• Schedule Overview

    Tour of the new Scheduler module including calendar views, display filters and options

  • Scheduler: Entering a Shop Event

    Creating a calendar event that is not driven by a customer appointment; exploring the options available.

  • Creating an Appointment

    Overview of creating an appointment in the calendar, entering additional information and also easily moving the appointment to another time when the customer says they can’t make it.

  • Counter Sale

    Overview of the Counter Sale process including part transfer and optional customer information.

  • History Screen

    Overview of History screen and comparison to the F4 key – Find History Record option.

  • Sell Revision (Transfer)

    Utilizing the Sell Revision screen to give customers different pricing options for selected repair work, allowing them to budget for it.

  • Revisions (Sub-Estimates)

    Creating sub-estimates to gain customer approval for job-specific repairs.

  • Using Symptoms

    Discussion of using Symptoms to quickly receive vehicles, record the customer complaints, looking professional, assigning value to diagnostic time and presenting the customer with standardized pricing in simple language.

  • Part Item Entry

    Overview of the data fields and options found within the Part Item Entry / Edit window.

  • Order – Options Window

    Overview of the various functions in Options for a selected order.