Deferred Services
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      Creating Deferred Services by Keyword

      Steer is able to generate Deferred Service Campaigns via Keywords based on your invoice data.

      For the following Shop Management Systems (SMS), Steer pulls Deferred/Declined services from the SMS source:

      • DropTop
      • Identifix
      • Pace
      • Protractor 
      • Tekmetric
      • Shop-Ware
      • VAST Retail

      If you use an SMS not listed above, Steer is able to generate Deferred Service Campaigns via Keywords based on your invoice data. You are able to edit and customize these keywords.

      Read below to ensure Steer is accounting for any keywords your shop uses to indicate a Deferred Service. 

      How Steer Generates Deferred Services via Keyword for Campaigns:

      Steer is able to scan your invoices and pull Deferred Services via Keywords for Shop Management Systems that do not send them to Steer as an object. It is important to ensure these keywords match the language you utilize on your invoices. 

      Navigate to:

      1. Settings.
      2. Communication.
      3. Deferred Services. 

      Here you will see the pre-existing Deferred Service Keywords in Steer.

      Deferred Keyword Nav

      To edit or delete an existing keyword, click the three dots beside the keyword you wish to edit. 

      To add a new keyword, click +Add Keyword.

      Deferred Keyword Edit or Add

      Be sure to include the keywords on your closed invoices to ensure Steer recognizes that customer for the Deferred Service Campaigns. 

      To learn how to create and edit Deferred Service Campaigns, Click Here.