SMOTGO January 2016 Update
The following changes were launched on January 29, 2016. They have also been demonstrated in the YouTube video below.
- The used part functionality has been removed. This feature was not being used and was not that effective.
- The Invoice and Estimate notes have been improved and the customer and vehicle note editing have been removed from the note tab on the invoice.
- The major change is the adding if priorities to the jobs. It is a best practice to present issues in a prioritized order. The first issues that should be addressed with a customer are the ones that are their concerns. That is what they asked for when they came in. The next would be anything that would put the driver at risk, then the passengers, then anyone outside the vehicle. After that is the items that may cause more damage if it is not address. Right now beyond that are “Maintenance”, “Other”, and “Unclassified”. If you use appointments, those items will automatically be set to “Customer’s Requests”. Any job after that are “Unassigned”. Changing the priorities is pretty simple and demonstrated in the video. The jobs and recommendations are now ordered by priority. A new estimate and invoice have been created that I believe is a bit cleaner, includes the customer address and you can include phone numbers. The estimates and invoices also have the jobs and recommendations ordered by priority and the priority is displayed for the customer. I’m sure you have all been asked what jobs are most important or to prioritize, now it is much easier to address that.
- A new estimate and invoice option were added. These are cleaner, easier to follow, The customer’s address is displayed and you can select which phone numbers to display. These also incorporate the priorities mentioned above.
Invoice Note Demo
Job Priority Demo
New Estimate and Invoice Demo
Please let me know if you see anything that is not working or anything that you think may not be working the way you think it should..
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