service1one lane - eleadcrm.com powerpoint presentation author: kern-smith, amy created date:...

SERVICE1ONE Lane

Confidential Information – Copyright © 2016 Data Software Services, L.L.C. | 2

Main Appointment Screen

Search for customer by name, VIN, etc.

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Select the appointment in Lane by locating the vehicle from the appointment list.

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Switch view between scheduled appointments and walk-ins

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Filter by advisor, customer, etc.3

Begin check-in process4


Search for a Customer

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Select to scan vehicle VIN barcode or enter hat/tag number, dash code, or customer name to search 1

2 Search for customer


Customer Search Results

Begin check-in process.

Enter the vehicle’s current mileage

Select ‘Start’ to begin check-in process

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Integrated Word Tracks

Touch integrated word tracks icon to access suggested scripts for every type interaction with customer.

Sample word tracks include:

• Greeting: Customer arrival

• Walkaround: Explain the process

• Presentation: Offer additional services

based on vehicle walkaround

• Expectations: Set customer

expectations

• Call Back: Inform customer vehicle is

ready

• Delivery: Explain/demonstrate services

completed

• Next Visit: Schedule the next

appointment


Customer and Vehicle Details

Make sure customer and vehicle information is up-to-date. All fields highlighted in red must be completed.

Use to scan VIN barcode on vehicle or enter VIN manually

Information automatically saves when you switch screens. Make sure to touch “yes” if prompted to save changes.


Walkaround Screen

1 Switch between interior and exterior views

2 Switch among front, back, driver, passenger, and top views; current view highlighted in green

3Add damage to vehicle or choose “No Visible Damage”

4 Choose condition of tires, wheels, wipers, headlights, and tail lights

5 Select to save information and move on

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Walkaround Process

1 Choose type of damage

2 Select area of the vehicle to add damage

3 Add OP code for recommended repair

4 Add customer comments on damage

5 Use built-in camera to take photo of damage

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66 Save damage details

Add vehicle body damage.


Walkaround Process Continued

1 Select yellow or red for appropriate component

2 Choose component and position

3 Select subcategory

4 Add OP code

5 Add customer comments

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6 Use built-in camera to take photo of damage

Add damage to tire, wheel, windshield, etc.

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7 Save damage


Add a Service

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1 Enter service(s) to be done; ex. “oil change”

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2 Choose service from suggestions

Add repair/maintenance services.

3 Add customer comments

4 Select Save

5 Select added service to edit or remove

6 Select ‘Delete’ to remove service; Select ‘Save’ to save changes

7 Go to next screen

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Complete the write-up

1 Complete write-up details

2 Choose service tech for each approved service

3 Touch for signature popup and have customer sign write-up

4 Touch Complete once the customer has signed write-up

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[email protected]

Support: 855-306-9453

service1one lane - eleadcrm.com powerpoint presentation author: kern-smith, amy created date:...

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