Sales Management Features
- Create and track recommended services for each vehicle, sending email reminders
- Use CARFAX data to load vehicle data with a license plate or VIN, view vehicle service history, and be notified of open recalls
- Alert your customers of vehicle status changes via text messaging
- Integrated scheduler - view mechanics, bays, and departments by day, week, and month
- Track profit within a workorder, and ensure minimum margins are met
- One-click services for your most popular services
- Customize invoices with logos, watermarks, and disclaimers
- Comprehensive sales reporting for profit, commission, productivity, and more
- Vehicle model and tire size lookups (tire module required for tire lookup)
- Barcode scanning of inventory and VINs
- Easily record customer authorization of additional work
- Graphical inspection reports built in
- Paperless invoicing with signature capture devices
- Integrated credit card processing with ChargeItPro
- Flexible pricing and discount options, including custom pricing per customer
- Labor guides from AllData, Mitchell1, Identifix, and AutoAware
- Free advertising on CARFAX reports and the myCARFAX app, including vehicle service reminders
- Track and report on customer referrals to evaluate the effectiveness of your advertising mediums
Customer Tracking Features
- Email marketing automation with custom templates and advanced filtering
- Generate postcards with service reminders and discounts
- Find customers by name, phone, address, vehicle, invoice number, or by swiping a card
- Review customer and vehicle history quickly and easily
- Supports fleet management
- Alerts can be shown when opening a transaction with certain customers, or when customers have an overdue balance
- Past due and over-limit customers can be set to require special authorization for new sales
- Print mailing labels based on company information or purchases
Inventory Management Features
- Integrate directly with hundreds of different parts suppliers across the US and Canada using Epicor, IAP, NAPA, Nexpart, WorldPac, and others
- Tire ordering with ATD, TCI, and many more
- Order stocked and outside parts from hundreds of vendors without leaving the workorder
- Track outside purchases, creating bills automatically
- Track warranty returns, cores, and FET receivable
- Import vendor product price sheets for easy searching, order entry, and ordering
- Physical inventory counts are made easy with barcode readers, inventory forms, and reports
- View, transfer, and manage inventory across multiple locations
- 12 static price levels, and an unlimited number custom calculated price levels
- Change prices and other inventory data in bulk based on multiple criteria
- Email purchase orders directly to vendors
- Maintain reorder levels with reporting, purchase order generation, and even automatic ordering for some vendors
- Sell products via B2B eCommerce websites
- Retail websites available through Ezytire
Workforce Management Features
- Give each employee individually assigned permissions, choosing from over 50 options
- Employee Timeclock tracks regular hours, holidays, and overtime
- Multiple mechanic tracking methods, including clocking in and out of jobs
- Sophisticated multi-tier commission options with comprehensive reporting
- Technicians and sales staff can be specified on each line of an invoice
Accounting & Invoicing Features
- Export sales and purchase totals to QuickBooks, Sage 50 (US and Canada), Simply Accounting, or CSV
- Elegant Audit module lets you drill down to see how every transaction posts to the General Ledger
- Either use the complete checkbook module, or use the checkbook in QuickBooks
- We set up the interface for you, so no advanced accounting knowledge is needed
Multi-Location Management Features
- Consolidated sales reporting and tracking - compare profit, progress toward sales goals, and sales broken out into customizable categories
- View, transfer, and manage inventory across multiple locations
- Customer history viewable across locations and payments can be accepted from any location
- Choose to print consolidated customer statements, or print them separately for each location
- Search for parts and tires showing the available quantity at each of the locations you choose
- Manage locations in different time zones
- Give each employee specific rights and permissions at each location
- Post to different QuickBooks company files, or a single company file using divisions (posting varies for other accounting systems)
Other Management & Localization Features
- Used across the U.S. and Canada
- Compatible with invoicing requirements of Florida, California, and other states with exacting standards
- Canadian GST, PST, and HST taxes supported
- Optional Cloud hosting of data is available
- Customizable disclaimers on workorders, quotes, and invoices
- Conversion of previous software's data to simplify Migration
Cloud Database Hosting
Our fully managed cloud database hosting provides the convenience of global access so you don't have to maintain an active server connection to the internet yourself. Plans are available for single-user shops to businesses with multiple locations spanning several states.