Multi-user support and the ability to associate additional parts to any product or service. Here is what’s new with Ritty this week.
Now available for all Ritty Plus Users, including those on our free trial, is the ability to sign-up additional users under your account. There are three different roles you can assign to every additional user you wish to add, and each user costs $45/mo. Here’s a breakdown of the three new user roles and their permissions:
The CSR user in Ritty is the most limited in terms of access. CSR’s are able to create and finalize orders, collect payment, set up customers, and if you are integrated with GLAXIS for insurance invoicing and dispatching, the CSR can view your work assignments and invoice statuses.
This user is intended for your shop managers, or head CSR. In addition to CSR user’s features, the Shop Admin can set up products/services and create pricing agreements.
This user is just one step below you, the Account Owner. The Account Admin includes every feature from the CSR and Shop Admin as well as the ability to set up taxes, subscribe to additional Ritty add-ons, and change your account info (business name, address, etc.).
If you need to have additional users on your account, and you are using the Plus version of Ritty, here’s how do it. First, click the menu button in the top left. Once in the menu, select “Users” in the “SETUP” section and you will be taken to a screen with a card that contains a list of all your account’s users. Click the “+” symbol in the top right of that card and a new screen will load where you can enter a new user’s Name, Email, Role, and Phone number. Enter this information, hit “Save,” and your new user will get an invite to join Ritty in their email.
When doing work on a vehicle, whether it’s windshield replacement, auto repair, service, etc. It’s not uncommon to need associated pricing, such as having one price for a part and another for labor tied to together as line items on the same order. Ritty now lets you associate any product or service with one another.
For example, if you are an auto detailer and offer packages (gold, silver, bronze, etc.) to your customers, you can group the various services that make up a package. Then, any time you add one of these packages to an order, all of its associated services will show up grouped together as line items.
Let’s take this one step further. Associated parts really lets you set up pricing templates in Ritty that allow you to set baseline prices for common products and services and then modulate them on the fly. Using windshield replacement as our example, we’ll walk through setting up a pricing template using Associated Parts.
To keep things simple, we’ll break down a windshield replacement into two parts. The first is a product, the windshield, and the second is a service, the labor. For each, we’ll set a base price. The windshield can be $100, and the labor can be $45, the price for one hour of work.
When we create the windshield product, we’ll want to associate the labor service with it. This will ensure that every time we add this windshield product to an order, Ritty will also add the labor hours as a line item.
Now you have your product with the labor as an associated part, and you have just added it to a new order for a customer. For this particular order, the windshield actually costs $889.15 and it will take five hours to install. With Ritty, you can change the details on any line item without affecting the saved product or service. That means you can change the cost of the windshield to $889.15 and change the quantity of the labor to “5” for the five hours the job will take. And these changes will take all of 10 seconds.
You now have an easy way to build pricing templates for various products and services that are easy to customize during order entry.
If you are looking for a 1 on 1 training session with one of our Ritty product experts you can get in touch with us HERE.
If you have been thinking about trying Ritty, you can sign up for a free 30 day trial by clicking THIS LINK.