|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 survey||Matthew Ellinwood|
|#4 Name of your Company and Software||Shop-Ware Shop Management|
|#5 Your Website||shop-ware.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: We have a feature called a Label that is used for this purpose. We plan to introduce configurable colors to
|#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?|
|#9 Can an appointment for the next scheduled maintenance be generated automatically?|
*Comment: If a service advisors recommends a scheduled maintenance and sets a due-in time for the future, the
|#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?|
|#13 Is there integrated loaner car reservations and tracking?|
|#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?|
*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?|
|#17 Are electronic vehicle inspections integrated?|
|#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?|
|#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)?|
|#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?|
|#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?|
|#28 Can different matrices be assigned to different types of parts, different brands, different vendors and different customers?|
*Comment: Our Parts GP Optimizer is an industry-first approach to fully optimized parts profit optimization using machine
|#29 When parts are ordered (and when they arrive), is the time and the person placing the order recorded?|
*Comment: We plan to add a log capture of the person placing the order for parts and receiving the parts. All other
|#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: 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?|
*Comment: Shop-Ware supports this functionality but does not filter by date range. However, given how our parts interface
|#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?|
|#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: 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?|
|#37 Is there a merge feature where duplicate parts can be merged together quickly and easily?|
*Comment: Shop-Ware has an automated tracking and updating feature that de-duplicates similar parts by part brand.
|#38 Are there different colors assigned to different RO statuses?|
*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?|
|#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: Shop-Ware users can see the logged in status of ROs. Shop-Ware will log users off of ROs automatically if
|#41 Can part or all of the RO be copied and pasted into another RO with a single action?|
*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?|
|#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: 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?|
*Comment: Technician efficiency reports currently support split pay period work.
|#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?|
*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?|
|#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?|
|#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?|
|#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?|
*Comment: Using recommendations, you can set a due date for a maintenance recommendation.
|#56 Are Carfax service history reports integrated?|
*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?|
|#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?|
*Comment: Planned for Q1 2018.
|#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?|
*Comment: Planned for 1st half of 2018.
|#69 Is there a caller I.D. feature that displays customer information when an existing customer calls?|
|#70 Is lube (oil change) sticker (label) printing integrated?|
|#71 Are all functions mobile device compatible?|
*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?|
|#73 Can information be exported to spread sheets, and imported from spread sheets?|
*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.?|
|#75 Are there different subprograms or modules for different employees (technicians, advisers, parts, manager)?|
*Comment: Shop-Ware has a complete permissions scheme to control access to various portions of the application for
|#76 Can technician assignments be dragged and dropped on a technician assignment screen?|
*Comment: Drag and drop currently supported on calendar. We have this planned for work in progress. The Expeditor work
|#77 Is there a merge feature where duplicate customers can be merged together quickly and easily?|