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Maintenance Menu WHY BUYS PROGRAM OVERVIEW PROGRAM COMPONENTS PERSONALIZED SERVICE WELCOME TECHNICIAN DASHBOARD DMS INTEGRATION COMMUNICATIONS KNOWLEDGEBASE TABLE OF CONTENTS wiADVISOR OVERVIEW You can return to this Table of Contents page at any point within the document by clicking the Mopar logo on the top left of each page.

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Page 1: TABLE OF CONTENTS - DCCToolskb.moparts.dcctools.com/assets/wiadvisor_program_overview.pdf · Chrysler dealers, and will ensure that every customer receives a similar experience across

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� WHY BUYS

� PROGRAM OVERVIEW

� PROGRAM COMPONENTS

� PERSONAlIzEd SERVICE WElCOME

� TECHNICIAN dASHBOARd

� dMS INTEGRATION

� COMMUNICATIONS

� KNOWlEdGEBASE

TABLE OF CONTENTS

wiADVISOR OVERVIEW

You can return to this Table of Contents page at any point within the document by clicking the Mopar logo on the top left of each page.

Page 2: TABLE OF CONTENTS - DCCToolskb.moparts.dcctools.com/assets/wiadvisor_program_overview.pdf · Chrysler dealers, and will ensure that every customer receives a similar experience across

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How will wiADViSoR DRiVe youR CuStomeR’S expeRienCe?

wiADVISOR is the most comprehensive and cost-effective service write-up solution on the market. The program is designed to give your Service Advisors more time to focus on the customer (not the computer) enabling them to build relationships, not simply generate repair orders. wiADVISOR provides the necessary tools for your dealership to offer the most accurate, consistent, and transparent service experience, and includes:

This groundbreaking solution provides your service department with a competitive advantage exclusive to Chrysler dealers, and will ensure that every customer receives a similar experience across the entire network.

Appointment Scheduling & Ledger (manage service leads)•

microPod technology that connects on-board vehicle diagnostic data with Chrysler systems•

Electronic Vehicle Walk-around Inspection•

Service History•

VIN-specific factory required and dealer recommended services (all makes and models)•

DMS integration (where applicable)•

Technician Inspection/Dashboard • (Optional - Coming Soon)

Sales to Service Introduction • (Optional)

Future integration with Mopar Vehicle Protection Plans, Mopar Tire Works, Mopar Accessories, •wiTECH and more

EnhancEd customEr ExpEriEncEFast and simple appointment scheduling for online & mobile (without a login or password)•

Appointment confirmation and reminder notifications•

Ability to review and print • Vin-specific factory required and dealer recommended maintenance requirements at the current mileage interval

Service write-up, walk-around, and customer authorization are completed on a tablet right at the •customer’s vehicle

“customers are booking appointments online and actually upselling themselves. my advisors are able to spend more quality time with them on the drive and provide an enjoyable experience.”

Don Fleming, Service DirectorAllen Samuels Dodge Chrysler Jeep RamFort Worth, TX

� CP Gross profit is up 31.3% YTD over last year� Penetration of Major services sold increased by 12%� Effective labor rate increased by $2.12

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How will wiADViSoR DRiVe youR CuStomeR’S expeRienCe?

incrEasEd trust with customErsConsistently deliver accurate promise times and preliminary customer estimates•

Identify open Recalls, RRTs, DTCs, and Flash Software updates immediately on the drive without needing to •call the customer back

Review Service History and determine customer concerns•

Customer authorization completed on the tablet and a signed copy of the pre-write order is provided•

Accurate and timely vehicle inspection reports from the Technician, to the Service Advisor, to the customer •using the Technician Dashboard (Optional - Coming Soon)

With wiADVISOR, you get a simplified service write-up process, pricing by VIN that will increase margins (by eliminating cost averaging) and an accountability tool that will deliver service retention and profits like no other.

consistEnt sErVicE driVE procEss

Eliminate unnecessary steps by using a single system to complete the service write-up•

Hold Service Advisors and Technicians accountable with a reporting tool that allows you to track:•

Maintenance Menus given to all service customers•

Walk-around Inspection on all vehicles in the drive•

Presentation of inspection results to customers•

Usage of Online Service Scheduler•

Presentation of Personalized Service Welcome to vehicle buyers • (Optional)

incrEasE sErVicE BusinEss opportunitiEsIncrease your dollars per RO by identifying and presenting maintenance needs, open service actions, •available Flash Software updates, and Walk-around inspection results all while at the customer’s vehicle

“we are seeing instant, positive results and this is helping to increase the dollars per r.o. in our service department.”

Bill Denton, Service DirectorAllen Samuels Dodge Chrysler Jeep RamKaty, TX

� CP Revenue has averaged $40K increase per month since inception of program� Penetration of Major services sold increased by 9.8%� Effective labor rate increased by $3.68

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The wiADVISOR suite of tools assists your Service department in enhancing the customer experience through improved service processes. It includes a full set of online scheduling and service write-up tools. wiADVISOR provides a seamless, portable method to support the interaction between the Service Advisor and customer in the service write-up area. It integrates many Chrysler systems, complements most Dealer Management Systems (DMS) and incorporates other service write-up resources into a single web-based user interface displayed on a tablet or PC. This will improve customer communication and provide information instantly about the customer’s vehicle.

wiADViSOR PROgRAm OVeRView

ElEMEnTS

• Online Service Scheduler

• Service Advisor User Interface

• Dealership Management Reports

PRIMARy FEATURES

• Vehicle Queue with Save & Restore functionality

• Triage Items

• Service History and Warranty Coverage

• VIn & Mileage Specific Factory Required Maintenance

• Dealer Recommended Maintenance

• Repair Order Details

• Vehicle Walk Around

• Customer Reports

• VIP Warnings

• Existing Mopar Vehicle Protection Plans

• Electronic Customer Signature

PlAnnED FUTURE EnHAnCEMEnTS

• Appointment ledger

• Technician Inspection

• Guided RO Wizard

• Mopar Vehicle Protection Sales in lane

• Additional Reporting Capabilities

• Mopar Tire Works

• Customer Satisfaction History

• Digital Imaging System Integration

• wiTECH Integration

• Express lane Option

• Coupons

• Declined Services

microPod

WiFi Access Point

HARDWARE

• microPod: Automatically collects VIn, odometer, DTCs, Tire Pressure, , odometer, DTCs, Tire Pressure, , odometer &checks for open Flash Software Updates

• WiFi Access Point: Extends your private wiTECH wireless network from the service shop to the service drive

• Tablet: Allows the Service Advisor conduct walk around and perform write-up at vehicle

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1. Online/Mobile Service Scheduling - Convenient, user-friendly interface designed to promote factory required and dealer-recommended maintenance without a login or password - Integrates with your Dealer.com website

2. Appointment Ledger - Gives your service team a simple solution to manage and track all incoming appointments from multiple sources (website, BDC and service drive)

4. Vehicle Queue - Select from multiple vehicles that are in the write-up process and keep track of their completion status - Supports multiple styles of Service Drive configurations and Write-up processes (Service Advisors, Porters, Valets, etc.)

3. microPod Technology & Vehicle Diagnostics - Automatically collects VIN, odometer, DTCs, and Tire Pressure and checks for open Flash Software Updates

PROGRAM COMPONENTS

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5. Customer & Vehicle Information - Identifies customer information mismatches between VIP and DMS, allowing easy corrections in both systems - Provides Customer Retention Vitals Status, last service date, and a listing of vehicle triage items such as open recalls, RRTs, flash software updates, DTCs, and more

7. Build Repair Order - Easily build an RO with pricing by selecting common customer concerns, VIN-specific factory-required and dealer recommended services, and open vehicle triage items

6. Review Warranty Coverage & Service History - Displays all active Warranty and Mopar Vehicle Protection Plan coverage as found in DealerCONNECT VIP, as well as service history from both VIP and your DMS (where applicable)

8. Assign Repair Order - Re-assign to different Service Advisors, establish contact time for communicating back to the customer, assign tag numbers and designate various flags (transportation options, car wash, etc.)

PROGRAM COMPONENTS

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9. Conduct Walkaround - Facilitates a thorough walkaround of the vehicle. Service Advisors can easily identify existing damage and sales opportunities on many areas of the vehicle (e.g. wipers)

10. Walkaround - Tires - Identify tire wear, tread depth, and tire pressures (automatically pulled from some vehicles using the microPod)

12. Reports - Generate and print VIN specific required maintenance menus and roadmaps, dealership amenities, and customer copy of the pre-write from the tablet - Generate maintenance menus any time during the customer consolation process or at the end of the write-up

11. Sign Repair Order - Review selections made by the customer and provide ability to collect signature for customer authorization at their vehicle

PROGRAM COMPONENTS

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13. Personalized Service Welcome & Pit Stop - Reinforce the purchase decision, effectively transition customers from sales to service and build long-term retention

14. Technician Dashboard & Estimate - Electronic inspection tool designed to deliver a comprehensive inspection, professional presentation with estimates and management reporting

optional pRoGRaM CoMponEntS

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The Personalized Service Welcome Package is designed to immediately build credibility, value and trust with every sales customer. It provides your Dealership with the tools and processes needed to ensure customers are consistently introduced to your service department at the time of purchase, helping to increase first service visit retention.

Personalized service Welcome Package - Features & BeneFits

Features BeneFitsTransitions your sales customer to service and •schedules the first service appointment

Increases first service visit retention and builds •rapport with customer

Formalizes your service introduction process•Provides your sales team with a guide to introduce •customers to fixed operations and deliver an improved experience

Educates your customer about the competitive •advantages offered by your service department

Gives your dealership an opportunity to promote •the “extras” offered at the time of purchase on your service drive and encourages customers to service with you

Communicates the importance of completing •scheduled maintenance on their vehicle

Sets customer expectations and builds trust by •providing a full maintenance roadmap

Introduces other departments within your •dealership, such as Parts & Collision Center

Generates additional fixed revenue and increases •awareness of your dealership

Provides reporting safeguards for tracking •appointments, retention, and more

Ensures all sales customers are introduced to the •service department

(Optional)

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Presentation Folder A visually impressive and durable piece, the folder holds all pieces of the Service Welcome Package and provides a handy takeaway that builds awareness of the Dealership.

Thank You Letter from General ManagerThis letter gives your customer a personalized greeting from the top executive at your dealership. With the intent of welcoming the customer to your dealership family, the letter also thanks them for buying and reinforces the purchase decision.

Dealer Advantage CardThe Advantage Card allows you to communicate and highlight the benefits to your customer of servicing with your dealership. The card also features your hours of operation, contact information, and is optimally sized for customers to keep on hand beyond their vehicle delivery visit.

Personalized Service WelcomeThis three-page handout builds credibility, value, and trust while setting future maintenance expectations during the transition from sales to service. In addition, your dealership can also promote service amenities, extended warranties, parts, and much more.

Online Appointment CardCommunicate and promote the convenience of booking service appointments online with this handy, business card-sized piece. In addition to promoting the benefits of the online tool, it also outlines the steps required to schedule an appointment.

Ambassador Program HandoutReferrals are the most efficient and least expensive way of generating new business. Equip your customer with referral cards so they can encourage friends and family to have the same great experience they had – and then reward them for it.

Delivery ChecklistThis checklist helps to ensure your sales associates have provided a positive and thorough experience at the time of delivery. This includes providing the customer with: dealership advantages, service promotions, privacy/email policies, preferred method of contact, and more.

Customized Deal Jacket This customized Deal Jacket includes a complete checklist to ensure all items from sales, service, and the customer have been included.

Personalized service Welcome Package - comPonents

(Optional)

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Deliver accurate and timely inspection results from the technician, to the Service Advisor, and then to the customer on a printed page or electronically in PDf format. The Technician Dashboard is a critical component to ensuring a Technician Dashboard is a critical component to ensuring a T consistent and professional customer service experience.

Technician DashboarD - FeaTures & beneFiTs

FeaTures beneFiTsPrompts Service Advisors to initiate an Electronic •Vehicle inspection on every repair order

Automatically guides Service Advisors to follow •dealership service procedures

Queues inspections for technicians• Manages the inspection process with ease•

Built-in start and stop times (sets default)• Tracks technician’s time spent on process to ensure •a proper inspection was done

Provides a step-by-step Electronic inspection guide• guides technicians through a detailed inspection •process

offers simple navigation for the user• Allows technicians to easily mark conditions of •each inspection item and add comments

Provides built-in estimating capabilities• gives technicians the ability to click on •dealer-defined repairs and add them to estimate

Presents inspection results professionally• Displays final results and repair estimates on-•screen or via email for quick customer approval

Accesses previous inspection history• Provides previous inspection results for added •technician confidence

generates full reports of the inspection process• gives management dynamic tools to monitor •inspection times, results, and opportunities

Technician Dashboard

(optional)

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Are you missing opportunities? Every Service Manager knows that a thorough multi-point inspection coupled with a professional presentation of the findings leads to increased sales. The problem faced by many service departments is that this process does not happen consistently. Service Advisors may not request the inspection, while some technicians simply do not complete the inspection or notify the Service Advisor with the results in a timely matter. Mopar addresses these issues with the Technician Dashboard.

Technician DashboarD

NoTificATioN:

ASSigNMENT:

ExEcuTioN:

Service Advisors receive a prompt to notify a technician that a vehicle inspection is due on a particular vehicle.

Technicians can search for inspections assigned to them, or inspections available to be performed.

The entire inspection is broken down into logical sections.

The items relevant to each individual tab will be displayed. The technician goes through each tab while inspecting and marking items accordingly and adding comments as needed.Each inspection is timed and tracked so your dealership can identify:

Appropriate amount of time has been spent performing the inspection •

Average number of recommended items found per inspection •

Number of vehicles not inspected•

And much more•

The output enables the Service Advisor to sell with confidence utilizing a professionally designed piece. it completely outlines the inspection findings, in addition to providing the Service Advisor with the option to print, present on screen, or send a PDf copy by email to the customer.

(optional)

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wiADVISOR is the most comprehensive and cost-effective service write-up solution on the market.

The program is designed to give your advisors more time to focus on the customer (not the computer), enabling them to build relationships and not simply generate repair orders.

While different DMS providers offer various types of integration, the ability to complete the entire write-up at the vehicle and the process is not dependent on your DMS or level of integration.

DMS providers allow wiADVISOR limited access to integrate to their systems and depending on the DMS, wiADVISOR will be able to offer additional features and functionality.

Regardless, wiADVISOR will continue to work with any DMS providers to improve the level and quality of integration supported. Wherever possible, wiADVISOR will include additional functionality from the DMS provers as they are developed and made available.

BelOW IS A lIST Of 4 DIffeRenT leVelS Of InTegRATIOn:

nO DMS SUPPORT• - dealers will be able to complete all wiADVISOR features as outlined above. Dealers will have access to all wiADVISOR functionality including being able to complete the entire service write-up process at the vehicle with the customer and access various Chrysler systems to identify RRTs, DTCs, Recalls, and flash Updates. The dealership will have to enter appointments and re-enter service pre-write information into their DMS manually.

PUll InTegRATIOn Only• - dealers will be able to complete all wiADVISOR functionality as outlined for no Integration above. In addition dealers will be able to review past service history and identify existing customers on the drive. The dealership will have to enter appointments and re-enter service pre-write information into their DMS manually.

PUll AnD PUSh TO An APPOInTMenT• - dealers will be able to complete all wiADVISOR functionality as outlined for Pull Integration above. Additionally, dealers will be able to push appointments and, depending on the DMS, service pre-write information directly into their DMS. After the transaction on the drive, the advisor will have to roll or convert appointment into a repair order.

PUll AnD PUSh TO An APPOInTMenT & RePAIR ORDeR• - dealers will be able to complete all wiADVISOR functionality as outlined for Pull and Push to an Appointment above. Additionally, dealers will be able to push service pre-write information directly into their DMS. The transaction on the drive will automatically be pushed directly to a repair order without having to access the DMS screen.

On the next page, an outline of the different features of wiADVISOR are displayed with the benefits of each type of DMS integration.

With wiADVISOR, you get a simplified service write-up process, pricing by VIn that will increase margins (by eliminating cost averaging) and an accountability tool that will deliver service retention and profits like no other.

dms integration

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TyPeS Of InTegRATIOn AnD The wiADVISOR feATUReS AVAIlABle:

wiadVisor features by dms integration type: no integration pull only push appt. push r.o.

Service write-up, walkaround, and customer authorization are completed on a 1.tablet right at the customer’s vehicle

Improve accuracy of promise time and preliminary customer estimate•Review service history and determine customer concerns•eliminate unnecessary steps by using a single system to complete the service write-up•

ü ü ü ü

Customer generated VIn-specific maintenance menu2. ü ü ü ü

Appointment ledger to manage all service appointments3.Includes leads from online, mobile, service drive, phone and BDC• ü ü ü ü

microPod compatibility (Chrysler vehicles)4. ü ü ü ü

Chrysler Systems Integration 5.Customer lookup from DealerCOnneCT and eVIP•Provides Recalls, RRTs, flash Updates, DTCs, etc.•Service history•

ü ü ü ü

Automated VIn Decoder (all makes)6. ü ü ü ü

Advisor tablet/computer popup with notification7. ü ü ü ü

Advisor Walkaround (Chrysler vehicles)8. ü ü ü ü

VIn-Specific Maintenance Menu (all makes)9.factory Required and Dealer Recommended Services•Menu Pricing and Cost of Ownership•Previous Menu Recalls (saved results)•Declined Service Recalls (with saved menu feature)•Customer Concerns/Repairs•

ü ü ü ü

wiADVISOR Scheduler via email (all makes)10.Appointment ledger Integration (passive)•next Appointment Scheduling•fast and simple appointment scheduling for online & mobile • (without a login or password)Appointment confirmation and reminder notifications•

ü ü ü ü

future integration with Mopar Vehicle Protection Plans, Mopar Tire Works, 11. Mopar Accessories, wiTeCh and more ü ü ü ü

Sales to Service Welcome (all makes) 12. (Optional)email transmission and package customization•new or Used vehicle transition•

ü ü ü ü

Technician Dashboard 13. (Optional)Save results for future review•Advisor notification of Technician Dashboard completion•Accurate and timely vehicle inspection reports from the technician, to the advisor, to the •customer using the Technician Dashboard (Coming Soon)

ü ü ü ü

Reporting (Advisor Dashboard and Technician Dashboard) 14.Reporting tool that allows you to hold your Service Advisors and Technicians accountable• ü ü ü ü

Customer search (in DMS via name/phone number/VIn)15. ü ü ü

Customer select (where mismatch between DMS and DealerCOnneCT)16. ü ü ü

Customer Vitals (status)17. ü ü ü

Service history (RO)18. ü ü ü

Push Appointment to DMS (dealer has to manually convert to RO)19. ü ü

Push Appointment and Repair Order to DMS 20. ü

dms integration

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October 2nd, 2012

TO: All U.S. CHRYSlER GROUP DEAlERSHIPS AND FIAT STUDIOSATTN: DEAlER PRINCIPAl & SERVICE MANAGER

SUBJECT: TABlET ENABlED SERVICE ADVISOR TOOlIn May, Mopar officially announced the release of the upcoming wiADVISOR tool to all U.S. dealerships. Many of our Dealer Principals had a chance to hear Pietro Gorlier, President and CEO of Mopar Service, Parts and Customer Care formally introduce the program at the Dealer Announcement Show in Las Vegas last month. I am pleased to inform you that our Pilot phase of the wiADVISOR program will be concluding soon and the roll-out to all U.S. dealerships will begin in the 4th quarter.

wiADVISOR will provide a seamless, portable method to support the interaction between the Service Advisor and customer in the service write-up area. It will integrate many Chrysler systems, complement your Dealer Management Systems (DMS) where applicable and incorporate other service write-up resources into a single web-based user interface displayed on a tablet. This will provide your service department with an unprecedented level of customer confidence in Mopar products and services by improving communication and instant knowledge that relates directly to the customer’s vehicle.

The wiADVISOR Support Team will send you a dmail communication notifying you when your dealership be will scheduled to begin the installation process. Many of you will start to receive the communication this week.

For further information, please review the attached documentation and log on to the wiADVISOR Knowledgebase, which can be accessed from within the Technical Service Portal at: www.witechsystem.com.

Sincerely,

Tony BrendersV.P. Technical Service OperationsMopar Service, Parts & Customer Care

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KNOWLEDGEBASE

KnowledgeBase articles have been created as a quick reference guide to assist your dealership with varioustopics such as wiADVISOR Features vs. Vehicle Support Summary, Ordering Recommended Tablets for Usewith wiADVISOR, and many more. These articles can be accessed via the Mopar Technical Service Portal at:www.witechsystem.com > Support > Knowledge Base

Click on the Login button under the Mopar TechnicalService Knowledgebase section:

All articles can be found in the NAFTA folder for your review:

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ordering recommended tablets for use with wiadVisor

Chrysler recommends two different tablets for use with wiADVISOR, the New iPad (3rd or 4th Generation) and the Samsung Slate 7. The iPad is an Apple product that uses the iOS 6 operating system, and the Samsung Slate 7 uses the Windows 7 operating system.

Chrysler has provided two different options for ordering Apple products (see below). Option 1 is if you are only interested in ordering iPad(s) and/or AppleCare+. Option 2 is if you are interested in ordering iPad(s) with Mopar wiADVISOR branding, cases, and accessories.

OPTION 1: ORDeRING IPAD AND/OR APPleCARe+ ONlyIf you should choose to order an iPad without Mopar branding or accessories, please email yourApple representative at:

[email protected]

Price: $569 per iPad with Retina Display (5% discount)$79 per AppleCare+ for iPad (20% discount)

your order will be processed within 24 hours with your local tax rate and standard shipping.your order will be processed within 24 hours with your local tax rate and standard shipping.y

OPTION 2: ChRySleR DeAleRShIP IPAD CONfIGuRATOR (IPAD & ACCeSSORIeS ORDeRING WebSITe)All orders are subject to Tax, Shipping & handling feesCredit card is the only form of payment accepted

To ease the ordering process, Chrysler has partnered with ‘fusion of Ideas’ to provide a Dealership iPad Configurator for wiADVISOR. This website will provide your dealership with a convenient method to order iPads with optional accessories for use with the wiADVISOR iPad. Dealerships can order the following athttp://www.fusionofideas.com/mopar/

• iPad with Retina Display (4th Generation) with AppleCare+ for iPad - AppleCare+ is required when ordering through the fuSION website

• Customized wiADVISOR branding• Variety of Protective Cases• Variety of Accessories

After selecting the quantity of iPads that you would like to order, the website will have various ‘Dealer Kit’ options that are pre-selected. At any time, you may upgrade or un-select any of the pre-selected options to meet your dealership needs.

‘AppleCare+ for iPad’ includes the following:• extended repair coverage up to 2 years from original purchase date of iPad• up to 2 incidents of accidental damage (each subject to a $49 service fee)

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ordering recommended tablets for use with wiadVisor

ChRySleR ReCOMMeNDeD TAbleTS

Note: A 3G/4G contract is not required. The wiADVISOR system has an Access Point for wireless connectivity.

There are several accessories that a dealership can purchase for the iPad. each individual dealership must determine its needs before making a decision on which tablet accessories are needed for their service write-up area. The following are suggested accessories for the iPad tablet.

The iPad should not be viewed as a tool that replaces desktop computers, but rather as an enhancement to them. Dealers who want a tablet that offers direct access to their DMS should consider a model which would then replace their desktops or laptops in their service write up area. The recommendation for that is as follows:

NOTE: The wiADVISOR Support Team can only support the wiADVISOR Dashboard application operating any of the listed tablets with the operating system and browsers as shown. Dealers are responsible for any consequences on tablets purchased outside of the above recommendations. The above recommendations will evolve over time.

model hd operating system/browser

approximateprice

Apple - iPad with Retina Display (4th Generation) Wi-fi Model 32 Gb iOS 6 / Safari $599 (Retail)

Apple - iPad (3rd Generation) Wi-fi Model 32 Gb iOS 6 / Safari $599 (Retail)

model processorspeed hd memory operating system/

browserscreen

size resolution approximateprice

Samsung Slate 7(Part # Xe700T1A-A04uS)

i5-2467MProcessor 128 Gb 4 Gb RAM

Windows 7Professional 64 bit

/ Ie911.6” 1366 x 768 $1,350

(Retail)

print specifications approximateprice

Printer Must have AirPrint to work with iPad. Please research an appropriate size printer for your business that is AirPrint-enabled

Stylus Pen Stylus Pen compatible with iPad. Please research an appropriate Stylus Pen for use with iPad, as several options are available See fuSION website

Protective Case Dealer choice See fuSION website