pricing instructions: customer concerns & dealer...

Pricing Instructions: Customer Concerns & Dealer Recommended Services

Complete Prior to Pricing Wizard Set-up Webinar 1. Schedule your Pricing Wizard Set-up Webinar.

2. Verify that you will be using of the following approved (and common) internet browsers:

• Google Chrome - version 23 or later

• Apple Safari Windows - version 5.1 or later

• Apple Safari Mac - version 6 or later

• Internet Explorer - version 9.0 or later

3. Make sure that your log-in credentials work as follows:

a. Access the Pricing Wizard at http://chrysler.advisordashboard.net

b. Enter your User Name and Password

NOTE: Username and Password is your SID, call 1-888-WITECH-1 if your SID does not work.

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4. If you see this screen shown below, you are ready for the Pricing Wizard Set-up Webinar.

NOTE: Remember how you accessed this application, this is where you will be setting up your

actual pricing for your dealership.

Version 2.0 of 11 Revision Date: 23-Apr-2013

http://chrysler.advisordashboard.net/

Login 1. Log into http://chrysler.advisordashboard.net using the same credentials you did in the

previous section.

2. Click on the three dots (…) at the top left of the screen (shown below).

3. Select your Dealership Name by clicking on it (you will see it highlight).

4. Click Select.

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5. On the left hand side navigation pane, select Administration if it is not already open.

6. Select OMM Admin.

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http://chrysler.advisordashboard.net/

Customer Concerns Customer Concerns are items that the customer has stated to the Service Advisor that do not pertain to

vehicle Maintenance. A few examples of Customer Concerns are:

Air Conditioning Concern

Engine Concern

Transmission Concern

Etc.

Overview

Initially, it is recommended setting up the General Concerns category. It is a smaller list and

will accommodate most customer concerns (when using the wiADVISOR Dashboard, you can

select a General Concern and provide details in the Comments field)

Customer Concerns are brand specific and must be applied to each brand individually. To

simplify your initial setup, after completing one brand (start with Dodge), contact the

wiADVISOR Help Desk (888-WITECH-1) and ask them to copy your Dodge services over to the

other brands. You will still need to verify OPCodes & Pricing for each brand if you choose to

have Pricing that is unique by brand

OPCodes must match your DMS exactly (case sensitive)

Formulas

o (Parts Retail – Part Cost) ÷ Parts Retail = Part Gross Profit (GP) %

o Labor ÷ Flag Time = Effective Labor Rate (ELR)

o Parts Retail + Labor = Menu Price

Customer Concerns will display on wiADVISOR automatically once an OPCode & Pricing has

been added

Customer Concerns will display on the Online Appointment Scheduler once an OPCode &

Pricing has been added and Web Enabled has been checked

Services will be ordered alphabetically

Make sure to have all Applicable Car Groups checked (there is a “check all” button)

Save often to ensure you do not lose any changes


Navigating to Customer Concerns

1. Click on the chevrons (>> ^^) on the bottom left of the screen if you want to hide/show the

navigation pane.

2. Click the Configure dropdown.

3. Select Repairs (Customer Concerns).

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Customer Concerns should now be displayed on your screen (see below)


Customer Concerns

Instructions 1. Select a Brand from the brand dropdown

NOTE: It is recommended that you start with Dodge. Once you complete Dodge, we can copy all your

Dodge Customer Concerns to simplify your initial setup.

2. Select General Concerns from the Category dropdown.

3. Select the Service that you want to submit (example: Battery Concern).

NOTE: By completing Steps 1 through 3, you have selected the Customer Concern that you want to

display on wiADVISOR. Now you will have to determine the OPCode and Pricing that is associated with

the selected Customer Concern.

4. Enter the OPCode (example: BATT).

5. Parts - optional

a. Enter the Parts Cost (example: $50.00)

b. Enter the Parts Retail (example: $75.00)

NOTE: The Parts GP % should now be calculated. If the Parts GP % is not to your liking (too high or too low),

adjust the Parts Cost and/or Parts Retail and the Parts GP % will update accordingly.

6. Time & Labor

a. Enter the Flag Time (example: 1.00 hour)

b. Enter the Labor (example: $78.50)

NOTE: The ELR should now be calculated. If the ELR is not to your liking (i.e. too high or too low), adjust the

Flag Time and/or Labor and the ELR will update accordingly.

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Customer Concerns

Instructions - continued 7. Check Web Enabled if you would like this service activated for the Online Service Scheduler.

8. Select all Applicable Car Groups (use the “Click All” button).

9. Click Save to submit your changes.

10. Repeat steps 2 through 9 to setup additional Customer Concerns for the selected brand.

11. After implementing Customer Concerns for one brand, complete one of the following two steps:

a. If this is your first time setting up Customer Concerns, contact the wiADVISOR Help Desk (888-

WITECH-1) and ask them to copy your Dodge services over to the other Chrysler Group brands.

You will still need to verify OPCodes & Pricing for each brand if you choose to have Pricing that

is unique by brand

-OR-

b. If updating Dealer Recommended Services repeat steps 1 through 8 for all other brands

12. After General Concerns are completed, you may select additional Customer Concerns from other

Categories to fit your dealership needs.

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Customer Concerns

Creating a New Customer Concern - Overview

Along with selecting Customer Concerns from the pre-defined list, you have the option to create your

own dealership specific Customer Concern. The following steps will guide you through creating your

own dealership specific Customer Concern.

Instructions

1. Select a Brand from the brand dropdown (example: Dodge).

2. Click the Create button.

3. Enter a Service (English) description (example: New Customer Concern).

4. Select a Service Category (example: General Concerns).

5. Repeat step 4 through 11 from Customer Concerns Instructions (previous page).

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Dealer Recommended Services Dealer Recommended Services are service items for your dealership to recommend to the customer

that are not included in Factory Required Maintenance. These service items may include Wheel

Alignment, Wiper Blade Replacement, Brake Inspections, and other services that will help the customer

maintain and care for their vehicle.

Initially, when you are setting up these services for wiADVISOR, it is recommended that you start with

10 services or less. Dealer Recommended Services will display on all intervals and cannot be set up to

only display on certain intervals (i.e. if the vehicle is on a 3,000 mile schedule, the selected Dealer

Recommended Services will display every 3,000 miles).

Overview

Dealer Recommended Services are pre-defined by the wiADVISOR team. If you want to add

new Dealer Recommended Services, please contact the wiADVISOR Hotline at 888-WITECH-1

Dealer Recommended Services are brand specific; services must be applied to each brand

individually. To simplify your initial setup, after completing one brand (start with Dodge),

contact the wiADVISOR Help Desk (888-WITECH-1) and ask them to copy your Dodge services

over to the other Chrysler Group brands. You will still need to verify OPCodes & Pricing for

each brand if you choose to have Pricing that is unique by brand

Initially, when you are setting up these Dealer Recommended Services for wiADVISOR, it is

recommended that you start with 10 services or less. Services will display on all intervals and

cannot be set up to only be displayed on certain intervals (i.e. if the vehicle is on a 3K mile

schedule, the selected services with display every 3K miles)

o Start Month, Repeat Month, and LTO Expiry Date are not currently supported by

wiADVISOR

Even though Dealer Recommended Services will display on every interval, services are

separated by differing Model Year schedules (i.e. 2004MY vehicles: 3,000 mile schedule and

2012MY: 8,000 mile schedules). Services must be applied to each Model Year schedule

individually for display on wiADVISOR. Each option must be priced to cover all models

associated with the mileage schedule. The Pricing and the OPCode will have to be entered

repeatedly for each mileage schedule

Common Dealer Recommended services may roll over to the next page, be sure to select all the

mileage schedules for each service

OPCodes must match your DMS exactly (case sensitive)


Dealer Recommended Services

Overview - continued

Formulas

o Flag Rate x Effective Labor Rate (ELR) = Labor Rate

o Parts Retail + Labor Retail = Menu Price

Dealer Recommended Services will display on both wiADVISOR and the Online Appointment

Scheduler (there is not a separate check to activate Dealer Recommended Services on the

Online Appointment Scheduler)

Dealer Recommended Services will initially be ordered alphabetically. Dealer Recommended

Services that are selected by your dealership will be re-ordered to the beginning of the list

Submit (Save) often to ensure you do not lose any changes

Navigating to Dealer Recommended Services

1. Click on the chevrons (>> ^^) on the bottom left of the screen if you want to hide/show the

navigation pane.

2. Click the Configure dropdown.

3. Select Dealer Recommended Services.

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Dealer Recommended Services should now be displayed on the screen (see below)


Dealer Recommended Services

Instructions 1. Select a Brand from the brand dropdown (example: Dodge).

NOTE: It is recommended that you start with Dodge. Once you complete Dodge, we can copy all your

Dodge Dealer Recommended Services to simplify your initial setup.

2. Check all the desired services that you would like Selected for Display (example: Wiper Blade Refill

(Front)).

NOTE: Clicking on the will display the vehicles that are associated to that mileage schedule

3. Enter an OPCode for all selected services (example: WPR).

4. Enter a Flag Rate for all selected services (example: 1 hour).

5. Enter a Parts Retail for all selected services (example: $15.00).

6. Enter a Labor Retail for all selected services (example: $10.00).

NOTE: The Menu Price should now be calculated. If the Menu Price is not to your liking

(i.e. too high or too low), adjust the Menu Price and the Labor Rate will update automatically to

correspond with your adjusted Menu Price.

7. Click Submit to save your changes.

8. Repeat steps 2 through 7 to setup additional Dealer Recommended Services for the selected brand.

9. After implementing Dealer Recommended Services for one brand, complete one of the following two

steps:

a. If this is your first time setting up Dealer Recommended Services, contact the wiADVISOR Help

Desk (888-WITECH-1) and ask them to copy your Dodge services over to the other Chrysler

Group brands. You will still need to verify OPCodes & Pricing for each brand if you choose to

have Pricing that is unique by brand

-OR-

b. If updating Dealer Recommended Services repeat steps 1 through 8 for all other brands

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Customer Concerns & Dealer Recommended Services Questions

If you have any questions, please contact the wiADVISOR Support Team at 1-888-WITECH-1

(1-888-948-3241) or email us at [email protected]

Version 2.0 of 11 Revision Date: 10-Feb-2014

mailto:[email protected]

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