Web-Based Shop Management

On 3/10/2017 at 7:57 PM, meowpox said:

Business is booming and we need to become paperless, web-based, w/QB integration. Any ideas on programs? Would love any and all input!

• Omnique: I hear a lot of good things about it but looks like you need to pay for their most expensive package $400/mo to get QB integration. 
• Shop Boss: looks really affordable with the features that it comes with ($99/mo comes with QB int). This is my favorite one so far. Does anyone use this? 
• Any others?

I've been using shopboss since 2014. Best decision ever. price has gone up but I dont mind. Seriously go with shopboss and dont look back

On 3/11/2017 at 11:07 AM, mspecperformance said:

meowpox,

 

From my experience none of the cloud based SMS are as complete as some of the bigger players such as RO Writer and Mitchell. Sad because both RO Writer and Mitchell have gaping holes as well. I believe Omnique seemed to be the most complete out of all the ones I have looked at. None have convinced me to convert and I desperately want a cloud based SMS. 

Name a feature on Mitchell and RO Writer and I'll let you know if Shopboss has it or not. Here is what I do with Shopboss- I manage RO's from home, employees clock in and clock out, keep track of technician hours, VIN scan with iPad and uploads automatically, send email quotes, 5 day 60 day 90 day automatic followup email, keeps track of GP, cores, writer stats, etc, it sends text message to customers and they can approve work on their phone, integrated scheduler- my "schedule appointment" on my website is from shopboss and loads directly into shopboss, there is a chat feature where I can chat with any one of my 9 employees at 2 different locations, each employee has their own login, integrated parts ordering, QB integration. I mean it's just too much list out. Im not affiliated with them but I should be with all the referals I've given them lol

On 3/12/2017 at 1:05 PM, Jay Huh said:

Name a feature on Mitchell and RO Writer and I'll let you know if Shopboss has it or not. Here is what I do with Shopboss- I manage RO's from home, employees clock in and clock out, keep track of technician hours, VIN scan with iPad and uploads automatically, send email quotes, 5 day 60 day 90 day automatic followup email, keeps track of GP, cores, writer stats, etc, it sends text message to customers and they can approve work on their phone, integrated scheduler- my "schedule appointment" on my website is from shopboss and loads directly into shopboss, there is a chat feature where I can chat with any one of my 9 employees at 2 different locations, each employee has their own login, integrated parts ordering, QB integration. I mean it's just too much list out. Im not affiliated with them but I should be with all the referals I've given them lol

Yeah I've been really digging Shop Boss' demo and the 99/mo is affordable, given that it comes with all those features. We only have 4 techs and it seems like it would meet our shop's needs. Couple questions for you since you've used it for a couple years now:

1. What QB do you use with it? Is the QB integration pretty seamless? I currently use QB desktop version but want to switch to Online version. I'm guessing since Shop Boss is web-based, using the QB online should be pretty effortless, am I right? Does it sync automatically or do I have to do something to upload the data?
2. Have you had to use their customer service? How is it?
3. Did you switch from one program to Shop Boss? If so, what was it? We're currently using Winworks and I dont see anything about importing data? 

Thanks!

2 hours ago, meowpox said:

Yeah I've been really digging Shop Boss' demo and the 99/mo is affordable, given that it comes with all those features. We only have 4 techs and it seems like it would meet our shop's needs. Couple questions for you since you've used it for a couple years now:

1. What QB do you use with it? Is the QB integration pretty seamless? I currently use QB desktop version but want to switch to Online version. I'm guessing since Shop Boss is web-based, using the QB online should be pretty effortless, am I right? Does it sync automatically or do I have to do something to upload the data?
2. Have you had to use their customer service? How is it?
3. Did you switch from one program to Shop Boss? If so, what was it? We're currently using Winworks and I dont see anything about importing data? 

Thanks!

1. Sorry I actually don't use QB so I dont know but I see the button at the top so I know the have the integration

2. Their customer service is excellent. I had an emergency on a Sunday where site was not allowing me to look up tech hours. They fixed it within an hour. Contacted them multiple times through the years and they always answer back. I needed custom hours for appointments and they coded that too

3. Luckily I started with Shop Boss so I am not sure how you would get all your customer data- I know it worked the other way around. Mitchell was trying to get me to switch and they said they can import all data from Shopboss for $500 so it should be possible

14 hours ago, Jay Huh said:

1. Sorry I actually don't use QB so I dont know but I see the button at the top so I know the have the integration

2. Their customer service is excellent. I had an emergency on a Sunday where site was not allowing me to look up tech hours. They fixed it within an hour. Contacted them multiple times through the years and they always answer back. I needed custom hours for appointments and they coded that too

3. Luckily I started with Shop Boss so I am not sure how you would get all your customer data- I know it worked the other way around. Mitchell was trying to get me to switch and they said they can import all data from Shopboss for $500 so it should be possible

Thanks for the info!

I have been using shopboss for a month now and I am very happy with it. The prices is affordable for all the features it has. The Qb integrator is very easy to use. I use online qb but you can also use a desktop one. Customer service is excellent, there is a chat option where they respond right away. They are currently changing their appearance and still needs some work finished, but I'm sure within time they will tweak all the little details and it will be a great program