Dealer-FX releases Appointment Ledger 2.0


Dealer-FX has announced the launch of version 2.0 for its Appointment Ledger solution.

The company says the tool manages and tracks all service leads and appointments generated from multiple sources and departments (online scheduling tool, BDC, service drive, DMS data feeds, call center), while also tracking customers throughout their service lifecycle.

It also manages service advisor scheduling and now offers enhanced shop loading and capacity management functionality.

There were multiple upgrades made to the solution in this new release. Some of the new or updated key features include:

- The ability to access each customer’s full service history (including ROs, declined maintenance, write-ups and inspections), giving the service department the information needed to confidently present upsell opportunities

- An at-a-glance view of the shop load by hours booked, total appointments booked, shown, missed and open, ensuring the service drive avoids overbooking appointments and overloading the shop

- Web responsive design that gives the dealership the flexibility to use the tool on a tablet or a desktop PC

- The new release complements what was already a dynamic solution, which featured DMS integration, appointment confirmation email capability and a reporting application.

“The Appointment Ledger is a dynamic solution that gives dealerships the ability to better control service traffic flow, minimizing or eliminating any rush or lull periods,” said Gary Kalk, president and CEO of Dealer-FX Group.

“With this tool, service departments can ensure there is sufficient time devoted to each appointment for a meaningful write-up process that enhances customer experience.”