As a shop manager, you are able to customize the default settings for the Treatment Plans used by the service advisors in your shop. These settings control which items are recommended to your customers through the EDGE customer reports. You can also choose whether pricing and taxes appear on the Treatment Plan.
To the left of every service listed on the service advisor's Treatment Plan window is a checkbox that determines whether it is included in the "Recommended Treatment Plan" section of customer reports containing that section. Checking this box also enables a service advisor to enter prices for each line item. The default settings for these checkboxes can be changed so that all services in each section are automatically checked or unchecked according to your shop's preferences.
The "Check by Default" checkboxes on the Treatment Plan tab shows which type of service items you would like to have checked by default in the Treatment Plan. (Note: Even if you uncheck a section, the items listed in that section will still be available in the Treatment Plan window if the service advisor wants to include them for a specific Treatment Plan.)
Original Customer Requests - Come from the requests you add to your DMS.
Recommendations on Original Customer Requests - These are recommendations added using the "Add Rec" button and assigned to an original customer request.
Additional Customer Requests (not included in customer reports) - These are requests you add to your DMS more than 10 minutes after the original customer requests are received into EDGE.
Recommendations - These are the recommendations made by the technician as part of the inspection.
Additional Findings - These are recommendations added using the "Add Rec" button and not assigned to an original customer request.
Previously Declined Recommendations - These are recommendations made on a previous inspection and not approved by the vehicle owner.
Reason for Decline - This column holds the dropdown box for the list of declined reasons.
The estimate worksheet can be printed from EDGE and contains any recommendations and shows any repair estimates added to the Treatment Plan and includes areas for hand-written recommendations.
Use the Estimate Worksheet area on the Treatment Plan tab to control the format of the estimate worksheet.
Detail Lines - Governs how many part lines will be included with each recommendation on the estimate worksheet.
Blank Recommendations - Governs how many blank recommendation sections will print after the recommendations on the Treatment Plan print.
Show only Cautioned/Failed Inspection Recs -
Require Reason for Decline - When this preference is checked, the Approval indicator light in the top right corner of the Treatment Plan will not go from red to green unless a decline reason has been selected for all declined recommendations in the treatment plan.
Use this section to customize the taxes and fees that are required in your shop so they can be included on the estimate.
Adding a Fee - To add a fee to your shop, take the following steps:
Deleting a Fee - To delete a fee from your shop setup, take the following steps:
Disable a Fee - To disable a fee in your shop setup rather than completely deleting it, take the following steps:
Adding a Tax - To add a tax to your shop, take the following steps:
Deleting a Tax - To delete a tax from your shop setup, take the following steps:
Disable a Tax - To disable a tax in your shop setup rather than completely deleting it, take the following steps: