Primary Setup

User Options - Company Info
Code Settings - Taxes
Labor Setup
Code Settings - Technicians
Code Settings - Service Writers
User Options - Emailing
Supplier Setup
Online Parts Catalog Setup
User Options - Pricing
Enabling and Using myCARFAX
User Options - Shop Supplies
Code Settings- Hazard Disposal
User Options - Document Footer
User Options - Printing

Workflow Setup - Codes

Code Settings- Advisory Notes
Code Settings- Deferred Job Setup
Code Settings - Key Tag
Code Settings- Media Codes
Code Settings - Status
Code Settings- Symptoms
Code Settings- Work Description
Code Settings- Work Performed Notes
Code Settings- Work Types

Workflow Setup - User Options

User Options General
Creating Reminder Types
User Options - Messages
Labor Time Adjustment

Workflow Setup - Work

User Options - Schedule
Using Suggested Jobs

Parts and Inventory Setup

Code Settings- Stock Adjustment Reasons
Code Settings - Line Codes
Code Settings- Range Codes
Code Settings- Return Options
Adding Parts to Inventory
Parts Catalog Supplier Lists

Accounting Setup

Code Settings - Account Types
Code Settings - Payment Methods
Code Settings- Product Group Code
Code Settings- Payment Terms
Code Settings- Sales Class Codes

Product Setup – Third-Party Integrations

Enabling Worldpay Payment Processing
Setting Up QuickBooks Online
Setting Up QuickBooks Desktop Export
Enabling PaySafe Solutions Payment Processing
Enabling and Using myCARFAX
Integrating with Intuit Demandforce
Integrating with MechanicNet
Enabling Twilio Text Messaging Service
Integrating with Kukui
Register Your Twilio Number (A2P 10DLC registration)

Inspections Integration (NEW)

First Time Setup - MANAGE Online and Inspections Integration

Other Setup

Setting Up the Tire Module
User Options - Invoice History Export
User Options - Opening Balances
User Options - State Inspection Schedule
User Options - Default Sales Class Codes
Setting Up Vehicle Inspections
User Options - Access Control
Code Settings - ALL
User Options - ALL

Basic Product Setup – REQUIRED

User Options - Company Info
Code Settings - Taxes
Labor Setup

Advanced Product Setup – Recommended

Parts Catalog Supplier Lists
Code Settings - ALL
User Options - ALL
Supplier Setup
Online Parts Catalog Setup
Setting Up Vehicle Inspections
QuickBooks Desktop
What is Exported to QuickBooks Desktop
Setting Up QuickBooks Desktop Export
Exporting to QuickBooks Desktop Export
QuickBooks Desktop Export FAQ
Product Setup – Third-Party Integrations
Enabling Worldpay Payment Processing
Setting Up QuickBooks Online
Setting Up QuickBooks Desktop Export
Enabling PaySafe Solutions Payment Processing
Enabling and Using myCARFAX
Integrating with Intuit Demandforce
Integrating with MechanicNet
Enabling Twilio Text Messaging Service
Integrating with Kukui
Register Your Twilio Number (A2P 10DLC registration)

Setting Up QuickBooks Desktop Export

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