Clone a document to create a copy of an existing estimate, RO, or Invoice. You may choose to carry over customer, vehicle and line items to the new Document.

1. From the Documents screen, click ... Actions >> Clone.
   
2. Select the items you want include on your cloned document >> click Clone.
   

View the document's audit history in order see the changes that have been made over time.

1. From the Documents screen, click ... Actions >> Audit History.
   
   • The audit History Screen will display.
     

Job Group

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.)

Shop Job

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.

Yes. 

Shop Manager includes all the necessary tools to meet the state of Florida's document requirements. For information about how to set up Shop Manager and what needs to be included on each document, please see Florida Document Requirements. 

Shop Manager DOES NOT have a specific way of calculating or applying CAT. 

CAT was created as a tax on the business and was not intended to directly tax the consumer. Businesses can indirectly pass the cost of the tax onto the consumer through increased prices of goods and services offered. For more information about CAT, who it affects, how it is applied, etc., please view the following CAT information page available from the state of Oregon https://www.oregon.gov/dor/programs/businesses/pages/corporate-activity-tax.aspx