Archive for December, 2009

Top Five Tips to Increase Efficiency in your Service Department

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1) Utilize Appointments

Be sure you are using appointments to book your shop.  Sure, you’ll have some “walk-in” business, but to maximize efficiency it is important to understand what is coming in the shop.  Service advisors need to ask the right questions to properly understand the nature of the repairs to appropriately book time.  If a repair falls outside of the standard maintenance services, a diagnosis appointment with a minimum of one hour should always be booked.

2) Pre-print RO’s

Pre-printing RO’s for the next day’s business will help facilitate quicker write-up for customers bringing in their vehicles.  If you are not able to pre-print RO’s, then be sure to develop a process to streamline the write-up process – such as utilizing a mobile device or developing a questionnaire / checklist to capture pertinent information to complete the write-up.

3) Pre-pull Parts

Pre-pulling parts helps to eliminate wasted technician time at the parts counter.  This applies not only for initial repairs, but as more repairs are identified and added to the RO, it is helpful to have a way to quickly and easily communicate a parts request.  Utilizing a parts runner can help expedite the repair process as well.  The idea is to keep the technician in his bay working rather than waiting at the parts counter for parts.

4) Technician Dispatching

Determine the skill sets of your technicians and dispatch work accordingly.  You do not want your engine tech doing oil changes.  Pre-planning work as much as possible can help keep you out of this situation.

5) Manage Open RO’s

Monitor your open RO’s and understand why they remain open.  Often the work carries over – it is important to understand why:  Are the hours estimated to complete the repair incorrect?  Are the parts not in stock?  Is the technician skilled to work on the repair unavailable?  Was the work improperly booked?  Is it a warranty issue?  Understanding the reasons why repair orders remain open can help to identify areas of improvement for your shop.

How to change an address, hours of operation, or disclaimers on a form in DealerTrack DMS

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Making changes to an address, logo, hours or operation, or a disclaimer in a laser form is very simple for the Dealership.  DealerTrack’s customer support department will need to reprogram the form which can be somewhat complicated.  Please note, there is a reprogramming fee which is detailed below.  Please contact DealerTrack Dealer Management System if you would like any changes to your laser forms.  Our talented team is here to ensure that you have an excellent DealerTrack Experience.

Hours of operation, disclaimers, and dealership information                        $25 per form

Logo changes                                                                                                           $50 per form

Customer Support

How to Cap a Deal with an error message in DealerTrack DMS

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Question: When capping a deal, I get an error message that states “Function requires completion of preceding functions on task list”.  How do I finish capping the deal with this error message?

car dealership

Answer: Typically, you will receive this error message in DealerTrack Dealer Management System if you have not completed all of the required tasks to cap a deal.  Take the following steps to make sure that all of the required tasks have been completed.

  1. Make sure that your screen is showing the deal.
  2. Tab down to the function line and type “74”.  This will bring up a task list on the right side of the screen.  The task list will give you a list of options that need to be completed before you are able to accept or cap a deal.  This task list includes:
    1. Assign Inventory
    2. Enter Buyer Info
    3. Enter Trade
    4. Accept Deal
    5. Enter PDI Insurance
    6. Status
  3. Once you have completed all of the items listed on the Task List you will be able to accept and Cap the Deal.
    1. If “Assign Inventory” is blank, change the stock number by selecting another stock number from inventory, and then change it back to the stock number for the deal.
    2. If “Enter Buyer Info” is blank, select a buyer from the 21 screen.
    3. “Enter trade” is not required and will display “N/A” if no trade has been entered.
    4. If “Accept Deal” is blank, make sure all of the other items listed in the task list are complete.  At that point, you should be able to accept the deal.
    5. If “Enter PDI” is blank, select option “25” and select a PDI Insurance Company.

DealerTrack DMS is now on Facebook and Twitter

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DealerTrack DMS is now on Facebook and Twitter!  If you’ve enjoyed reading the blog you’ll love following our tweets and interacting on our fan page.

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DealerTrack Dealer Management System: Visit our fan page



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@DealerTrackDMS: Follow our tweets


How do I Apply or Remove Discounts to a Repair Order?

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A discount lets you reduce the customer pay amount on a Repair Order by a pre-determined amount. Discounts can be a set dollar amount for a labor op code, or can subtract a flat dollar amount or percentage from the repair order. Discounts can also be variable, allowing the service writer to decide the discount amount at the time of sale. Service writers who are authorized to discounts may add or remove discounts on Repair Orders.

To apply a discount, you will need to use function Discounts within a Repair Order. This will display the Discounts list screen, allowing you to select the discount you wish to use. For a discount to display in the selection screen, it has to meet the following conditions:

  1. The discount has not expired
  2. The discount applies to the entire repair order (“10% Off Parts” will not display if there are no parts on the repair order)
  3. The discount applies to a specific labor op code (“19.95 Oil Change” will not display if the LOF code is not on the repair order)

SD_Functions_List_Discounts

Using function Discounts on the Function Line of the Repair Order screen, you can choose specific discounts to include on the repair order.

There are four types of service discounts:

  1. Actual Retail Value (a.k.a. Menu Pricing) – All parts and labor billed to a labor op code are included for a set dollar amount.
  2. Dollar Discount – A flat dollar amount is deducted from the repair order.
  3. Percent Discount – A percentage of labor and/or parts is deducted from the repair order.
  4. Variable Discount – The discount can be applied when a repair order is cashiered.

The Actual Retail Value discount always applies to a specific labor op code, while Dollar discounts and Percent Discounts may apply to either a specific labor op code or the entire repair order.

Apply Discount

To apply a discount to a repair order, take the following steps:

  1. From the Service Department application menu, take menu option Repair Orders. Key in your password and press [ENTER] to display the Repair Order Entry List screen.
  2. Search for the needed repair order. When found, take option Repair Order on the repair order line to display the Repair Order.
  3. Make sure all labor and parts have been billed to the line receiving the discount
    • It is best to make sure the discounts are applied as the last step in preparing the repair order to be closed.
  4. Select the discount
    1. Use function Discounts to display the Discounts window.
    2. Select the discount you want to apply to the repair order and press [ENTER].

SD_Repair_Order_Discount_Add

SD_Repair_Order_Discount_on_Repair_Order

Remove Discount

To remove a discount, take the following steps:

  1. From the Service Department application menu, take menu option Repair Orders. Key in your password and press [ENTER] to display the Repair Order Entry List screen.
  2. Search for the needed repair order. When found, take option Repair Order on the repair order line to display the Repair Order.
  3. Use function Discounts to display the Discounts window.
    1. Selcect “Remove *ALL Type Discounts
      • This will remove all discounts that apply to the entire repair order, such as Percentage or Dollar Amount discounts
    2. Press [ENTER] to return to the Repair Order screen.
  4. Use keyboard shortcut function X=Unlock All Option Fields.
    1. This will display a line to the left of the discount.
    2. Use option Delete to remove the discount.
      • This will remove actual retail value discounts, such as Menu Pricing discounts

SD_Repair_Order_Discount_Remove