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Business Planner
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Business Planner
10 Articles
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Business Planner
Marlin Tyre and Mechanical Workshop Software manages workshop activity and customer communication using the Business Planner. To open the Business Planner, select Daily Activity > Business Planner from the menu bar. The Business P...
Updated on : 29 May 2024
Booking Notifications
Marlin Tyre and Mechanical Workshop Software 's booking notifications enable businesses to update customers about their bookings in real-time, via SMS or email. There are two types of booking notification that can be sent: Confirma...
Updated on : 10 Dec 2024
Customer Messages
Marlin Tyre and Mechanical Workshop Software enables customer messages to be sent from the Business Planner or customer order. Once enabled, messages can be sent to customers via SMS or Email at any stage during the booking process. Pre-...
Updated on : 06 Nov 2024
Booking Comments
Marlin Tyre and Mechanical Workshop Software 's Business Planner enables comments to be added to any type of booking, prior to invoicing. Booking comments can be viewed by selecting the Booking and clicking on the Comments tab in the informat...
Updated on : 13 Sep 2023
Automatic Follow-Ups
Marlin Tyre and Mechanical Workshop Software enables automatic follow-up messages to be scheduled to remind customers of additional services due. In order to use automatic follow-ups, the Followup.EnableNotifications Enterprise Setting ...
Updated on : 18 Nov 2024
Follow-Up Reminders
Marlin Tyre and Mechanical Workshop Software 's customer follow-ups provide reminders to contact customers at a later date for further services. Follow-ups can be added to any customer order that has a vehicle selected for it . To view and...
Updated on : 18 Nov 2024
Follow-Up Reasons
Marlin Tyre and Mechanical Workshop Software 's follow-up reasons are used to help create customer follow-ups and automatically send follow up messages to customers. Follow-Up Reasons can be viewed and edited by selecting System > Custo...
Updated on : 18 Nov 2024
Web Enquiries
Marlin Tyre and Mechanical Workshop Software can be set up to allow enquiries from company websites to be automatically imported into the Business Planner. Web enquiries can be set up to either be automatically added to the Business Planner ...
Updated on : 13 Sep 2023
Customer Order Bookings
Marlin Tyre and Mechanical Workshop Software enables customer orders created in the Customer Orders module to be linked to existing bookings in the Business Planner . Customer orders can be viewed, edited and linked to bookings using the Cus...
Updated on : 11 Oct 2023
Vehicle Logic Database
Marlin Tyre and Mechanical Workshop Software 's vehicle database enables vehicles to be quickly added to bookings and orders from an extensive and flexible list of available vehicles. If enabled, the vehicle database allows vehicles to be...
Updated on : 09 Sep 2024