customer is changing software to GEM-CAR. Yes
|#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: We do use a 411 to decode from caller ID.
|#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?|
|#74 Are there integrated mapping and directions to and from the shop, customers, vendors, etc.?|
*Comment: Customers yes. not vendors.
|#75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)?|
|#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?|