|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. Other than the low monthly investment|
|#2 What is the typical monthly cost for shops currently using your software?||$49/mth 1 user. $19 extra users. Free Mechanic App|
|#3 Name of the individual completing the survey||James Mitchell|
|#4 Name of your Company and Software||Workshop Software|
|#5 Your Website||workshopsoftware.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: Color coded by mechanic. Full drag and drop appointment management with day/week/month view.
|#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?|
|#10 When an appointment is made, is the time, date and user who made the appointment automatically recorded and saved?|
*Comment: Log of activity for most processes such as appointments, invoices, changing key values etc.
|#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?|
*Comment: Full sending of text messages. Replies are planned for a future enhancement.
|#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?|
|#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?|
*Comment: Awesome system that does a full integration with the client so they can approve work directly from their phone or web browser.
|#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)?|
*Comment: Unlimited number of labor items.
|#25 Can times for multiple technicians be entered into a single labor operation?|
*Comment: Multiple mechanics can work on a single labor item and can clock on/off unlimited number of times.
|PARTS AND INVENTORY|
|#26 Can the software automatically adjust stocking levels according to parameters that have been set by the user?|
*Comment: Full Max/min stock management and re-order system.
|#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?|
|#29 When parts are ordered (and when they arrive), is the time and the person placing the order recorded?|
*Comment: Yes, there is logging of all main operations in the system.
|#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?|
|#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?|
|#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?|
*Comment: Parts returns are 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: There is a selection in the job centre to show different RO statuses. They are not color coded.
|#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: As long as you save your work correctly, you can have more than one user looking at / editing an RO.
|#41 Can part or all of the RO be copied and pasted into another RO with a single action?|
*Comment: Very simple copy function. Great for recurring jobs or similar jobs
|#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: The prices are copied as they were from the copied invoice. This is done by design as most times you would
|#44 Does an RO change color on the work in progress screen when the technician exceeds the sold labor time?|
|#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?|
|#46 Can documents and photos be attached and saved to RO\'s?|
*Comment: There is a free phone app that allows you attach a photo to an RO in an instant (unlimited number of photos).
|#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?|
*Comment: The checklists are not mandatory unless you are using the auto inspection module where all the details of the inspection need to be completed before continuing.
|#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?|
|#53 Does the software calculate maintenance interval due dates based on actual miles driven for each individual vehicle according to the service history?|
*Comment: Time-based maintenance intervals. e.g. 6 monthly servicing
|#54 Are scheduled maintenance reminders generated and sent automatically when the assigned time or projected mileage has been reached?|
*Comment: Simple set-up for reminders, then they get automatically text or emailed each day as required.
|#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?|
|#57 Can service history from other shops be integrated with the shop\'s service history for a vehicle?|
*Comment: View the history via CarFax
|#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?|
*Comment: Extensive help portal with over 150 help guides and documents that are easily searched. Regular updates
|#61 Is there a help feature that covers all areas of the software completely?|
*Comment: Extensive help portal with over 150 help guides and documents that are easily searched.
|#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?|
*Comment: Documents and photos can be saved to an RO, so indirectly they are related to the vehicle.
|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?|
|#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?|
*Comment: Easy import function that gets you up and running quickly.
|#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: There are security controls for different employees which allows you to set-up user specific access to areas of the application.
|#76 Can technician assignments be dragged and dropped on a technician assignment screen?|
*Comment: Using the appointment program you can allocate jobs to technicians.
|#77 Is there a merge feature where duplicate customers can be merged together quickly and easily?|