5iQ Workshop Software

The 5iQ Workshop Software is a solution aimed at small to medium-sized businesses operating in the auto mechanical, auto electrical, tyre, truck, and motorcycle industries. According to the vendor, this software offers a range of features to facilitate customer and asset management, workshop scheduling, digital inspection reporting, mobile apps for technicians and customers, marketing with AI, and inventory management, among others. With its user-friendly interface and claimed capabilities, the 5iQ Workshop Software is positioned as a tool that may potentially optimize efficiency and productivity in workshop operations.

Key Features

Customer and asset management: According to the vendor, users can easily create and maintain customer, supplier, and employee files, view transaction history, set customer pricing levels, and run reports. The software allows for the addition of multiple assets to each customer and customization of fields to meet specific needs.

Workshop management: The software reportedly provides a comprehensive dashboard view of daily and weekly bookings, seamless quoting with parts integration, efficient management of bookings and jobs through the smart scheduler, and quick completion of service reports and safety certificates. The vendor claims that the software can also automate and integrate accounting processes.

Digital inspection report: The software enables the creation of digital inspection forms to enhance efficiency and productivity. Users can generate operational reports to monitor business progress, track key metrics, and identify potentially profitable areas. Real-time data access from any device is claimed, allowing for analysis of relevant business trends.

Smart scheduler: The smart scheduler feature aims to streamline job scheduling by automatically handling customer bookings, facilitating review and approval of requests, and providing tags to identify primary and secondary reasons for jobs. The vendor states that this feature can optimize mechanic productivity, track time on jobs and non-job activities, and allow for easy scheduling or rescheduling through a simple drag and drop interface.

Reports: The software offers better visibility to potentially spot new opportunities, provides operational reports to monitor business progress, and allows for tracking of key metrics. The vendor claims that the software streamlines reporting to identify the most profitable aspects of the business. Users can access real-time data from any device, generate reports to analyze relevant business trends, and apply multiple filters for slicing and dicing across reports.

Mobile Apps: According to the vendor, the software provides mobile apps for technicians and customers, allowing technicians to handle various aspects of their business on the go, such as creating bookings, raising invoices, and accepting payments. In-house technicians can manage their time and materials directly from the app, while customers can view job details, track progress, and receive updates, thereby improving communication and collaboration.

Marketing with AI: The software reportedly utilizes artificial intelligence to create campaigns for specials, drive customer engagement, and improve online ratings. Collaboration between sales and marketing teams is said to be facilitated to determine booking requirements and trigger call-to-action. The vendor suggests that the software can help mitigate risk by managing schedules and alerting users to underutilized days. It can also analyze customer surveys and social media sites to potentially attract more customers.

Inventory Management: The software is claimed to assist in managing workshop inventory by tracking stock levels, orders, and usage. It provides real-time visibility, ensuring accurate stock management. Users can create purchase orders, track deliveries, and manage suppliers to optimize inventory levels and reduce stockouts or overstocking.

Customer & Vehicle CRM: According to the vendor, the software allows for the maintenance of up-to-date records of customers and their assets. It provides a central platform to manage customer information, including contact details, service history, and preferences. Users can create and manage customer profiles, aiming to improve customer loyalty and satisfaction by offering personalized service.

Dashboard: The software reportedly offers live reporting widgets for monitoring and controlling workshop operations. It provides data visualization and AI-driven business solutions to analyze and potentially predict outcomes. The vendor claims that the dashboard provides total visibility into the workshop's performance, allowing users to assess what is working and what is not. It also offers success indicators and actionable insights to potentially improve efficiency and productivity.