Technician 3.0. Maximizing Mobile Tech Efficiency

Transcription

1 Technician 3.0 Maximizing Mobile Tech Efficiency

2 WE RE IN THIS FOR YOU, THE HEAVY EQUIPMENT DEALER works with Construction and Agriculture Equipment dealerships to create dealer management software, customer relationship management (CRM) systems and OEM communications that help dealers optimize their operations. Yesterday s Service Technicians weren t able to search parts and equipment inventory on-site. It was also difficult to track their location and how long it took them to get to a jobsite. We call them Technician 1.0. Today s Service Technicians are always on the go with a constant need for information anytime, anywhere. CDK offers a variety of solutions to help optimize the performance of the next generation Technician 3.0. Technician 3.0 is not a product, it s a suite of products We invite you to learn more about how CDK is helping to maximize your Mobile Technician s efficiency.

3 ID MOBILEACCESS 3.0 To do your job, you have to be mobile. That s why we re enhancing employee efficiency and productivity when out in the field. Now you can access information from your Dealer Management System (DMS) right from your smartphone or tablet 24/7. Search Parts inventory Search Equipment inventory Manage Customer Calls and visits With MobileTech, Technicians can: Clock repair time to work order segments Allows multiple Technicians to assist on a single repair segment Add signatures to end-of-day service job reports Take before and after pictures and upload them as multimedia to equipment and work order details Provide your Technicians with directions to customers locations with Google Mapping Capture work authorization signatures With IntelliTech, Technicians can: Log on to assigned work order segments and record their comments Drill down into machine details, including updating machine hours See an online virtual time card

4 PRECISE Easily collect the information you need from location and speed to the activity of your vehicles accessories and detailed data vital to your day-to-day business. Ensure the right equipment is in the right place at the right time Help control service vehicle maintenance costs Optimize equipment and Technician deployment Provider outfits your equipment with vehicle tracking units (VTUs.) Automate drive mileage logs Reduce vehicle fuel costs View the Success Story ADD Clipped SERVICE TRUCK IMAGE The VTU Transmits GPS positioning and other equipment data. You access data through your DMS.

5 TECHNICIAN SCHEDULING Streamline your Service department and give your customers the service they want. Satisfied customers add more money to your bottom line. Assign and prioritize work to technicians Faster response time for customer calls and a simpler process for you Supports management of multiple shops within the dealership as well as stores across the country Clearly identify which Technicians are actively logged into work orders Assign individual segments to different technicians Supervisors can view a list of current jobs, containing: Work assigned to Technician Current active job Time remaining to completion Committed completion date Promises missed Labor commitment View the Success Story

6 SERVICE AGREEMENTS With complete integration to your IntelliDealer TM DMS, you can set up and maintain equipment service agreements and schedules for customers, or for preventative maintenance on internal machines. Communication with customers Schedule service Access service contracts Automatically calculate future scheduled job dates Communication with employees View progress of work completed and work remaining Produce detailed report of revenues generated by contract, group or job code Manage your rental fleet and schedule regular maintenance and safety checkups View the Success Story Update machine hours

7 ALERT MANAGEMENT Manually or automatically send customized s, IntelliDealer TM messages and text messages directly from your IntelliDealer DMS to dealership staff and customers. Employee Alerts Let Technicians know parts have arrived so they can complete open work orders Technician signoff on work order Work order goes over estimated hours Expiring quotes for parts, work orders and equipment Equipment status changes from V (inventory) to S (sold) or O (on order) to P (presold) Customer Alerts Retail and Shop parts orders received Service complete Machine warranty is expiring Quote Expiring Call to customer is overdue

8 MYDEALER Allows customers to access their dealership account, 24/7. Your customers can Manage owned or rented equipment, including ability to request service Browse equipment available for sale and for rent View outstanding and historical invoices Read news from your dealership Get turn-by-turn directions powered by Google Maps API

9 Technician 3.0 Maximizing Mobile Tech Efficiency 2016 CDK Global, LLC / CDK Global is a trademark of CDK Global, LLC