Shared canned services help organizations implement standardized repair procedures, descriptions, and pricing for typical jobs across all their shops. In addition to ensuring that customers receive the same quality of service and consistent information regardless of which location they visit, this also creates a more efficient workflow for service writers and technicians.

HQ Managed vs. Location Managed Canned Service Data

When Canned Services Data Sharing is enabled, canned service items created in HQ will be shared across all locations. Locations can create and manage local canned services, separate from the company catalog.

Aspects of the canned services data are managed either at the HQ level or the individual location.

HQ managed items are managed in HQ and are view-only at the location level. These items include:

• Name
• Category
• Tags
• Subcontract
• Discounts
• Labor Rates
• Labor Matrix
• Pricing Matrix
• Settings

Location managed items are managed by and unique to each location. These items include:

• EPA & Shop Supplies Fees
• Taxes

Manage HQ Canned Services

Select the Data icon on the left-side navigation bar.

Select Canned Services to add, view, and edit canned services and canned service categories. Canned services created in HQ can also pull from the existing HQ inventory catalog.

Canned Services in HQ shows categories and canned services created and managed at the HQ level.

Once canned service data is in HQ, it will automatically be transferred to all sublocations under HQ.

The canned services list at a sublocation will include categories and canned services created at both the shop location and HQ. It will also indicate whether the canned service is shop- or corporate- owned.

Considerations

• In order to enable Canned Service Data Sharing, HQ Inventory Data Sharing must also be enabled. However, the organization is not required to add any inventory data at the HQ level
• Locations will not be notified of changes made by HQ to canned services
• Canned Services cannot be archived or restored at the HQ level

FAQs

How does a sub-location know that a canned service is corporate-managed?

When a location user attempts to add a canned service to an order views shop canned services, they will see HQ-managed canned services, which are identified as "Corporate" or marked with a building icon

What information can locations edit on HQ-managed canned services?

Individual locations will not be able to modify any canned services managed by HQ. However, they can make changes once the canned service is added to an order. Locations can also create their own canned services.

What happens once a canned service is deleted at the HQ level?

The canned service is also no longer available at the location level in Lists and cannot be added to new orders. Existing orders with the deleted canned service will remain unaffected.

If a location has existing canned services, will they be deleted or replaced by HQ canned services data

No. Any existing canned service data at an individual location will stay the same.

Will the canned service categories set up at the HQ level show in reports at the location level?

Yes. Corporate-created canned services and their associated categories will populate in sub-location reports (e.g. Canned Service Summary Report). 

Enable Canned Service Data Sharing

Enabling canned service data sharing in your shop requires that you be fully educated on the feature and its functions. Please reach out to your account manager to discuss implementing this feature.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!