- Make parts inquiries & check parts availability
- Parts receipting and shelving
- Scan bin and part number bar codes from handheld scanning devices to update ASPEN
- Make units inquiries to view options, comments, meters, attachments, rental rates and general information.
- Create lists of parts and units from the mobile device for use on invoices, work orders or rental contracts
- Make customer inquiries and call/email or view address map from device directly from links
- Techs can access ASPEN’s Service Clock
- View, create and log customer communications
- View and create customer invoices
- More applications continuously being updated
BOBCAT-DOOSAN EQUIPMENT DEALER USING NEW TOOL TO TRACK PROFITABILITY OF SERVICE TRUCKS
BOBCAT/DOOSAN DEALERSHIP TRACKS PROFITABILITY OF SERVICE TRUCKS USING ASPEN “ASL” FUNCTIONALITY
Equipment dealers are always looking for ways to boost their revenue, and mobile service is the answer to increase and expand their service profitability. According to the last annual Dealer Business Trends & Outlook survey by Farm Equipment Magazine, more than 40% of the dealers surveyed said they planned to invest in mobile service in the coming year. “Branching out into mobile service is an investment that can definitely bolster dealer’s revenue,” says Charter Software president Anne Salemo, “but each service truck needs to be tracked to gauge performance,” says Salemo.
Steve Wurtzel, Operations Manager of Carleton Equipment, a five-location Bobcat and Doosan dealership headquartered in Kalamazoo, MI, is thrilled that he can now monitor what’s selling and moving on each of his 12 service trucks using a function in his ASPEN business system. “There’s a lot of money out there on each truck,” says Wurtzel, “Each truck supports a separate inventory, which can be about $15,000.” To track the inventory and profitability of his mobile service trucks, Wurtzel is using ASPEN Alternate Stocking Locations (ASL), an added functionality of Charter Software’s ASPEN dealer management system. Using ASL, dealers can also monitor the profitability or shrinkage of inventory carried on service trucks or stored at consigned or off-site inventory locations.
Prior to using ASPEN ASL, Carleton’s mobile techs were committing parts to open invoice tickets, which they would take back to the dealership with them to close out when they returned at the end of the day. “Sometimes they would use hand-written notes to indicate parts they needed to replenish, which would have to be deciphered and manually entered into the system,” Wurtzel says. Now using the ASPEN ASL feature along with A.I.M, ASPEN’s mobile application, Carleton’s mobile techs create pick lists for pickup right from the field. “They can sell parts right off the truck, just as if each truck were its own mini branch store,” he says.
The ability to monitor each mobile service truck or stocking location allows dealers to identify process issues and determine opportunities for improvement. ASPEN’s ASL functionality is an affordable add-on to our ASPEN business system that simplifies this reporting.
Anne Salemo, President, Charter Software Inc.
Using ASPEN’s ASL, dealerships can:
- Track parts volume and labor generated by each service truck or alternate location
- Track billing for parts supplied to mobile techs
- Easily replenish parts stocked on trucks
- Get an electronic sign-off process for passing parts to techs
- Set separate pricing for parts sold off trucks Record differentials and shrinkage
For more information on the ASPEN business management system, ASPEN Alternate Stocking Locations functionality (ASL), ASPEN Interactive Mobility (A.I.M) contact Charter Software at 303.932.6875 and choose option 8 or fill out our quick Request for Information form.
MAKING MOBILE WORK FOR YOUR DEALERSHIP
In the Segue company blog, staff member Ben Shapiro discusses the benefits and challenges of mobile connectivity in the workplace. In his article, Ben also lists examples of how employees can use their own mobile devices to maintain their productivity from wherever they may be. Here, we’ve put together our own list of ways to use mobile technology in the equipment dealership*:
- Quickly access and log new customer information, invoice and communications history, and manage customer contact entries from a smartphone or tablet.
- Link to a map of customer location, email them directly from their contact screen, and from a mobile phone, dial right from the displayed linked phone number for simple and quick on-the-go calls.
- Sales staff can make inquiries about units from their phone or tablet to view unit options, comments, meters, attachments, rental rates and unit stock status whenever they are away from their desk—on the lot, in the showroom, or after hours.
- Sales can create invoices from the field and log their visits, making this information readily accessible for those in the dealership.
- Mobile service techs can use their mobile phone or tablet to log onto work orders, access information about equipment they are servicing, apply parts to a work order, requisition parts for service trucks as well as report on parts and labor sold off the trucks.
- Managers and dealer principals enjoy the freedom to remotely access their business system dashboard when off-site for a high-level, real-time visual overview of on what’s happening at the dealership.
- Parts staff can check parts availability and view general information, and create lists of parts and units from the mobile device for use on invoices, work orders or rental contracts
Functionality available in A.I.M. using the ASPEN business management system. Find out more about A.I.M.