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Release Notes

Admin Options - Treatment Plan Settings

Posted by Manuel Soto Thursday, April 18, 2013

Treatment Plan Settings

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.)

TreatementPlanSetup

Treatment Plan Sections

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.

Estimate Worksheet Setup

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.

Additional Preferences

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.

Configure Taxes and Fees

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:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Click the Add button and type in a fee description in the Name field.
  4. Select Fixed or Variable
    • Fixed Fee is a flat dollar amount added to every estimate.
    • Variable Fee is a percentage fee based off labor, parts, and/or labor and parts total.
  5. Configure the fee amount by entering a flat dollar amount in a fixed fee, or the percentages in the variable fee
    • Note that a variable fee must have a Max Fee value above $0.00 to compute.
  6. Add a fee application threshold if required
    • Check the box "Only apply fee if".
    • Select the threshold test: Total (parts and labor), labor, or parts.
    • Enter the threshold amount in the "Is greater than" box.
  7. Set the Fee Type be selecting taxable or Tax Exempt in the Fee Type dropdown box.
  8. Click Save to add the fee and close the Calculate Taxes and Fees window.

Deleting a Fee - To delete a fee from your shop setup, take the following steps:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Select a fee in the list and click the Delete button to display the confirmation window.
  4. Click OK to completely delete the fee.

Disable a Fee - To disable a fee in your shop setup rather than completely deleting it, take the following steps:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Select the fee in the list and remove the check in the checkbox to the left of the fee name and click Save.

ShopFeeSetup

Adding a Tax - To add a tax to your shop, take the following steps:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Click the Shop Taxes tab at the top.
  4. Click the Add button and enter a tax description in the Name field.
  5. Select Fixed or Variable
    • Fixed Tax is a flat dollar amount added to every estimate.
    • Variable Tax a percentage fee based off labor, parts, and/or labor and parts total.
  6. Configure the tax amount by entering a flat dollar amount in as fixed tax, or percentages in the variable tax
    • Note that a variable tax must have a Max Tax value above $0.00 to compute.
  7. Add a tax application threshold if required
    • Check the box "Only apply tax if".
    • Select the threshold test: Total (parts and labor), labor, or parts.
    • Enter the threshold amount in the "Is greater than" box.
    • Check the Default to Exempt checkbox if you want service advisors to be able to remove this tax from the estimate if needed.
    • Click Save to add the fee and close the Calculate Taxes and Fees window.

Deleting a Tax - To delete a tax from your shop setup, take the following steps:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Select a tax in the list and click the Delete button to display the confirmation window.
  4. Click OK to completely delete the fee.

Disable a Tax - To disable a tax in your shop setup rather than completely deleting it, take the following steps:

  1. Click Tools, Admin Option to display the Administrator Options window.
  2. Click on the Treatment Plan tab and click Configure Taxes and Fees.
  3. Select the tax in the list and remove the check in the checkbox to the left of the tax name and click Save.

ShopTaxSetup

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