QuickTouch: Advertising, Comment, & Reminder Maintenance
- Ceili Solliday
- Elisa Madigan (Unlicensed)
Advertising Maintenance
Advertising Types in QuickTouch allows you to track “How did you hear about us?” statistics for all your new customers.
After a new license plate is entered into the system and the customer information is recorded, the cashier will be prompted with a list of your advertising types. At this point the cashier can ask the “How did you hear about us?” question and select the appropriate entry.
Common advertising types are not only paid advertising – some common “word of mouth” type advertising would be:
Drive-by “I was just driving by and saw your sign…”
Referral “My friend comes here all the time…”
Competitor Mishap “I went somewhere else, and they screwed it up, so I came here…”
Current Customer “I’ve brought my other car here before and you did a good job…”
Professional Referral “The guys at the gas station told me to come here…”
These types would be listed in addition to your other paid advertising types – radio spots, newspaper ads, etc. If you don’t wish to be prompted for the advertising type for each new customer, you can turn this feature off by deleting all advertising types.
The Advertising Type Analysis report provides details on your advertising types.
Advertising Types Page
From the Main Menu, choose System Management, Cash Register Maintenance, then Advertising Maintenance.
You will be prompted with a list of your advertising types. Press on an advertising type to edit it.
The “Add” button on this screen will allow you to add a new advertising type to the list.
The “Page 1 of X” indicator shows if there is more than one page of advertising types. You can use the “Forward” and “Back” buttons to scroll through the list.
If you wish to delete an advertising type, select it then press the green DELETE button at the top of the screen.
When adding or viewing an advertising type, press OK to save any changes, or CANCEL to exit without saving changes.
Advertising Name Enter the description of the advertising method.
Sort Order Indicate which position you want the advertising type to appear in the list (0 is the highest sorting order).
Date Start, Date End If applicable, enter the dates that the advertisement will run. These dates will print on the Advertising Type Analysis report.
NOTE: The advertising type can still be selected after the end date. To prevent it from being selected, you must delete the advertising type. The Advertising Type Analysis report will show any advertising type that has been selected in the past, regardless if it was deleted.
Company, Contact, Phone, Fax Optional contact information.
Comment Maintenance
There are three types of comments supported in QuickTouch. All of the comment fields will allow you to either type the comment manually, or to select from a preconfigured list. The three types of comments are:
Work Order Comments
Are available when checking in the customer, and will print on the work order. These comments are used to indicate special instructions or other information the lube technician needs to know before working on the vehicle.
Customer Comments
Are anything you want to remember about the customer, but not necessarily vehicle information. These comments are for internal use only and do not print anywhere. Customer Comments display on the customer information page during check-in and check-out.
Service (Invoice) Comments
Are used to indicate any special notes or recommendations about the vehicle, or for announcements. These comments are sometimes called Invoice Comments because they’re printed on the customer’s invoice. They are also stored and displayed in customer history.
Example Work Order Comments
Special Tire Pressure
Check Lights
No Vacuum
Example Customer Comments
Always Replace Air Filter
No Personal Checks Accepted
Senior Citizen Discount
Example Service (Invoice) Comments
Oil Level 1 Qt Low On Arrival
Customer Requested Tires at 38lbs
Rear Differential Service Recommended
Summer Special - Transmission Flush $59.99
Comment Maintenance Selection Page
From the Main Menu, choose System Management, Cash Register Maintenance, then Comment Maintenance. You will be prompted with the list of comment types. Select a comment type to edit an existing comment or add a new one.
Comments Edit/Add Page
After selecting the comment type, a list of existing comments will be displayed. Select one to edit or use the Add button to create a new comment.
The “Page 1 of X” indicator shows if there is more than one page of comments. You can use the “Forward” and “Back” buttons to scroll through the list.
If you wish to delete a comment, select it then press the green DELETE button at the top of the screen.
When viewing or adding a new comment, press OK to save any changes, or CANCEL to exit without saving.
Comment Description Type in the comment description here.
Display Sort Order Indicate which position you want the comment to appear in the list (0 is the highest sorting order).
Reminder Maintenance
QuickTouch has the capability to print reminder cards. However, since some vehicles, depending on driving habits, may require more frequent oil changes than the usual 90 days, Reminder Maintenance allows you to configure different reminder periods.
The reminder date is set when the invoice is printed from the Bay Screen. The reminder date can either default to one of the reminder periods configured in this section, or the cashier can be prompted to enter a reminder period.
Fleet accounts, which generally do not need reminder cards, can be configured to never send a reminder, or can be defaulted to a certain reminder period. This is done under Fleet Account Maintenance.
To automatically default to a particular reminder period for every vehicle (except fleets if applicable), from the Main Menu, choose System Management, General Setup Options, Reminder Card Setup.
Reminder Edit/Add Page
From the Main Menu, choose System Management, Cash Register Maintenance, then Reminder Maintenance.
The following reminder intervals already configured in the system will be displayed:
90 Days
75 Days
60 Days
45 Days
30 Days
No Reminder
Select a reminder interval to edit, or use the “Add” button to create a new one.
The “Page 1 of X” indicator shows if there is more than one page of reminder intervals. You can use the “Forward” and “Back” buttons to scroll through the list.
If you wish to delete a reminder interval, select it then press the green DELETE button at the top of the screen.
IMPORTANT: At a minimum, you should have “90 Days” and “No Reminder” in the system.
When viewing or adding a new reminder interval, press OK to save any changes, or CANCEL to exit without saving.
Reminder Interval Pop-Up Description This is the description of the reminder period.
Display Sort Order Indicate in which position you want the reminder interval to appear.
Reminder Interval Select the appropriate interval period and indicate the number of periods (i.e., “90 Days”, “3 Months”, etc.).
