Features

Every capability in the Dealer-FX platform, grouped by the point in the service drive where it does its work.

Appointment Scheduling

Booked online or in the lane, against real shop capacity.

  • Timeslot Discounting
    Quiet hours offered at a price rather than left as idle bays.
  • Online & In-dealer Scheduling
    Customers book online; advisors book at the desk. One schedule, one source of truth.
  • Dealer website scheduling
    Customers book from the dealer website, against real shop capacity.
  • In-dealer scheduling
    Advisors book at the desk, on the schedule the website writes to.
  • OEM Owner’s app integration
    Bookings taken in the manufacturer's owner app land on the dealer schedule.
  • Bring your own Voice AI assistant
    A third-party voice agent books into the same schedule through the API.
  • Appointment confirmations
    Booking confirmed to the customer immediately, with time, service and location.
  • Capacity management
    Appointment slots sized to available technician hours, not to a calendar.
  • Limit schedule by service
    Per-service caps, so one operation cannot fill the day.
  • Multiple service departments
    Separate schedules, capacity and staff for each department in the store.
  • Employee schedules
    Advisor and technician availability, held against the booking grid.
  • Self-service Check-in
    Customers check in from their phone before they arrive.
  • Appointment performance
    Appointment volume, show rate and capacity utilization.
  • Two-way appointment sync
    Appointments written to the DMS and read back, both directions.
  • Voice AI Scheduling Agents
    Inbound calls answered and booked against live shop capacity.
  • Appointment-Setting Training
    Agents trained to sell the appointment, and to shop capacity rather than around it.

Reception

Walkaround and write-up at the vehicle, not at a desk.

Inspection

Photo and video evidence the customer can actually see.

Estimation

Labor, parts and menu pricing in one defensible number.

  • Pricing & Service Menu Management
    Consistent menu pricing across every advisor and every lane.
  • VIN-specific Service Estimator
    Labor and parts priced against the VIN, not a generic operation.
  • Snap-on ProDemand Recommendations
    Repair recommendations drawn from Mitchell 1 data.
  • Snap-on Repair Information
    Torque, fluid and tire specifications from Snap-on, on the VIN.
  • Torque Specs (powered by Snap-on Repair information)
    Factory torque values in the repair order, not in a separate manual.
  • Fluid Specs (powered by Snap-on Repair information)
    Factory fluid types and capacities in the repair order, by VIN.
  • Tire Specs (powered by Snap-on Repair information)
    Factory tire sizes and pressures in the repair order, by VIN.
  • Snap-on ProDemand Connection
    Mitchell 1 ProDemand repair information at the technician's bay.
  • AI-native EstimationComing soon
    Estimates built from the inspection, not from scratch.
  • Intelligent Parts EstimatesComing soon
    Parts pricing and availability resolved as the estimate is written.

Parts Fulfillment

Availability and live pricing inside the repair order.

  • Manage parts requests
    Parts requested, quoted and confirmed without leaving the repair order.
  • Part inventory and pricing
    Live availability and pricing from the DMS, on the line being written.
  • Snap-on Parts Catalog Connection
    Parts catalogue lookup without leaving the repair order.
  • Tire Catalog Integrations
    Live tire availability and pricing at the point of recommendation.
  • Parts posted to your DMS invoice
    Parts on the estimate post to the DMS invoice without re-entry.
  • Live parts availability and pricing from your DMS
    On-hand quantity and price read from the DMS at estimate time.
  • Factory accessories
    Accessories fitted to the VIN, offered with the service estimate.

Approvals

Extra work authorized from the phone, with a timestamp.

  • Customer Approvals
    Customers approve additional work from their phone, with a timestamp.

Repair Order Management

One record from open to close, pushed back to the DMS.

  • In-service vehicle queue & management
    Every vehicle in the shop on one board, with its current status.
  • Quick create repair order
    Open a repair order from the lane and push it straight to the DMS.
  • Repair Order Management
    One repair order from open to close, pushed back to the DMS.
  • Manage repair orders
    Every line, status and approval on one repair order, synced back to the DMS.
  • Quick dispatch
    Work assigned to a technician in one action, straight from the queue.
  • Import repair order
    Repair orders opened in the DMS pull through complete, with no re-entry.
  • Cause, Complaint & Correction
    The three-part warranty narrative, captured on the line.
  • Priority requests
    Work flagged ahead of the queue, visible to the whole shop.
  • Repair order audit log
    Every change to the repair order, with who made it and when.
  • Personalized task view
    Each advisor and technician sees only the work that is theirs.
  • Declined Services Queue
    Declined work held as an opportunity, and followed up.
  • Two-way repair order sync
    The repair order stays one record across the platform and the DMS.
  • Intelligent Story WritingComing soon
    Technician stories drafted from the work performed.

Payments

Paid before the cashier. Shorter queue, sooner close.

  • OEM Certified Credit Card enrollment
    Enrollment offered at the desk, applied to the repair order.
  • Online payments
    Customers pay before they arrive at the cashier.
  • In-store payments
    Payment taken at the lane or the desk, closed on the repair order.
  • Dedicated payment dashboard
    Every transaction, refund and settlement in one place.
  • Service financing (Klarna, Affirm)
    Customers spread the cost of larger repairs, approved before pickup.
  • Payment surchargeComing soon
    Card processing costs passed through, disclosed to the customer.

Customer Communication

Text and email, logged against the repair order.

Recalls & Warranty

Open recalls surfaced against the VIN, caught at booking.

  • Connected vehicle & telematics data
    Mileage, diagnostics and alerts from the vehicle itself, before it arrives.
  • All-make Recalls
    Open recalls surfaced against the VIN at booking.
  • OEM Recalls & Warranty Products
    Open recalls and active warranty products, surfaced against the VIN.
  • Real-time OEM Recalls
    Open manufacturer recalls against the VIN, live from the OEM.
  • Active Warranty Products
    Manufacturer warranty products presented at the right moment.
  • View & Sell Vehicle Protection products
    Eligible protection products surfaced against the VIN, and sold on the estimate.
  • Real-time vehicle alerts & telematics
    Manufacturer vehicle alerts and telematics, live against the VIN.
  • OEM Vehicle Intelligence
    Connected vehicle data and real-time alerts from the manufacturer.
  • OEM Rewards Program
    Points balance and redemption applied at the point of sale.
  • Vehicle podding
    Vehicles grouped by program eligibility for targeted service work.
  • National service history
    Service performed anywhere in the network, visible against the VIN.
  • SiriusXM™
    Trial eligibility and activation handled during the visit.

Performance Reporting

Throughput, effective labor rate, advisor performance.

  • Monthly ROI reporting
    Monthly reporting on who came in and what they spent, campaign by campaign.
  • Shop financial performance
    Hours sold, effective labor rate and gross, by department.
  • Product utilization
    Which capabilities the store uses, and how often.
  • BDC performance
    How many calls became booked appointments, by agent and by source.
  • Missed appointment reports
    Which appointments were missed, by advisor, service and time slot.
  • Walk-in reports
    Unbooked arrivals measured against booked work and available capacity.
  • Advisor performance
    Sold hours, ASR conversion and cycle time, by advisor.
  • Technician performance
    Flagged against actual hours, by technician and operation.
  • Video inspection reporting
    How often video is attached, and what it converts.
  • Interactive Dashboards
    Filterable dashboards over the store's own service data.
  • Inspection Analysis Dashboard
    Inspection completion and findings, by advisor and technician.
  • ASR Analysis Dashboard
    Additional service requests presented, approved and declined.
  • ASR effectiveness
    Approval rate by operation, advisor and presentation method.
  • Cycle time analysis
    Time in each stage, from check-in to delivery.
  • Communications effectiveness
    Which messages were opened, answered and acted on.
  • Payments reporting
    Amount collected, method and time to close, by store.
  • Advanced Insight Reporting Suite
    Fixed operations performance across the whole platform.
  • Shop Management Reports
    Throughput, technician productivity and repair order aging.

BDC Performance

Calls turned into booked appointments, then measured.

  • BDC Evaluation
    A complimentary review of calls, KPIs, staffing, scheduling and pay plans before anything changes.
  • Service Boot Camp
    One day of tactical training for anyone answering service calls, BDC or not.
  • BDC Certification
    An industry-recognised certification covering the team and the process behind it.
  • BDC Performance Tracker
    Custom KPIs measured in real time, at agent level and team level.
  • CallRater
    Call recording, tracking and dynamic scoring, so call quality is measured rather than assumed.
  • Candidate Sourcing & Screening
    Job descriptions, targeted advertising and screening aimed at BDC candidates specifically.
  • Inbound Lead Handling
    Warm leads answered and followed up, so advertising spend reaches the showroom.
  • KnowledgeDrive
    Hundreds of answers to common questions, so agents stop transferring calls to the service drive.
  • On-Site BDC Coaching
    Six and twelve-month coaching with a dedicated project manager and built-in accountability.
  • Onboarding & Replacement Guarantee
    Onboarding support, and a replacement hire guaranteed for sixty days.
  • Personality Profile Assessment
    Phone interviews and profiling, so the shortlist is the best few rather than the first few.
  • Phone Skills Training
    Foundational call handling for existing teams and new hires, without a full program.

Service Marketing

Declined work and lapsed customers, followed up every time.

  • Prebuilt campaigns
    A standard campaign set, ready to send without building anything first.
  • Unlimited email sends
    Email campaigns sent from the service record, with no cap on volume.
  • Outbound call campaigns
    Call lists built from the campaign, worked in the BDC queue.
  • Campaign performance reporting
    Sends, opens, replies and bookings, reported per campaign.
  • Built-in HTML email editor
    Campaign templates edited in place, without a designer.
  • Campaign scheduling
    Campaigns set to send on the date and cadence you choose.
  • Target by vehicle and service history
    Audiences built from make, model, mileage and past service.
  • Location-based targeting
    Audiences narrowed by ZIP code or distance from the dealership.
  • Build and manage BDC call scripts
    Scripts set per campaign, so every agent says the same thing.
  • Custom list import
    Your own list uploaded and matched against the service record.
  • Inbound call follow-up
    Calls back into the dealership tracked against the campaign that prompted them.
  • Multi-channel campaigns
    One campaign sent by email, text and call, in the order you set.
  • Unlimited text campaigns
    Text campaigns sent from the dealer's number, with opt-out held and no send cap.
  • Service-level targeting
    Audiences built from the specific service a vehicle is due for.
  • Embedded video support
    Video placed in the campaign itself, not linked away from it.
  • Open-recall targeting
    Audiences built from open recalls on the vehicles in your database.
  • Dedicated marketing consultant
    A marketing consultant who builds and reviews the campaign plan.
  • Quarterly performance review
    A consultant reviews campaign results with you every quarter.
  • Strategic planning
    A marketing plan built with you and then run for you: campaigns chosen, messages written, results reported.
  • Creative design support
    A designer builds the campaign artwork and email layout for you.
  • Quarterly custom campaign
    One campaign a quarter, built for your promotion, recall or season.
  • Built & managed campaigns

Other