Service Advisors
Service Advisors appreciate eScheduling’s easy-to-use, color-coded, Web-based appointment ledger, with real-time display of department activity and availability. Service Advisors can view their overall shop capacity, advisor availability, and skill capacity. Quick search enables Service Advisors to locate appointments and customers by license number, VIN, confirmation code, or virtually any single piece of customer information (name, phone number, e-mail address, etc.); and advanced Customer Data Management makes it easy to access and update all information about a customer and his vehicle. Scheduling appointments is fast and easy with 5-click appointment scheduling, and eScheduling’s DMS Integration features automatically enter eScheduling appointments into the DMS as pre-written ROs.
Color-coded, Web-based Appointment Ledger
Easy-to-use, graphical, point-and-click web interface
Instead of a "green screen" and no mouse, the colorful, browser-based interface is extremely easy to learn and use.
Universal, secure access from any Internet computer
Service advisors don't have to be at the dealership to access eScheduling. They can establish a secure connection from any computer connected to the Internet.
Day, Week, Month At-A-Glance views
The service advisor can view his service department's schedule organized by the time period that gives the best picture of his operations.
Rapid schedule navigation by day, week, month, year
By viewing larger time periods, the service advisor can rapidly skip forward or backward through his schedule, instead of paging through one day at a time.
Fly-over access to creation time and vehicle mileage
View appointments by skills
By sorting appointments by the skills required, the service advisor can make adjustments rapidly if a person or resource becomes unavailable.
View appointments by overbooking status
View appointments by DMS status
Filter by advisor
eScheduling can limit the appointments that can be scheduled for a given advisor, so the service manager can help his team work more efficiently.
Filter by service
eScheduling can limit the number of services of a given type that can be scheduled, for example, to prevent a dealer from being overwhelmed with recall services on a single day.
Color-coded advisor availability
Red, yellow and green indicators show how busy an advisor is, so customers and managers can choose appointment times that give the service advisor the most time with the customer.
Color-coded shop availability
Red, yellow and green indicators show how busy the shop is, so customers and managers can select the most open appointment times.
Color-coded skill-capacity availability
Red, yellow and green indicators show the demand for a given skill, so customers and managers can schedule appointments at times that are best for the service required.
Print appointment ledger
The appointment ledger is formatted for printing on regular office paper, so everyone can have a copy with them in the drive.
1-click customer record drill-down from ledger
From the appointment ledger view, a single click on a customer name gives a complete history of the customer's service at the dealerhip.
1-click vehicle record drill-down from ledger
From the appointment ledger view, a single click on the vehicle gives a complete history of the vehicle's service at the dealerhip.
1-click VIP lookup from appointment ledger, customer record, vehicle record
Icons to highlight web and call-center appointments
Icons in the appointment ledger highlight appointments booked by the customers on the Web, or scheduled through the call center.
Quick Search for Appointments and Customers
Instant, always available look-up of appointments and customers by confirmation code, first name, last name, email, phone, VIN, license plate
Service advisors can search the dealership's entire appointment ledger by almost any variable, so they find customers' information faster.
Support for wild-card searches
Service advisors can find an appointment even if they only know part of a name, e-mail address or other customer data.
5-click Appointment Scheduling
Universal web interface easily used by all dealership staff
The eScheduling Web interface can be used by receptionists, cashiers, parts department staff, and new car sales staff as well. No special training is required.
One- click selection of appointment time from color-coded ledger
Looking at the service department's schedule, a user simply clicks on an "open" time slot to make an appointment.
Point-and-click selection of services (no opcodes required)
Customers and dealership staff select the service required from a simple menu, so there's no need to know opcodes.
Instant access to service descriptions
If a user is unsure which service they need, they click a single button to get a plain-English explanation of any service in the menu..
Real-time total for service durations
As soon as a user identifies the service he wants, the time required is added to the total appointment time.
Real-time total for prices
As soon as a user identifies the service he wants, the estimated cost of the service is added to the total price.
Support for maintenance, repair, and recall services
Customers can use eScheduling to make appointments for maintenance, repair or recall services.
Round-robin service advisor selection with over-ride
Service advisors are equitably allocated to appointments as they're scheduled, but advisors can also be manually assigned to specific appointments.
Customizable promise-time
The dealership can customize the promise time make to customers.
Unlimited multiple repair concerns
Customers can schedule any number of service operations for a single appointment time.
Customer search by email, VIN, phone, first, last, license plate
A customer can search for an appointment he has made with any single piece of information about himself or his vehicle.
Support for wild-card searches of customer records
A customer can find an appointment using only part of their name, e-mail address or other data.
Highlighted service recommendations based upon year, make, model, mileage
Appointments pushed into DMS as pre-written RO, complete with opcodes, customer complaints, discounts, and customer data
Manage Service Advisor Record
Update service advisor profile
Update service advisor working hours, break periods, and time-off
By customizing service advisors' profiles, service managers can precisely set their available hours, even acocounting for days off and breaks.
Customer Data Management
Customer search by email, VIN, phone, first, last, license plate
Service advisors can find customers and their records by any single piece of information.
Support for wild-card searches of customer records
Service advisors can find customer records even if they only know part of a name, e-mail address or other customer data.
One page to add new customer and/or new vehicle
Adding a customer or a vechicle to eScheduling can be done on a single page.
1-click appointment history drill-down from customer record
Service advisors can access a customer's entire service history with a single click.
1-click vehicle records drill-down from customer record
Service advisors can access a the entire service history of a customer's vehicle with a single click.
Multiple vehicle profiles per customer
Service advisors can create any number of vehicle profiles for a customer.
Update customer record, vehicle record
Service advisors can easily update information about customers and their vehicles.
Two-way synchronization of customer data updates between eScheduling and DMS
Information from the DMS is automatically added to eScheduling, and eScheduling data is automatically entered into the DMS.
DMS Integration
Two-way synchronization of customer data updates between eScheduling and DMS
Information from the DMS is automatically added to eScheduling, and eScheduling data is automatically entered into the DMS.
Appointments pushed into DMS as pre-written RO, complete with opcodes, customer complaints, discounts, and customer data
Appointments pushed into DMS as pre-written RO, complete with opcodes, customer complaints, discounts, and customer data
Support for ADP Elite and R&R ERA asdf
eScheduling supports integration with both the ADP Elite and Reynolds & Reyn olds ERA dealer management systems.
Customer Search Performance Improvements
