How to Print and Email SI POS Summary, Detailed and Progress Reports

How to Print and Email SI POS Summary, Detailed and Progress Reports

About:

The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. SI POS reporting is for the benefit of the vehicle owner.

SI POS contributes to the service team too, but that is not the primary objective. First we want to give the customer all the facts from a nuetral computer system. The effect is priceless.

The Service Writer is no longer the messager (with bad news). Now we can consult on what the owner wants to do with the car or truck and let them decide. Explain that these reports are part of your fleet service management service, free to all your customers. It is proven to:

  • Lower cost of vehicle operations - tires last longer, better fuel mileage with inflation, air filter, etc.
  • Increase safety and dependability for driver and occupants that depend on it.
  • Reduce repair expense - preventive maintenance reduces collateral costs by 100%.
  • Delay the need to sell the vehicles and also maintain a higher resale value with awsome service track records.

Service writer should regularly give customers the SI report with each service visit. SI Comes with 3 types of reports for use in different cases;

  1. Summary (used by service writer at time of vehicle drop off)
  2. Detailed(used by vehicle owner or technician needing details)
  3. Progress (mobile optimized Summary report)

Print out Summary report on an 8.5 x 11 color laser printout for the customer to keep. Print a second copy to be attached to the workorder from a B/W printer, if available. POS reports are complete listings of all services that have or have not been performed on a vehicle.

The Detailed report is most usefull when scanning a vehicle for perviously completed work. This is mostly used for checking why SI thinks a service may or may not be due.

When on the phone with a customer, send the Progress as an email as it is a snapshot of each service lifespan. Just the fact;, authoritative, relevant and honest truth of what is going on with their vehicle.

 

Solution:

Inside of SI, navigate to the customer you intend to open using the search box in the upper left corner.

Select the customer, and then the vehicle that you wish to open.


Right click the vehicle from the search results box.


Click the respective report that you intend to open.

Examples of each report are listed below.

Progress:

 

Summary:


Detailed:


Notes:

Progress reports were moble phone optemized and thus specifically designed to be emailed to customers so they feature robust web broswer handling. This allows them to look sharp and crisp on almost any email client, even on cellphones or ultra high resolution monitors aswell.


    • Related Articles

    • How to Print Reports

      This article explains how to print out any type of report to your customers. These report types are either summary, detail, or progress. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click Vehicles. In the search bar at the top left, type in the ...
    • Email, print or read Summary, Detailed and Progress reports

      Click here to learn how to print reports. Click here to learn how to email reports
    • How to Check SI Accuracy with Detailed Reports

      About: With proper key word adjustments, SI predictive analytics delivers accuracy, compentence and relevance and fairness. That is worth working towards. And sometimes, getting reports supper accurate is a matter of weeding out errors or omissions. ...
    • How To Send Mobile Optimized Service-Progress Reports

      About: There are three types of reports to choose from for print or emailing. In the case of email, chances are that your customer will be reading the report on a cell phone. The Summary and Detailed reports have too much information and will not be ...
    • How to Read POS Summary with Predictive Analytics

      About: The core strategy in building your business has to be to give the customer a superiour service experience at the point of sale. SI POS reporting is for the benefit of the vehicle owner. SI POS contributes to the service team too, but that is ...