Recon Tool: Customizing the Recon Tool for YOUR Process
At this point, we want to focus on creating the best recon tool for your dealership. This includes creating steps, adding subcategories, and rearranging steps to meet your unique needs.
Customizing the Recon Process to the best process for your business is a vital part of creating the best recon tool for your dealership. In this video, we’ll review how to add steps, remove steps, and rearrange the order.
View Step by Step Guide: Customizing the Recon Process (3 min)
Subcategories and Permanent Subcategories are a great tool that can help to keep your Recon Tool clean and organized. It’s also a great way to add a checklist for unique work that needs completed in a category.
For example, using a subcategory under a “Mechanic Needed” category can include steps for any work that needs to be done. You can add items such as: new brakes, tpms issue, and/or head gaskets need replaced. Each of these items becomes an item that needs to be checked off. The “Mechanic Needed” step will not be complete until all subcategories have been marked as complete.
View Step by Step Guide: Adding Subcategories and Permanent Subcategories (3 min 30 sec)