Table of Contents Lookup Menu: Existing Customer 3 Estimated Mileage 5 VIN and Customer Information 6 Customer s History 7 Menu Views 8 Hyperlinks and

Transcription

1 Service Department Operational Training Guide

2 Table of Contents Lookup Menu: Existing Customer 3 Estimated Mileage 5 VIN and Customer Information 6 Customer s History 7 Menu Views 8 Hyperlinks and Visual Aids 12 Selecting Services 14 RYG Options and Benefits 15 Walk Around 17 Customize Presentation 18 Printing Menus 21 Return to Lookup Screen 23 Lookup Menu: New Customer 24 Logout 25 2

3 Lookup by customer information Step1: If a customer has been to the Service Department in the last 24 months, enter one of the following: VIN (last 5-8 or full), Name, or Phone Number. Choose the Menu Display option and click Lookup. TIP: Copy and Paste the VIN from your DMS 3

4 Step 2: If multiple vehicles are found, select the customer from the list. TIP: The customer list displays customer information for each VIN. Verify the customer s info quickly including their . 4

5 Customer s vehicle specific menu is automatically retrieved with the current estimated mileage If the estimated mileage differs from the actual, type in the correct mileage and click on the refresh button to update the menu. 5

6 Customer s information is displayed with VIN specific vehicle TIP: Present the right menu for the right vehicle. The menu decodes the model, year, engine size, transmission, drive train, and engine fuel type. 6

7 Customer s RO history can be reviewed A single click to see 24 months of history 7

8 Model-specific factory requirements are available, plus add any dealer recommendations, or a la carte items that you want. Use the drop down box to select the driving condition, dealer recommended menu, or express lane menu. 8

9 Detailed Menu view shows 1 mileage interval 9

10 Three Menu view shows prior menu, current menu, and next menu 10

11 Full Menu view shows all mileage intervals Click on the mileage interval to pull up the Detail Menu view. TIP: Great to provide to new vehicle owners 11

12 Any item can be a hyperlink Click the service name in blue to open your chemical provider s website for videos or additional material 12

13 Hover over for more information Move your mouse over the blue information box for quick visual aid on services; before and after pictures or an explanation of service will appear. 13

14 Menu selection / pricing is just a click Click the X to add or to remove services in each category. The accepted services for each category are shown, and then combined for the Menu Sub Total. Sub Total calculates pre-tax and pre-shop supplies. Use the Adjustment box to add in Tax/Shop Supplies or Discounts. 14

15 Quickly see what services are past due with RYG option 1. Past due services not completed automatically included in menu with Red Flag. 2. Color coded Mileages for upcoming/past due services. Green Items automatically excluded from price. 3. Color coded Dates in a la carte for time based services. 15

16 When RYG is ON: Accepted vs. Declined Services Green Check Marks = Service is Accepted, but not required at this time or mileage Yellow Check Marks = Service is Accepted, not required at this time or mileage, but close to being due Red Check Marks = Service is Accepted, and Due at this time or mileage Red X = Service is Declined When RYG is OFF: Green Check Marks = Service is Accepted Red X = Service is Declined 16

17 Walk Around Change the green dots to yellow or red during the walk around process. Items could be red or yellow due to visual inspection or vehicle history. 17

18 Options to Customize Menu Presentation Turn any of the features on or off depending on the situation OPC: Defaulted off, the Op Code button shows op codes for each service. This is helpful once the services are sold to add lines to the DMS. 18

19 Prices: Defaulted on, used with the majority of customers to show Menu Pricing for services. o For extended warranty customers, present the menu with the prices turned off to show what will be completed during the service. 19

20 RYG: Red, Yellow, Green option used with customer history to scrub services previously recommended or completed. o Turn off for first time customers. 20

21 Print any menu easily A print preview pop-up shows you what will print. Print to any printer or PDF for attachment. 21

22 Click Decline On before printing for declined service message Failure to perform scheduled maintenance may result in excluding portions of your vehicle from warranty coverage and may reduce the performance, safety, reliability, and/or the resale value of your vehicle. See your Warranty Information Booklet and Owner s Manual for details. 22

23 Return to Vehicle Lookup Once you have completed the menu presentation with your current customer, return to the Vehicle Lookup screen to select the next customer. TIP: Look up customers in the evening who have scheduled appointments for the following morning. 23

24 Look up model-specific menus For customers that have not been into the service department. 24

25 Log Out This program will log you out after about 8 hours of inactivity. This button allows you to log out immediately. TIP: We recommend adding your DealerMenus website to your home page, favorites, or creating a shortcut on the desktop for fast accessibility. 25