Help Center

To add a new vehicle, navigate to the Vehicle Management section from the dashboard, click on "Add New Vehicle", and fill in the required information like make, model, VIN, registration, and client details. You can also add additional information such as service history, notes, and attach images or documents.

EGM's predictive inventory system tracks your usage patterns and automatically generates reorder suggestions when stock levels reach your predefined thresholds. You can set different thresholds for each item, define preferred suppliers, and enable automatic purchase order generation. The system also provides usage analytics to help optimize your inventory levels.

Yes, you can create and customize service packages to match your business needs. Navigate to the Service Management section, select "Manage Packages", and either create a new package or modify an existing one. You can add parts, labor, set pricing, and define service intervals. These packages can be quickly applied to customer vehicles with automatic parts allocation and scheduling.

To configure automated customer notifications, go to Settings > Notifications. Here you can enable or disable various notification types such as service reminders, appointment confirmations, work status updates, and invoice alerts. For each notification type, you can customize the message content, timing, and delivery method (email, SMS, or both). You can also set up notification templates and schedule them based on specific triggers or time intervals.

The AI Diagnostics Assistant works by analyzing symptom patterns, vehicle data, and repair history to suggest potential issues and solutions. When entering symptoms or diagnostic trouble codes, the AI searches its extensive knowledge base and provides probability-ranked suggestions. It continuously learns from your technicians' feedback and repair outcomes to improve its accuracy over time. You can access the assistant from the vehicle service page by clicking on "AI Diagnostics" and entering the relevant information.

Yes, EGM integrates with popular accounting software including QuickBooks, Xero, and Sage. To set up an integration, go to Settings > Integrations, select your accounting software, and follow the authentication process. Once connected, you can configure which data syncs between systems including invoices, payments, customer information, and financial reports. The Professional and Enterprise plans include API access for custom integrations with other business systems.

To generate business reports, navigate to the Reports section from the dashboard. You can choose from various pre-built report templates such as financial summaries, service efficiency metrics, technician performance, parts usage, and customer stats. Set your desired time period and parameters, then generate the report. Reports can be viewed online with interactive charts, exported to Excel or PDF, scheduled for automatic delivery, or displayed on your custom dashboard. The Analytics section provides deeper insights with trend analysis, forecasting, and comparative metrics.