Download - JCO ( JCos Online) Menu
JCO (JCos Online) MenuPPS – Prepaid Services• Create New (PPS-1)• View All (PPS-3)
•Discrepencies•Submit Payment•Record Payment•Closed
Pre-Writes• Create New (PW-1)• View All (PW-3)
•Pending•Closed
Estimates • Create New (E-1)• View All (E-2)
•Pending•Closed
•Follow-Up•Service Denied
•Estimate Accepted
ROs - Repair Orders• Create New (RO-1)• View All (RO-2)
•Pending•Submit Payment•Record Customer Payment•Record Perillo Payment•Closed
• Route Sheet (RO-3)• Log (Log-1)
POs - Purchase Orders• View All (PO-2)
•Pending•Closed
Parts • Create New Estimate Request (P-5)• View All Estimate Requests (P-2)
•Pending•Closed
• Create New Order Request (P-5)• View All Order Requests (P-2)
•Pending•Closed
• Parts List and Prices – ADP?• North Branch Inventory (P-4)
Follow-Up• Create New (FU-1)• All (FU-3)
•Pending•Closed
Customers • Create New (CH-1)• View Customer History (CH-2)
•By Name•By VIN
Adminstration• Add New User (Admin-User)• Edit Drop-Down Boxes and Lists (Admin-DDB)• Delete / Refunds? • Access Logs
• Alerts (Admin-A)•Recipients•Preferences
• Business Intelligence Reports (Admin-Reports) •Sales of Prepaid services •Cost (use) of Prepaid policies•Sales of Jcos work•Cost (operations) reports
• Accounting
•Pending ROs – Repair Orders•Submit Payment•Record Payment
• Pending PPS – Prepaid Services•Submit Payment•Record Payment
• View All Closed•By Check #•By Type•By Amounts•By Date•By Discrepencies
• Refunds
Inputs info into Prepaid Service screen (slide PPS-1)
Perillo salesperson sells policy to customer
List of all Prepaid Service transactions (slide PPS-3) with email to Norma everyday?
Email/Text alert is sent with list of Discrepencies(slide PPS-2)
Discrepency found
No Discrepency found
ADP is scraped at day’s end for a cross-check of all new 1) deals and 2) new VINs with customer history
Discrepencies are fixed
If report is correct, the info is “submitted” to Perillo Accounting
Email/Text alert is sent if report is not submitted to Accounting within 48 hrs (slide PPS-4)
Report is sent to Accounting (slide PPS-5)
Perillo Accounting sends payment to Norma / Shirley
Email/Text alert sent if payments are not received/recorded within 7 days (slide PPS-6)
Business Intelligence: Weekly report sent to Joe, Jay, etc. with # of sales and amount (slide BI-8)
Prepaid Services
Record payment popup (PPS-3a)
Norma/Shirley records payments on slide PPP-3
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Salesperson
F&I Manager
Stock # ^
VIN #
Customer Name^
Prepaid Service
Sales Amount
Notes (REQUIRE OVERRIDNG INFO TO BE EXPLAINED)find out if notes field in ADP)
Bumper Guard
Ding Guard
Scratch Guard
Detail Package
Slide PPS-1: Create New Prepaid Service sale
Wheel Guard
3 details6 details
Tejesh – For Policy, lets have upto 10 subcategories allowed, and each one dynamically pops up for radio-button selectIon when the main category is selectedSubcategory 1
36 mo48 mo60 mo
Submit
Prepaid Svcs
36 mo48 mo60 mo
36 mo48 mo60 mo
36 mo48 mo60 mo
Norma - Is stock # the same as deal #?
Tejesh – also allow “Lifetime” choice here for past sales (but we won’t show here) .
Also assume 4 panels for Scratch Guard, but old ones had 8 panels, so allow storing for that also
$499.00
Tejesh – prepopulate these fields with numbers I give you based on selections, but allow overriding.
Last Name First Name
Car type for x5, x6, x7 to prepopulate on bumper guard changes price, so preopulate differently
Pre-Writes Estimates ROs POs Parts Follow-Up Customers
View online report
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009 9:00 AMDiaz Jay – Tuesday, April 17, 2009
Perillo, Joe – Wednesday, April 18, 2009
Alert! The list of Prepaid Service sales does not match between Perillo ADP and JCos Online, as follows:
Slide PPS-2: Discrepency Report for MisMatched Prepaid Service Sales
Date of Sale Stock # VIN # Customer Salesperson F&I Manager
Prepaid Service Sales Amount
Discrepency
Monday,April 9, 2009
987 Gupta, Preeti
Mahmood Jeff TOTAL- Detail Package--3 Details----36 moDing Guard
$843.00$343.00
$500.00
In JCO but not in ADP
Monday,April 9, 2009
987 Gupta, Preeti
Saleem Jeff TOTAL- Detail Package--3 Details----60 moDing Guard
$1040.00$540.00
$500.00
In ADP but not in JCO
Sunday, April 8, 2009
943 Smith, Gary
Sean Cary - Scratch Guard----60 mo
$353.00 In ADP but not JCO
Tejesh – show differences or unmatching fields in red so user can quickly see what the problems are. If stock #s match, then show just the data that doesn’t match in red, if there is only one particular stock #, then highlight that field to show that the stock # doesn’t exist in the other system
View online report
(email)
(text)Alert! The list of Prepaid Service sales does not match between Perillo ADP and JCos Online, as follows:
Gupta, Preeti – Stock #987Smith, Gary – Stock #943
Slide PPS-2: Discrepency Report for MisMatched Prepaid Service Sales
Tejesh – if there is a duplicate name and stock #, just put it once
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide PPS-3: View List of Prepaid Service Sales
Date Stock # VIN # Customer Salesperson
F&I Manager
Prepaid Service Sales Amount
Discrepency Payment Received from Perillo
Tuesday,April 9, 2009
34324 343532424
Gossamer, Jeff
Alex Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard
$1575.00$235.00$545.00$795.00
none $235.00on April 13, 2009
Tuesday,April 9, 2009
43520 N/A - FJ Jello, Cosby
Saleem Jeff - Detail Package--3 Details----60 mo
$353.00 none
MondayApril 8, 2009
34344 Gorge, Sam
Sean Tom TOTAL
-Scratch Guard----36 mo+Ding Guard
$1400.00$900.00
$500.00
none
Monday,April 8, 2009
646466
Hill, Teddy
Tom -Dent Guard-----60 mo
$535.00 Logged in JCO but not in ADP
Please resolve discrepency.
1 2 3 4 5 …. 45
Run ADP Data Synch
Submit for Payment
Record Payment
SEE POPUP ON NEXT SLIDE
+ Expand All- Condense All
Hover-over: link to payment difference explanation and check #
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Please fill in the following information to record your payment:
Check Number / Credit Card Authorization *
Payment Amount*
The Payment Amount you are posting is different from the Sales Amount of ________. Pleaseexplain the reason:
Slide PPS-3a: Popup for Record Payment
Tejesh – if payment is different than sales amount, pop this up.
Slide PPS-4: Alert regarding submission of Prepaid Services sales for payment from Perillo Accounting
Alert! The following Prepaid Service sales have not been approved for submission to Perillo Accounting. If you do not approve this list within 48 hours, it will automatically be approved and sent to Perillo Accounting for payment.
Date Stock # VIN # Customer Salesperson
F&I Manager
Prepaid Service
Sales Amount
Discrepency
Payment Received from Perillo
Tuesday,April 9, 2009
43520 Jello, Cosby
Saleem Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard
$1575.00$235.00$545.00$795.00
none
MondayApril 8, 2009
34344 Gorge, Sam
Sean Cary -Detail Package--3 Details----60 mo
$353.00 none
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Perillo, Joe – Wednesday, April 18, 2009
Submit for Payment
Submit for Payment
View online report
Tejesh, do we just want to link to online report or also allow other functionality? I want to do it if we can show that they are logged in.
(email)
Slide PPS-4: Alert regarding submission of Prepaid Services sales for payment from Perillo Accounting
Alert! The following Prepaid Service sales have not been approved for submission to Perillo Accounting. If you do not approve this list within 48 hours, it will automatically be approved and sent to Perillo Accounting for payment.
Jello, Cosby - $1090
(text)
Slide PPS-5: Email/Text to Perillo Accounting requesting payment of Prepaid Services sales.
JCos is submitting the following sales of Prepaid Services for payment:
View online report
Date Stock # VIN # Customer Salesperson F&I Manager Prepaid Service
Sales Amount
Tuesday,April 9, 2009
34324 Gossamer, Daniel
Saleem Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard
$1575.00 $235.00 $545.00 $795.00
Tuesday,April 9, 2009
43520 Jello, Cosby
Sean Jeff -Detail Package--3 Details----60 mo
$353.00
Slide PPS-6: Alert regarding nonpayment of JCos work from Perillo Accounting
Alert! Payments have not been logged for the following Prepaid Services sales:
Date Stock # VIN # Customer Salesperson
F&I Manager
Prepaid Service
Sales Amount
Discrepency Payment Received from Perillo
Tuesday,April 9, 2009
34324 Gossamer, Daniel
Alex Jeff TOTAL+Detail Package+Bumper Guard+Scratch Guard
$1575.00235.00$545.00$795.00
none
Tuesday,April 9, 2009
43520 Jello, Cosby
Mahmood Jeff -Detail Package--3 Details----60 mo
$353.00 none
MondayApril 8, 2009
34344 Gorge, Sam
Saleem Tom TOTAL
-Scratch Guard----36 mo+Ding Guard
$1400.00$900.00
$500.00
none
Monday,April 8, 2009
646466 Hill, Teddy
Sean Tom -Dent Guard-----60 mo
$535.00 none
View online report
Record Payment
Record Payment
Record Payment
Record Payment
(email)
Slide PPS-6: Alert regarding nonpayment of JCos work from Perillo Accounting
Alert! Payments have not been logged for the following Prepaid Services sales:
(text)
Jello, Cosby - $1090
View Estimate (P-6)
Creates or revises a Pre-Write (slide PW-1)
2) Only Perillo Service Advisor meets customer in person
Alert sent to JCos about new Pre-Write (PW-2)
Service Denied – Note is made and auto logged into View Estimates list (E-1, Tab 4 and E-2)
View All Pre-Writes (PW-3)
View Pre-Write (PW-4)
Customer Direct Order (PROCESS)
Jcos Creates an Estimate (E-1)
Alert sent to request Parts Estimate (P-1)
Automated – Jcos requests info on Price and Arrival Date for 4) Parts
(or ADP is scraped?)
Parts records info into Parts screen (P-2)
Alert sent to Jcos that Estimate is ready ( P-7)
JCOS closes out Estimate (E-1, Tab 4)
Manual– Jcos requests info on Price and Arrival Date for Parts
North Branch – Jcos sees that Part is in NB inventory, calls over there to confirm (P-4)
Estimate Draft Saved – Note is made as “Pending” and auto logged into View Estimates list (E-1, Tab 4 and E-2)
Estimate Accepted (E-1, Tab 4)
Follow-up Created (E-1, Tab 4 and FU-1)Alert sent for Follow-Up, customer called (FU-2)
Alert sent to request Parts Order (P-3)
Parts records when Part arrives into Parts Log (P-5)
Alert sent to Jcos for pickup and delivery to North Branch ( P-9)
3) Jcos Advisor meets customer in person
1) Perillo Service Advisor makes an appointment (PW-A-1 or PW-2, 3, 4)
Customer brings car to dealership
RO is created, see next page
Customer is called about estimate and step is logged in (Log)
View All Estimates (E-2)
View Estimate (E-3)
Logged in when Part arrives at North Branch (P-5)
View All Pre-Writes (FU-3)
View Pre-Write (FU-4)
ADP is scraped for matching 3) Perillo RO info
& Customer History
View Parts Log (P-5)
When done in Service, SA logs it in (LOG)
Parts approves PO (PO-3)
Alert sent if Due Date different from Promise Date (A-4)
Pat sent notice of incoming job with estimated date and time once a day (RO-4)
Victor logs in when arrives (LOG)
Alert sent if # of cars before due date is more than an average of 10 per day (slide O-8)
Mixed Order - Work being done in Service
Jcos job only
Victor, Jay, Pat, etc. sent an alert to pickup (A-3)
When car is dropped off, Pat or Victor log it in (LOG)
Pat receives and updates Due Date if incorrect (RO-3)
Jay/Earl log in call to customer to confirm Jcos work starting (LOG)
Alert sent 24 hours before Promise Date/Due Date, Pat should update again if any change (A-7)
Alert sent if car is due for delivery but not marked as completed (A-8)
JCOs logs call to customer that car is ready (LOG)
Earl or Jay close out RO and PO for printing and sending to Cashiers, Only prints for certain job types (RO-2)
Cashier logs in amount when customer pays, if different from original, kicks out notice to Earl, Jay, and Chris in parts (change if needed?) (A-13)
Perillo Accounting gets list of PO/ROs for payment (A-2)
Norma / Shirley log in payment (slide O-27)
Alert sent if RO/PO not approved (A-11)
Alert sent if payment not received (A-1)
Alert sent if customer not called (A-10)
Customer Direct Order (PROCESS)
RO is created (either New or pre-populated w Estimate info,(RO-1, TAB 1)
View All ROs (RO-2)
View RO for JCOS or North Branch or Customer (RO-1, TABS 2, 3, and 4)
View Route Sheet(RO-3)
RO is based off a Perillo PO
RO is based off a Customer PO
Alert sent with auto-created PO (PO-1)
View all POs (PO-2)
Alert sent when car is ready for pickup from North Branch (A-9)
Alert sent if car not yet picked up (A-12)
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Service Advisor
Customer VIN
Customer
Notes
Slide PW-A-1: Create Appointment
Welcome to J Cosmetics! Please fill out the Pre-Write:
Submit
Target Delivery Date
Priority Qualifications Insurance Claim Customer UrgencyRepeat Job
Last Name First Name
Car Details Make Model Year Color
Appointment Date: Mo Day Yr
Mo Day Yr
Payment? Prepaid Service Customer Pay
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Is the customer getting Perillo work done as well? Yes No
Explain the reason you are requesting an override of the Prepaid Service contract.
Tejesh – Pop this up if the person selects “Prepaid Service” as the payment.
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Service Advisor
Customer VIN
Customer
Perillo RO #
Notes
Slide PW-1: Create Pre-Write
Welcome to J Cosmetics! Please fill out the Pre-Write:
Submit
Target Delivery Date
Priority Qualifications Insurance Claim Customer UrgencyRepeat Job
Last Name First Name
Tag Number
Car Details Make Model Year Color
Associated with Appointment:
Mo Day Yr
Payment? Prepaid Service Customer Pay
Prepaid Svcs Pre-Writes Estimates POs Parts Follow-Up Customers
Explain the reason you are requesting an override if this customer does not have an Appointment.
Tejesh – Pop this up if the person selects “Prepaid Service” as the payment.
Alert! There is a new Pre-write (Appointment) by Perillo.
Slide PW-2: Email Alert for new Pre-Write
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
(email)
View online report
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Priority Qualifications:
Service Advisor:
Notes:
Matt Diaz
Smith, John
No Loaner Car
Tuesday, April 23, 2009
Customer really wants this by the delivery date.
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
3434333
Contact Info: Cell Phone: 312-234-9883, Home Phone: 708-233-9034, Email: [email protected]
Customer Type: Prepaid Service
Alert! There is a new Pre-write (Appointment) by Perillo.
(text)
Jello, Cosby - BMW, X5, 2000, Black – Tag # 343 (or Appointment Date: Tues, July 3, 2009)
Slide PW-2: Text Alert for new Pre-Write
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide PW-3: View List of pending Pre-Writes
Pre-Write #
Entered Service Advisor
Customer Contact Info
VIN Tag # or Appointment date
Perillo RO#
Car Priority Qualifications
Target Delivery Date
Notes
0097 Monday, April 7, 2009, 9:05 AM
Matt Diaz
Shah, Preeti
Phone: 201-892-6094
90934 Tag # 5465 343 BMW, X5, 2002, Black
No Loaner Car
Closed – Estimate # 343
He needs it for the weekend! Wants a detail.
Tues, April 8, 2009
N/A Friday, April 12, 2009
1 2 3 4 5 …. 45
Tejesh: Need to populate Contact Info with info from Customer History
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide PW-4: View Pre-Write
Create Estimate
(email)
View online report
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Priority Qualifications:
Service Advisor:
Notes:
Matt Diaz
Smith, John
No Loaner Car
Tuesday, April 23, 2009
Customer really wants this by the delivery date.
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
3434333
Contact Info: Cell Phone: 312-234-9883, Home Phone: 708-233-9034, Email: [email protected]
Customer Type: Prepaid Service
Alert! There is a new Pre-write (Appointment) by Perillo.
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide E-1: Create Estimate (TAB 1)
-Ding Guard---36 mo (exp 5/11)
+Wheels-Detail Package----3 details (1 left)
Description
Prepaid Services for this Customer:
IELRO, Ding Guard, Scratch Guard, IPOL
Front Bumper, Drivers Door Service Price
+ Add another service
Save
Service Parts General Close Out
-Scratch Guard----4 panels (2 left)
Mileage In / Out
Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date:Mo Day Yr Time
Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car
-Ding Guard---36 mo (exp 5/11)
-Detail Package----3 details (exp 5/11, 1 left)
Prepaid Services for this Customer: -Scratch Guard----4 panels (exp 5/11, 2 left)
Service Location Payment Source Labor Price
Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip On Order – Priority Shipping Tues, April 23, 2009 $353
Edit
EditOrder
Service Parts General Close Out
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Save
Part #: Description Retail Price
Would you like to request the Perillo Parts dept to confirm the Price, Availability, and Est Arrival Date for this part? Yes
Check North Branch inventory+ Add another Part
Availability Est Arrival Date (if not in stock)
Service Parts General
Slide E-1: Create Estimate (TAB 2)
Close Out
-Ding Guard---36 mo (exp 5/11)
+Wheels-Detail Package----3 details (1 left)
Prepaid Services for this Customer:
Service Parts General Close Out
-Scratch Guard----4 panels (2 left)
Mileage In / Out
Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time
Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car
Prepaid Services for this Customer:
Service Location Payment Source Labor Price
Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip Estimate Request Sent Estimate Request Sent $353
Edit
EditOrder
NOTES
-Ding Guard---36 mo (exp 5/11)
-Detail Package----3 details (exp 5/11, 1 left)
-Scratch Guard----4 panels (exp 5/11, 2 left)
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Service Parts General
General Notes
Slide E-1: Create Estimate (TAB 3)
Close Out
-Ding Guard---36 mo (exp 5/11)
+Wheels-Detail Package----3 details (1 left)
Prepaid Services for this Customer:
Service Parts General Close Out
-Scratch Guard----4 panels (2 left)
Mileage In / Out
Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time
Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car
Prepaid Services for this Customer:
Service Location Payment Source Labor Price
Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip At North Branch N/A $353
Edit
EditOrder
-Ding Guard---36 mo (exp 5/11)
-Detail Package----3 details (exp 5/11, 1 left)
-Scratch Guard----4 panels (exp 5/11, 2 left)
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Service Location Payment Source Labor Price
Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip Not in Stock – notes here….. Regular Shipping – 2 days, $35 Priority Shipping – 1 day, $55
$353
-Ding Guard---36 mo (exp 5/11)
+Wheels-Detail Package----3 details (1 left)
Prepaid Services for this Customer:
Service Parts General Close Out
-Scratch Guard----4 panels (2 left)
Mileage In / Out
Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time
Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car
Prepaid Services for this Customer:
Transfer info to new RO
Service Parts General Close
Service Denied, reason: Estimate accepted
Follow-up required
Save Estimate
Slide E-1: Create Estimate (TAB 4)
Edit
EditOrder
-Ding Guard---36 mo (exp 5/11)
-Detail Package----3 details (exp 5/11, 1 left)
-Scratch Guard----4 panels (exp 5/11, 2 left)
Create Follow-Up Note
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide E-2: View List of pending Estimates
1 2 3 4 5 …. 45
Estimate #
Entered Service Advisor
Customer Contact Info
VIN Tag # or Appointment date?
Perillo RO#
Car Priority Qualifications
Target Delivery Date
Notes Status
0097 Mon, April 7, 2009, 9:05 AM
Matt Diaz
Shah, Preeti
Phone: 201-892-6094
90934
Tue, April 8, 2009
343 BMW, X5, 2002, Black
No Loaner Car
Friday, April 12, 2009
He needs it for the weekend! Wants a detail.
Pending
N/A Closed – Follow-Up #534
Reason for denial
Service Denied
#5463 Closed – RO #234
Service Accepted
Service AcceptedPending Service Denied All
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide E-3: View Estimate
-Ding Guard---36 mo (exp 5/11)
+Wheels-Detail Package----3 details (1 left)
Prepaid Services for this Customer:
Service Parts General Close Out
-Scratch Guard----4 panels (2 left)
Mileage In / Out
Tag #: n/a Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
Estimate Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PM
Priority: Insurance Claim
-Ding Guard---36 mo (exp 5/11)
-Detail Package----3 details (1 left)
Prepaid Services for this Customer:
Edit
Service Location Payment Source Labor Price
Paint Moldings and whatever Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip On Order – Priority Shipping 2 days – Tues, April 23, 2009 $353
Create Customer Tab for their Estimate preview
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide FU-1: Create Follow-up (TAB 1)
Reference:
Customer not yet reached:
Left voicemail Left live message with ____________________
Follow-up Date
Time??
Notes
Mo Day Yr
Customer reached:
Follow-up while in Service Follow-up after Service
General Follow-up
Pre-write-up
Pre-write, Estimate, RO, other (with other, put a free text box for number?34324: Shah, Preeti
Alert PreferencesFollow-up Details
Add field for general recipient not already in system like customer or saleem
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Alert PreferencesFollow-up Details
Slide FU-1: Create Follow-up (TAB 2)
J. Diaz
Alert: Follow-up required for the following customer:
Send to:
By:
Start Alert at: Alert creation After:
Continue Sending: Every
Between the Hrs of: to
2 Hrs
+ Add another
2 Hr
8:00 AM 8:00 PM
(Email) Alert: Follow-up required for the following customer:
Reference# Customer # Status Date entered
Follow-up Date
Notes Contact Info:
Pre-Write #0097: Shah, Preeti
9023 Customer not yet reached: Left live message with husband, Vimal Shah
April 10, 2009
Monday, Aug 10, 2009
Call cell phone first
Cell Phone:Mobile Phone:Email:
Slide FU-2: Email Alert for Follow-up
View online report
(Text) Alert: Follow-up required for the following customer:
Slide FU-2: Email Alert for Follow-up
Pre-Write #0097: Shah, Preeti
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Reference# Customer # JCOS Advisor
Status Date entered Follow-up Date
Notes Contact Info:
Pre-Write #0097: Shah, Preeti
9023 Earl Customer not yet reached: Left live message with husband, Vimal Shah
April 10, 2009 Monday, Aug 10, 2009
Call cell phone first
Cell Phone:Mobile Phone:Email:
Jay Closed
Slide FU-3: View List of pending Follow-ups
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide FU-4: View Follow-up
Reference:
Status:
Entered:
Follow-up Date:
Time:
Notes:.
Edit
Pre-Write #34324: Shah, Preeti
Customer not yet reached: Left message with Vimal Shah, husband
Tues, April 4, 2009
Mon, Aug 4, 2009
none specified?
Seems likely to get service, try to push.
(Email) Alert: The following parts need an estimate:
Slide P-1: Parts Estimate Alert
View online report
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Service Advisor: Matt Diaz
Smith, John
Tuesday, April 23, 2009
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
3434333
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
Part: #353, Sensor Clip
(Text) Alert: The following parts need an estimate:
Jcos RO#: 2343
#43: Sensor Clip
Slide P-1: Parts Estimate Alert
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide P-2: Parts Estimate form
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Service Advisor: Matt Diaz
Smith, John
Tuesday, April 23, 2009
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
3434333
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
Part: #353, Sensor Clip
Availability: In Stock, Not in Stock
Shipping Time and Price: Regular Shipping Days Regular Shipping Price Priority Shipping Days Priority Shipping Price
Price:
Notes:
(Email) Alert: The following parts need to be ordered for:
Slide P-3: Order Parts Alert
Jcos RO#
Entered Requestor Perillo RO#
PO # Customer Car Parts Amount Availability Est Due Date of Part
Target Delivery Date
0097 Monday, April 7, 2009, 9:05 AM
Matt Diaz 343 Shah, Preeti
BMW, X5, 2000, Black
#43: Sensor Clip
#53: Wheel
$544.00
$200.00
Needs to be ordered
Needs to be ordered
In Stock
Regular Shipping – 2 daysPriority Shipping – 1 day
Fri, April 30, 2009
View online report
(Text) Alert: The following parts need to be ordered for:
Slide P-3: Order Parts Alert
Jcos RO#: 2343
#43: Sensor Clip#53: Wheel
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide P-4: North Branch Inventory
Part # Description Make, Model, Year, Color Condition Price343 Sensor Clip BMW, X5, 2000, Black Excellent $545
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Jcos RO#
Entered Jcos Advisor
Perillo RO#
PO # Customer
Car Parts Amount Status Est Due Date of Part
Target Delivery Date
0097 Monday, April 7, 2009, 9:05 AM
Matt Diaz
343 Shah, Preeti
BMW, X5, 2000, Black
#43: Sensor Clip
#53: Wheel
$544.00
$200.00
Mon, April 23, 2009
Thurs, April 29, 2009
Fri, April 30, 2009
Closed, RO# 343
1 2 3 4 5 …. 45
Slide P-5: Parts Log
At North Branch
Ordered - Regular
Needs Estimate
Needs to be Ordere
Needs pickup
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide P-6: Parts Estimate
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Service Advisor: Matt Diaz
Smith, John
Tuesday, April 23, 2009
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
3434333
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
Part: #353, Sensor Clip
Availability: Not in Stock
Shipping Time and Price: Regular Shipping Days: 2 days Regular Shipping Price: $35 Priority Shipping Days 1 day Priority Shipping Price: $55
Price: $2322
Notes:
(Email) Alert: The following Parts Estimate is ready:
View online report (go to E-3, tab 2?)
Slide P-7: Alert that Parts Estimate is ready
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Target Delivery Date:
Service Advisor: Matt Diaz
Smith, John
Tuesday, April 23, 2009
Perillo RO#: 998
Tag Number: 0087
Car Details: BMW, X5, 2009, Black
3434333
Replace Tag # with Appointment depending on type of Pre-Write (i.e. PreWrite-Appointment or PreWrite-InShop), and eliminate Perillo RO field if it is an Appointment
Part: #353, Sensor Clip
Availability: Not in Stock
Shipping Time and Price: Regular Shipping Days: 2 days Regular Shipping Price: $35 Priority Shipping Days 1 day Priority Shipping Price: $55
Price: $2322
Notes:
(Text) Alert: The following Parts Estimate is ready:
Parts Estimate#: 353Jcos RO#: 2343
#43: Sensor Clip
Slide P-7: Alert that Parts Estimate is ready
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide P-8: New Parts Estimate and New Parts Order
Save
Part #: Description Recommended Price
Would you like to request the Perillo Parts dept to confirm the Price, Availability, and Est Arrival Date for this part? Yes
Check North Branch inventory+ Add another Part
Availability Est Arrival Date (if not in stock)
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip Request for Estimate Request for Estimate $333 Edit
Associated with: Pre-write-up
1) Pre-write, 2) Estimate, 3) RO, 4) Parts estimate, or 5) Other (with other, put a free text box for number? DO WE NEED THIS?
34324: Shah, Preeti
Order
Tejesh - If they associate with something, can we pre-populate fields on the bottom?
(Email) Alert: The following parts are ready for pickup:
Jcos RO#
Entered Requestor Perillo RO#
PO # Customer Car Parts Amount Status Target Delivery Date
0097 Monday, April 7, 2009, 9:05 AM
Matt Diaz 343 Shah, Preeti BMW, X5, 2000, Black
#43: Sensor Clip
#53: Wheel
$544.00
$200.00
In Stock
In Stock
Fri, April 30, 2009
View online report
Slide P-9: Alert for Parts Pickup
(Text) Alert: The following parts are ready for pickup:
Jcos RO#: 2343
#43: Sensor Clip#53: Wheel
Slide P-9: Alert for Parts Pickup
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide RO-1: Create and View RO
North Branch ROJcos RO Customer
RO
TT #
Mileage In / Out
RatePayment
Ready
Options
Line Opp Code
NotesIs car going to Service first?
If Yes, estimated date of arrival at North Branch
Classification:
Date done at Perillo? Do we get this written on Pre-write?
Do we need Policy info here like we did for Estimates?
Edit | Print Preview
Tag #: 987 Service Advisor: ? Customer: Gupta, Preeti Customer #: 2344 Car: BMW, X5, 2000, Black
Jcos RO#: 87 Perillo RO#: 198 Customer Vin: 34323443 Mileage In/Out: License Plate:
RO Opened: Monday, April 20, 2009, 9:15 AM Target Delivery Date: Friday, April 26, 2009, 5:00 PMMo Day Yr Time
Priority: Insurance Claim Customer UrgencyRepeat Job No Loaner Car
Create
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
City of Chicago License No. 66331MOTOR VEHICLE REPAIR WORK – Required under Chapter 4-228 Municipal Code, City of ChicagoYOU ARE ENTITLED TO A PRICE ESTIMATE FOR THE REPAIRS YOU HAVE AUTHORIZED. THE REPAIR PRICE MAY BE LESS THAN THE ESTIMATE, BUT WILL NOT EXCEED THE ESTIMATE BY MORE THAN 10% OR $15.00, WHICHEVER IS LESS, WITHOUT YOUR CONSENT.
YOU MAY WAIVE YOUR RIGHT TO A WRITTEN ESTIMATE AND REQUIRE THAT YOU BE NOTIFIED IF THE PRICE EXCEEDS AN AMOUNT YOU HAVE SPECIFIED.
You are entitled by law to the return of all parts replaced, except those which are too heavy or large, and those required to be sent back to the manufacturer or distributor because of warranty work or an exchange agreement. You are entitled to inspect the parts which cannot be returned to you.
I REQUEST THE RETURN OF PARTS REPLACED I DO NOT WANT REPLACED PARTS RETURNED TO ME
LIMITED POWER OF ATTORNEY The undersigned does hereby give and empower to PERILLO BMW, Inc. the power and right to endorse by signing my name to any payment or proceeds payable to my order and received by them from any insurance carrier and atributable to the repair of the vehicle stated on this repair order provided that such proceeds are used towards payments of monies due PERILLO Inc. and/or PERILLO BMW, Inc.
TERMS: STRICTLY CASH OR CREDIT CARDI hereby authorize the repair work hereinafter set forth to be done along with the necessary material and agree that you are not responsible for loss or damage to vehicle or articles left in vehicle in case of fire, theft or any other cause beyond your control or for any delays caused by unavailability of parts or delays in parts shipments by the supplier or transporter. I hereby grant you and/or your employees permission to operate the vehicle herein described on streets, highways, or elsewhere for the purpose of testing and/or inspection. An express mechanic’s lien is hereby acknowledged on above vehicle to secure the amount of repairs thereto. All repairs are warranted for a period of 90 days or 4000 miles, whichever occurs first.
Submit and create PO Save Draft
Edit | Print PreviewNorth Branch ROJcos RO Customer
ROCreate
Slide RO-1: Create and View RO
Service Location Payment Source Labor Price
Paint Moldings Drivers Door, Front Bumper IELRO $595
Parts Availability Estimated Arrival Date Parts Price
#432: Sensor Clip On Order – Priority Shipping 2 days – Tues, April 23, 2009 $353
Edit
EditOrder
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Print PreviewNorth Branch ROJcos RO Customer
ROCreate
Slide RO-1: Create and View RO
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
North Branch ROJcos RO Customer
ROEdit | Print Preview
Slide RO-1: Create and View RO
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
North Branch ROJcos RO Customer
ROEdit | Print Preview
Slide RO-1: Create and View RO
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide RO-2: View all ROs
JCOs RO#
Perillo RO #
Customer
Car Service Service Advisor
Date Entered
Target Delivery Date
Sales Amount
Status
0097
34345 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Izzy Something
Wednesday, April 12, 2009
Tuesday, April 19, 2009
$1095 At North Branch
wheels Tuesday, April 19, 2009
Tuesday, April 19, 2009
$543 received on April 23, 2009
1 2 3 4 5 …. 45
Submit for Customer Payment
Record Customer Payment
Hover-over: link to payment difference explanation and check #
RecordPerillo
Payment
Show same page to cashier but only those for “record customer payment”, and same for Perillo Accounting that say “Record Perillo Payment” but take out status column
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide RO-3: RO Route Sheet
Jcos RO#
Customer Car Service Parts Priority
Log Status
RO Creation
Target Delivery Date
Estimated Completion Date
North Branch Notes
0097 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Bumper – At North BranchWheel – Ordered
Loaner Car
At North Branch
Wednesday, April 12, 2009
Tuesday, April 19, 2009
Thursday, April 20, 2009
Waiting for Part
0097 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Bumper – At North BranchWheel – Ordered
At North Branch
Wednesday, April 12, 2009
Tuesday, April 19, 2009
0097 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Bumper – At North BranchWheel – Ordered
At North Branch
Wednesday, April 12, 2009
Tuesday, April 19, 2009
Total Ros due on Tuesday, April 19, 2009: 100097 Shah,
PreetiBMW, X5, 2000, Black
Bumper Paint
Bumper – At North BranchWheel – Ordered
Loaner Car
At North Branch
Wednesday, April 12, 2009
Warning! Total ROs due on Wednesday, April 20, 2009: 20
1 2 3 4 5 …. 45
Slide RO-4: Pat notified of upcoming PO / RO
(Email and Text) Alert! Please check the Route Sheet for an update on 10 new jobs.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
View online report
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide RO-5: Cashier ROs
JCOs RO#
Perillo RO #
Customer Car Service Service Advisor Date Entered Sales Amount Status
0097 34345 Shah, Preeti BMW, X5, 2000, Black
Bumper Paint Izzy Something Wednesday, April 12, 2009
$1095
1 2 3 4 5 …. 45
Record Customer Payment
Record Customer Payment
Record Customer Payment
Do we need this? Or just use normal RO list
Perillo Cashier: Please fill in the following information to record your payment:
Check Number / Credit Card Authorization *
Payment Amount*
The Payment Amount you are posting is different from the Sales Amount of ________. Pleaseexplain the reason:
Slide RO-5: Popup
Tejesh – if payment is different than sales amount, pop this up.
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
A message has been sent to the Parts Department for them to create a PO.
Slide PO-1: Thank you page after RO is created and note about PO
Alert! A new PO needs to be created using the following information:
Slide PO-1: PO started and sent to Parts for completion and approval
Entered: Monday, April 6, 2009, 9:05 AM
Customer:
Requestor: Matt Diaz
Smith, John
Perillo RO#: 998
PO#: 0087
JCos RO#: 767
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Service Location Payment Source Labor Price
Paint Moldings Drivers Door, Front Bumper IELRO $595
Dings All Prepaid Services $0
Visit online report
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide PO-2: List of Pending Purchase Orders
PO # or Invoice #
Entered Requestor JCOS RO# Perillo RO#
Customer Amount Status
0097 Mon, April 7, 2009, 9:05 AM
Matt Diaz 343 5757 Shah, Preeti $544.00
0099 Mon, April 7, 2009, 9:05 AM
Juan Diego 565 10343 Abram, John $544.00 Approved, Mon, April 23, 2009
Approve
1 2 3 4 5 …. 45
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide PO-3: View Invoice
Entered: Monday, April 6, 2009, 9:05 AM
Requestor: Matt Diaz
Smith, John
Perillo RO#: 998
PO#: 0087
JCos RO#: 767
Customer:
Service Location Payment Source Labor Price
Paint Moldings Drivers Door, Front Bumper IELRO $595
Dings All Prepaid Services $0
Print out paper copy on printer
INFO
INFO
INFO
Slide LOG: Service Log
Step Reference Date / Time Who Notes
Appointment made PW #23 N/A
Pre-Write logged PW #23 Monday, April 7, 2009, 9:05 AMMonday, 9:10 AM
Meg ScottJ Diaz
Please call client ASAP, they are in a hurry.
Customer was called and approved the estimate
Tuesday, April 8, 2009, 3:00 PM J. Diaz
Car has arrived at Perillo Monday, April 7, 2009, 9:05 AM
RO created RO #933 Tuesday, April 8, 2009, 5:00 PM J. Diaz
PO created PO #029
PO approved Wednesday, April 9, 2009, 9:00 AM Chris
Customer has been notified that Service is done and the car is going to North Branch
Car has arrived at North Branch
Est Completion date at north branch
Target Delivery Date
Car has returned back to North Branch
RO has been closed out
Customer has been called to pick-up
Customer has picked up and paid invoice
Invoice has been sent to Perillo Accounting
Perillo Accounting has sent payment
Alerts LogService Log
1) Confirm steps, 2) Confirm auto vs manual logging, 3) Confirm alerts and make sure they are in the process flowchart
3434343333View Service Log for ID#:
24 HOURS FOR CAR TO BE SENT TO NORTH BRANCH FOR PERILLO
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide LOG: Alerts Log Should we allow the SA access to this page, or limit the editing capability to their part?
Alerts LogService Log
Alert Receiver Date/Time Created Response Date/Time
Alert 1: A new pre-write has been created. J Diaz Monday, April 7, 2009, 9:05 AM n/a
Alert 1: A new pre-write has been created. J Diaz Monday, April 7, 2009, 3:00 PM Monday, April 7, 2009, 4:00 PM
3434343333View Alert Log for ID#:
Slide A-1: Alert regarding nonpayment of JCos work from Perillo Accounting
Alert! Payments have not been logged for the following ROs:
View online report
(email)
JCOs RO#
Perillo RO #
Customer Car Service Service Advisor
Date Entered Target Delivery Date
Sales Amount Status
0097 34345 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Izzy Something
Wednesday, April 12, 2009
Tuesday, April 19, 2009
$1095
Tuesday, April 19, 2009
Tuesday, April 19, 2009
RecordPerillo
Payment
RecordPerillo
Payment
RecordPerillo
Payment
RecordPerillo
Payment
Slide A-2: Alert regarding submission of RO sales for payment from Cashier
Alert! The following Jcos RO has been submitted for Customer payment.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Perillo, Joe – Wednesday, April 18, 2009
View online report
(email)
JCOs RO#
Perillo RO #
Customer Car Service Service Advisor
Date Entered Target Delivery Date
Sales Amount Status
0097 34345 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Izzy Something
Wednesday, April 12, 2009
Tuesday, April 19, 2009
$1095Record
Customer Payment
Alert! The following car is ready to be dropped off at North Branch:
Parts:Bumper – Arrived at PerilloWheel – On order, estimated arrival on Tuesday, April 3, 2009Handle – Arrived at North Branch
Slide A-3: Alert that car needs to be sent to North Branch
Entered: Monday, April 6, 2009, 9:05 AM
Customer VIN:
Customer:
Promised Delivery Date:
Priority Qualifications:
Requestor:
Notes:
Matt Diaz
3434333
Smith, John
No Loaner Car
Tuesday, April 23, 2009
Customer really wants this by the delivery date.
Perillo RO#: 998
Jcos RO#: 0087
Slide A-4: Alert that due date and promise date are different
Alert: The following car is promised to the customer on _____ but may be ready on _____. (only notify if after??? Or before too??)
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-7: Alert that car is promised to client in 24 hours
Alert: The following car is promised to the customer for tomorrow, (do we need this?)
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-8: Alert that car is supposed to be picked up today
Alert! The following car is supposed to be picked up today but has not yet been marked as completed.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-9: Alert that car is ready to be picked up
Alert: The following car is ready to be picked up. The promise date is ______.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-10: Alert that customer call not yet logged
Alert: The following customer has not been called to pick up their car. The promise date is ______.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-11: Alert that RO/PO not yet sent to Perillo Accounting
Alert: The following RO/PO has not yet been approved for sending to Perillo Accounting. The promise date is ______.
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-12: Alert that customer has not yet picked up
Alert: The following customer has not yet picked up their car:
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Slide A-13: Alert that customer payment is done or different
Alert: The following customer has picked up and paid for their car. Payment info is as follows:
RO/PO Amount: $3432.00Amount Charged: $3432.00
Difference: $0
Alert has been sent to:
Diaz, Jay – Monday, April 16, 2009Diaz Jay – Tuesday, April 17, 2009
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide CH-1: Add Customer or New Vehicle?
VIN:Vehicle ID:
Year:Model Abbr:Make Abbr:
Unit No:License No:Sticker No:
Key:Block Reminders:
Mileage:Vehicle Type:
Stock No:Service Advisor:
Selling Dealer:Vehicle Sales Follow-Up:
Salesperson:F&I Sales Manager:
Engine No:Transmission No:
Transmission Type:Axle No:
Air Conditioning:Color:
Production Date:Special Schedule:
Extended Warranty Info:Optional Fields:
Associate with existing customer: Or add new customer:
Lender
Insurance?
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide CH-2: Customer History
PoliciesBasics Service History Customer History Print Preview
+ add another Address Do we allow editing here or in ADP only? What about non-Perillo customers?
VIN 1:
Notes:
Customer #:
Customer Name:
Contact Info:
City
Address 1 Address 2
State Zip Code
Type: Home/Office/Mobile/Fax Number
+ add another Phone
+ add another Email
+ add another VINLast First
Can search fr customer by: Name, VIN, Stock #, Phone # or Email, from Perillo RO or PO or JCOS RO
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
PoliciesBasics Service History Customer History Print Preview
Policy Type Length Start End Dates Used
Ding Guard 36 months 5/2009 5/2012 4/20108/2011
Detail Package 3 details n/a n/a 7/20098/2010
Scratch Guard Dates used + how many left
EDIT??
Slide CH-2: Customer History
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
PoliciesBasics Service History Print Preview
Payment Location Service Labor PriceIELRO Drivers Door, Front Bumper Paint Moldings $595
Part#: Description Part Price#432: Sensor Clip $532Service Advisor? Close and Open
date? Perillo PO? Perillo Work?
Date Entered: 5/01/2009 Date Closed: 5/15/2009 Service Advisor: Bianca JCOS RO#: 234
EDIT??
Slide CH-2: Customer History
Have notes field for cases like Wheels were specify 20
Payment Location Service Labor PriceIELRO Drivers Door, Front Bumper Paint Moldings $595
Part#: Description Part Price#432: Sensor Clip $532Service Advisor? Close and Open
date? Perillo PO? Perillo Work?
Date Entered: 5/01/2009 Date Closed: 5/15/2009 Service Advisor: Bianca JCOS RO#: 234
EDIT??
Have notes field for cases like Wheels were specify 20
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide Admin-A: Alerts creation timing
Alert When to first send out (Alert creation)
A new pre-write has been created. immediately
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide Admin-A: Alerts configuration
Alert PreferencesAlert Recipients
J. Diaz
Communication Mode:
Info:
+ Add another
Select Recipient: J. Diaz Add new Recipient
Tejesh: Should we stop the alerts at 8 PM and restart at 8 AM?
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide Admin-A: Alerts configuration
J. Diaz
Alert PreferencesAlert Recipients
Alert 1: A new pre-write has been created.
Send to:
By:
Start Alert at: Alert creation After:
Continue Sending: Every
Between the Hrs of: to
2 Hrs
+ Add another
Select Alert: Alert 1: A new pre-write has been created.
2 Hr
8:00 AM 8:00 PM
All Alert Recipients for 1 Alert
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide Admin-User: Add new user to the system
Users Name:
Security Level: Admin, North Branch, Jcos, Parts, SA
Last Name First Name Title
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slid Admin-DDB: Drop-Down Box Editing
F&I Manager
Salesperson
Make, Model, Year, Color
Payment Account (IELRO, Ding, etc.)
Location (Front Bumper, Drivers Side Door, etc.)
Parts & Description & Price
North Branch Inventory List (Part # and Description + Make, Model, Year, Color)
Alerts Text editing? (probably not)
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide Admin-Reports: Business Intelligence Reports
Sales of Prepaid services by:- Salesperson-F&I Manager- Type (Ding vs Scratch)- Day/Week/Month/Year
Cost (use) of Prepaid policies by:-Customers- Type (Ding vs Scratch)
Sales of Jcos work by:- Account type (IELRO / IPOL / IBU)- Type of Work (Wheels, Parts)- Type of Car- Customer- Service Advisor??- Day/Week/Month/Year- Part (and cost price for part, so show margins)
Cost (operations) reports:- Average # of days to turnaround Jcos work from:
-Date at Perillo to Date of Customer Pick-Up-Date arrives at North Branch to Date leaves North Branch
- Average # of days the Completion Date exceeded the Target Delivery Date
Track all cars coming in with a JCOS estimate, even if they didn’t ask for it, and track how many each person wrote up, how many customers agreed, if a coupoin for $25 off sent a few months later worked, etc.
JCOS & PREETI1) Search2) Business Intelligence Reports3) Security Levels4) Alerts –finish wording and text versions5) Data for Year, Make, Model, Jobs, etc.6) Menu at top7) Admin section8) Archiving 9) Validation & Required10) Language and intro lines11) Editing and Preview functionality12) Refund capabilities (RO, Cust History, Est, Pre-Write up, PPS?)13) Wheels, IELRO, etc. (diff slides to be added?) and Add New non-Perillo Customer, etc.14) How does Log get updated? (automatically and how do we prompt for manual logging?)15) Versioning – do we save each time someone changes something?16) Customer Notifications17) Weighted average point system for Matt Appointments and Pat Route Sheet
TECH TEAM1) Blackberry & Toughbook touch screen2) Excel type functionality online3) ADP scraping4) Customer voicemail attachment5) Do we allow buttons in alerts or only link to online report? 6) Can we text from internet system (what is max text length?). 7) Can we print to somewhere from Internet? 8) Can we auto make RO, PO, Pre-write up Printable w headers?
Additional To-Do List and Upgrades
Questions
Norma Can a payment received for a Prepaid Policy Sale be different from the original Sale amount in system? Also do we need to log in when it was received? (Slide PPP-3)
Would there ever be a change in ADP to the deal (customer wants refund) after many days or immediately? Should discrepencies be automatically overwritten in Jcos system? Do we want a note? (see PPP-6)
Jay Which functions on ADP does he use? Refund and delete for Ros also, or just Prepaid services?
Jay Which customer history to use – slide 5 or 22?
ADP Look at screen for Customer Deals and History for scraping purposes.
Perillo Accounting
Slide PPP-5
Earl Matt and early appointment – can we just have him log in the order like a Service Advisor? Also the alert for excessive work (via points or # of cars) should be sent to Matt or SA and Earl. But can’t do at beginning, because promise date not there, should we put it in? Should we put Priority and customer promise date in PO start?
Pos For Saleem and Affiliates, can we email them the PO that Jay/Earl creates and have them log in and approve electronically?
Jay/Earl If we need to edit the Customer History, go to ADP?
Jay/Earl Data for: Make/Model/Year/Color, Parts to be ordered, Recommended Prices, Types of work, Requestors
Jay/Earl Slide with RO Pending Orders: do we want to put Pat’s estimated date there in case its different than the Promised Date?
Do we send out a warning if part not yet arrived at North Branch 72 hours before promise date? Then at 48, then 24 hrs?
How do they close out RO? Just press “Send to Accounting” on pending RO page? Or on Log page?
Norma? Slide PPP-1: Check ADP to see deal page and check if salesperson is entered so we can have business intelligence show which salespeople influenced the most policy changes. Also on PPP-1, is stock # the same as deal #?
Paul Customer History, VINs, Deals, Ros, Invoicing? Parts and Price
Perillo Accounting Questions
• Do they want text alerts for payments that are being submitted, or email only?
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Preeti-Notes-Search Page
Submit
Salesperson VIN Stock #PolicyPayments
Variables Report
Salesperson
Policy
Search Date: __ __ __ to __ __ __Or Last 7 days Last 30 days Today
POLICIES: Bumpter - Excessive damage - yes replace bumper (parts number and price), cause or nature of excessive damage, and how much $, replace Parts – yes (list of parts, bumper, molding sensor, bracket, pop out parts # and prices), If no, just move on and repair whatever is there
Ding Guard POLICIES: Excessive damage –yes or no, puts no, how many panels, approx 2 to 3 panels (don’t want to put which panels), approx because eyeballing, when eyeballing, looking for dents, scratches, bodywork. If not excessive, can easily glance over it instead of putting a light to it, ding guy at north branch puts light to it once car is clean to look for dings, Jay just looking to charge the customer, buy North branch guy doing this to actually fix it….if yes, hail damage, not covered so if yes, insurance estimate provided (yes, how much….no…alert to provide estimate )drop down : company, claim #, estimate amountet
Preeti-Notes
Earl - Have to hve in for service first, no more than 25 average cars per week – policy cars, Scratch guard – 3 pnts, other 4 – 1 pnt, 25 points total, connected to service job x, Matt or Amy – service appointments, Geico jobs too, Email sent to customers of certain progress insuraner job – cvlaim # and phone #, Matt needs to get email or phone when scheduling the appntment
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
F&I Manager*
Stock # *^
Customer Name^
Prepaid Service
Sales Amount
Payment Rcvd
Notes (find out if notes field in ADP)
Edit F&I Manager (add new, delete, etc.)
Bumper Guard
Ding Guard
Scratch Guard
Detail Package
EDITING - Slide PPP-1: Perillo Prepaid Service write-up (EDIT PAGE)
Preeti’s Self Notes:Policies are never transferable to another person, happens 1 in 500 people, but could happen. Do we need to do something about this?
Wheel Guard
3 details6 details
Tejesh – For Policy, lets have upto 10 subcategories allowed, and each one dynamically pops up for radio-button selectIon when the main category is selected
Subcategory 1
36 mo48 mo60 mo
EDIT
36 mo48 mo60 mo
36 mo48 mo60 mo
36 mo48 mo60 mo
Is stock # the same as deal #?
Tejesh – also allow “Lifetime” choice here for past sales (but we won’t show here)
Prepaid Services or Service?
Sales of Prepaid Services? Or Prepaid Service sales?
Should we do a printable version with Terms of Use? Or do that in version 2?
Lending institution here?
$499.00
Tejesh – prepopulate these fields with numbers I give you based on selections, but allow overriding.
Tejesh – allow editing of this page at any time for admin person, later we will restrict fields.
Last Name* First Name
$499.00
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
You are editing this page after the Sales Amount has been submitted to Perillo Accounting for payment. Please explain the reason for editing this information (i.e. refunds):
Slide PPP: Popup for Record Payment
Tejesh – can we have this popup if the “Submit” button is clicked after the page has been submitted prviously and the payment also submitted?
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide O-4: Estimate Calculator
Service Bumper Guard
Ding Guard
Scratch Guard
Detail Package
Wheel Guard
Other (Upsell, Geico, Wheels?)
Total Detail Package: 6 (or 3)
Service Period: 1/1/2008 – 1/1/2011 (36 months)
Total Remaining Detail Services: 4
Remaining Detail Services: 0
Override? Yes No
Reason:
Policies
PANELS? Earl
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide O-4: Estimate Calculator
Service Bumper Guard
Ding Guard
Scratch Guard
Detail Package
Wheel Guard
Other (Upsell, Geico, Wheels?)
Wheels??
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide O-4: Estimate Calculator
Service Bumper Guard Ding Guard Scratch Guard Detail Package Wheel Guard Other (Upsell, Geico, Wheels?)
Paintless Dent Repair
Corner Blend? NoYes
Estimate Amount
Damage Location
Estimate Amount
Damage Location
Repair and Repaint Blend Replace??
Part Number
Estimate Amount
Damage Location
Corner Blend? NoYes
Estimate Amount
Damage Location
Part Number
Damage Location
Part Price
Total (incl Tax)
Price charged to past 3 clients:??
Based on Damage, Corner Blend, Parts, and Labor?
Subtotal
Tax
Bumpers-Paint- Blend- Parts----Bumper----Molding---------1---------2---------3----PDC (Park distance control)----------Entire Harness-----------Specific Sensor------------------which one? Center? Corner?-------Sensor Clip? Which one?-cause or nature of excessive damage, and how much $, replace Parts – yes (list of parts, bumper, molding sensor, bracket, pop out parts # and prices),+Add another Part
Labor Price (per part? Or # of hours and hourly rate?)
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide O-4: Estimate Calculator
Service Bumper Guard
Ding Guard
Scratch Guard
Detail Package
Wheel Guard
How many leftOther (Upsell, Geico, Wheels?)
Is the damage excessive? NoYes Estimate Amount
Estimate Amount
Damage Location
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide O-4: Estimate Calculator
Service Bumper Guard
Ding Guard
Scratch Guard
Detail Package
Wheel Guard
How many leftOther (Upsell, Geico, Wheels?)
Is the damage excessive? NoYes
Large Ding / Dent (Paintless Dent Repair)
Body Work / Paint
Hail Damage? NoYes
Estimate Amount
Damage Location
Estimate Amount
Damage Location
Covered under PPS?No – Insurance Coverage? – No…estimate amountYes – estimate amount, claim #, other info?
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Slide : Perillo Accounting requesting payment of ROs
JCOs RO#
Perillo RO #
Customer Car Service Service Advisor
Date Entered Payment Date? Sales Amount
0097 34345 Shah, Preeti
BMW, X5, 2000, Black
Bumper Paint
Izzy Something
Wednesday, April 12, 2009
Tuesday, April 19, 2009
$1095
Tuesday, April 19, 2009
Tuesday, April 19, 2009What is this??
Prepaid Svcs Pre-Writes Estimates ROs POs Parts Follow-Up Customers
Preeti To-Do:
• Check for 160 char on Texts• Check that all pages have pagination• Check for “View online report” on Email Alerts• Fix last few Alerts