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

Database Conversion

Converting Your Database into ALLDATA Manage Online

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

Document Options

Retrieving Shop Documents
Writing a Purchase Invoice
Adding Miscellaneous Contact Information
Viewing a List of All Customers or Vehicles

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

Electronic Catalogs

Parts Catalog Supplier Lists
Using the Parts and Labor Catalog
Ordering and Receiving Parts
Cancelling an Electronic Parts Order

Tire Module

Setting Up the Tire Module
Adding Tires to A Database
Adding Tires to A Work Document
Adding Tire Information to an Invoice

WIP Screen

Setting Up the Work in Progress Screen
Using the Work In Progress Screen
Examples of Customized WIP Screens
Definitions of the WIP Preset Status Codes
Using Status Codes and Work Types
Setting the Date and Time on Work Documents
Setting Up and Using Key Tags
Adding Loan Car and Detailing Information

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
Register Your Twilio Number (A2P 10DLC registration)

Worldpay

Enabling Worldpay Payment Processing
Using Worldpay Payment Processing
Contacting Worldpay
Worldpay Payment Processing FAQs

PaySafe Solutions

Enabling PaySafe Solutions Payment Processing
Using PaySafe Solutions Payment Processing
PaySafe Solutions Payment Processing FAQs
Contacting PaySafe Solutions Support

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

Reports

Overview of Reports
Account Reports
General Reports
Inventory Reports
How Do I Get End Of Day (EOD) Information?
Shop Data Export
KPI Dashboard

Florida Requirements

Florida: Estimates and Invoices

Inspection

Setting Up Vehicle Inspections
Using Vehicle Inspection Lists

Additional How To Articles

My Account
Customizing the Work Screen Layout
Importing Parts Inventory Files into Manage Online
Changing a Vehicle License Plate
Enabling and Using myCARFAX
Adding Detailed Customer and Vehicle Information
Adding Repair Orders to the Schedule
Adding Inspections to the State Inspection Schedule
Retrieving an Estimate, Repair Order or Invoice
Transferring a Vehicle to a Different Customer
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