How to Set Up a Shop Service

Learn how to add a service offered to customers

Once you have activated your Provider Portal account, and have successfully added at least one shop to your Provider Portal, you are now ready to configure the service(s) provided by your shop(s).  This article describes both Adding a Service for a Shop and Editing an Existing Shop Service.

 

Adding a service for a shop

You will start this process by clicking on the 'Shop(s)' link in the 'Configure' section of the Provider Portal navigation bar that is located on the left side of the screen.

Next, you will click on the wrench () icon in the 'Shop Information' page and will be redirected to the 'Service Selection' page:

The upper portion of the 'Service Selection' page will display which service(s) are available for addition to the selected shop. The bottom portion of the page will display which service(s) are already being offered by that shop.

 

Services Available for Addition

 

Services already offered by shop

Check the box next to the service(s) that you would like to add to your shop.  Use the 'Previous'/'Next' buttons to navigate through all of the existing, prebuilt BidClips service offerings and click the 'SAVE' button.  If you do not find an existing BidClips service offering that is needed for your shop, please submit a support request for the BidClips support team to have it added.

Once you click the 'SAVE' button, you will be redirected to the 'Services Offered By Shop' page where you can now edit the default settings for the services provided by your shop, if so desired.

 

Editing an Existing Shop Service

You can edit an existing shop service by clicking on the 'Services' link in the 'Configure' section of the Provider Portal navigation bar that is located on the left side of the screen.

All service offerings available in BidClips are prebuilt by the BidClips support team for Provider Portal users.  The service offerings utilize prebuilt Journey Templates and have a default on-site and mobile (customer location) service duration. 

The service offerings also inherit the global shop pricing settings such as gross profit percentages and part/cost distribution percentages that were established when setting up a shop. Once a service offering has been added to a shop, you can modify the following settings;

  • Override Journey Template Selection
  • On-site and Customer Location Service Duration
  • On-site and Customer Location Scheduling Options
  • Service Note/Message
  • Override Pricing Selection
  • Override Distribution Selection
  • Override Distribution Selection Option on All Bids

Click on the "edit" () icon for one of the service offerings provided by your shop to begin editing your service settings.

This will redirect you to the "Edit Shop Service" page:

Important!: Please note, you must click the 'SAVE' button at the very bottom of the Edit Shop Service page before leaving the page.  Failure to click the 'SAVE' button before navigating away from the Edit Shop Service page will result in lost work.

 

Override Journey Template Selection

Each service offering available to providers in the BidClips platform has been prebuilt by the BidClips support team. The service offering will have default Emergency, Non-Emergency, and Phone Request Journey Templates.  You are able to edit one or more of those Journey Template usages here.  You can either select another existing Journey Template created by the BidClips team or use a Journey Template that you created specifically for your organization.  In order to apply Journey Template override functionality:

  • Check the "Override Journey Template Selection" option
  • Click on one of the Journey Template field lines (this example shows a change to the Emergency Journey Template)
  • Either select a journey template from the drop-down list if it appears or start typing in the name of a journey template and select the desired journey template
  • Shown here is a change from using the "Windshield Replacement [Web]" journey template to the "Test New Journey Template[Provider]" journey template for the emergency journey template field.

If you want to remove the override and revert to the prebuilt, default journey template(s), simply deselect the Override Journey Template checkbox.  You will notice that the original journey template values have been restored.

 

On-site and Customer Location Service Duration

 Each service offering available in the BidClips platform has a default on-site (shop) and mobile (customer location) duration. These duration values, in minutes, are established to ensure the shop is not overbooked.

The shop calendar in BidClips will be updated when a job is booked using the duration of the service. 

Here, you are given the opportunity to change these values.  The example shown below demonstrates how you would change a Windshield Replacement service from having a 120-minute on-site service duration to a 150-minute duration.

Existing 120 minute shop duration:

Click on the 'Duration if service done in Shop' field and enter a value of 150:

 

On-site and Customer Location Scheduling Options

Disable schedule for the customer at time of reservation for shop

You have the option to enable/disable scheduling at the time of reservation for a particular service. 

If disabled, the customer can accept a Bid and a Job would be created without a reservation.  Then, someone from within your organization would have to follow-up with the customer for scheduling purposes. 

To disable scheduling for the customer at the time of reservation, check the similarly named checkbox. 

To enable scheduling for the customer at the time of reservation, leave this box unchecked.

Special shop scheduling message

You have the ability to display messages to your customers in the BidClips widget when they select a service to be completed at the shop. This example shows a simple text-based message. However, you also have the ability to utilize rich-text formatting options and add hyperlinks, images, and videos.

Example of disabling scheduling at time of reservation and adding a shop scheduling message in the Provider Portal:

Example of a shop service message displayed in the BidClips widget without scheduling enabled:

Example of a shop service message displayed in the BidClips widget with scheduling enabled:

You have the same scheduling and messaging options for services that will be performed at the customer location. 

 

Service Note/Message

You have the ability to create an internal service note message.  This message is displayed to Provider Portal users in the Service Request and Bid pages of the portal, but not displayed to users. 

An example of this setting in the 'Edit Shop Services' page and how it appears in the Service Request and Bid pages is shown below.

Example of 'Service Notes' settings as they appear on Service Request and Bid pages:

 

Override Pricing Selection

All services will inherit the global pricing options that were established at the shop level.  You have the ability to override these values at the service level if so desired.  Use the override selections described below to override global shop settings for a particular service.

In the example shown below, the default shop settings for minimum gross profit percentage and gross profit percentage are 40% and 65%, respectively. 

If you want to change these settings for a particular service, you can select the 'Override Pricing Selection' box and enter the new desired values for these settings.  The example shown here changes the minimum gross profit percentage to 30% and the gross profit percentage to 55%:

If you want to remove the override and revert back to the global shop settings, simply deselect the 'Override Pricing Selection' checkbox.  You will notice that the global shop pricing settings have been restored.

 

Override Distribution Selection

In the example shown below, the default shop settings for parts/labor distribution is set to 70% and 30%, respectively. 

If you want to change these settings for a particular service, you can select the 'Override Distribution Selection' box and use the slider bar to set the desired distribution percentages.  The example shown here changes the parts/labor distribution percentages to 75% and 25%.

If you want to remove the override and revert to the global shop settings, simply deselect the 'Override Distribution Selection' checkbox.  You will notice that the global shop pricing settings have been restored.

 

Override Distribution Selection Option on All Bids

In the example shown below, the default shop settings for 'apply the parts/labor distrbution to all bids' is set to 'No'.

If you want to change these settings for a particular service, you can select the 'Override Distribution Selection' box and use the 'Yes'/'No' checkbox. 

The example shown here changes the apply distribution to all bids to "Yes".

If you want to remove the override and revert to the global shop settings, simply deselect the 'Override Distribution Selection' checkbox.  You will notice that the global shop pricing settings have been restored.

 

Save Your Settings

Important!: Please remember, you must click the 'SAVE' button at the very bottom of the page before leaving.  Failure to click the 'SAVE' button before navigating away from the page will result in lost work.

Once you click 'SAVE' you should see the following Shop Service Updated message appear in the upper right hand corner of your screen.  You have now successfully saved all desired service settings in your Provider Portal.