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Using SI - Increase Car Count by Setting the Next Appointment
Set the next appointment for your customer with ServiceIntelligence. SI automatically calculates the next oil change date based on the actual vehicle usage for each individual customer. Set the appointment when the vehicle is being dropped off or ...
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 Use the Add Record Tool
This article explains how to add a new record to Service Intelligence for customers who have received service from outside your shop. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click Vehicles from column 1. In the search bar, ...
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 ...
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 ...