Initial Customization

Initial Customization

To get started with SI the first thing you should do when you finish with the install
is customize
and
setup
the program.

To begin, open the ServiceIntelligence Application, and navigate to the Edit menu from the topmost bar. From the
dropdown
menu
, select Edit Shop Information and fill out the information on the screen. Please note that the formatting of items in their respective box is how SI will display each item.

Shop Information:

  • General Information
  • Name
  • Address
  • Country
  • Phone

Other Information:

  • Manager Name
    This field behaves as the
  • Website
  • EmailAddress
  • Company Logo

ServiceIntelleigence Information

  • Send Copy? (Email
    Reciepts
    )
  • Saturday Workday (Limits Scheduler)
  • Mobile Phone Default (For Texting)
  • *Send Shop SMS (Not Needed for Now)

After filling in the base shop information, the next step is to
setup
the categories displayed on the SI
reports
. In the upper left corner of the open window there is a tab for Services, to continue, click this tab and follow these steps:

  1. Remove categories you
    dont
    need to worry about
  2. Add categories that you would like to track (Requires SI PRO version, contact support if you are unable to add categories)
  3. Edit each Category to your requirements:
    • Service Display Text
      The category's outward appearance
    • Service Description
      An unused internal field
    • Service Distance Interval
      In miles/kilometers as determined during the install
    • Service Time Interval
      In months
    • Minimum Quantity
      Is a quantity required for parts line items to be tracked?
      • Minimum Quantity Threshold
        If true, what is the
        minumum

        quantitly
        required?
    • Minimum Charge
      Is a dollar amount required for labor or parts items to be tracked?
      • Minimum Charge Threshold
        If true, what is the
        minumum
        dollar amount required?
    • Minumum Labor Hours
      Is a time amount required for labor items to be tracked?
      • Minimum Labor Hours Threshold
        If true, what is
        the

        minumum
        hours required? (Can be a decimal)
    • Include Part Descriptions
      Should SI use parts to check if this category has been performed?
    • Include Labor Descriptions
      Should SI use labor to check if this category has been performed?
    • Show on CRM Postcards
      Since postcards have a limited display space, the first 8 categories (in descending order) with a true value will be displayed.
    • Display Service Always
      Should this
      cateogory
      have display priority over other categories if there is limited (such as on the CRM email) space?
    • Display Service
      Should this category be visible on the Summary & Progress reports?
    • Project Due Now/Due Next
      Does this category apply to all vehicles? Or is the
      maintenence
      item in question recommended for only certain vehicles (such as a timing belt)?
    • Symbol Image
      For the progress report, we recommend leaving this as default unless its blank.
    • Service Display Group
      Should this category be grouped with other categories on the list? (Such as multiple oil changes?)

As a final step, keep an eye out for any tracking inaccuracies, issues on reports can be resolved, just contact support to take care of the issue.

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