Service Reminders

Protractor Software allows you to completely automate your reminder system with its built in CRM, Customer Relationship Management system, or you can leverage the power of your database to do it yourself.

Tools For The Do It Yourselfer

Protractor has many tools for you to use to get at your data. Any of the reports mentioned in the following list of tools are exportable to spreadsheet or delimited files. The exported data then allows you to manipulate and use the data to suit your needs - including mail merges.

• Driving reports for traditional service reminders requires data that tracks the services due. In Protractor, this is done using custom maintenance plans and the service reminder report allows you to extract this data based on the maintenance plan assigned to the vehicle.
• Thank you and follow up lists of who has been in within a specified time frame. This also provides the ability to identify new customers.
• The future work report allows you to identify who is booked for an appointment for any time frame including tomorrow or later.
• The no show report allows you to identify who has not shown up for an appointment.
• The deferred work report allows you to identify customers and vehicles that declined services on previous visits.
• The follow up result report allows you to compare recent activity to any of the exported reports listed above so that you can measure who has come back and what they have spent.