There are three moves, and the list of alternatives is only
relevant to the third.
Configure is for the shop
whose fifth works and whose four-fifths was never set up. If the
memberships are renewed from a spreadsheet, that is forty hours of
setup, not a new product. If every job is attributed to
“other,” that is the campaigns being tagged. The
arithmetic is the setup hours against twelve months of the
fee. Sometimes the fee wins. Often, for a shop above ten trucks,
the setup does, because the alternative is losing what works to
save what was never used.
Cut is for the shop that will
never use the four-fifths and does not want to. At the renewal,
drop to the package that covers the fifth, and drop the Pro
products. This is the move most people searching this page
actually want and do not know they can ask for. It costs one
uncomfortable call with the account manager and it keeps the
dispatcher’s board.
Move is for the shop under ten
trucks paying the price of a truck for the fifth, the shop whose
renewal number went up past what the fifth is worth, and the shop
that was never on it. For those, the list. And for those, the
migration section after it, because the list is the easy part.
Which of the three you are is not obvious from inside the shop,
because the person who bought it and the person who runs it are
usually different people with different answers. Tracing one job
through the shop and counting the screens it actually touches
settles it in a day. That is the first thing
an AI Audit
does, and the blueprint says which of the three moves in writing.