Rentals Key Features

Meet your Customer Expectations with Mobility, Simplicity, and Speed

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  • Advanced Contracting: Print, Electronically Sign, or Send Documents
  • Automated and recurring messaging can be built into workflows for continuous follow-up
  • Easy to Manage electronic contracts via Dashboard
  • Built in texting and emailing service information
  • Collect Stipulations and other documents directly into CRM
  • Enables your business to choose a single foundation for business operations and processes across many locations
  • Long term access to digitally signed documents
  • Mobile Conversations with customers plus history
  • Automated Collections with secure OnFile information
  • Build workflow tasks for sales, operations, and service
  • Print, E-sign, or E-Deliver your document packages with ease. Maintain customer documents and stipulations with security.
  • Add your documents to it for E-Signing or Printing
  • Make it easy to collect customer payments
  • Simplified Requirements: Use Google Chrome or Safari.
  • Fully integrated Messaging and Document Delivery
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Service Management Feature Breakdown

Centralized Service Ticket Dashboard — track all service activity from a single view
Parts Lookup with Instant Add-to-Order — search and insert parts directly into service tickets
Online Quoting & Ordering from 50,000+ Suppliers — eliminate manual part quotes and ordering
Selective Parts Ordering by Supplier — streamline purchasing from multiple vendors
Plate & VIN Lookup with Decoding — access specs, pricing, and history in one step
Professional Estimates, Work Orders & Invoices — fast, accurate, and ready to send
Integrated Messaging for Estimates & Invoices — send via TEXT or Email with history tracking
Automated Service Accounting — generate transactions from completed orders instantly
Dual Pricing Built-In — handle cash and card transactions with correct fee logic
Eliminate Duplicate Expense Entry — no more manual accounting rework
Start Follow-Up Workflows from Closed Orders — drive repeat service and upsells
VIN Decode with Vehicle Specifications — decode vehicles instantly and accurately
PartsTech Integration for Technical Diagrams — access diagrams directly from order view
Technician Time Tracking — monitor hours by job, task, and technician
Parts Cost & Markup Management — maintain profit visibility on every ticket
Advanced Parts Pricing Matrix — flexible rules for automatic markup by part type
Fully Customizable Jobs & Parts System — three-tier structure tailored to your business
Capture Core, FET, Shipping & Other Fees — automate common add-ons
Add, Edit & Remove Fees Easily — simplify adjustments for every job
Add Pictures to Service Orders — document work visually and professionally
Default Labor Rates by Job Type — simplify reconditioning and customer billing
Service Invoice Generation — create polished, branded invoices in seconds
TEXT and Email Conversations — stay connected with customers throughout the job
Full Messaging History Tracking — archive all sent/received communications
Service Center Module — manage customer service, reconditioning, dispatch, install, and more
Reduce Part Order Errors — integrated lookup ensures accuracy and compliance
Order Tires with Speed & Accuracy — access tire catalogs directly from service screen

Contact us today and see how we can accelerate your business success

      

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