1. Set up the Service Tracking Groups.-
Go to Lists>Service Tracking. Here you can set up different service groups. Set up your timeframe, and mileage you would like to track for that service group. So when every task with that service group is selected, it will be tracked by Winworks. Make sure to have the correct maintenance schedule selected. This will ensure that when you run marketing campaigns they will go to the correct people and the correct vehicles.
2. Set up the Tasks
When you are in the task window. Look on the right-hand side of the screen, and look for “Service Tracking” and when you have that selected to the correct Service Type, you will be able to automatically track the Service Selected.
Because Winworks Works!