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Listing of ShopMAX1 Features


GENERAL INFORMATION
Runs multi-user	Yes
Runs multi-location and:	Yes
- Permits enterprise view of multi-location networks	Yes
- Data is "live"	Yes
Uses wireless technology	Yes
Remote access for specific users	Yes
Database hosting option is available	Yes
Internet-based user-group reporting	Yes
Is it VISTA-compatible?	Yes
Is it Mac-compatible?	Yes
INVENTORY
Tracks cores and core returns	Yes
Tracks new merchandise returns	No
Tracks defective merchandise returns	No
Tracks outside purchases - attached parts to inventory items	Yes
Can inventory be sold by markup, margin and list minus?	Yes
Offers tiered pricing structure based on customer level (discounting)	Yes
Can you set up parts pricing matrix to determine the sales price by vendor or parts type?	Yes
Allows more than four price matrices based on cost	Yes
Allows inventory price changes and stock items - information	Yes
User may enter outside purchases and stock items - information goes to inventory, A/P and gives profit margin alert	Yes
Allows electronic parts ordering	Yes
Program has a profit margin alert	Yes
Offers flexibility in finding, ordering and reporting inventory	Yes
Multiple fields to group inventory - Vendor, Manufacturer, Brand, Line	Yes
Quick tire size reference for quoting	Yes
Create POs based on min/max levels	Yes
Protects inventory records from deletion and changes to quantity on hand	Yes
NECESSARY REPORTS
Inventory ledger – with beginning inventory, purchases, adjustments, sales, ending inventory, including vendor invoice numbers and RO numbers	Yes
By sales department – day, week, month to date. Shows units, sales, cost of sales and gross profit (one report) by sales adviser	Yes
By inventory item – shows sales dollars, by the month for the entire year; same report shows units	Yes
Physical inventory sheet – option to show or not (user’s choice) current unit levels with the ability to print by group, description and location	Yes
LABOR/ MAINTENANCE FUNCTIONS
Includes a complete list of each type of labor shop does, with pricing - where applicable; allows for ample description, location	Yes
When importing ALLDATA/ACTIVANT/MITCHELL labor, has tracking system for all labor types, provides vehicle-specific maintenance information with labor times	No
TRACK TECHNICIAN PRODUCTIVITY
Both parts and labor	Yes
Time clock in program for jobs worked with ability to track downtime and downtime reason	Yes
Allows for split jobs	Yes
Allows for autoflagging of labor activity	Yes
Time clock also allows employees to use as attendance time clock	Yes
CUSTOMERS
Search for customers in the database and after selecting customer, choose customer's vehicle(s) from drop-down menu (or other similar capability)	Yes
Can new customer information be obtained by doing reverse lookup by phone or code search to integrated databases to create a new customer record?	Yes
Fields for home, work, mobile and fax numbers	Yes
Identifies preferred method of contact (phone, e-mail, mail)	No
Field for e-mail address	Yes
Field for text message	Yes
Can e-mail price quote and marketing information	Yes
Offers multiple price levels for type of customer	Yes
Easily view customer history, dollars spent, number of invoices, last visit	Yes
Assess late fees for past due balance	No
Run aged receivables report on past due balance	Yes
Integrates with any third-party CRM firms for shops that don't want to do their own follow-up?	Yes
VEHICLES
Can quickly enter all vehicle information. Includes drop-boxes (or similar capability) with Year/Make/Model/Body/Engine-Fuel	No
Includes fields for P/S, ABS, A/C, FI, Air Pump, FWD, tire size and other information needed when calling for part	Yes
Scans VIN for electronic entry	No
VIN decoding	Yes
Includes memo field for vehicle	Yes
Provides vehicle inspection date entry	No
Complete vehicle history and flexibility	Yes
History kept as long as user wishes	Yes
Delete car and information when sold or transferred to new owner	No
Change license plate number if necessary	Yes
Summary version of invoice and complete invoice available	Yes
Avoid listing the same car for the same customer more than once	Yes
POINT OF SALE
SCHEDULING
Includes an appointment calendar for scheduling, deliveries, meetings, etc.	Yes
A printable, flexible schedule tracking the vehicle through all stages of repair from estimate, work order, invoicing and history	Yes
Schedule allows tracking of estimated job times for the daily hour total	Yes
INVOICING - what does it look like, and how flexible is it
User-formattable forms	No
Estimate	Yes
Tech work sheet	Yes
Work order/authorization form	Yes
Invoice	Yes
Find "work in progress" customer by name, invoice number or vehicle ID	Yes
Check customer histories and part availability from POS screen	Yes
Ability to add a customer from POS screen	Yes
Quick estimate for quoting tires with balancing, stems, taxes, disposal, etc.	Yes
Ability to bill diagnostic charges	Yes
Connection to labor guide smooth and simple	Yes
Convert job into a "canned job" for future use on same type of vehicle	Yes
Canned text for ease of entering	Yes
Menu pricing option	Yes
Subtotal each job type on customer invoice	No
E-mail estimates	Yes
Fax estimates	Yes
Discounts, canned and able to set up for all types	Yes
Jobs that are not sold can be easily converted to recommended and stay with that vehicle	Yes
Drop-down lists for parts and labor available at invoice line	Yes
Counter sale option	Yes
Cash drawer linked to computer system	No
Split payment availability	Yes
Spell check	No
Internal word processor	No
System integrates with local parts stores to automate purchases	Yes
MANAGEMENT FEATURES
Margin by job	Yes
Ability to departmentalize sales - cost of sales and inventory	Yes
Flexibility - ability to create unique reports	No
Exports to accounting software	No
Has accounting software integrated	Yes
Monthly profit and loss statement	Yes
Payroll	Yes
System has security measures built in	Yes
CUSTOMER FOLLOW-UP
Information can be exported to a word processing program	Yes
Send reminders by e-mail/mail	Yes
Customer reminder preference phone, e-mail, mail?	No
Send promotional email/mail	Yes
Reminder notices based on service performed and/or time and mileage	Yes
Notices based on type of car and product	No
New customer thank-you note	Yes
Thank-you note for referral of customer	Yes
- Tracks how much revenue has come from customer referrals	Yes
Ability to send notice for service not yet performed based on mileage and/or year of car	No
- Choice - (E)-mail, (M)ail, (B)oth
Track initial source of customer visit	Yes
Track sales from current direct mail, coupons, Web site, etc.	Yes
Send e-mail/mail reminders	Yes
- Choice - (E)-mail, (M)ail, (B)oth	E-mail

ShopMAX1

Will continually work to expand and enhance our products already substantial features