Latest Tips
ShopConnection
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Celebrating 20 Years of Innovation: Manager SE Tip # 6
Manager SE Tip #6: How to Apply and Track Battery Recycling Fees
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Celebrating 20 Years of Innovation: Manager SE Tip #5
Manager Tip #5: How to Tell a Customer When Specific Maintenance Items are Due for Service
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Send an Invoice to Your Customer as a PDF
Send an Invoice to Your Customer as a PDF Here’s a quick tip for Manager SE users to send an invoice to a customer in PDF format. It’s an easy three-step process: Go to the History screen Open an Invoice from History Select File & Email (at the top left) The software will examine that […]
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Tip: Quickly Export Your Customer History
Tip: Quickly Export Your Customer History Would you like to use some of your customer history data outside Manager SE? Here’s a really simple way to build an export file in the CSV format. The following procedure describes the steps to take in Manager SE to run a mail-merge request to create an export file: 1. Click […]
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You Never Forget a Customer's Face…
You Never Forget a Customer’s Face… But Last Name Not So Much Here he comes. It’s Steve…. or is it Stephen? You know the car, you know what’s been done to it service-wise, but you can’t think of the owner’s last name to save your life (and you’re kind of shaky on the spelling of […]