Customer Timeline

Customizable reports & inspections
Post Reply
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Customer Timeline

Post by ricmorin »

If you haven't looked at this report, you might want to. Customer timeline, until recently, has been a merely a curiosity. It documents everything you do in Manager and Propack.

Today I was talking with a customer and noted that we had recommended tires a few months ago. She said she already got them somewhere else and that she asked us for a quote but we never got back to her. Hmmmm. I apologized but in my heart it didn't sound right. After she left I checked revisions and there was one in there. Then this report dawned on me. Lets see what really happened.

From the pics below, you can see that we created an estimate and sent a text to the customer. After a month the estimate was deleted and data moved to a revision, where it still sits today. Not visible here but likely, several phone calls were also made. We did indeed 'got back to her'.

Sometimes people feel they need to lie so they can be comfortable with the decisions they make. Other times they simply don't remember. Sometimes I don't remember. Customer Timeline report puts all that to rest.
customertimeline1.JPG
customertimeline1.JPG (23.29 KiB) Viewed 3479 times
Attachments
customertimeline2.JPG
customertimeline2.JPG (40.52 KiB) Viewed 3479 times
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
Auto Repair Coach
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
Posts: 425
Joined: Wed Sep 07, 2016 11:21 am
Location: Southampton Pa.
Contact:

Re: Customer Timeline

Post by Auto Repair Coach »

Thanks for pointing this out Ric.
It's also an excellent tool of documentation if ever needed in court.
John Burkhauser
Director of Educational Programs

BOLT ON TECHNOLOGY

610-400-1019
http://boltontechnology.com/
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
Posts: 5967
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire
Contact:

Re: Customer Timeline

Post by ricmorin »

I showed this to my customer. Suddenly her story changed. We DID get back to her after all, just not fast enough. :lol:
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
User avatar
Auto Repair Coach
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
Posts: 425
Joined: Wed Sep 07, 2016 11:21 am
Location: Southampton Pa.
Contact:

Re: Customer Timeline

Post by Auto Repair Coach »

Feels so good when things work out this way! I live by documentation!
John Burkhauser
Director of Educational Programs

BOLT ON TECHNOLOGY

610-400-1019
http://boltontechnology.com/
Post Reply

Return to “Report Pro”