When a new Mobile Quote has been created, if you have the LightspeedCEM module, a new lead will automatically be created to allow you to track the customer for follow up purposes.Create, view and edit a Mobile Quote that lets you quickly initiate a transaction with a customer by entering the customer, a unit and a few pricing fields to get a monthly payment.View outstanding deals and quotes from your hosted LightspeedEVO system. Look up parts inventory information view descriptions, available quantities, location, and date information.Look up customer records, view address, phone and contact info.Once the check-in is complete, you can create an estimate that will save to the LightspeedEVO DMS program.If you get interrupted during the check-in process, you can save your work, start a new check-in and come back later to finish the original check-in.Select any customers already listed on the EVO service scheduler to create new check-in.Enter RO notes, take photos, and capture the customer’s signature.Easily view and select standard jobs to create new tasks for the check-in.Create new or select existing customer (& customer units) for check-in.Greet your customers when they drop off their bike, boat, or RV for service.For multi-store dealers who share accounting, they can combine stores to view totals.The DOC can be run on both the tablet and phone.Can input monthly targets as well as a gross % and net % target and compare against actual numbers.The report can be viewed daily, monthly or yearly.The number of counts (example, # of RO’s cashiered) are included.The gross margin and net profit can be viewed in either $ or % figures.The P&L view includes the revenue, gross margin & net profit.Controller or owner can view high level P&L per department.The same filters that are on the desktop version are present on the mobile version.Easy search option allows user to find reports reports are grouped by category.Similar to the desktop version, users can drill down if a second group exists on the custom report. All "chartable" reports are displayed, but only users with security for the individual fields can run the reports.The reports are real-time, similar to running them on the desktop.
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