MECHANICAL rac Enterprise Mitchell 1 Manager SEProtractor ... · (such as OEConnection) for OEM parts ordering and part number scrubbing SHOP MANAGEMENT SOFTWARE GUIDE 27TH ANNUAL

MECHANICAL

33 AutoInc.orgSeptember/October 2017

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

Runs multi-user ✔ ✔ ✔

Limit for number of users that can access the system at the same time ✔

Owner can control individual user permissions ✔ ✔ ✔ ✔

Runs multi-location and permits overall view of multi-location networks and data is live

✔ ✔ ✔

Can combine multiple locations ✔ ✔ ✔

Customer records shared between locations ✔ ✔

Appointment book shared between locations ✔ ✔

Can transfer inventory between locations ✔ ✔ ✔

Can share employees between locations ✔ ✔ ✔

Real-time reporting for all locations ✔ ✔ ✔ ✔

Uses wireless (Wi-Fi or Bluetooth technology) ✔ ✔ ✔ ✔

Remote access for specifi c users ✔ ✔ ✔ ✔

Database hosting option is available ✔

Requires server onsite ✔ ✔ ✔

Internet-based, user-group forum ✔ ✔

Is compliant with: Windows XP ✔ ✔

VISTA ✔ ✔

Windows 7 ✔ ✔ ✔

Windows 8 ✔ ✔ ✔ ✔

Windows 10 ✔ ✔ ✔ ✔

Apple/Macintosh ✔ ✔

Chromebook ✔

Has automatic cloud backup? ✔ ✔ ✔

Updates cost additional money from either subscription or purchase price ✔

Can software be downloaded? ✔ ✔ ✔ ✔

Is software on the Cloud? ✔

INVENTORY

Tracks cores and core returns ✔ ✔ ✔ ✔

Tracks new merchandise returns ✔ ✔ ✔ ✔

Tracks defective merchandise returns ✔ ✔ ✔ ✔

Tracks outside purchases and attaches parts to inventory items ✔ ✔ ✔ ✔

Tracks fi rst-in, fi rst-out costing ✔ ✔

Offers tiered pricing structure based on customer level (discounting) ✔ ✔ ✔ ✔

Can set up parts pricing matrix to determine the sales price by vendor or part type?

✔ ✔ ✔

Can import inventory records from vendors or manufacturers ✔ ✔ ✔

Allows more than four price matrices based on cost ✔ ✔ ✔

User may enter outside purchases and stock items – information goes to inventory, A/P and gives profi t margin alert

✔ ✔ ✔ ✔

Allows electronic parts ordering with multiple platforms ✔ ✔ ✔ ✔

Offers fl exibility in fi nding, ordering and reporting inventory ✔ ✔ ✔ ✔

Multiple fi elds to group inventory – Vendor, Manufacturer, Brand, Line ✔ ✔ ✔ ✔

Quick tire size reference for quoting ✔ ✔ ✔ ✔

Creates POs ✔ ✔ ✔ ✔

CONTINUED>

CONTINUED>

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

feat_SeptOct2017_autoinc.indd 33 8/22/17 7:58 AM

September/October 201734 AutoInc.org

MECHANICALJanco In

ternational In

c.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

OPERATIONAL REPORTS

Inventory ledger – with beginning inventory, purchases, adjustments, sales, ending inventory, including vendor invoice numbers and RO numbers

✔ ✔ ✔ ✔

By sales department – day, week, month-to-date. Shows units, sales, cost of sales and gross profi t (one report) by sales adviser

✔ ✔ ✔ ✔

Physical inventory sheet – option to show or not (user’s choice) current unit levels with the ability to print by group, description and location

✔ ✔ ✔ ✔

Can export reporting data to Excel ✔ ✔ ✔ ✔

Can export reporting data to QuickBooks, Peachtree, MS Money, other

✔ ✔ ✔ ✔

Reporting data available in real time ✔ ✔ ✔ ✔

LABOR/MAINTENANCE FUNCTIONS

When importing third-party labor info, has tracking system for all labor types, provides vehicle-specifi c maintenance information with labor times

✔ ✔ ✔ ✔

TRACK TECHNICIAN PRODUCTIVITY

Both parts and labor ✔ ✔ ✔ ✔

Measures technician productivity ✔ ✔ ✔ ✔

Prevents duplicate customer records ✔ ✔ ✔

Can merge customer records ✔ ✔ ✔ ✔

CUSTOMERS

Search for customers in the database and after selecting customer, choose customer’s vehicle(s) from drop-down menu (or other similar capability), and merging clients, such as when they get married

✔ ✔ ✔ ✔

Fields for home, work, mobile and fax numbers ✔ ✔ ✔ ✔

Identifi es preferred methods of contact (phone, email, mail, text) ✔ ✔ ✔

Offers multiple price levels for type of customer ✔ ✔ ✔ ✔

Easily view customer history, dollars spent, number of invoices, last visit ✔ ✔ ✔ ✔

Integrates with any third-party CRM fi rms for shops that don’t want to do their own follow-up

✔ ✔ ✔ ✔

Prevents duplicate customer records ✔ ✔

Can merge customer records ✔ ✔ ✔ ✔

Has API to allow any third-party CRM access ✔ ✔ ✔

VEHICLES

Can quickly enter all vehicle information. Includes drop-down menu (or similar capability) with Year/Make/Model/Body/Engine-Fuel

✔ ✔ ✔ ✔

VIN decoding ✔ ✔ ✔ ✔

Complete vehicle history and fl exibility ✔ ✔ ✔ ✔

Change license plate number if necessary ✔ ✔ ✔ ✔

Summary version of invoice and complete invoice available ✔ ✔ ✔ ✔

Vehicles and vehicle history reassigned to different client ✔ ✔ ✔ ✔

Check TSBs based on vehicle VIN ✔ ✔ ✔ ✔

Integration with third-party vehicle inspection software ✔ ✔ ✔ ✔

Prevents duplicate vehicle records ✔ ✔

Can merge vehicle records ✔ ✔ ✔ ✔

Has API to share vehicle records with third party ✔ ✔ ✔

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

Fields for home, work, mobile and

MECHANICAL

CONTINUED> CONTINUED>

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

SHOP MANAGEMENT SOFTWARE GUIDE

27THANNUAL


September/October 2017 35

MECHANICALJanco In

ternational In

c.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

POINT OF SALE

Scheduling

Includes an appointment calendar for scheduling, deliveries, meetings, tracking appointment hours, etc.

✔ ✔ ✔ ✔

Schedule allows tracking of estimated job times for the daily hour total

✔ ✔ ✔ ✔

Invoicing

Schedule allows for resource tracking, i.e. bays and machines ✔ ✔ ✔

Schedule can be published on website ✔

User-formattable forms ✔ ✔ ✔ ✔

Estimate ✔ ✔ ✔ ✔

Work order/authorization form ✔ ✔ ✔ ✔

Invoice ✔ ✔ ✔ ✔

Check customer histories and part availability from POS screen ✔ ✔ ✔ ✔

Connection to labor guide convenient and simple ✔ ✔ ✔ ✔

Menu pricing option ✔ ✔ ✔ ✔

Discounts, canned and able to set up for all types ✔ ✔ ✔ ✔

Drop-down lists for parts and labor available at invoice line ✔ ✔ ✔ ✔

Cash drawer linked to computer system ✔

Split payment availability ✔ ✔ ✔ ✔

Internal word processor ✔ ✔

Includes spell checker ✔ ✔ ✔ ✔

System integrates with local parts stores to automate purchases ✔ ✔ ✔ ✔

MANAGEMENT FEATURES

Margin by job ✔ ✔ ✔

Ability to departmentalize sales – cost of sales and inventory ✔ ✔ ✔ ✔

Flexibility – ability to create unique reports ✔ ✔ ✔

Exports to accounting software ✔ ✔ ✔

Has accounting software integrated and can integrate with accounting software

✔ ✔ ✔ ✔

Calculates gross payroll ✔ ✔ ✔

Processes payroll taxes and deductions ✔

CUSTOMER FOLLOW-UP

Customer reminder preference – phone, text, email, mail ✔ ✔ ✔

Send promotional mail/email ✔ ✔ ✔ ✔

Reminder notices based on service performed and/or time and mileage ✔ ✔ ✔ ✔

New customer thank-you note ✔ ✔ ✔ ✔

Track sales from current direct mail, coupons, website, etc. ✔ ✔ ✔ ✔

Provides real-time API access for third-party follow-ups ✔ ✔ ✔

MECHANICAL

CONTINUED>

Janco Internatio

nal Inc.

StockTrac Enterpris

e

Mitchell 1

Manager SE

Protractor S

oftware In

c.

Protractor.N

ET

NAPA Auto Parts

NAPA TRACS

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you’ve come to rely on in the pages of our award-winning print magazine.

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Go now to AutoInc.org!



COLLISION CCC Inform

ation Servi

ces

CCC ONE

CCC Inform

ation Servi

ces

CCC ONE

Runs multi-user ✔

Runs multi-location and permits overall view of multi-location networks and data is live ✔

Uses wireless (Wi-Fi) technology ✔

Remote access for specifi c users ✔

Database hosting option is available ✔

Internet-based user-group forum ✔

Is compliant with: Windows XP

VISTA

Windows 7 ✔

Windows 8 ✔

Windows 10 ✔

Apple/Macintosh

Does system have apps for Apple and Android applications? ✔

Locked estimate reminder ✔

Accepts supplements with no rekeying original estimate ✔

PARTS/INVENTORY MANAGEMENT

Tracks cores and core returns ✔

Tracks new merchandise returns ✔

Tracks defective merchandise returns ✔

Tracks outside purchases and attaches parts to inventory items ✔

Can inventory be sold by markup, margin and list minus? ✔

User may enter outside purchases and stock items – information goes to inventory, A/P and gives profi t margin alert ✔

Allows electronic parts ordering with multiple platforms ✔

Offers fl exibility in fi nding, ordering and reporting inventory

Creates POs ✔

Protects inventory records from deletion and changes to quantity on hand

Interfaces with electronic parts ordering platforms (such as OEConnection) for OEM parts ordering and part number scrubbing

✔


27THANNUAL

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NECESSARY REPORTS

Sales Management Reports – Provides sales reports by day, month, year, fi ltered by tech/employee, estimator, department, etc. ✔

Financial Management Reports – Provides gross profi t reports by day, month, year, fi ltered by tech/employee, estimator, department, KPI reports, etc.

✔

Cash Management Reports – Payments, deposits, accounts receivable aging, etc. ✔

Production Management Reports – Scheduling reports, work-in-process reports, projected delivery date reports, cycle time reports, etc.

✔

Parts Management Reports – Parts gross profi t, pending orders, returned parts, credits pending, etc. ✔

Insurance Company Reports – Insurance KPI reports, percent of sales, gross profi t, cycle time, etc. ✔

LABOR/MAINTENANCE FUNCTIONS

Includes a complete list of each type of labor shop does, with pricing – where applicable; allows for ample description, location

✔

TRACK TECHNICIAN PRODUCTIVITY

Both parts and labor ✔

Allows for split jobs ✔

Measures technician productivity ✔

CUSTOMERS

Search for customers in the database and after selecting customer, choose customer’s vehicle(s) from drop-down menu (or other similar capability)

✔

Can new customer information be obtained by doing reverse lookup by phone or code search to integrated databases to create a new customer record?

✔

Fields for home, work, mobile and fax numbers ✔

Identifi es preferred methods of contact (phone, email, mail, text) ✔

Automated email and text capabilities ✔

Can email price quote and marketing information ✔

Offers multiple price levels for type of customer ✔

Easily view customer history, dollars spent, number of invoices, last visit ✔

CONTINUED>


COLLISIONWork order/authorization form ✔

Invoice ✔

Check customer histories and part availability from POS screen ✔

Ability to add a customer from POS ✔

Ability to bill diagnostic charges ✔

Convert job into a “canned job” for future use on same type of vehicle

Email estimates ✔

Fax estimates ✔

Discounts, canned and able to set up for all types ✔

Drop-down lists for parts and labor available at invoice line ✔

Split payment availability ✔

System integrates with local parts stores to automate purchases ✔

MANAGEMENT FEATURES

Margin by job ✔

Ability to departmentalize sales – cost of sales and inventory ✔

Flexibility – ability to create unique reports ✔

Exports to accounting software ✔

Has accounting software integrated

Monthly profi t-and-loss statement ✔

Payroll ✔

System has security measures built in ✔

CUSTOMER FOLLOW-UP

Customer reminder preference – phone, text, email, mail ✔

Send promotional mail/email/text ✔

Track sales from current direct mail, coupons, website, etc. ✔

Send reminders for services previously recommended while at the shop but not sold: Email ✔

Mail

Both

September/October 2017 37

CCC Inform

ation Servi

ces

CCC ONE

CCC Inform

ation Servi

ces

CCC ONE

CCC Inform

ation Servi

ces

CCC ONE

Run aged receivables report on past due balance ✔

Integrates with any third-party CRM fi rms for shops that don’t want to do their own follow-up ✔

VEHICLES

Can quickly enter all vehicle information. Includes drop-down menu (or similar capability) with Year/Make/Model/Body/Engine-Fuel

✔

Scans VIN number for electronic entry ✔

VIN decoding ✔

Provides vehicle inspection date entry ✔

Complete vehicle history and fl exibility ✔

Delete car and information when sold or transferred to new owner

Change license plate number if necessary ✔

Summary version of invoice and complete invoice available ✔

Avoid listing the same car for the same customer more than once ✔

Provides VOC tracking

Integrates with your paint vendor ✔

Tracks materials costs per job ✔

Accepts estimates importing from leading information providers ✔

POINT OF SALE

Scheduling

Includes an appointment calendar for scheduling, deliveries, meetings, tracking appointment hours, etc. ✔

Schedule allows tracking of estimated job times for the daily hour total ✔

Technician scheduling based on capacity ✔

Technician scheduling based on skill level

Vehicle scheduling based on capacity ✔

Invoicing

User-formattable forms ✔

Estimate ✔

Work order/authorization form ✔

CCC Inform

ation Servi

ces

CCC ONE COLLISION CCC Inform

ation Servi

ces

CCC ONE

Run aged receivables report on past due balance ✔

CONTINUED>


MECHANICAL SHOP MANAGEMENT SOFTWARE PROVIDERS

AllsystemsMax AllsystemsMaxallsystemsmax.com(541) 683-4754 [email protected]

Applied Computer Resources LLCBay-masteR Bay-master.com(800) [email protected]

Axalta Coating SystemsProfi tNet Management Systemsaxaltacs.us(855) [email protected]

BOLT ON TECHNOLOGYMobile Manager ProBoltontechnology.com/auto-repair-software/mobile-station-bundle(610) [email protected]

Circle Industries & TechnologiesOmnique Shop Management Softwareomnique.com(866) [email protected]

Janco International StockTrac EnterpriseStocktrac.com(800) [email protected]

MasterLink SoftwareAuto Shop WriterAutoShopWriter.com(949) [email protected]

Mitchell 1Manager SEMitchell1.com(888) [email protected]

NAPA Auto PartsNAPA TRACSnapatracs.com(800) [email protected]

Personal Computers of AmericaAuto Genius/Simply Geniusgetpca.com(800) [email protected]

Profi tBoost Software LLCPIFPro Automotive Repair Shop Softwareprofi tboost.com(888) 274-3776, ext. 820scott@profi tboost.com

Protractor Software Inc. Protractor.NETprotractor.com(866) [email protected]

Risoria LimitedFastTrak Shop Management SystemsFastTrakAuto.com(888) [email protected]

R.O. WriterR.O. Writer Shop Management Softwarerowriter.com(888) [email protected]

V2V Technologies GEM-CAR, GEM-FLEETGEM-CAR.com (866) [email protected]

COLLISION SHOP MANAGEMENT SOFTWARE PROVIDERS

CCC Information ServicesCCC Onecccis.com(800) 621-8070, ext. [email protected]


DIRECTORY


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Join us next year in Atlanta as these events continue to grow!

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Documents

MECHANICAL rac Enterprise Mitchell 1 Manager SEProtractor ... · (such as OEConnection) for OEM parts ordering and part number scrubbing SHOP MANAGEMENT SOFTWARE GUIDE 27TH ANNUAL