**Management Software Comparison Chart**

Section Links

Software Information
Is the software cloud based or on-premises?Cloud Based
#1 What is the typical initial total cost for a shop to change to your software?Average investment is $1,500
#2 What is the typical monthly cost for shops currently using your software?Most shops use PRO at $375 / month
#3 Name of the individual completing the surveyMatthew Ellinwood
#4 Name of your Company and SoftwareShop-Ware Shop Management
#5 Your Websiteshop-ware.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: We have a feature called a Label that is used for this purpose. We plan to introduce configurable colors to
calendar blocks that could also be used for this purpose.

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

*Comment: If a service advisors recommends a scheduled maintenance and sets a due-in time for the future, the
appointment will be scheduled. This requires a manual step by the service advisor to select the service.

#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

*Comment: Status updates and customer share in Shop-Ware are controlled by staff.

#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
#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

*Comment: Our Parts GP Optimizer is an industry-first approach to fully optimized parts profit optimization using machine
learning algorithms.

#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: We plan to add a log capture of the person placing the order for parts and receiving the parts. All other
information is captured today.

#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: This information is captured, surfaced on ROs, and on the workflow page with granular statuses. We do not force a pop up window in the workflow currently.

#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: Shop-Ware supports this functionality but does not filter by date range. However, given how our parts interface
functions, a date filter is not needed.

#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: Our parts integrations set an industry standard and cover all of the major parts distributors, including Napa, Advance, Autozone. We have native integrations with WorldPac, PartsTech, and Nexpart.

#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

*Comment: Shop-Ware has an automated tracking and updating feature that de-duplicates similar parts by part brand.

REPAIR ORDERS
#38 Are there different colors assigned to different RO statuses?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Shop-Ware's digital workflow management solution, the Expeditor, uses a system of colors and visual states to communicate RO status and activity. Status is only one aspect.

#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: Shop-Ware users can see the logged in status of ROs. Shop-Ware will log users off of ROs automatically if
another user clocks onto the same service.

#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: Shop-Ware's RO workflow and canned job functionality makes copying and pasting unnecessary, but we do have a copy feature planned to further streamline RO building.

#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

*Comment: Shop-Ware's Expeditor currently communicates progress against promised times.

#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: Technician efficiency reports currently support split pay period work.

#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
#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

*Comment: Previous recommendations link to the originating RO, which surfaces the tech and the service advisor that the recommendations.

#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

*Comment: Using recommendations, you can set a due date for a maintenance recommendation.

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

*Comment: This will be available in Q1 2018

#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
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
#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: Planned for Q1 2018.

#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: Planned for 1st half of 2018.

#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

*Comment: All mobile device types and platforms with no installed software for staff or customers.

#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: We have many export features for data but do not support importing data.

#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: Shop-Ware has a complete permissions scheme to control access to various portions of the application for
various staff roles and responsibilities.

#76 Can technician assignments be dragged and dropped on a technician assignment screen?
  • Fully
  • Partially
  • Planned for the future
  • No

*Comment: Drag and drop currently supported on calendar. We have this planned for work in progress. The Expeditor work
assignment flow makes drag and drop less desirable functionality for work assignment.

#77 Is there a merge feature where duplicate customers can be merged together quickly and easily?
  • Fully
  • Partially
  • Planned for the future
  • No