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Customer Messaging

Creating an Email Blast

Customizing Your Outgoing Email Address

Creating and Editing Messages

Creating Reminder Types

Sending Messages to Customers From the CRM

Sending a Text Message to the Customer from the Work Document

Assigning a Reminder to a Vehicle

Integrating with Intuit Demandforce

Integrating with MechanicNet

Enabling Twilio Text Messaging Service

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

Integrating with Intuit Demandforce

Repair Order Options

Cloning and Hiding Jobs

Good Better Best Jobs

Adding Work Performed Notes and Advisory Notes

Requiring and Assigning Job Categories

Using Suggested Jobs

Adding and Invoicing Warranty Jobs

Adding and Invoicing Fleet Vehicles

Tracking Technician Cost & Time

Assigning Service Writers and Technicians to the Work Document

Using the "Add Job" Button to Build a Work Document

Crediting an Invoice

Issuing Refunds

Enabling and Using myCARFAX

Recording Disposal of Parts on an Invoice

Creating and Editing Custom Jobs

Applying Shop Supplies Fees and Hazmat Fees to Repair Orders

Using Deferred Work

Authorizing Repair Orders

Making Deposits on Repair Orders

Using Deferred Work

Parts Inventory

Adding Parts to Inventory

Using the Order Screen

Ordering Inventory by Part Number

Receiving Inventory Orders

Viewing Part Orders and Receipts by Supplier

Returning Parts to Suppliers / Using the Returns Bin

Using Suggested Orders to Replenish Inventory

Using Stock Count and Adjustments

Viewing the Stock Tracking Report

Monitoring Stock Usage by Month

Setting Up and Using Core Tracking

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

Adding Parts to Inventory

Financials

Creating a Cash Invoice

Recording a Partial Payment

Applying Discounts

Using Split Payment to Close an Invoice

Including Payment Details on an Invoice

Crediting an Invoice

Exporting to QuickBooks Desktop Export

Using Split Payment to Close an Invoice

Tire Module

Setting Up the Tire Module

Adding Tires to A Database

Adding Tires to A Work Document

Adding Tire Information to an Invoice

Parts Inventory

Adding Parts to Inventory

Using the Order Screen

Ordering Inventory by Part Number

Receiving Inventory Orders

Viewing Part Orders and Receipts by Supplier

Returning Parts to Suppliers / Using the Returns Bin

Using Suggested Orders to Replenish Inventory

Using Stock Count and Adjustments

Viewing the Stock Tracking Report

Monitoring Stock Usage by Month

Setting Up and Using Core Tracking

Viewing the Stock Tracking Report

Parts Inventory

Adding Parts to Inventory

Using the Order Screen

Ordering Inventory by Part Number

Receiving Inventory Orders

Viewing Part Orders and Receipts by Supplier

Returning Parts to Suppliers / Using the Returns Bin

Using Suggested Orders to Replenish Inventory

Using Stock Count and Adjustments

Viewing the Stock Tracking Report

Monitoring Stock Usage by Month

Setting Up and Using Core Tracking

Using Stock Count and Adjustments

Financials

Creating a Cash Invoice

Recording a Partial Payment

Applying Discounts

Using Split Payment to Close an Invoice

Including Payment Details on an Invoice

Crediting an Invoice

Exporting to QuickBooks Desktop Export

Including Payment Details on an Invoice

Parts Inventory

Adding Parts to Inventory

Using the Order Screen

Ordering Inventory by Part Number

Receiving Inventory Orders

Viewing Part Orders and Receipts by Supplier

Returning Parts to Suppliers / Using the Returns Bin

Using Suggested Orders to Replenish Inventory

Using Stock Count and Adjustments

Viewing the Stock Tracking Report

Monitoring Stock Usage by Month

Setting Up and Using Core Tracking

Monitoring Stock Usage by Month

Parts Inventory

Adding Parts to Inventory

Using the Order Screen

Ordering Inventory by Part Number

Receiving Inventory Orders

Viewing Part Orders and Receipts by Supplier

Returning Parts to Suppliers / Using the Returns Bin

Using Suggested Orders to Replenish Inventory

Using Stock Count and Adjustments

Viewing the Stock Tracking Report

Monitoring Stock Usage by Month

Setting Up and Using Core Tracking

Receiving Inventory Orders

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