ray
101 lines
3.8 KiB
Markdown
101 lines
3.8 KiB
Markdown
# Settings Gap Analysis — ShopProQuote vs. Industry Standards
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Analysis conducted 2026-06-28 comparing current SPQ settings against features in leading auto repair
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shop management systems (Tekmetric, Shopmonkey, Mitchell1, Orderry).
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## Current SPQ Settings (what exists)
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### Account Settings modal
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- Profile (email, display name)
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- Security (change password)
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- Preferences (email notifications toggle, auto-save forms toggle)
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### Site Configuration modal
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- Display: dashboard refresh rate, items per page
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- Notifications: desktop notifications, sound alerts, critical alerts, notify-before-promised
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- System: timezone select (4 US zones)
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### appSettings object (settings.js)
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- Business Info: businessName, businessAddress, businessPhone
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- Service Advisor: serviceAdvisor, advisorPhone
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- Financial: taxRate (single rate), shopChargeRate (single percentage)
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- Quote Messages: headerMessage, footerMessage, estimateValidDays, warrantyText, termsText
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- Quote Appearance: quoteTitle, quoteSubtitle, quoteFooterNote
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- Parts: defaultPartsDeliveryMessage
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- Shop Charge: shopChargeExplanation
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- System: darkMode, refreshRate, itemsPerPage, desktopNotifications, soundAlerts, criticalAlerts, notifyBeforePromised, timezone, autoSaveForms
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## Ranked Gap Suggestions
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### 1. Labor Rate Configuration (HIGH)
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SPQ has no labor rate field at all — quotes use a `lineTotal` manually. Industry standard is tiered rates.
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- Standard rate, diagnostic rate, specialty rate
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- Per-service-item rate override
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- Honda context: timing belts, valve adjustments, VTEC diagnostics command premium
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### 2. Parts Markup & Pricing Rules (HIGH)
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Only a single taxRate and shopChargeRate exist. No parts markup configuration.
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- Default markup percentage
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- Tiered/matrix markup (higher % on cheap parts)
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- OEM vs. aftermarket toggle
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- Show/hide parts cost on customer PDF
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### 3. Payment & Invoicing Defaults (HIGH)
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Only `termsText` free-text field. No structured payment config.
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- Accepted payment methods
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- Deposit percentage for large jobs
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- Invoice numbering (prefix, starting number)
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- Due date offset
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### 4. Appointment Configuration (HIGH)
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No appointment settings except notify-before-promised.
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- Default duration, buffer time, daily max
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- Appointment color coding by type
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- Auto-transition to RO on arrival
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### 5. Vehicle Info Field Config (MEDIUM-HIGH)
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No vehicle field configuration at all.
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- Required vs. optional fields (VIN, plate, mileage, engine)
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- VIN auto-decode toggle
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- Honda-specific: transmission type (CVT/auto/manual), VTEC variant
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### 6. Customer Communication Templates (MEDIUM)
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No template system for automated customer messages.
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- Appointment confirmation, vehicle ready, follow-up, service reminder
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- Template variables: {customerName}, {vehicleInfo}, {appointmentDate}, etc.
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- Send method: email, SMS, or both
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### 7. Repair Order Status Workflow (MEDIUM-HIGH)
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No configurable status workflow.
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- Custom status labels and colors
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- Mandatory checklist before completion
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- Auto-status triggers
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### 8. Warranty & Guarantee Config (MEDIUM)
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Only free-text `warrantyText`. No structured warranty.
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- Parts warranty (months/miles)
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- Labor warranty (months/miles)
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- Per-service overrides
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- Disclaimer text
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### 9. Inventory Stock Thresholds (MEDIUM)
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Only `defaultPartsDeliveryMessage`. No stock management settings.
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- Low-stock alert threshold
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- Critical-stock threshold
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- Auto-add to shopping list
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### 10. Data Retention & Privacy (LOW-MEDIUM)
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No data retention or privacy settings.
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- Customer record retention period
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- Auto-archive completed ROs
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- Data export format / anonymization toggle
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## Industry Sources Consulted
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- Utility Mobile Apps: "50 Must-Have Features for Any Auto Repair Software" (2021)
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- Automotive Management Network: "100 Must-Have Features" checklist
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- Orderry: "Top 10 Features for Repair Shop Software in 2026"
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- Tekmetric feature comparison pages
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- Shopmonkey feature pages
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- Mitchell1 product pages
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