When an automotive workshop is sold, a significant portion of the value the new owner is purchasing is held within the workshop management system, such as client records, vehicle service reminders, and service history. This article clarifies the options we provide to help with this process.
TABLE OF CONTENTS
Options Based on Industry
Automotive Workshops: Convert to Auxo Workshop
Auxo Workshop is our latest technology solution, providing a fully online workshop management system that integrates with Xero. We can efficiently get the new owner up and running on Auxo Workshop using our data conversion tools to convert data such as client, product, and vehicle details (including reminders and service history).
- To read more and sign up for a trial of Auxo Workshop, visit the Auxo Workshop website.
- Information on transferring from Synergy to Auxo Workshop can be found here: https://learn.auxosoftware.com/en/articles/9990694-converting-data-from-other-software
- When you sign up for a trial, and decide to proceed, please reach out to support@auxosoftware.com to let the customer success team know you will need data converted from Synergy.
Note: This Auxo Workshop option is only for Automotive Workshops (Mechanics) as Auxo Workshop is a workshop management system. If you are using our PumpLink point of sale solution, you will need to retain Synergy.
A Read Only copy of Synergy can be retained for historic lookup (considering the data conversion into Auxo Workshop may be limited to the last 4 years etc). Contact accounts@sam.co.nz to organise this along with the cancellation of any software rental, or software support contract you may need cancelled for the old Synergy program.
Fuel Retailers - Retain Synergy
If the business is a fuel retailer/petrol station, you can retain Synergy. To initiate this process, please download the Synergy License Transfer Form
If you receive an alert when downloading this form, click the options to allow the download, if using Chrome this may appear as follows: - Click the right arrow:
- Click 'Allow Download':
This form should be completed and signed by both parties (new and current/old owner) and emailed to samadmin@sam.co.nz
If the new owner is retaining the Synergy program, you may need to clear the oustanding balances on customer or supplier accounts by entering manual debit/credit journals.
Shortly after we receive these forms, the new owner will be sent an Order and Account Application form to have their new account and Software Rental/Support & Maintenance Plan set up. If you haven't heard back within 2-3 business days, please call 09 583 2455 to follow up.
All Other Non-Automotive Industries
New Synergy licenses are limited to Petrol Stations. If you are not an automotive workshop but could still benefit from the job tracking and service history functionality of a workshop management system, consider Auxo Workshop as mentioned above.
Alternatively, you might want to explore non-industry specific solutions such as Xero. Xero often has integrations with industry-specific solutions that may better serve your specific needs.
If you're unsure which solution is best for your industry, seeking the advice of a software consultant or business analyst can be very helpful. They can assist in identifying the most appropriate solution for your specific requirements.
Not sure which options is for you?
Speak to the Synergy Product Manager
Reach out to support@synergy.net.nz who can put you in touch with the Synergy Product Manager to help clarify any questions you have.