Product Support

Shop Information

Shop Details

The Shop Details information will be auto-filled with the shop information that ALLDATA has on file. 

Verify your shop information is correct and fill any remaining information as necessary.

Notes:

  • The selected Country in Shop Details will determine additional setup options throughout the program, such as:
    • State / Province
    • Zip / Postal Code
    • Single Tax / Multi Tax (PST , HST and GST)
  • The information entered here will display at the top of printouts.

Shop Licenses, Certificates & Registration

Up to three Shop Licenses, Certificates and/or Registration numbers can be entered. 

Fill in a Name and License/Certificate Number.

  • + Add Line - Add another license line to customize.

  • Remove - Delete a license line.

Note: The information entered here will display at the bottom of printouts.

Service Writers

Service writers added here can be selected from a drop-down when creating a document.

Enter the name of Service Writer.

  • + Add Service Writer - Add another service writer line to customize.

  • Remove - Delete a service writer.

  • Default service writer selection ( O button - left).

  • Edit service writer names.

Notes:

  • Additional service writers can also be added on the fly from the estimate creation screen.

  • The service writer selected as default will be assigned automatically to each new estimate.

Technicians

Technicians added here can be selected from a drop-down when creating a document. 

Enter the name of a Technician.

  • + Add Technician - Add another technician line to customize.

  • Remove - Delete a technician.

  • Default technician selection ( O button - left).

  • Edit technician names.

Notes:

  • Additional technicians can also be added on the fly from the document creation screen.

  • The technician selected as default will be assigned automatically to each new document.