November Product Innovations: Smarter Reporting, Scheduling, and Compliance for Dealerships

Get ready to make your dealership operations even smarter this month with myKaarma’s latest product updates. From the launch of a powerful new Report Library for better decision-making to enhance scheduling controls and streamlined SMS compliance, these innovations are designed to save time, reduce risks, and improve the way you work. Here’s a closer look at what’s new in November.

1. Reporting Enhancements: Introducing the Report Library

Data-driven decision-making just got easier with our new Report Library, a centralized hub for specialized reporting that complements the Insights platform. This feature empowers your dealership with both real-time and historical analytics to optimize performance.

Examples of Available Reports:

• Video Qualification Report: Monitor the effectiveness of video communication.
• Appointment Detailed Ledger Report: Dive into a granular view of appointment details.
• ServiceCart Time in Service Report: Track time spent on each step of the service process.
• ASR Overview Report: Gain insights into additional service requests (ASRs).
• Communication Waiting for Response Report: Identify bottlenecks in communication workflows.

How to Access the Report Library:

Navigate to Insights → Library, where reports are categorized by product. If you need a specific report that isn’t visible, reach out to your myKaarma representative to activate it.

2. Scheduler Updates: Enhanced Appointment Access Controls

Efficient scheduling is vital for smooth dealership operations. We’ve enhanced the scheduler with new read and write access settings for appointments, giving you more control over user permissions.

Default Permissions:

Users with Appointment Tab Access now automatically have read and write capabilities.

Customizable User Access Options:

• Read-Only Access: Allows users to view appointments without editing capabilities.
• Edit Self-Assigned Appointments: Limits editing to a user’s own appointments.

Note: If both permissions are enabled, Read-Only Access will take precedence.

How to Adjust Permissions:

Service Managers or Service Directors can update these settings via the Settings Tab to align with dealership workflows.

3. Double Opt-In for Communications: Ensuring Compliance with SMS Laws

Compliance with SMS communication laws like TCPA and CASL is critical, and we’re helping dealerships mitigate risks with the introduction of a Double Opt-In process.

How It Works:

• Fixed-Ops Departments: Customers from repair orders (ROs) are auto-opted in. Manually added numbers require opt-in confirmation.
• Sales & Finance Departments: All customers must actively confirm their opt-in status by responding to an opt-in request.

What’s New:

• Users are now required to send opt-in requests for any manually added or updated customer numbers.
• Customers can opt in by replying with “OPTIN” or opt out via an “OPT OUT TEXT” option.

Why It Matters:

• Reduces Non-Compliance Risks: Avoid costly fines like TCPA penalties, which can exceed $200,000 per text.
• Centralizes Communication: Maintain a seamless interaction history across sales and service departments while ensuring compliance.

Reminder: Visit the mk Store

Looking to explore more myKaarma solutions? The mk Store is your go-to destination for discovering and purchasing myKaarma products, integrations, and APIs. Easily order the integrations you need and stay ahead with regular updates as we add new partners.