Author Archives

  • Revisions (Sub-Estimates)

    Creating sub-estimates to gain customer approval for job-specific repairs.

  • Sell Revision (Transfer)

    Utilizing the Sell Revision screen to give customers different pricing options for selected repair work, allowing them to budget for it.

  • History Screen

    Overview of History screen and comparison to the F4 key – Find History Record option.

  • Quote Screen

    Overview of the simplified Order screen for handling phone shoppers.

  • Counter Sale

    Overview of the Counter Sale process including part transfer and optional customer information.

  • Schedule Overview

    Tour of the new Scheduler module including calendar views, display filters and options

  • Creating an Appointment

    Overview of creating an appointment in the calendar, entering additional information and also easily moving the appointment to another time when the customer says they can’t make it.

  • Scheduler: Entering a Shop Event

    Creating a calendar event that is not driven by a customer appointment; exploring the options available.

  • Reports

    Overview of available reports and developing a reports strategy to meet business information needs throughout the year.

  • Canned Job

    Overview of creating a Canned Job with labor and parts, part kit option, quick CJ menu and more.