Everything you need to know about using Shop Manager and Estimator
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How to Use
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Frequently Asked Questions
From the Documents screen, click ... Actions >> Clone.
Select the items you want include on your cloned document >> click Clone.
From the Documents screen, click ... Actions >> Delete / Void.
Note: Only documents in Draft status can be deleted. All other document types are permanent and can only be voided.
Click Void on the confirmation popup.
From the Documents screen, click ... Actions >> Audit History.
The audit History Screen will display.
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.)
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.