Mobile, fleet and heavy service
Seasonal work, remote owners, and units that are all different
A fifth wheel, a toy hauler and a gooseneck flat deck are three different machines. So is the customer who is four provinces away when you find the problem.
- Unit 2020 fifth wheel, trailer type
- Owner Travelling, four provinces away
- Inspection Pre-season, 28 lines, 5 photos
- Finding Slide-out seal, with photos
- Quote Sent by text
- Signature From the owner's phone
- Stage Approved
Each job is approved on its own, so the owner can say yes to the seal and wait on the rest.
What gets in the way
Sound familiar?
- "Trailer" covers two dozen entirely different units.
- The owner is travelling and cannot come in to approve anything.
- Spring and fall are the whole year, compressed.
One unit, from the spring rush to the handover
Seasonal work, remote owners, and units that are all different. Here is what MecanoPro does at each step.
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The booking
Book the season before it arrives Growth and up
Your website takes booking requests with a date, a time and the vehicle, and each one lands on the schedule as pending for you to approve. You choose how far ahead customers can book, from no limit to six months.
- A request is not a booking. Nothing is confirmed until someone approves it, and the first message to the customer says so.
- Spring and fall are the whole year compressed. Analytics shows appointments by day and hour, and how far ahead customers book.
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The record
"Trailer" covers two dozen different units
RVs and trailers are vehicle types of their own, with a sub-type field, so the unit is filed as what it is. Record it with its VIN, plate, mileage, photos, and its complete service history on one page.
- Decode VIN is not offered for RVs or trailers, so their details are entered by hand. A duplicate VIN is still flagged as you type.
- A customer who owns a truck and a trailer has both under one name, each with its own history.
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Drop-off
A pre-season inspection that matches the unit Growth and up
Build the form you actually use: a pre-season check, a seal-and-roof check, a safety inspection. Yes/No lines, quality ratings, text boxes, brakes and tires at four corners, and up to five photos on any line.
- The finished inspection prints as a PDF in the panel's language, with every answer, comment and photo.
- The customer signs the work order on a tablet at drop-off, and the signed copy stays on the record.
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The finding
The owner is travelling and cannot come in to approve anything
The technician raises a Finding with photos of what was found. The advisor puts the waiting jobs on a quote and texts it, and the owner reads it and signs from wherever they are parked, with no app and no account.
- Each job is approved on its own, and a job cannot go beyond its quote plus the percentage you allow without a new approval.
- A private status page, with no sign-in, shows the stage, the expected date, the photos and a quote waiting to be signed.
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The parts
Special orders, and a unit that waits on them
Each part moves from Needed to Ordered, Received and Installed, with its own purchase and PO number, and the work order shows Awaiting Parts when everything is on order. The person holding the job gets an alert on receipt.
- Send a part from the supplier's own website straight onto the job.
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Next spring
Last year's customers, before the rush
With the Marketing suite, build a segment from invoice history and text or email it. Preview the message as one customer would see it, and schedule the send for when your customers will read it.
- A segment filters on people and on what they bought or were invoiced, so a service you bill under its own category is a group you can reach.
The parts of MecanoPro this shop uses
Each one is a real module, and each is explained on its own page.
Where it stops and you start
A fifth wheel and a flat deck are different machines. Here is what MecanoPro leaves to you.
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A segment cannot filter on vehicle type
Segments filter on people, on invoices and on what was bought. They do not filter on whether a customer owns an RV or a trailer, so reach them through the category of service you billed.
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There is no storage module for units
Winter storage of a whole unit is not tracked. The Tire Storage module records sets of tires: where they are, their tread and their season.
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Online booking is a request
Somebody approves it before it is on the schedule, and the booking form asks for the date, the time and the vehicle. Answer the pending requests the same day.
See it on your own jobs
Book thirty minutes and we will walk through it on your own work orders. No pressure and nothing to sign.
See it running on your own work orders
Thirty minutes, at a time that suits the shop. We load a few of your real jobs in and you tell us where it would break.