Tools in the Shed
As the weekend rolls around, it's the perfect time to tackle your honey-do list. But before you dive into your tasks, you need to head to the shed and grab the right tools—a drill, a hammer, screws, or perhaps some paint. Without the right tools, your project may not get completed, or at least not to the best of your ability.
Now, let’s translate this into the world of Lightspeed. Just like any project, running your business requires a complete set of tools. As we usher in a new year, it’s the ideal moment to take stock of your DMS. Lightspeed offers a holistic solution tailored to your dealership's needs. By fully utilizing every aspect of the system, you can achieve optimal results. Too often, we become entrenched in our daily operations and overlook the broader functionality available to us. Ask yourself: “What am I not doing that I could be, or what tasks am I managing outside of Lightspeed?”
Here’s a list of essential tools across various departments that you might not be fully utilizing, but should consider:
Parts
Escalator
Buying Guide
Reorder Methods
Reorder Quantities
Shipping Inquiry
Special Orders
Layaways
Service
Service Scheduler
Standard Jobs
Flat Rate Techs
Tech Statistics Report
Industry Benchmark Reports (RECT)
Sales
Menu Selling
Payment Options
Commission Tracking
CRM
Follow-Up Chains for Service
Follow-Up Chains for Sales
Communication internally and externally
Customer Reminders
Internal Reminders
App
Scan Inventory for Physical Inventory
Service Unit Check-In
Tech Clock In/Out
Create and Complete Follow-Ups for CRM
Major Unit Inventory Photos
Doc Report
Accounting
GL Schedules
Financial Reports
Spreadsheet Reports
Transaction Inquiry
Year-End Processing—don’t delay!
Texting
eSignature
These tools should seamlessly integrate into your daily routine. If you're unsure about any of them, use Service Connect to learn how to leverage these features. Streamlining your processes will enhance your Lightspeed DMS experience.
Recently, I spent three hours working with a Service Manager at a dealership. When we finished, he said to the store manager: “I learned more in that session than in the two years I had been using Lightspeed.”
“I learned more in that session than in the two years I had been using Lightspeed. ”
All of these tools are in the system and available, waiting for you to explore and utilize them; it just takes a little time to learn how to use them.
This new year, think of your Lightspeed DMS as your shed. Inside, you have all the tools you need to work effectively and efficiently. Isn’t it time you opened the door?