Appointment and Write Up
Getting a customer to say yes to work starts with your first interaction. Setting the tone for every service visit with convenience, efficiency, and clear communication makes getting work approved much simpler. From online appointment booking to electronic forms, and even appointment scheduling integration with CRM, saving time and effort is a win-win.
What if you could...
- Give customers access to all their vehicle and service information through an online portal, that even recommends work to them based on declined jobs in the past?
- Allow customers to schedule appointments online with an intuitive service scheduler that is always up-to-date with your shop’s capacity and tech schedules?
- Receive a notification as soon as your customer arrives with all details about their visit?
- Provide customers with multiple check-in options that speed up the process and free up your advisors?
- Accurately present pricing and recommended maintenance to your customer right in the service drive?
Here’s How
Service Portal 2.0
How often do customers call your dealership because they can’t remember the last time they got their oil changed or want to know the status of their vehicle being serviced? This takes valuable time away from your advisors. Service Portal 2.0 fixes this problem with a central hub for your customers to manage and view their past, present, and future appointments with your dealership. Customers can see their invoices, ROs, and submit their payment all online, on their time.
- Provide customers with their own portal that can be used to communicate upcoming service, service status, and payment options.
- Customers can easily view available service appointment times and schedule through the portal.
- Provide customers with accurate pricing on services and easy payment options.
RFID for Service
How frequently is your first question to a customer, “what’s your name” or “what brings you in?” If the customer has done business with you before or scheduled an appointment, this can be frustrating. Start every appointment with a personal and informed greeting using RFID for Service. You’ll receive an automatic notification with all the customer’s information as soon as he arrives. Save time and focus on selling and delivering a great experience rather than gathering basic information.
- As the customer arrives, the service bay door can automatically trigger to open for them.
- Greet the customer with their name on a greeter board as they pull into the bay, and include targeted marketing specials just for them.
- Advisors can meet customers at their vehicles quickly be receiving automatic notifications when they’ve arrived.
- Speed up paperwork processing with notifications sent to advisors for returning loaner cars.
KeyTrak® Service Kiosks
What percentage of your morning is spent checking customers in? Not selling, not delivering great experiences, but rather just getting them checked in so you can get their car back to a tech? You’ve trained customers to schedule appointments, so you know they are coming. Why does this take up so much of your day?
Service Kiosks help you set the right tone for your customer’s experience by providing a self-service kiosk that lets the customer check in on their own terms, getting them through the process faster and freeing you up for more profitable tasks.
- Customers can check in at anytime without tying up advisors.
- Allow customers to move quickly through the check-in process while updating their information for accurate data collection.
- Increase upsells by offering custom recommendations to the customer 100% of the time.
- Give customers the opportunity to request a trade valuation, potentially acquiring desirable used inventory and making a vehicle sale.
Advanced Service
You have a full service drive; that’s a nice problem to have. But you’re so busy, you don’t have time to spend on really driving profitable service work. You’re mostly checking the boxes and doing what has to be done. With Advanced Service, you’ll be able to streamline the write up process, report on inspection results more clearly, and provide better upsell opportunities.
- Use a digital inspection tool to walk around the vehicle with the customer and identify potential service work.
- Present an easy-to-read report card with visual, severity indicators to help educate and guide customers.
- Keep track of approved work and send it to technicians and parts electronically to speed up the process.
- Increase upsell opportunities with a forced march process that ensures all recommendations are offered to the customer every single time.
Mobile Check-In
Customers like to have the power to make decisions. Especially if they can make those decisions at their own pace. With Mobile Check-In you provide customers with the option to check in for service appointments from their mobile device, while keeping profitability in mind. This gives your dealership the opportunity to present additional upsells based on previously declined services. It also notifies customers of recalls and potential trade-in options for their vehicle before they arrive for their appointment.
- Increase upsell opportunities by offering previously declined work and other additional services.
- Provide greater transparency by presenting open recalls and trade-in options to customers during the check-in process.
- Customize the check-in process to meet customer expectations and improve CSI.
- Allow customers to check in for appointments at their own pace.
What can you experience:
“Our monthly gross has doubled with the service kiosks.”
“Our gross profit has increased by $50,000 per month with Advanced Service.”
