Customer service history

[Tim A.]

Newer member and enjoying the articles in this site, they have been informative and entertaining.

 

Anyway, I am trying to implement a way to streamline customer's service history so us advisors can easliy look up if or when a particular service has been done. We are using manager plus right now and the only way we can see services history is by looking at each individual visit. Other than using a paper file (which I will not with all the technology out there), I want to have some type of file where I can look up a customer and on that screen, see when the last time a timing belt, trans flush, etc, etc, was done. I do know there are other management software programs that will do it but trying to acclomplish this without changing programs. I have been searching for some time and hoping that someone on here has something that I can use.

 

Thank you and looking forward to being a part of this site.

 

Tim A.

[GobblesAuto]

  On 11/9/2010 at 3:01 PM, Tim A. said:

Newer member and enjoying the articles in this site, they have been informative and entertaining.

 

Anyway, I am trying to implement a way to streamline customer's service history so us advisors can easliy look up if or when a particular service has been done. We are using manager plus right now and the only way we can see services history is by looking at each individual visit. Other than using a paper file (which I will not with all the technology out there), I want to have some type of file where I can look up a customer and on that screen, see when the last time a timing belt, trans flush, etc, etc, was done. I do know there are other management software programs that will do it but trying to acclomplish this without changing programs. I have been searching for some time and hoping that someone on here has something that I can use.

 

Thank you and looking forward to being a part of this site.

 

Tim A.

 

Ask Mitchell about Service Intelligence

[Joe Marconi]

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[Stayfree]

  On 11/9/2010 at 3:01 PM, Tim A. said:

I am trying to implement a way to streamline customer's service history so us advisors can easliy look up if or when a particular service has been done. We are using manager plus right now and the only way we can see services history is by looking at each individual visit.

 

Tim A.

 

No need for specialized software or adding on more modules to the Mitchell Manager Plus. I went through the same prblem until I discovered the solution. There are two methods I use to quickly review the history if I am looking for something specific.

 

First is the SEARCH button at the lower right of the screen when you are in the HISTORY tab. Click SEARCH then type in what you are looking for, (Brake, timing, lube, etc.) The program will then list only the invoices in history that have those items listed. If you type in "TIMING" and no invoices show up then you probably haven't done the timing belt. (Beware of past mistakes in case someone before you has written the ticket incorrectly.)

 

The second method will allow you to review multiple invoice information quickly and is handy in the event you don't find what you are looking for ion the first search, or if it comes up listing several invoices. For example, you search for "TIMING" and the history record changes from 30 down to 5 invoices. That narrows things down but might list things like adjust timing, inspect timing belt, and replace timing belt. In other words anything on any ticket that uses the word "TIMING" will pop up.

 

When you have something like that you can select all the invoices listed (Ctrl+A, or click the top one, hold the shift key and click on the bottom one), then go to the bottom of the screen and click on the PRINT button. The preview screen will come up with a shortened version of the selected tickets. You don't have to print the pages if you don't want to but they are easy to read this way.

 

This 2nd method is also easy if a customer wants a review of all work performed in the past. I offer a print out to customers who stop in to let me know they are moving. That gives them something to show their new shop if they ever need it.

 

Hope that helps,

 

Max (aka Stayfree)

[Tim A.]

  On 11/10/2010 at 1:31 PM, Joe Marconi said:

Tim, great question. It is vital that each vehicle visit includes a history record search to see what was done, was needs to be done and what was never done. I use Service Intelligence on my Mitchell program. It gives me a quick and easy report on vehicle history; average miles per day driven and the report can be modified to meet your particular needs. SI was developed by E-Auto club and was sold thru Mitchell, but now they are their own again. Your Mitchell Rep can help you.

 

Other than that, I don’t know of any other program that does the trick. And, looking back at the history records takes too long.

 

 

Gobbles and Joe,

 

I am looking into service intelligence now, dowloaded the demo but waiting for tech support to help me since I am getting error codes. I think we looked into this many years ago when it was just E-auto club but I believe then it would not integrate into Mitchell. So I will look at it and hopefully works the way I would need it to.

 

Thanks for the reply and help,

Tim

[Gonzo]

Nice to know ya Tim, I'm the.. uh-um... entertainment.... oh a little info now and then, sometimes good, sometimes... ya never know...

Oh the managment system I use... I stick a post note to their foreheads... I call it my managment filling system "some-ware" ... that software stuff is over rated...

 

Ok only kiddin... a good mangament system works well.

there's a lot of them out there...

good luck... Gonzo

 

  On 11/9/2010 at 3:01 PM, Tim A. said:

Newer member and enjoying the articles in this site, they have been informative and entertaining.

 

Anyway, I am trying to implement a way to streamline customer's service history so us advisors can easliy look up if or when a particular service has been done. We are using manager plus right now and the only way we can see services history is by looking at each individual visit. Other than using a paper file (which I will not with all the technology out there), I want to have some type of file where I can look up a customer and on that screen, see when the last time a timing belt, trans flush, etc, etc, was done. I do know there are other management software programs that will do it but trying to acclomplish this without changing programs. I have been searching for some time and hoping that someone on here has something that I can use.

 

Thank you and looking forward to being a part of this site.

 

Tim A.