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 readable.
Solution:
The solution is to open the Progress Report conclusions for accuracy by checking the groupings of services in the detailed report.
If our customer is at the office, then go ahead and use these two steps to email the Summary Report.
- SEARCH VEHICLE: Enter the first or last name, company or phone number to locate a customer and select the vehicles in question.
- CLICK SEND: Click on the Send icon to send a faithful copy of the report as an email. However, if the customer is on the road or using their cell phone, rightclilckon the vehicle and select Progress.
View 1: Once the Progress report is viewable in the preview pane, click on the Email icon as shown above. This is a sample of the SI Progress report printout using a color laser printer.
View 2: Point of Sale Progress Email as viewed in MS Outlook desktop application and mobile phone optimized.
View 3: SI Progress report
mobile optimizedemail as viewed on an iPhone 5.
Related Articles
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 ...Service Reminder - Start Automation
About: Contact automation is a condition-based part, lubricant and fluid alter system that automatically sends Service Reminder mobile optimzed emails. This article explains how to customize your offer and start automated daily delivery of Service ...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 ...How to Enable and Modify Work in Progress Syncing
This article explains how to how to enable and modify work in progress (WIP) syncing for for Service Intel. It's important to note that WIP syncing is not avalible in all shop management systems. If you have questions about it's avalibility, just ...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