After selecting Service Management from the Inventory & Service Management Menu, you will be presented with the Service Menu options.

To save changes, press OK or CANCEL to close and not save and to delete a service group, press DELETE (top of page).

Service Group Name: Type a description of the service. (i.e., ''Oil Changes", “Car Washes).

Loyalty Reward Activates the service group.

Visit Number Free The number of services required for the customer to purchase before receiving a free one.

Free Service
Choose One allows you to specify whether there is a specific service that is the free one.

Any Service Allows any service to be given as the free one.

If for specific service, it will always be the free one, If a more expensive service (in the group), the system will ask for confirm that the free service will be applied and discount the more expensive service by the amount of the free one.

A customer's current count towards a free service can be manually adjusted in the customer record by going to Customer Management, Customer Maintenance.

After selecting Service Management from the Inventory & Service Management Menu, you will be presented with the Service Menu options.

This page allows you to assign parts, part categories, or other services to a service. Press the Add to choose a Part, Item Group, or Service.

When QuickTouch refers to a “Service”, it is referring to the list of buttons that shows up when you press the “Services” button when creating a Work Order, Invoice, or QuickSale. Services might involve multiple employees and multiple inventory items or might be a simple as pouring a bottle of additive. Thus, there are several different types of services.

Part: For some types of services, you might wish to assign a particular part for that service. For example, a “3-Step Fuel System Flush” might include a 3-step kit. It’s the same 3-step kit every time, so we don’t need the lube technician to choose from a list, but we do want the item to subtract from inventory when the service is sold to a customer. This is what “Part” means on this screen.

Item Group: Another type of service would have parts associated with it, but the actual inventory item used might be different for any vehicle. For example, a Full-Service Oil Change – you include up to 5 quarts of oil and an oil filter, but you want the technician to indicate WHICH TYPE OF OIL and WHICH OIL FILTER were used in the vehicle. This is what “Item Group” means on this screen. By indicating an Item Group for the service, QuickTouch will know to prompt the cashier for the correct part number.

Services: A service might include other services, such as a “30,000 Mile Service” including an oil change, transmission flush, 3-step kit, etc. This is what the “Services” button means on this screen.

In the example in the screenshot, the Full-Service oil change has the Oil group and the Oil Filter group added to it.

Quantity Included In Price This is how many of the item is included in the price – if the vehicle uses more than this amount, then the customer will be charged extra, the “Service Price” associated with the particular inventory item.

Extra Labor This will charge extra labor if the vehicle exceeds the Quantity Included amounts. There are various methods to compute the extra labor, Xquan and X1. Xquan will charge the Extra Labor Amount for each item over the Quantity Included. X1 will charge a one-time fee no matter how much the Quantity Included is exceeded.

Ask For Quantity will prompt the technician for how many of the item was used.

Default Number From Last Visit On the customer’s next visit, this will let the computer remember which part and the quantity of that part used on a previous visit.

Ask For Stock# or Pop Up List The Ask setting will allow the technician to type in the part number, or allow Chek-Chart to suggest the correct part number. This should be used for Air Filters, Oil Filters, PCV, or Breather, as the Chek-Chart database tracks these parts. It can also be used for item groups like serpentine belts, where it would be easier to just type in the part number than scroll through a list of belts. The Pop-Up setting would be used for groups that are not tracked through Chek-Chart, or where it’s easier to view a list than to type in a part number, as in the Oil inventory group.

Required This will force the technician to choose something from the list. Otherwise, if not required, the technician can cancel that part. Generally, all parts should be required, except in the case of maybe a Tune Up, where you can list all the different parts that the technician checks but he might not replace all of them (wires, etc.).

Pop Up List At Check In This is used for parts where the customer might have a preference, as in Oil. Generally, this would be left at NO for any other item group.

Display Sort Order Allows you to sort your list of services into a particular order.

Allow Quick Sale Allows you to disable this service from being sold through Quick Sale. Quick Sale allows you to invoice a customer without going through the customer and vehicle information screen, and does not produce a Work Order or checklist. Thus, you generally don’t want any type of vehicle service to be sold through Quick Sale, only items such as impulse items (air fresheners, soda, etc).

Use Checklist You can assign up to 3 20-point checklists to each service.

Use Miscellaneous Charge You can assign up to two miscellaneous charges, such as Environmental Fee, to any service. Note that the Miscellaneous charges have the same tax status as the Labor tax status on page 1.

Assign To Business Group Assigns a service to a particular Business Group if business groups are configured.

Special Pricing Categories Each fleet account can be assigned to a particular pricing category and will then automatically receive discounts or markups on that item or service. There are three pricing categories: A, B, and C. You can configure a different discount or markup for each pricing category and specify a discount or markup, whether it is a fixed dollar amount, or a percentage amount.

Screenshot example: all “A” fleet accounts receive a $10.00 discount, all “B” accounts receive a 5% mark-up, and all “C” accounts get a 5% discount.

See the Fleet Account Management section for more information on using Special Pricing Categories.

General Ledger Accounts Default Used for QuickBooks.

Export Service Code This field is used by other computer service vendors to interface with QuickTouch. For example, MailMark is a company that provides reminder card services, and this allows them to create an export file to print your reminder cards. Generally this is left blank unless you contract with one of these outside vendors.

ChekChart Service Codes This allows QuickTouch to interface with the Chek-Chart database of manufacturer recommended services. Basically, you have to match up as best you can your service with the Chek-Chart list of services. In this example, we matched our “Full Service” QuickTouch service with the “Engine Oil Change” Chek-Chart Service.

SPECIAL NOTE For oil changes, manufacturers may recommend an oil change interval of 3,750 miles (Nissan Frontier 4cyl is an example) and this interval would print on the invoice, which obviously would conflict with the lube industry standard of 3000 miles, so some lube shop owners choose to leave this field blank for any of the oil change services.

By associating your list of services with the Chek-Chart recommended services, QuickTouch can print on the customer’s invoice the recommended service interval, and if they’ve already had that service at your shop, the next scheduled service date/mileage.

Suppress Checklist When Used As A Service Within Another Service Generally this is set to NO. The Yes option would only be used in a service like the 30,000 Mile Service, which includes multiple services which may have multiple checklists associated with them. Thus, you could use a single large checklist to cover the multiple services (the check points would all appear on one page) as opposed to having several individual checklists (these would all appear on separate pages).

Ask For Employees This allows the cashier to enter one or two employees who performed this service. This is useful for shops that award commissions when the employees performing certain services may not be the same as the Upper and Lower technician positions. The results of this are listed on the Employee Service report. Generally this will be NO.

Work Order Type Does this service produce a work order when assigned from the Work order screen checking in the vehicle? Usually yes, so the Work order button is generally selected. I can’t think of any examples of a service that would not require a work order. Work slip is used for carwashes where you wish to produce a “Please Pay Inside” type of receipt.

Invoice Type Standard is usually what you choose here. Receipt would only be used in carwashes.

Service Group This allows you to create “Buy X Get 1 Free” type promotions. If you press “Choose One” you will be presented the following screen.

Gift Card Service Yes or No. Please see the Gift Cards/Gift Certificates section of this manual on page 208.

Ask For Certificate Number This enables an additional pop-up screen upon selling the service which allows the user to input a certificate number. This can be used for tracking things such as state inspection stickers or smog certificates. There are two reports pertaining to the collect certificate numbers that can be found under the inventory reporting menu.

Certificate Number Required Specify whether the certificate number must be entered to proceed.

Certificate Number Must Be Unique Specify whether the certificate number entered must be unique or not.

Labor Description (CA compliant invoices only) An additional description field added to the invoice which explains the service to which it is attached.

Labor Description Editable at Checkout? Specify whether the Labor Description can be edited or not.

Automatically Pop Up Labor Description? Specify whether the Labor Description pops up for user confirmation each time a service is added to the blue screen.

Repair Interface Service Code (Also referred to as the Epicor Job Code) is used to associate a particular service with a Job Code to streamline the Epicor Integrated Service Estimating feature. If a service is linked to a job code, when you launch into ISE, it will take you directly to the appropriate job tab without having to reselect the job which you are estimating. Services can also be linked to a Job Group. The Repair Interface Service Code and Job Group is also used for linking the Epicor services back to the appropriate service, which simplifies and enhances the report tracking capabilities of QuickTouch.

History Code A 2 or 3 digit identifier for Service Names to be used on specific Invoice Types.

Prompt for Epicor Interface If No, when selling this service it will launch you directly into Epicor ISE. If Yes, the system will ask you whether to launch into ISE, or to proceed to sell service through QuickTouch.

Use Which Labor Rate You can choose either Epicor, QuickTouch or Ask. If set to Ask, the system will prompt you each time you sell the service to use the built in Epicor Labor amounts or the QuickTouch Labor amount that is setup on page 1 of Service Maintenance.

Use Which Labor Description Either Epicor’s built-in description, or the customizable description that is setup on page 6 of Service Maintenance.

Show Labor Rate and Hours in Description (only visible if Epicor Labor Description is selected) The Epicor Labor Rate and Hours are included in the Epicor Labor Description, however some shops don’t wish to show that information, so this can be omitted by selecting No.

Mileage on Invoice Required Specify whether the mileage is required when selling this service or not. If mileage is not required on this service but is sold with another service on which it is required, the system will require the mileage.