Service Configurations

Introduction

The Service Configuration is a comprehensive tool that empowers the Service Manager to establish a variety of parameters and defaults, which are crucial for the effective structuring and optimization of the Service Department.

Below, you will find a detailed explanation of each setting, along with guidance on how you can customize these settings to align perfectly with the unique requirements of your department, ensuring that every aspect of the service process is optimized for maximum efficiency and effectiveness.

Navigate to:  Service >Maintenance > Service Configurations

At the top of the page, you'll find options available for you to choose from, each designed to cater to different aspects of the service configuration process. By clicking on each tab, you can explore a range of settings that enable you to personalize and tailor your configurations to meet the specific needs and preferences of your department. 

General

• Shared Settings: Default to Comment Tab
  • When set to YES you are directed to the comments tab when creating Appointments or Repair Orders when there is a comment or flag associated with that customer.

Technician

• Number of ROs per Tech
  • Limits the number of RO’s per Technician, in which they can simultaneously clock time.
    
• Automatically Stop Time
  • Allows the user to select [Stop Time] in the event a technician forgets to end the clock time at the end of the day.

• Filter Technicians by Department
  • Yes sorts technicians by their Account Code Dept. Otherwise, they are sorted by the department listed on the Repair Order or Appointment.

Appointments

• Require an Appt. Advisor
  • Determines if an Advisor is required on Service Appointments
    or not.
    
• Appt. Default Advisor
  • Determines how an Advisor will default into the Advisor field on Service Repair Orders. Your choices include:
    •  Advisor creating RO unless created from appointment (The Advisor on the appointment record becomes the RO advisor)
    • Advisor from VIN unless created from appointment (Advisor on appointment record becomes RO advisor)
    • Always advisor creating RO (Advisor is the person creating RO, regardless of appointment)
    • Always advisor from VIN (Advisor from the VIN, regardless of appointment)
• Appt. Parameters
  • Set custom parameters to prevent overbooking
    
    
    
    

Tip: Selecting in the Appointment Parameters section will provide you the ability to customize appointment parameters for Body Shop, Quick Lube, and Service departments.

Printing

• Warranty Recap:
  • Print Tech Notes on all OEM Recaps
    
    
• Work Order:
  • Include Labor hours on the work order 
  • Include RO Comments on the Work Order
    • When set to Yes and saved,  RO comments print on the Work Order under the customer information section, just as they do on the Invoice.
  • Add additional blank lines per operation when printing the Work Order 
• Internal:
  
  
  • Option to include internal part cost on work order
  • Include labor cost and rate on work order
    
    

• Oil Change Label
  • With Dealership information on the left, you will see editable fields for Next Miles and Next Date on the right (shown below).
  • This will default to Service Miles and Service Date to ensure clear instructions on when the next service is due.

Note: Once the Months and Mile parameters are set on the Oil Change Label  in configurations, the information will import to the Repair Order when the                    [Oil Change Label] print option   is selected from the [Print] drop-down in the Repair Order

This configuration system is designed to streamline operations, enhance efficiency, and ensure that the department functions smoothly. By setting these parameters, the Service Manager can tailor the system to meet the specific needs and demands of their department, thereby improving overall performance and service delivery. 

Related Articles

Service Dispatch Configuration Settings

Printing within the Repair Order

Tech Management - Skill Assignment (Service)

Inputting Warranty Claim Information in a Repair Order