Frequently Asked Questions

Find answers to commonly asked questions about EGM System Solutions. If you can't find what you're looking for, feel free to contact our support team.

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Getting Started
System Features
Billing & Pricing
Account Management
Integrations
Technical Support

Getting Started

How do I sign up for EGM System Solutions?

To sign up for EGM System Solutions, visit our website and click on the "Start Free" button. Fill out the registration form with your business details. You can start with our 14-day free trial that includes all features. No credit card is required for the trial period. After the trial, you can select a subscription plan that best fits your business needs.

What do I need to get started with EGM?

To get started with EGM System Solutions, you'll need:

  • A computer, tablet, or smartphone with an internet connection
  • A modern web browser (Chrome, Firefox, Safari, or Edge)
  • Basic information about your garage or auto service business
  • Staff information if you want to set up multiple user accounts
  • Business logo and branding elements (optional)

Our system is cloud-based, so there's no need for special hardware or software installation. We also offer onboarding assistance to help you set up your account efficiently.

How long does it take to set up the system?

The basic setup of EGM System Solutions takes about 30-60 minutes. This includes creating your account, setting up your business profile, and configuring basic preferences. For a more comprehensive setup including staff accounts, inventory items, customer database migration, and custom workflows, it may take 2-3 hours spread over a few days. Our support team offers guided setup assistance to help you get operational quickly. Many businesses start using the core features within the first day while gradually implementing more advanced features over time.

System Features

What features are included in the EGM System?

EGM System Solutions offers a comprehensive suite of features designed specifically for automotive service businesses:

  • Job Card Management: Create detailed service tickets with all vehicle and work information
  • Vehicle Tracking System: Real-time tracking of vehicles through your service process
  • Smart Inventory Management: Track parts, manage stock levels, and set automatic reordering
  • AI Diagnostics Assistant: AI-powered system to help identify vehicle issues and suggest solutions
  • Digital Invoicing: Create professional invoices with online payment options
  • Project & Task Management: Manage complex repair projects and assign tasks to team members
  • Client Management: Maintain customer records, history, and communication
  • Business Intelligence: Comprehensive reporting and analytics
  • Team Management: Employee scheduling, time tracking, and performance metrics
  • Supplier Management: Manage supplier relationships and purchase orders

All features are available across all subscription plans, with advanced capabilities in higher-tier plans.

How does the AI Diagnostics Assistant work?

The AI Diagnostics Assistant uses advanced machine learning algorithms to help identify vehicle issues and suggest solutions. Here's how it works:

  1. Input symptoms or diagnostic trouble codes (DTCs) into the system
  2. The AI analyzes the input against its extensive database of vehicle issues, manufacturer bulletins, and repair histories
  3. It provides a list of potential causes ranked by probability
  4. For each potential cause, it suggests diagnostic procedures and repair solutions
  5. The system continually learns from confirmed diagnoses, improving its accuracy over time

The AI assistant also has predictive capabilities, identifying potential future issues based on vehicle data and maintenance history. This feature helps your technicians work more efficiently and accurately, especially with complex or uncommon problems.

Can I customize the job cards and invoices?

Yes, EGM System Solutions offers extensive customization options for job cards and invoices. You can:

  • Add your business logo, colors, and contact information
  • Customize form fields to collect the specific information you need
  • Create templates for different services or vehicle types
  • Add terms and conditions specific to your business
  • Include custom notes or special instructions sections
  • Configure automatic email notifications with your branding
  • Set up digital signature fields for customer authorizations

Premium and Enterprise plans offer additional advanced customization options, including custom workflows and approval processes.

Billing & Pricing

What are the subscription plans and pricing?

EGM System Solutions offers three main subscription plans:

  • Standard Plan: $49/month (billed annually) or $59/month (billed monthly). Includes all core features for small garages with up to 3 users.
  • Premium Plan: $99/month (billed annually) or $119/month (billed monthly). Includes advanced features, priority support, and up to 10 users.
  • Enterprise Plan: $199/month (billed annually) or $239/month (billed monthly). Includes all features, dedicated support, advanced customization, and unlimited users.

All plans include the full feature set with different limits on users, storage, and support levels. We also offer custom plans for larger businesses with specific requirements. Visit our pricing page for detailed information.

Is there a free trial available?

Yes, we offer a comprehensive 14-day free trial that includes all features from our Enterprise plan. The trial allows you to explore the full capabilities of the system without any limitations. No credit card is required to start the trial. During the trial period, our support team is available to help you get set up and answer any questions. If you need more time to evaluate the system, you can request a trial extension by contacting our sales team.

Can I change my subscription plan later?

Yes, you can upgrade or downgrade your subscription plan at any time. When upgrading, the change takes effect immediately, and you'll be charged the prorated difference for the remainder of your billing cycle. When downgrading, the change will take effect at the end of your current billing cycle. There are no penalties for changing plans, and all your data will be preserved. You can manage your subscription from your account settings or contact our support team for assistance.

Account Management

How many user accounts can I create?

The number of user accounts you can create depends on your subscription plan:

  • Standard Plan: Up to 3 user accounts
  • Premium Plan: Up to 10 user accounts
  • Enterprise Plan: Unlimited user accounts

Each user gets their own login credentials and can have different permission levels based on their role in your organization. You can add or remove users at any time from your account settings. Additional users beyond your plan limit can be added for an extra fee per user.

How do I set up different permission levels for my staff?

EGM System Solutions offers a comprehensive role-based permission system. To set up different permission levels:

  1. Go to the Account Settings section
  2. Select "User Management"
  3. Choose "Roles & Permissions"
  4. Create custom roles or use preset roles (Admin, Manager, Technician, Front Desk, etc.)
  5. Define specific permissions for each role (view, create, edit, delete) across different system modules
  6. Assign roles to individual users

You can create as many custom roles as needed and modify permissions at any time. This ensures that each staff member has access only to the features they need for their specific job functions, enhancing security and workflow efficiency.

Integrations

Does EGM integrate with accounting software?

Yes, EGM System Solutions integrates with popular accounting software including:

  • QuickBooks Online
  • Xero
  • MYOB
  • Sage
  • FreshBooks

These integrations allow for seamless transfer of invoices, payments, and expense data between EGM and your accounting system. This eliminates double data entry and ensures your financial records are always up to date. The integration setup is straightforward and can be configured from the Integrations section in your account settings. Our support team can assist with the initial setup if needed.

Can EGM integrate with parts suppliers catalogs?

Yes, EGM System Solutions can integrate with various parts supplier catalogs and ordering systems. We support integrations with major parts suppliers and aftermarket catalogs. These integrations allow you to:

  • Search parts across multiple suppliers directly from within EGM
  • View real-time pricing and availability
  • Place orders directly through the system
  • Automatically update your inventory when parts are received
  • Track order status and delivery information

For supplier-specific integrations not included in our standard package, our development team can create custom integrations at an additional cost. Contact our support team for more information about specific supplier integrations.

Technical Support

What kind of support is available?

EGM System Solutions offers multiple support channels to ensure you get the help you need:

  • Email Support: Available to all customers with response times based on subscription level
  • Live Chat: Available during business hours (Monday-Friday, 8 AM - 8 PM EST)
  • Phone Support: Available for Premium and Enterprise customers
  • Knowledge Base: Comprehensive documentation, tutorials, and troubleshooting guides
  • Video Tutorials: Step-by-step video guides for common tasks
  • Webinars: Regular training sessions on system features and best practices
  • Dedicated Support Representative: Available for Enterprise customers

Support response times vary by plan: Standard (24 hours), Premium (8 hours), and Enterprise (4 hours). Emergency support is available 24/7 for critical issues for Premium and Enterprise customers.

Is training available for new users?

Yes, we offer comprehensive training options for new users:

  • Self-paced Training: Access to our online learning center with detailed guides and videos
  • Live Onboarding Sessions: One-on-one or group training sessions with our product specialists
  • Weekly Webinars: Regular training sessions covering different aspects of the system
  • Custom Training: Tailored training programs for your specific business needs (Premium and Enterprise plans)
  • In-app Tutorials: Interactive guides that walk users through features as they use them

All new accounts receive a free initial onboarding session. Premium and Enterprise plans include additional training hours. Additional training sessions can be purchased if needed. We also provide training materials that you can use for internal staff training.

How secure is my data with EGM System Solutions?

Data security is a top priority at EGM System Solutions. We implement multiple layers of protection:

  • Encryption: All data is encrypted both in transit (SSL/TLS) and at rest (AES-256)
  • Regular Backups: Automated daily backups with 30-day retention
  • Access Controls: Role-based permissions and multi-factor authentication
  • Compliance: Our systems comply with industry standards for data protection
  • Infrastructure: Hosted on secure cloud servers with 99.9% uptime guarantee
  • Monitoring: 24/7 system monitoring for unauthorized access attempts
  • Regular Audits: Third-party security audits and penetration testing

We never share your data with third parties without your explicit permission. You maintain ownership of all your business data, and we provide tools for you to export your data at any time.

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