The key concept to grasp with Megazord is the shift away from line items and into what we are now calling “Services”. This structure will replace the line item formatting across all three operational pages: Estimates, Jobs, and Invoices. The new services box is shown below. (Hint: Click the image to enlarge!)
Let’s look at 4 columns...
1) Included in Estimate: Indicates if that particular service (row) is included in the Estimate. Often times, we include extra Services in the Job level, as that reflects what the technician will be sent out prepared for. It is important these are included as they signal which parts the Parts team will order. In this example, there was not an attached estimate, so all are showing “N” for No.
2)Service: This is the name of the service. Along with the 5 shown in the screenshot above, Megazord has 50+ built in Services that you can choose from. Estimates come pre-populated with all pads + all rotors + fluid flush from the moment it is created. To add an additional service, the dropdown in the bottom left + the orange “+ Add Service” button can be used. To delete a service, the trashcan on the right of the row can be clicked.
3)Customer Price: This is the price the customer will pay for the service, and is calculated based on parts and labor. Note that this number cannot be edited directly in row.
4)Technician Pay: This is the amount of payout associated for the service. Note that this number can be edited directly in row. It is also important to note that labor and technician pay are not the same figure. Labor price is what the customer will pay for the technicians time, while the pay is independent.
What do these mean???
These exclamations found next to the service name indicate that the row is missing some data. Because of this missing data, a customer price is not displayed and the estimate can not be saved..
To resolve this issue, the data needs to be added. Services are expandable and contain all the elements associated with the service. For example, a “Front Pad Replacement” will contain the parts cost(s) and a labor charge. The GIF below shows how to expand and collapse a service row.
Here is a still shot of the expanded “Front Pad Replacement” service....
Now let’s look at the 8 columns....
1)Product Type: This column shows the name of each component of the service. In this example, the front pad replacement just has two products; Brake Pads (parts cost) and Labor (labor cost).
2)Selection: This column will be used to designate what product was selected. For example, an ISA might fill this box for the Brake Pads product with “CarQuest Platinum Pads”. Note that the Labor selection box is pre-populated. In future Megazord phases, these boxes will prepopulate, saving more time for ISAs and NuBrakes team members.
3)Units: The units box is used to show how many of the products are needed. For the Brake Pad product, this will default to 1 Unit, and default to 2 Units for rotors. For the Labor product, units define labor hours; pads default to 1 unit (hour) while rotors default to .5 units (hours). In future Megazord phases, the labor will be prepopulated and car dependent.
4)Customer Price: The price the customer will pay. This field is editable if needed, but the customer price will auto populate when the vendor unit cost box + units box are filled.
5)Vendor Unit Cost:This is where the price of the parts will be input on a per unit cost. The ISA will need to source this pricing from the appropriate vendor (AA or OR) and fill this in. Phase II of Megazord will aim to populate vendor unit cost based on vehicle attributes Note that previously, we would input the combined cost for items that required more than one unit (eg. Rotors).
Before the last 3 columns are outlined, a few screenshots and GIFs are shown below to showcase some of the finer points.
Here you can see the proper way to fill in the product info.
Below you can see the “1.85x” multiplier next to the customer price. This is to show that the multiple for this customer is at a 1.85; at times, this will vary based on the vendor unit cost as we strive to achieve the optimal price. It will tend to go down as the vendor unit cost gets more expensive. General Managers have the ability to adjust this multiple to meet market needs so it might change from time to time by market. Also note that the units for Rotors has defaulted to “2”.
This GIF shows how to add a new Service all together. In this example a Sway Bar Linkage Replacement is needed. In the GIF, the dropdown is used, but ISAs can also begin typing the specific service they are looking for. The list will autocomplete based off their input.
The final 3 columns are...
6)Part Number: This box will store the part number for any specific product that has an associated part. For example: GNAD1919
7)Part Store: The location of where the product part will be ordered.
8)Notes: This is where any additional notes about the product can be kept. This box is not displayed to the customer.
Subtotals, Totals, and Discounts...Oh my!
Let’s now take a look a the box below services showing the pricing breakdown.
-From the ESTIMATES view, this box will reflect the totals of what is toggled to be included.
-The JOB view of this box will show the totals for all the services included in the estimate (i.e. the columns with the “Y” in the service box).
-In the INVOICE view, all services be included into the pricing...regardless if they are on the estimate or not. Services that are not executed will simply be deleted.
Percent discounts are a frequently cited pain point. Megazord now offers ISA’s and team an easy way to add discounts, both percent or dollar based. These discounts are applied proportionally across parts and labor, pre-tax. The total amount discounted of the two are not shown (yet) but Phase II of Megazord will include this level of detail, and will also include the final price of each Service post discount.
To add a discount, the blue “Add” text can be clicked, as shown below.