| ALLDATA

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

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

Setting Up QuickBooks Desktop Export

Creating Documents

Part 1: Adding and Searching for a Customer

Part 2: Adding and Searching for a Vehicle

Part 3: Adding Symptoms, DTCs and Work Descriptions

Part 4: Adding and Searching Labor

Part 5: Adding and Editing Parts

Part 6: Creating an Estimate, Repair Order or Invoice

Part 5: Adding and Editing Parts

Creating Documents

Part 1: Adding and Searching for a Customer

Part 2: Adding and Searching for a Vehicle

Part 3: Adding Symptoms, DTCs and Work Descriptions

Part 4: Adding and Searching Labor

Part 5: Adding and Editing Parts

Part 6: Creating an Estimate, Repair Order or Invoice

Electronic Catalogs

Parts Catalog Supplier Lists

Using the Parts and Labor Catalog

Ordering and Receiving Parts

Cancelling an Electronic Parts Order

Using the Parts and Labor Catalog

Advanced Product Setup – Recommended

Parts Catalog Supplier Lists

Code Settings - ALL

User Options - ALL

Supplier Setup

Online Parts Catalog Setup

Setting Up Vehicle Inspections

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

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

Applying Discounts

Basic Product Setup – REQUIRED

User Options - Company Info

Code Settings - Taxes

Labor Setup

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

Labor Setup

Creating Documents

Part 1: Adding and Searching for a Customer

Part 2: Adding and Searching for a Vehicle

Part 3: Adding Symptoms, DTCs and Work Descriptions

Part 4: Adding and Searching Labor

Part 5: Adding and Editing Parts

Part 6: Creating an Estimate, Repair Order or Invoice

Part 4: Adding and Searching Labor

Creating Documents

Part 1: Adding and Searching for a Customer

Part 2: Adding and Searching for a Vehicle

Part 3: Adding Symptoms, DTCs and Work Descriptions

Part 4: Adding and Searching Labor

Part 5: Adding and Editing Parts

Part 6: Creating an Estimate, Repair Order or Invoice

Part 3: Adding Symptoms, DTCs and Work Descriptions

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