J-Estimate

Table of Contents

1. Workflow
2. Setup

1. Workflow

A work order is created for a customer.

They are quoted some work, like new brakes, but the customer requests to have this work done later.

The brake work is added to an estimate and removed off the original work order.
- See details on how to create an estimate here.

J-Estimate

J-Estimate uses predicted mileage and other criteria to determine when to send the contact.

An email, text message, or both will be sent to the customer, asking the customer if they would like to come in and get the brake work done.

The customer can respond to the message and schedule an appointment to come in.
No manual effort is required from any staff. The whole process is automated.
Example email/texts are shown to the right.

2. Setup

Determine what items to send estimates on.

Such as only for certain product types.

Determine the time of day to send messages.
- Such as 10:00am but not on weekends or holidays.
Determine what type of customers to send these messages to.

Such as only retail customers

Contact Tire//SMART to further discuss configuration options.