To make changes to a user’s settings you must first unlock the user by entering the user’s existing password and clicking Unlock.
On the Work screen, click the Document Layout Settings (gear) icon.
Click the toggle to lock or unlock the screen layout.
This is helpful if your shop has:
been tracking your inventory on a spreadsheet.
exported your parts inventory from a different shop management system into a spreadsheet.
From the Vehicle screen, click Change License.
Enter the New License Plate information >> select the State >> click Update.
Decode the VIN (Vehicle Identification Number) from the license plate.
View reported Service History by vehicle.
Report completed services to CARFAX so that customers have a record of work performed.
Communicate efficiently with your customers
Capture complete reporting information
Gather information about your customers’ needs
On the Work tab, select Assign R/O.
Note: If the document is in Estimate status, it will be converted to an R/O when Assign R/O is selected.
Click the + icon for the time slot you want to schedule.
IMPORTANT - Invoices are final and cannot be modified.
Estimates and Repair Orders may be modified and saved, or turned into invoices at a later time.
Select Shop Documents.
Choose a category from the list.
Click Vehicle >> Search >> enter Customer and/or Vehicle >> click Search.
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