How to Modify Service Parameters

How to Modify Service Parameters

This article covers how to modify service parameters in Service Intelligence. The following goes over how to access your service categories, what parameters you can modify for each service, which items are being flagged by the service and which items are being excluded.

STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION

Left click Locations Settings. 




Left click Service Categories. In the second header there will be a drop-down menu with a list of service categories to choose from. 




Select the service category you want to modify. This will open two sections, one in column 2 and one in column 3.  

Note: in the drop-down menu list, a gray icon next to a service category indicates that the service is not tracking. If the icon is blue, that means the service is tracking.









Column 3 displays items that are either included or excluded from the service. Column 2 displays the service category settings. Under Service Category Settings there are three subgroups, Service Settings, Part Settings, and Labor Settings.


Modifiable Settings

Under Service Settings, you may modify:

 

Display category, which determines whether this service is visible to your customers.

Display text, which is what your customers read.

Distance interval in miles, which determines how often the service is due to be performed based on distance.

Time interval in month, which determines how often the service is due to be performed based on time.

Show on Point of Sale?, which is whether this service appears on the Point in Sale report.

Show on Service Reminder emails, which is whether this service appears on service reminder emails.

Show on Postcard, which is whether this service appears on postcards.

Logo, which allows you to change the icon for the service.

Include Part Descriptions, which determines whether the part description is visible.

Display Order, which determines the service's rank.

Display Group, which allows you to flag a service as part of a group.

 

Under Part Settings, you may modify:

 

Use Parts?, which determines whether parts are tracked.

Use Minimum Quantity?, which determines whether the service is tracked according to a minimum quantity.

Use Minimum Charge?, which determines whether the service is tracked according to a minimum charge.

 

Under Labor Settings, you may modify:

 

Use Labor?, which determines whether labor is tracked.

Use Minimum Hours?, which determines whether the service is tracked according to a minimum number of hours.

Use Minimum Charge?, which determines whether the service is tracked according to a minimum charge.

Once you make your changes, they are saved automatically.


STEP-BY-STEP FOR THE DESKTOP APPLICATION

Left click Edit.



Left click Service Intervals. This will open a new window called Customize. You will see a list of service categories.





Left click the service category you want to modify. To the right of the list of services will be the parameters you can edit for the service category you clicked.



Once you have made your changes, click apply. Then, click OK.

       

Need more help?

You can always ask an expert at the eAutoclub.com Support Desk, give us a call on out support number (310) 984-3501 xt 4, or suggest a new feature or improvement by emailing us at support@eAutoclub.com.

 






    • Related Articles

    • How to Modify a Targeted Marketing Promotion Campaign's Text Element

      This article explains how to modify the text of a targeted marketing promotion campaign. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Left click CRM & Marketing in column 1. Click the targeted marketing campaign you want to edit from the list in CRM ...
    • How to Move a Service Category into the "Other Services" Group

      About: ServiceIntelligence allows us to designate a category as a type of service that may or may not be applicable to a vehicle. This should be done when there is any ambiguity as to wether or not we can make a solid recomendation for a specific ...
    • How to Apply, Modify, and Save Filters for Point of Sale Search Results

       This article explains how to create, modify and apply filters to any section of Service Intel. It's important to note that while this tutorial specifically creates, modifyies and applies a filter to the Point of Sale, you can use these steps to ...
    • How to Modify CRM & Targeted Marketing Campaign Images

      This article explains how to modify the images in CRM and targeted marketing modules. STEP-BY-STEP FOR THE CLOUD-BASED VERSION OF THE APPLICATION Left click CRM & Marketing. Click the pencil icon of the campaign you want to modify images for. In the ...
    • How to Add or Modify a Targeted Marketing Campaign's Filter

       This article explains how to add or modify filters for any marketing campaigns for Service Intel.  It's important to note that while this tutorial specifically edits the Thank You emails, you can use these steps to modify any of the marketing in SI. ...