Edit vehicle odometer showing in ServiceIntelligence
How to Edit Vehicle Odometer Showing in Service Intelligence
This article explains how to override the estimated odometer in Service Intelligence for a customer's vehicle. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR THE DESKTOP APPLICATION Left ...
How to Print a ServiceIntelligence Report
About: The core of ServiceIntelligence is the point of sale reports. These help our customers understand the value that can come from a fleet management provider and should regularly be given to our customers with each service visit. In order to ...
Using SI - Get Informed Using Vehicle Vitals
The Summary Report has crucial information for our customer to make an informed purchasing decision at the point of sale. The Service Writer can assist the customer when reading the vehicle profile Summary report. Here we will discuss how to use the ...
How to Specify a Targeted Marketing Campaign's Target Group and Delivery Methods
This article covers how to edit the campaign's target group and delivery method for Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click CRM & Marketing in column 1. This will open the CRM & Marketing Control Panel. Under the ...
How to Add or Modify a Targeted Marketing Campaign's Filter
This article explains how to add or modify filters for any marketing campaigns for Service Intel. It's important to note that while this tutorial specifically edits the Thank You emails, you can use these steps to modify any of the marketing in SI. ...