These tools help you "bring in the business" by keeping customers informed about needed services for their vehicle(s). You can identify needed services through repair order checklists, service recommendations on labor operations, then follow-up with your customers by telephone, mail, or email.
You can create customer lists for specific groups of customers and send those groups custom form letters as needed.
The video below provides an overview of this functionality (in R.O. Writer 1.31).
Toolbar and File Menu
The toolbar and the File menu access the main functions.
| Button | Click to… |
|---|---|
|
Send follow-up letters to your customers. |
|
|
Select marketing criteria. |
|
|
Open the list of Marketing and Follow-up Reports. |
|
|
Open the list of Marketing Graphs. |
|
|
Access the configuration settings for Marketing/Followup. |
The topics in this section include: