Service Managers
Service Managers can customize eScheduling to precisely fit their dealership operations. eScheduling allows Service Managers to Manage Dealership Information such as hours of operation and holidays. Service managers configure eScheduling to precisely set the service department’s appointment policies, such as the time interval between appointments. eScheduling helps with DMS integration by allowing Service Managers to set DMS policies such as how Web discounts are listed on the RO within the DMS. Service Managers can also customize eScheduling by setting policies for managing customers, vehicles, service advisors and notifications. Real-time capacity management gives Service Managers the ability to control shop operations based on available resources, and to make exceptions as needed. Lastly, eScheduling provides a wide range of reports for Service managers to monitor, manage, improve and report on the operations of the service department.
Manage Dealership Information
Update contact information and address
Dealers can easily update their own contact information and address in eScheduling.
Update hours of operation and holidays
Dealers can adjust their hours of operation.
Update amenities
Appointment Policies
Appointment interval (5, 10, 15, 20, 30, 60 minute intervals)
Managers can set the intervals between appointments, to give service advisors the appropriate amount of time with each customer in the service drive.
Enable waiter appointments
Managers can select the appointments for which customers can choose to wait at the dealership during their service appointment.
Appointment horizon and cutoff policies
Enable appointment conflict management
Enable service availability management
Enable maintenance services
Managers have the option to allow eScheduling for maintenance appointments
Enable repair services
Managers have the option to allow eScheduling for repair and parts installation appointments
Enable recall services
Managers have the option to allow eScheduling for recall appointments
Enable customers to select service advisor for web appointments
Customers can select the service advisor that will serve them as they schedule their appointments online.
DMS Policies
Add appointment creator to DMS comments
When an appointment is made with eScheduling, the information entered in the DMS can show whether it was self-scheduled or made by one of the dealership staff.
Configurable DMS comment for web appointments
Special notations and comments can be sent to the DMS for an appointment made online by the customer.
Configurable DMS comment for call-center appointments
Special notations and comments can be sent to the DMS for an appointment made by a call center.
Add creation time to DMS comments
The time the appointment was made can be added to the DMS information.
Add service pricing discount info as separate line item
Special discounts offered through eScheduling can be specifically noted in the DMS record of the appointment.
Specify opcode to use for pricing info
Manage Users
Add, update, delete dealership user accounts
Dealerships can easily set up accounts for their employees, and update or cancel accounts as necessary.
Configure users' access to application via sophisticated and fine-grained role & permission assignment
Manage Vehicles
Specify earliest model year for vehicles supported
Pick supported years, makes, and models from comprehensive vehicle catalog
Manage Service Advisors
Create and update service advsisor records
Create and 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.
Manage Notifications
Customize new user registration confirmation message
The dealership manager can customize the message sent to vehicle owners when they first sign up for eScheduling.
Customize new appointment registration confirmation message
The dealership manager can customize the message sent to vehicle owners to confirm their appointments.
Real-time Capacity Management
Track shop capacity by hours, services, or appointments available to sell
Managers can track the utilization of the shop's capacity by unscheduled hours, services or appointments.
Track skill capacity by unlimited number of customizable skills
Managers can identify the "bottleneck" skills in their dealership where their capacity is limiting their ability to schedule appointments.
Update shop and skill capacity on a day-by-day basis to accurately reflect hold-overs, etc.
Managers can update their shop's capacity on the fly so that unexpected events like a holdover repair don't result in eScheduling offering capacity that isn't actually available.
Associate one or many skill requirements to services
Managers can refine their resource requirements over time, adding any number of skills to each service.
View real-time shop and skill capacity utilization in color-coded ledger views
Red, yellow and green indicators show the manager precisely how busy the shop is at all times.
Assign capacity override permission to users as desired
Managers can allow certain users to override system constraints to handle any kind of exceptional situation.
Reports
Adobe PDF reports are dynamically generated by date range
Managers can specify any range of dates, and eScheduling will show appointment activity into the future or past.
DMS Integration Status Report (by transaction and by appointment date)
Managers can confirm that appointments have been sent to or received from the DMS.
Reservation Summary Report
eScheduling can automatically generate a summary report showing all the reservations for a day.
Dealership Capacity Utilization Report
eScheduling can automatically generate a summary report showing the dealership's utilization of its capacity.
Dealership Advisors Utilization Report
eScheduling can automatically generate a summary report showing the dealership's utilization of its service advisors' time.
Dealership Revenue Booking Report
eScheduling can automatically generate a summary report showing the revenue value of the dealership's reservations.
Consumer Site Web Statistics Report
eScheduling can automatically generate a summary report showing the the dealership's website traffic for reservations.
Customer Search Performance Improvements
