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Knowledgebase : Setup and Customization
   

HOW TO INSTALL/UPDATE SERVICEINTELLIGENCE DESTOP APPLICATION Follow each step according to the steps below: Step 1: Download and install ServiceIntelligence application. If you do not have SI installation download, login to your eAutoClub SI account at http://www.eautoclub.com/login.php. [http://www.eautoclub.com/login.php] STEP 2: STEP 3: STEP 4:Please wait for the installation to finish. They may take several minutes depending on your system and internet speed. STEP 5: STEP 6: ONCE YO...
ABOUT: The driving force behind the power of SI lies in it's unique ability to track individual services. When ServiceIntelligence is installed for the first time, all of the categores that SI can track come with the default intervals pre-assigned to each category. These intervals consist of atleast one of; Milleage or Time (in Months). Modifying these categories can be done at any time, and from any machine running ServiceIntelligence. SOLUTION: Inside of SI, click the 'POS Service Tracking' bar, f...
ABOUT: Send shop copy is an option that will send a duplicate email be sent to the shop's email address if enabled. This option is used to assist managers and owners keep track of which emails are being sent to which customers in real time. In general, we recommend that this option is enabled, as the trail of emails for each outbound contact is usefull for both record keeping and data accuracy checks. In somecases where high outbound email volume is a concern, it can be disabled to prevent a flood of em...
ABOUT: A shop logo allows you to include your own brand with the ServiceIntelligence reports, emails, and postcards. In order to add a Logo you need to have the image file located on the machine or on a shared network drive that SI has access to. SOLUTION: Inside of SI, click EDIT from the uppermost menu bar and select SHOP LOGO From the Shop Information edit screen, select the ELIPSIS ICON next to the company logo enrty box. In the dialogue entry box, deselect the LEAVE BLANK checkbox to enable...
ABOUT: How to add a service to SI. STEP 1:There are three ways to access your SI account administration portal. Go to www.eserviceintelligence.com [http://www.eserviceintelligence.com]/login.php. Or if you are within SI desktop application, click on the Dashboard icon, which will open a web browser to the login screen. Login to your ADMINISTRATIVE portal.IF the browser asked to save your password, click yes for easy access. STEP 3: Hover over Account Settings and select Subscriptions. STEP 4: ...
ABOUT: How to add a service to SI. STEP 1:There are three ways to access your SI account administration portal. Go to www.eserviceintelligence.com [http://www.eserviceintelligence.com]/login.php. Or if you are within SI desktop application, click on the Dashboard icon, which will open a web browser to the login screen. STEP 2: Login to your ADMINISTRATIVEportal.IF the browser asked to save your password, click yes for easy access. STEP 3: Hover over Account Settings and select Subscriptions.
ZEBRA LUBE STICKER CUSTOMIZATION Below are instructions on how to use the Online ZPL editor to customize lables. http://labelary.com/viewer.html [http://labelary.com/viewer.html] COPY THE CODE BELOW: LABLE SIZE: 1.25" X 2.5" CT~~CD,~CC^~CT~ ^XA~TA000~JSN^LT0^MNW^MTD^PON^PMN^LH0,0^JMA^PR3,3~SD26^JUS^LRN^CI0^XZ ^XA ^MMT ^PW229 ^LL0508 ^LS0 ^FT0,300^A0N,50,23^FB229,1,0,C^FH^FD#LINE4#^FS ^FT0,255^A0N,50,23^FB229,1,0,C^FH^FD#LINE3#^FS ^FT0,210^A0N,50,23^FB229,1,0,C^FH^FD#LINE2#^FS ^FT0,165^A0N,50,23^F...
Default Service Intervals Version 9.5.657.1
To get started with SI the first thing you should do when you finish with the install is customize and setup the program. To begin, open the ServiceIntelligence Application, and navigate to the EDITmenu from the topmost bar. From the dropdown menu, select EDIT SHOP INFORMATION and fill out the information on the screen. Please note that the formatting of items in their respective box is how SI will display each item. Shop Information: * General Information * Name * Address * Country * Phon...
This is a two or three step process depending on the email services provider of the shop: STEP ONE (APPLY FOR ALL SHOPS): On our server, on our database we need to run the follow script (WHERE THE NUMBER 632 IS THE LOCATIONID NUMBER FOR THE SHOP) USE [EAC] GO INSERT INTO [dbo].[LocationDeliveryRestrictions] ([LocationID] ,[ContactTypeID] ,[LimitPerMonth] ,[AllowSpoofing]) VALUES (632,1,0,1) GO STEP TWO (APPLY FOR ALL SHOPS): On the shop server, we need to run the follow script (WHERE THE...