Setting Up the Service Review

The service review setups are designed differently than what you are used to using in LubeSoft® . You must have a mouse plugged in to your computer or thin client to use the service review setups. After making changes in the setup menu, you must close all LubeG applications and reopen them for your changes to take affect.

Note:

Only one session of the Service Review Setups can be run at one time. If it is already running, you receive the following message: Another user is already accessing the setups so this function is currently unavailable. Press any key to exit.

 

Use the following steps to set up your service review:

1. Within the main menu, select Lubrication Menu.
2. Select Lubrication Setup Menu (6).
3. Select Set Up Service Review (8). The LubeSoft® terminal displays the message Launching Service Review Setups and a separate window opens to display the Service Review Setups screen.

4. Do one of the following:

• If you are creating a new service or changing information for an existing service, proceed to the next section.
• If you want to change the order in which your services print, click on the Order Services tab.
• If you are adding or editing service codes, click on the Service Codes tab.
• If you want to change the appearance of the service review print-out, click on the Service Review tab.
• To exit, click the X in the upper-right corner of the window.

Setting Up Services

1. To create a new service, click the Add button. To edit an existing service, select it from the list.

Note:

To delete a service, select it from the list and click the Delete button. You can only delete services that were created by yourself or other users.

2. Fill in the following fields:

Description

Fill in a brief description of the service.

Benefit File

Fill in the location of the file used for the Service Review Benefits View. Or use the Browse button to navigate to the file and select it. Click the Preview button to see how it will look in the Benefits View.

Price Description

Enter a price or description for the service, up to 15 characters. For example, $15.99 & up. This data is displayed on the graph and form.

Show Item Price

The Air Filter, Cabin Air Filter, Fuel Filter, Breather, and PCV Services can be set to automatically display the price of the ESM-recommended inventory item when it is in stock by checking the Show Item Price checkbox.

Include on Graph

When this box is checked, the service will print on the service review graph. No more than eight services can be selected, so the graph does not exceed one page in length. If eight services are already selected, you will not be able to check this box until you uncheck it for another service.

Include on Form

When this box is checked, the service will print on the service review form. There is no limit to the number of services included on the form.

Recommendations

OEM recommendations are available for many services and vehicles. They are based on either severe or normal vehicle operating conditions. Select one of the options explained below to determine the service recommendation intervals on the graph and form. When there is no recommendation, the service interval displays No OEM Service Recommendation. 

• Severe Only – Only display recommendations that are based on severe vehicle operating conditions.
• Severe/Normal – Display severe recommendations, but if there are none, display recommendations based on normal vehicle operating conditions.
• Both Severe and Normal – Display both severe and normal recommendations, if they are available.

Note:

This option only affects the form. The graph can only accurately represent one recommendation per service so it will use the Severe/Normal option.

• Severe/Normal/Store – Display both severe and normal recommendations, plus any store recommendations, if they are available. The service will display Service Recommendation not Available for each type of recommendation that is not found.

Note:

This option only affects the form. The graph can only accurately represent one recommendation per service so it will use the Severe/Normal option.

• Store Recommendation – Display only the store recommendation. Use this for custom services or to replace the manufacturer’s interval recommendation. The following settings also apply to the Severe/Normal/Store option above.
  • Miles: Enter a mileage-based recommendation interval.
  • Months: Enter the recommended number of months between services.
  • Replace as Needed: Instead of a mileage- or date-based service interval, the service displays Replace as Needed.
  • Store Recommendation Text: Any text saved here will be displayed in place of the interval or Replace as Needed message.

Service Codes

Use the Add and Delete buttons to change the service code(s) mapped to this service. This must match the service code set up in LubeSoft® for the service item. See Setting Up Inventory Items for more information. If the service code you wish to select is not available, see the article Setting Up Service Codes for help. Each service code can only be mapped to one service, but services can have multiple service codes. For example, you could map FS, FS1, and FS2 to the Full Service.

3. After you have filling in all the fields for the service, do one of the following:

• Click the Save button to save your changes.
• Click the Cancel button to undo your changes.

4. Do one of the following:

• Add or edit another service.
• Click on the Order Services, Service Codes, or Service Review tabs to edit other service review settings.
• Click the X in the upper-right corner of the window to close the service review setups and return to the Lubrication Setup Menu.

 

Ordering Services

1. Click on the service you want to move.
2. Use the up and down arrow buttons on the screen to move the service up or down in the list.
3. When you are done moving services, do one of the following:

• Click the Save button to save your changes.
• Click the Cancel button to undo your changes.

4. Do one of the following:

• Click on the Services, Service Codes, or Service Review tabs to edit other service review settings.
• Click the X in the upper-right corner of the window to close the service review setups and return to the Lubrication Setup Menu.

 

Setting Up Service Codes

 

Note:

Service codes that are mapped to services can not be deleted. Go to the Services tab and delete the service code from the service to which it is attached; then you can delete the service code here.

 

1. To create a new service code, click the Add button. To edit an existing service, select it from the list.

Note:

To delete a service code, select it from the list and click the Delete button. You can only delete service codes that are not mapped to services.

2. Fill in the following fields for service codes:

Service Code

Enter a unique service code, up to 3 characters.

Description

Enter a description for the service code.

3. After you have filling in all the fields for the service code, do one of the following:

• Click the Save button to save your changes.
• Click the Cancel button to ignore your changes.

4. Do one of the following:

• Add, edit, or delete another service code.
• Click on the Services, Order Services, or Service Review tabs to edit other service review settings.
• Click the X in the upper-right corner of the window to close the service review setups and return to the Lubrication Setup Menu.

Setting Up the Service Review

These settings affect the appearance of the service review form and graph, such as the header, severe definition, and how many months or miles of service history/recommendations to display.

1. Fill in the following fields:

Service Review Header

Type the file path for the header file’s location on the computer. You can also use the Browse… button to select a file instead of typing. The header prints in the upper left portion of the service review form and graph.

Note:

If you need to create or edit the header, contact ISI Support in the U.S. at (800) 252-3099 or in Canada at (800) 321-3099.

Server Address

ISI recommends not changing this field.

Recommendation Sub Header

Enter text to print on the service review form at the top of the recommendation section.

Include CARFAX Service History

This option is available at stores that have signed up for CARFAX QuickVIN or the CARFAX Service History Check. Selecting this option will display additional service history from CARFAX, if available.

Vehicle Selection Refresh Time

Enter the number of seconds to wait before refreshing the vehicle selection list. (Defaults to 10)

Note:

The vehicle selection screen can be manually refreshed at any time, regardless of this setting.

Print Severe Definition

Select whether to print a definition of severe driving conditions on the service review form.

Severe Definition Image

Type the file path for the image’s location. You can also use the Browse… button to select a file instead of typing.

Severe Definition

Select whether the severe definition is printed as a footer at the end of the service review form or as a header at the beginning of the recommendation section of the form.

Industry Source Recommendation Title

Select whether to display Manufacturer’s Recommendation or Owner’s Manual Recommendation on the History section of the LubeSoft G desktop application.

Store Recommendation Title

Enter text to display as a header on the History section of the LubeSoft G desktop application for services set to use store recommendations.

Display Recommendation Source on Graph

Select whether to display the source of the recommendation on the service review graph.

Use Months in Interval Calculations

Check the box to include date-based recommendation intervals on the service review in addition to the mileage-based recommendations.

Generate Default Date for Month Calculations

Check the box to set the default date to January 1st of the vehicle year when determining service recommendations. If unchecked, the oldest service history record is the default date.

Print Form

Check the box to print the service review form when printing a service review from the Vehicle Selection screen and LubeSoft® .

Print Graph

Check the box to print the service review graph when printing a service review from the Vehicle Selection screen and LubeSoft® .

Note:

If you check Print Form and Print Graph, the form and graph will both print when you choose to print a service review.

Miles (KM) Before/After Current

Enter the number of miles/kilometers to display before and after the current odometer reading on the service review graph. For example, if you enter 20,000 mi/km in this field and a customer has 50,000 mi/km, the graph will display from 30,000 to 70,000 mi/km.

Miles (KM) When Service Due Soon

Enter the number of miles/kilometers between recommended customer visits for all services. Upcoming recommended services that fall in this range will be labeled as Due Soon and the bar on the service review graph will be yellow. For example, if you enter 3,000 mi/km, you expect a customer with an odometer reading of 118,000 to return at 121,000 mi/km. If LubeSoft® finds any services due in this range, such as a manufacturer recommending a radiator flush at 120,000 mi/km, it will label the services as Due Soon and display a yellow bar for these services.

Months When Service Due Soon

Enter the number of months between recommended customer visits for all services. Upcoming recommended services that fall in this range will be labeled as Due Soon and the bar on the service review graph will be yellow. For example, if you enter 3 months, you expect a customer who visited on January 2nd to return on April 2nd. If LubeSoft® finds any services due in this range, such as a manufacturer recommending a radiator flush next month, it will label the services as Due Soon and display a yellow bar for these services.

2. After you have filling in all the fields, do one of the following:

• Click the Save button to save your changes.
• Click the Cancel button to ignore your changes.

3. Do one of the following:

• Click on the Services, Order Services, or Service Codes tabs to edit other settings.
• Click the X in the upper-right corner of the window to close the service review setups and return to the Lubrication Setup Menu.