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Feature
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RO Writer
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Mitchell Manager
Manager Plus
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Alldata
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NapaTracs
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| Program Basics |
| Runs multi-user |
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| Runs multi-location |
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- Permits enterprise view of multi-location networks |
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- Is data live |
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| Uses wireless technology |
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| Remote access for specific users |
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| Database hosting option is available |
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| Automatic database backup |
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| Internet-based user-group forum |
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| Is it VISTA compliant? |
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| Inventory |
| Tracks cores and core returns |
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| Tracks new merchandise returns |
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| Tracks defective merchandise returns |
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| Tracks outside purchases |
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| Can inventory be sold by markup, margin and list minus |
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| Offers tiered pricing structure based on customer level - (discounting) |
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| Can you set up parts pricing matrix to determine the sales price by vendor or part type? |
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| Allows for more than four price matrices based on cost |
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| Allows inventory price changes and stock items - information |
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| User may enter outside purchases and stock items - information goes to inventory, A/P and gives profit margin alert |
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| Allows electronic parts ordering |
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| Program has a profit margin alert |
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| Offers flexibility in finding, ordering and reporting inventory |
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| Multiple fields to group inventory - Vendor, Manufacturer, Brand, Line |
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| Quick tire size reference for quoting |
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| System should be able to create POs based on min/max levels |
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| NECESSARY REPORTS |
| Inventory ledger - with beginning inventory, purchases, adjustments, sales, ending inventory, including vendor invoice numbers and RO numbers |
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| By sales department - day, week, month to date. Shows units, sales, cost of sales and gross profit (one report) by sales advisor |
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| By inventory item - shows sales dollars, by the month for the entire year; same report shows units and gives 12-month totals |
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| Physical inventory sheet - option to show or not (user's choice) current unit levels with the ability to print by group, description, location |
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| LABOR FUNCTIONS |
| Includes a complete list of each type of labor shop does with pricing - where applicable; allows for ample description |
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| When importing ALLDATA/ACTIVANT/MITCHELL labor, provides vehicle specific maintenance information with labor times |
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| TRACK TECHNICIAN PRODUCTIVITY |
| Both parts and labor |
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| Time clock in program for jobs worked with ability to track specific labor type's down time and down time reason |
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| Allows for split jobs |
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| Allows for autoflagging of labor activity |
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| CUSTOMERS |
| Search for customers in the database and after selecting customer, choose customer's vehicle(s) from drop-down menu (or other similar capability) |
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| Can new customer information be obtained by doing reverse lookup by phone or postal code search to integrated databases tp create a new customer record |
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| Fields for home, work, mobile and fax numbers |
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| Do you identify preferred method of contact (phone, e-mail, mail) |
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| Field for e-mail adress |
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| Can e-mail price quote and marketing information |
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| Offers multiple price levels for type of customer |
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| Easily view customer history, dollars spent, number of invoices, last visit |
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| Assess late fees for past due balance |
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| Run aged receivables report on past due balance |
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| Does software integrate with any thrid party CRM firms for shops that don't want to do their own follow up? |
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| VEHICLES |
| Can quickly enter all vehicle information. Includes drop-down boxes (or similar capability) with Year/Make/Model/Body/Engine-Fuel |
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| Includes fields for - P/S, ABS, A/C, FI, Air Pump, FWD, tire size and any other information needed when calling for a part |
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| Scans VIN number for electronic entry |
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| VIN decoding |
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| Includes memo field for vehicle |
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| Complete vehicle history and flexibility |
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| History kept as long as user wishes |
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| Delete car and information when sold or transferred to new owner |
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| Change license plate number if necessary |
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| Summary version of invoice and complete invoice available |
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| Avoid listing the same car for the same customer more than once |
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| VOC tracking |
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| Interface to color formula database |
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| Tracks materials costs per job |
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| POINT OF SALE |
| SCHEDULING |
| A printable, flexible schedule tracking the vehicle through all stages of repair from estimate, work order, invoicing and history |
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| Schedule allows tracking of estimated job times for the daily hour total |
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| INVOICING - what does it look like, and how flexible is it |
| User-formattable forms |
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| Estimate |
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| Tech work sheet |
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| Work order/authorization form |
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| Invoice |
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| Find "work in progress" customer by name, invoice number or vehicle ID |
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| Check customer histories and part availability from POS screen |
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| Ability to add a customer from POS |
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| Quick estimate for quoting tires with balancing, stems, taxes, disposal, etc. |
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| Ability to bill for diagnostic charges |
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| Connection to labor guide smooth and simple |
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| Convert job into a "canned job" for future use on same type of vehicle |
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| Canned text for ease of entering |
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| Menu pricing option |
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| Subtotal each job type on customer invoice |
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| E-mail estimates |
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| Fax estimates |
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| Discounts, canned and able to set up for all types |
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| Jobs that are not sold, easily converted to recommended and stay with that vehicle |
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| Drop-down lists for parts and labor available at invoice line |
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| Counter sale option |
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| Cash drawer linked to computer system |
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| Split payment availability |
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| Spell check |
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| Internal word processor |
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| MANAGEMENT FEATURES |
| Margin by job |
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| Ability to departmentalize sales - cost of sales and inventory |
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| Flexibility - ability to create unique reports |
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| Exports to accounting software |
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| Has accounting software integrated |
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| Monthly profit and loss statement |
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| Payroll |
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| CUSTOMER FOLLOW-UP |
| Information can be exported to a word processing program |
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| Send reminders by e-mail/mail |
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| Customer reminder preference - phone, e-mail, mail |
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| Send promotional e-mail/mail |
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| Reminder notices based on service performed and/or time and mileage |
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| Notices based on type of car and product |
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| New customer thank you note |
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| Thank you note for referral of customer |
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- Tracks how much revenue has come from customer referrals |
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| Ability to send notice for service never performed on a car based on mileage and/or year of car |
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- Choice - Postcard, Letter, Both * |
Both |
Both |
Both |
Both |
| Track initial source of customer visit |
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| Track sales from current direct mail, coupons, Web site, etc. |
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| Send e-mail/mail reminders for services previously recommended while in the shop but not sold |
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- Choice - E-mail, Mail, Both * |
Both |
Both |
Both |
Both |
| Summary |
| Total Yes (Total Possible) |
104 (108) |
88 (108) |
94 (108) |
99 (108) |
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| Score |
96.3% |
81.5% |
87.0% |
91.7% |
