Service CRM

Booking Appointments Just Got Easier

• Shopping cart next to each recommended service makes it quick and easy to begin the booking process.

• The Book Appt screen can be minimized by clicking the bottom arrow that points upwards within the screen.  Simply click to re-open it and pick up where they left off without having to start the booking process over. 

Confirm Appointments by Specific Date

•  Call Select - Target your Confirm calls and choose any specific date using the interactive calendar

Reporting 

• Access to new reports like the BDC Report Card

Texting

• Texting Opt In available 

• Texting Merge feilds i.e Last RO Date for CSI text msgs

• Batch Texting

• Assign individual numbers to each user

User Customiation

Many new features includng:

• Custom User Role Access

• Hiding and Displaying Follow ups

• Hide ALG 

Maintenance Configuration

• Schedule Stats - Flush out

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Email

Email Scrub- Scrub emails nightly from DM and DMS 

Set up and send emails wth signature from the email tab in DM

 eService 

Custom Welcome and Confirm messaging

Custom headers i.e. Mileage etc. 

ADMIN:

• Create custom roles for your users and you reporting. 

Showroom: 

Desk Log:

• Ability to link Statuses to Sales Steps 

• Follow ups can sync to calendars

• Can automate the lost process by auto marking fter X days 

• Can adjust Sales Merge status

DESKING:

• New desking screen enhancements 

• Chrome Construct for more accurate build and price, more accurate interdependency between accessories and packages etc. 

• More accurate Watchlists and Saved Searches in Vehicle matching by the elimnation of Watchlist and Saved Search 

INVENTORY:

• Ability to assign, style, and colour in inventory for accuracy