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AutoCount - Workshop Plugin

AutoCount Workshop Plugin: Streamlining Service Center Operations

The AutoCount Workshop Plugin is an all-encompassing software designed and tailored for automotive service centers. To clarify, it simplifies daily operations and boosts foreman productivity. In addition, it also enhances customer experience. This is because it has features such as vehicle tracking, commission management, and insurance reminders. Next, this article dives into its features, benefits, and practical applications to help you make the most of this powerful tool.

Introduction

FIrstly, managing a workshop efficiently requires more than technical expertise. In other words, it demands streamlined operations, accurate record-keeping, and effective communication. That is to say, the AutoCount Workshop Plugin caters to these needs by offering modules that provides a lot of functions. For example, vehicle history, incentive management, and customizable layouts. Thus, ensuring service centers run seamlessly.

AutoCount : Workshop Plugin

Core Features

Firstly, the backbone of the AutoCount Workshop Program is its operational management module, which allows users to:

  • Record cash sales, sales orders, and invoices.
  • Maintain accurate and detailed vehicle information. For example, registration numbers, models, and last service details.
  • Track repair histories and details. Thus, ensuring customers receive timely reminders for their next service.

Secondly, motivating your workforce is easy with the built-in incentive system. Key features include:

  • A point-based rewards system where, for example, RM50 equals 1 point.
  • Customizable incentives based on certain aspects and category. For example, vehicle types, brands, and service complexities.
  • Automated commission reports that eliminate manual calculations.

Thirdly, this module helps service centers manage policy details effectively:

  • Record policy numbers for customer vehicles.
  • Automate reminders for insurance renewal dates.

Daily Operations Management in Detail

  • Appointment Scheduling

    Firstly, easily record and monitor appointments using the software. As a result, the system helps in ensuring that no customer is overlooked by providing reminders for upcoming services.

  • Tracking Vehicle Histories

    Secondly, every vehicle's repair history is stored, including:
    • Previous repairs performed.
    • Upcoming maintenance schedules.
    • Recommendations for future service needs.

  • Invoicing and Cash Sales

    Thirdly, the program streamlines and simplifies financial transactions by:
    • Auto-filling debtor details based on vehicle registration numbers.
    • Allowing multiple payment methods for flexibility.

Vehicle Information Management

The software offers a comprehensive database for managing vehicle details:

  • Registration Numbers and Models

    Firstly, track vehicles accurately and avoid duplicate entries. Thus, ensuring accuracy and integrity of data.

  • Last Service Details

    Secondly, record previous services and calculate next service dates automatically. Thus, avoiding human errors in calculation.

  • Custom Fields

    Thirdly, add notes or extra information tailored to your workshop's needs. Thus, allowing for more flexibility in business operations.

Foreman Incentive System

  • Point-Based Rewards

    Firstly, rewarding your foremen becomes simple and efficient with this system.
    Points are automatically calculated and accrued based on tasks completed.
    Thus, it helps in encouraging higher productivity.

  • Custom Incentives

    Secondly, each vehicle brand or service type can have unique rewards.
    Thus, it helps in ensuring equitable and motivational payouts.

  • Automated Reports

    Thirdly, the system calculates commissions and generates reports instantly.
    Thus, it helps in saving time and reducing errors.

Insurance Maintenance Module

Managing vehicle insurance has never been simpler:

  • Input and save policy details like numbers and renewal dates.
  • Receive automatic reminders to notify customers about upcoming renewals, ensuring continuity in coverage.

Steps for Common Operations

Creating a New Debtor

  • Navigate to AR > Debtor Maintenance
  • Click New (+) and enter the debtor’s details.
  • Confirm and save.

Processing a Cash Sale

  • Go to Sales > Cash Sale > New.
  • Enter the vehicle registration number; debtor details will auto-fill.
  • Add items, update mileage, and confirm payment details.

Booking Services Using Sales Orders

  • Open Sales > Sales Order > New.
  • Fill in available details and save as a draft.
  • Approve and print for store arrangements.

Reporting and Inquiry Features

Workshop Reports

Generate insightful reports to evaluate workshop performance:

  • Cash sale listings.
  • Payment type breakdowns.
  • Close counter summaries.

Vehicle and Account Inquiries

Search for vehicles using registration numbers or debtor details. The system displays relevant data, including repair histories and payment statuses.

Tracking and Notifications

MultiView Search

Locate entries quickly:

  • Navigate to Workshop > MultiView Search.
  • Enter keywords and filter results.
  • Copy details into a new record without retyping.

Reminder Notifications

The system sends SMS reminders to customers about upcoming services, improving engagement and retention.

Debtor and Vehicle Management

Tracking Previous Owners

Keep a record of ownership changes:

  • Enter the vehicle registration number under a new debtor.
  • The system identifies duplicates and prompts to copy details from previous records.

Duplicate Vehicle Numbers

Resolve conflicts effortlessly with automated prompts, ensuring accuracy in records.

Deposit Recording

Record customer deposits in cash sales or sales orders without impacting accounts. These deposits carry over to invoices seamlessly.

Supervisor Records

Add delivery dates, registration times, and other time-sensitive details using customizable fields. Supervisors can set unique formats to suit operational needs.

Advanced Settings and Access Controls

Managing Access Rights

Control who can edit specific features:

  • Disable pop-ups like mileage updates during item entry.
  • Customize access for different user roles.

Additional Modules

Item Packages

Create service bundles for recurring tasks:

  • Enable the module under Tools > Program Control > Module Setting.
  • Define packages in Stock > Item Package Maintenance.
  • Use templates during sales orders for efficiency.

Related Plugins

Enhance functionality with:

  • Vehicle Plugin for advanced tracking.
  • Hire Purchase Plugin for financing options.

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Conclusion

The AutoCount Workshop Program’s Daily Operations Management module is a game-changer for service centers. It simplifies processes, reduces errors, and enhances customer satisfaction, making it an essential tool for modern automotive businesses.

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