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 have ultra-accurate facts to provide consulting 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 awesome 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;
- Summary (used by service writer at time of vehicle drop off)
- Detailed(used by vehicle owner or technician needing details)
- 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.
There are five main section, which are automatically synced to your latest service and repair orders every 30 minutes.
- Summary Box: The summary box at the top right is information about this vehicle. At a glance we can see that this vehicle has not been back for 11 months or 8,766 miles. We also see that the customer is loyal with 32 vistis during the last 84,580 miles with this vehicle. Also, if we perform an oil change today, his next appointment should be set for Feb 4th, based on the 30 miles this vehicle is driven per day.
- DUE NOW: The Due Now are two possible conditions; a) the recurring service was performed in the past and is due again, and b) A service has no history but the vehicle has been under your care beyond that services life cycle. These items appear as due now with the "No History" tag.
DUE NEXT: Nothing in the BLUE should NOT be sold as it is not due yet. The Due Next services also have two possible conditions; a) the recurring service was performed in the past but it is NOT due yet, and b) A service has no history but the vehicle has been under you care less time that the useful life cycle of that service. We are making the assumption that the service might have been performed before they arrived to your shop.
OTHER SERVICES: These services do not apply to all vehicles. Typical services in this section are Fuel Filter, Timing Belt, Cabin Filter, Differential Service, etc. All services are customizable and can be added or removed from this list.
- SERVICE NOTES: Service notes are recommendations or declined work notes that are vehicle specific.
Section 1: The text in the upper left is the wording that should be used with each customer. As part of your training, read the paragraph to each customers are your explanation of how the shop is adjusting service recommendations based on vehicle daily mileage for a more accurate and economical vehicle maintenance program.
The summary box offers vital customer loyalty information about this vehicle. At a glance we can see that this vehicle has not been back for 11 months or 8,766 miles. We also see that the customer is loyal with 32 vistis during the last 84,580 miles with this vehicle. Also, if we perform an oil change today, his next appointment should be set for Feb 4th, based on the 30 miles this vehicle is driven per day.
Section 2: SI DUE NOW section ages every service in your shop management computer system. The ability to repeat service cycles as needed is vital for shop's financial health. No history items are aged also. In this example we can clearly see that his customers never had their brake job done at our shop. We also can see that the Oil Change is 572 past due.
Section 3: This DUE NEXT section is where service performed today end up at the end of the day. SI POS reporting is used twice, once at the begining of the day when the vehicle is dropped off. The items in the
Section 4: The OTHER SERVICES section includes items that may not be applicable to all vehicle. But once any of these services are provided and become part of the vehicle history, then the item is removed from this section and will end up bouncing between DUE NEXT (as soon as the service is performed) and DUE NOW (after the service life-cycle expires).
Section 5: The SERVICE NOTES section includes any vehicle recommendations entered into your shop management system. Remember to always remove recommendations after they are no longer relevant. Some management systems do this automatically when the job is performed, but other systems require the end user to remove the recommendations when no longer applicable.