To begin, open the ServiceIntelligence Application, and navigate to the Edit menu from the topmost bar. From the
, 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.
- General 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
the categories displayed on the SI
. In the upper left corner of the open window there is a tab for Services, to continue, click this tab and follow these steps:
Remove categories you dont
need to worry about
- Add categories that you would like to track (Requires SI PRO version, contact support if you are unable to add categories)
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
Is a quantity required for parts line items to be tracked?
Is a dollar amount required for labor or parts items to be tracked?
Minimum Charge Threshold
If true, what is the
dollar amount required?
Minumum Labor Hours
Is a time amount required for labor items to be tracked?
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
have display priority over other categories if there is limited (such as on the CRM email) space?
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
item in question recommended for only certain vehicles (such as a timing belt)?
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.