• W.I.P. Screen Overview

    Overview of the screen to monitor existing work as it progresses through the shop. Includes sorting, searching, filtering and adjusting the WIP display.

  • W.I.P. Screen Options

    Overview of the options provided at the bottom of the WIP screen. (WIP Detail is covered in its own clip)

  • Vehicle Screen

    Overview of the additional options on the Vehicle screen + BONUS: How to free up a license plate to transfer it to another vehicle.

  • Vehicle Data Entry

    Basics for entering vehicle information in either the 3 tab file maintenance view or the 5 tab order view.

  • Recommendations [Vehicle]

    Overview of standard Recommendations manual entry and also stored Recommendations text creation and application to a vehicle record.

  • backoffice

    Mileage Correction

    How to make mileage corrections on previous invoices, including the control of the Enforce Mileage In feature.

  • changeownership

    Change Ownership

    Changing Ownership of vehicles between existing customers, new customers or transfer to the “orphan” file.

  • Marketing – Referral Setup

    Overview of functions available under the Market button on the Customer screen including Referral setup ans associated reports.

  • Update Customer Status

    Quick overview of the option in the Update Account Info option on the Customer screen. This option should be password protected.

  • Customer Screen

    Overview of options available from the Customer screen