**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?Zero
#2 What is the typical monthly cost for shops currently using your software?Month fees start at $125/mo for a single user
#3 Name of the individual completing the surveyDon Mettler
#4 Name of your Company and SoftwareMCi Methods and Shop Methods
#5 Your Websitemcimethods.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
#7 Can appointments be dragged and dropped on the appointment scheduler?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Our appointment scheduler is basic at this point but will be enhanced over the coming months. It focuses on
customers creating their own appointments via their smart phone.

#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

*Comment: We have a rental car application used for other clients that we have discussed integrating

COMMUNICATION
#14 Can texting be sent and received within the software?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: We make heavy use of texting to approve estimates, notify of RO status changes, create and confirm
appointments, and pay invoices

#15 Can status updates be automatically texted to customers when the status of their vehicle changes?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Yes, the shop can customize the text message and turn them on and off per their preferences

#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: Emailing and texting work in tandem, there is a corresponding email for all text messages sent. Shops can
decide when they wish to use text messaging or emails. Emails are also fully branded and custom tailored for
the shop.

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

*Comment: We allow the attachment of all types of electronic document to the estimates, RO, invoice, vehicle and/or
customer (pictures, PDF, spreadsheets, video, etc...)

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

*Comment: Yes, all types of documents can be emailed to customers as email or as a PDF attachment

#21 Can jobs performed or estimated be saved as vehicle specific job kits?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: The shop has the ability to create and maintain their own kits, we call them standard jobs

#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
#25 Can times for multiple technicians be entered into a single labor operation?
  • Fully
  • Partially
  • Planned for the future
  • No
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
#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
#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
#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: Currently being developed for WoldPac. Already able to search and order from Amazon and eBay.

#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
#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
#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
#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: Invoices are fully configurable per shop

#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
#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
#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
#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: If the other Shop is running Shop Master, yes. If not, data would need to be uploaded from an excel file...but it's
possible.

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

*Comment: We have a developing catalog of YouTube instructional videos available on our YouTube channel

#61 Is there a help feature that covers all areas of the software completely?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Estimating and RO process, yes. Other areas are in development.

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
#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: We do load by VIN

#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

*Comment: Integration depends on the processing provider of the shop

#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: All list can be exported to spread sheets or PDF. Estimates and RO's can be imported from spread sheets

#74 Are there integrated mapping and directions to and from the shop, customers, vendors, etc.?
  • Fully
  • Partially
  • Planned for the future
  • No
#75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: different employees have access to different parts of the system based on security settings, managed by the
shop administrator

#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