When a new Mobile Quote has been created, if you have the LightspeedCEM module, a new lead will automatically be created to allow you to track the customer for follow up purposes. Create, view and edit a Mobile Quote that lets you quickly initiate a transaction with a customer by entering the customer, a unit and a few pricing fields to get a monthly payment. Quick Quote View outstanding deals and quotes from your hosted LightspeedEVO system. Parts Lookup Look up parts inventory information view descriptions, available quantities, location, and date information. Once the check-in is complete, you can create an estimate that will save to the LightspeedEVO DMS program.Customer Lookup Look up customer records, view address, phone and contact info. If you get interrupted during the check-in process, you can save your work, start a new check-in and come back later to finish the original check-in. Select any customers already listed on the EVO service scheduler to create new check-in. Enter RO notes, take photos, and capture the customers signature. Easily view and select standard jobs to create new tasks for the check-in.
Create new or select existing customer (& customer units) for check-in. For multi-store dealers who share accounting, they can combine stores to view totals.Service Check-In Greet your customers when they drop off their bike, boat, or RV for service. The DOC can be run in both the tablet and phone. Can input monthly targets as well as a gross % and net % target and compare against actual numbers. The report can be viewed daily, monthly or yearly. The number of counts (example, # of ROs cashiered) are included. The gross margin and net profit can be viewed in either $ or % figures. The P&L view includes the revenue, gross margin & net profit. Features will display based on modules purchased.KEY FEATURESDOC Report *** NEW *** Controller or owner can view high level P&L per department.
#LIGHTSPEED EVO FREE#
The app is available free of charge to all dealers running the hosted LightspeedEVO application. It provides a fast, intuitive, and secure mobile integration to the LightspeedEVO dealer management system. The LightspeedEVO app is a new convenient way of accessing your dealership information to help manage your business anywhere, anytime on your Apple device.
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