GM Service Integration Updates
Step-by-step instructions on the new features available in Dominion VUE for GM Service Integration.
1. Setting the Source for Service Appointments
Description: A new "Source" field has been added to Service Appointments, allowing you to identify how a customer contacted the dealership.
Steps:
- Navigate to the Service Appointment screen in Dominion VUE.
- Locate the new Source field.
- Select from the following options in the drop-down:
- Advisor
- Call-In
- Call-Out
- DMS
- Online - DMS
- Note: If the customer scheduled their appointment via the GM Online Service Scheduler, the source will automatically display as Online-GM.
2. Viewing GM Appointment Details
Description: The new Appt Details field displays a URL for the service appointment when it was created in GM’s Online Service Scheduler.
Steps:
- Go to the Service Appointment screen.
- Look for the Appt Details field.
- This field hosts the link for the appointment details from GM.
- Note: This is a read-only link. If there is no URL provided by GM, this field will not appear in VUE.
3. Transportation
Description: New transportation options have been introduced, along with dedicated pickup and delivery address fields for customers choosing premium pickup and delivery services.
Steps:
- Open the Service Appointment or Repair Order (RO) screen.
- Locate the Transportation drop-down menu and select:
- Premium Pickup/Delivery
- Loaner - Pickup/Delivery
- Selecting either of the new options will make the Pickup Address and/or Delivery Address fields visible.
- Click on the "Use Existing Address" link to select an existing address from the customer's record, or manually enter a new address.
- Note: Changes made to this address field will not update the customer's main record.
- Enter the following details if entering a new address:
- Address 1
- Address 2
- City
- State
- Zip code
4. Adding Pickup and Delivery Phone Numbers
Description: New phone number fields have been introduced for Pickup and Delivery transportation options, enhancing the contact information available for these options.
Steps:
- In the Service Appointment or Repair Order (RO) screen, locate the Transportation drop-down menu and select one of the premium options.
- Look for the Pickup Phone or Delivery Phone field.
- To enter a phone number:
- Select from the list of existing phone numbers in the customer’s record.
- Or, manually enter a new phone number.
- Note: Any changes made here will not update the main customer record.
5. Using My GM Rewards Points
Description: A new Use My GM Rewards field on the Service Appointment screen indicates whether the customer plans to use their GM Rewards points towards their service charges.
Steps:
- Navigate to the Service Appointment screen.
- Locate the Use My GM Rewards field.
- If the customer has chosen to use their GM Rewards points, this field will display automatically.
- Note: This field is read-only, based on data received from GM. Users cannot manually select it.
6. GM Operation Codes (GM Op Codes)
Description: A new GM Op Code field is now available in the Operations section for Service Appointments and Repair Orders. These are the Global Labor Codes that will come fro GM.
Steps:
- In the Service Appointment or Repair Order (RO) screen, locate the Operations section.
- You should see a new column labeled GM Op Code.
- When adding an operation code (Op Code) that has been mapped to a GM Global Labor Code, the GM Op Code will automatically populate.
- Example: If "LOF50" is the regular Op Code and it’s mapped to GM Op Code 0665999, both codes will display when you enter “LOF50.”