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ALLDATA Shop Manager / Estimator

Everything you need to know about using Shop Manager and Estimator

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Getting Started

Product Setup

Learn how to set up Shop Manager / Estimator

What's New

See the latest product features and updates

Feature Comparison

Compare the differences between Shop Manager and Estimator

How to Use

Articles

Self-help articles covering a variety of topics

Frequently Asked Questions

Clone a document to create a copy of an existing estimate, RO, or Invoice. You may choose to carry over customer, vehicle and line items to the new Document.
  1. From the Documents screen, click ... Actions >> Clone.
    actionsdropdown_clone

  2. Select the items you want include on your cloned document >> click Clone.
    actions_clonepopup

Only documents in Draft status can be deleted. All other document types are permanent and can only be voided.
  1. From the Documents screen, click ... Actions >> DeleteVoid.

    actionsdropdown_void
  2. Click Void on the confirmation popup.
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View the Audit document's audit history in order see the changes that have been made over time.
  1. From the Documents screen, click ... Actions >> Audit History.
    actionsdropdown_audithistory

    • The audit History Screen will display.
      actions_audithistoryscreen

Job Group

Creating a Job Group will allow you to group together all required parts, labor, notes, etc., for a specific repair procedure in order to separate items used for different repair procedures on the same work document. (Example: A Job Group labeled "Brake Job" might include part items such as: brake pads, rotors, drums, shoes, etc.; labor cost; or notes that include wear observations, etc.)

Shop Job

A Shop Job is a commonly used Job Group that has been prebuilt and saved in order to quickly add it to a new work document so you don't have to add each individual line item every time you work a similar job.