How to use Honda-Acura catalog with Teamworks SE
First we need to enable the Honda-Acura catalog. From the main splash screen of the program, click Configuration -> Special...
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01. Shop Management SE
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Record Lock
IF THE TECH HAS INVOICE OPEN, SERVICE WRITER CAN NOT MAKE CHANGES TO THAT INVOICE. THE MESSAGE STATES “ THE... -
Shop Management: How to Recover Deleted Customers
Click on Configurations > Special Maintenance > Recover Deleted Customers. Search for the deleted customer via Last name, First name, Company, Phone #, or Membership #. Select the deleted customer, then... -
Manager SE v7.x Scheduler Config / User Guide
>>>> See attachment below to view SE Schedule Configuration / User Guide <<< Manager SE Scheduling Tutorial – below document... -
Create a User in SE
Video is followed by text version: https://www.youtube.com/watch?v=XvMdMLK_pmU Screen preferences (column locations + width) are stored to a User name.... -
Correcting Previous Mileage Errors
NOTE: Check your ‘Enforce Mileage In’ setting; Setup, Shop Data, Screen View tab. There is a checkbox for Enforce Mileage In; if set... -
Correcting Duplicate Customers / Vehicles
NOTE: Every shop will have a different degree of database cleanup to do; we can only provide the basic concepts here. PREVENT creating... -
SE Reports Pack (Samples)
The attached PDF document includes 2013 samples of all printed output. This includes EST, RO, INV, Counter Sale, Technician Worksheet... -
Shop Management SE Mail Merge
The attached document shows the step-by-step process to generate a file within Manager SE 6.x to be used during a... -
How To Launch SE Demo Mode
The attached document will explain how to toggle into Demo Mode: Quick version: From Home (splash) screen, click Configurations – Special Maintenance... -
Shop Management: Email setup
Question How can we email estimates, repair orders, or invoices from the Shop Management software? Answer Install and configure... -
When running a report: String or Binary data would be truncated. The statement has been terminated.
Symptom: When running any financial report (such as Revenue by GL Code or Business Summary) the following error occurs: Solution: Shorten... -
Setup for Gmail or Yahoo Email Accounts For Use With SE Shop Mgmt.
You can set up Windows Live mail to work with GMAIL, YAHOO and many others – which then allows a... -
Shop Management Software and Carfax
Due to upgrades in the most recent version of Mitchell 1 Manager SE and ManagerPlus SE, your service history records... -
Manager Crashes when using drop down selection on Technician
Problem: In the labor item edit window, clicking the down arrow to select a technician crashes Manager without any error.... -
Wrong Vehicle Displays in Catalog
Symptom: Vehicle loaded into parts catalog does not match vehicle sent from Manager SE. Solution: Vehicle needs to be re-qualified. 1. Save... -
SE Recommended Local Backup Instructions
Insert USB drive in computer and determine which drive letter has been assigned to that device. Note: Local database backups can... -
User Guide / Directions / Manual
Been paying for this for months ,what good is it if you have no idea how to use? John, Thank... -
Change Ownership
How to Change Ownership. A text transcription of the video instructions follows: When necessary, it is possible to change the... -
Error Attempting to Add a New Technician
Symptom: Attempting to create a new entry in Technician Setup gives an error similar to the following: Error: An unknown... -
Exception When Trying to Confirm Parts Using Order Options
Version Affected: 6.6.X / 7.0.X Symptom: Customer may receive the following error if attempting to Confirm All Parts from Order... -
QuickBooks Integrator 2.0 Frequently Asked Questions- QBI 2.0 FAQs
QuickBooks Integrator (QBI) Frequently Asked Questions Why is it mandatory to create a New QuickBooks company file at... -
Shop Management: How to Lock a Specific Markup Value for Multiple Parts in Inventory
This is a process to lock-in specific markup settings on certain parts in your inventory. This should only be done... -
Firstcall Online (FCO) No internet Connection – Catalog Communication Error
Symptom: Customer reports receiving the following error when attempting to run a Parts Ordering – Price Check using First Call Online:... -
Manager SE “You do not have an active license” Message
To activate your license please follow these steps: 1. Go to “Help” along the top of Manager SE > “Activate Products.”... -
How to Enable a Catalog and Link a Vendor in Manager
How to Enable a Catalog and Link a Vendor in Manager For a video on how to set up your... -
Prior Release Details
V 6.5.52 Improved Purchase Orders Screen Loading hundreds or thousands of P.O.s now takes seconds compared to minutes Can... -
How to Add Exceptions to AVG Anti-virus
We have found the AVG antivirus program blocks many features of our Manager SE application including updates to the client/workstation computers. ... -
Late Fee Calculation – Annual Percentage Rate (APR)
How Late Fees are assessed: When the Late Fees Assessment is run, all of the information pertaining to customers, and... -
SE Reports Strategy
This article (and the attached PDF file) is intended as a general conversation about the value of reports generated inside... -
SE DEFAULT PRINTER NOT STICKING IN WINDOWS 10
Symptom: Customers are reporting that the printer is switching without notice in windows 10. This applies to Propack users in... -
Handling Changes to MI Part Core Tax on Manager SE Estimate/R.O./Invoice
Summary: In Michigan parts are taxable, however a change in 2017 Michigan law mandates taxes no longer be collected on cores. However... -
Appointment Creation in New Schedule vs. Legacy
Attachment(s) Quick Appointment in SE Schedule -
Shop Management: How to perform a refund
The Manager SE program does not have an official refund function; however there are several workarounds. Every shop is unique... -
Manager SE: Florida Sales Tax Calculation
Selecting the Florida Tax Calculation Method will modify tax rates to the attached Florida sales tax chart. To switch to the Florida Tax... -
Shop Management: Program Security (List of Protected Areas)
The following is a list of protected areas and their functions in the shop management software: -
Shop Management: Special Order
Sometimes specific work within a repair order get completed at different times and information like tech hours and commission totals... -
Shop Management: How to set up Program Security
There are times where a shop may wish to restrict access to functions that are available within their Shop Management... -
Shop Management crashes after sending email with Microsoft Outlook
Symptom The following are symptoms after attempting to send an email using the Shop Management program: The Shop Management program... -
Shop Management: Back Ordered, Partially Received, and Cancelled Parts
When ordering multiples of a single part, you can receive or cancel a portion of the order total. P.O.s can... -
Manager SE: Lube Sticker Printer User Guide
Lube Sticker Printer is available for Manager SE version 7.5.x or higher. For the Lube Sticker Printer User Guide, see attachment below. ... -
Manager SE: ProSpect User Guide
See attachments below for following documents: ProSpect User Guide (updated May 2020) ProSpect Quick Start Guide (updated May 2020) ProSpect is available... -
Spell Check In SE
How to change\remove Spellcheck Items in SE Custom.VTD is the file that stores the custom words when using F2 from... -
ProSpect User FAQ
ProSpect User Frequently Asked Questions See the ProSpect User Guide for detailed instructions on how to set up and use ProSpect. What... -
Shop Management: Enabling Taxes on Purchase Orders (Canadian Customers)
In versions 8.0.3 and higher shop owners can set taxes on Purchase Orders (P.O.s). To retain the setting, the tax... -
Shop Management: Purchase Order Taxes for Canceled or Unreceived Parts (Canadian Customers)
This article is intended for Shop Management program users in Canadian provinces with more than one tax value. The Shop... -
Shop Management: How to Set Up FirstCall Online Parts Catalog
How to Set Up FirstCall Online Parts Catalog Step 1: Navigate to Configurations menu along the top of the program. Select Special... -
Printing Issues After Windows Update (October 3, 2019)
Symptoms A recent Microsoft Windows Update is causing printing issues in the Shop Management program. The update appears to be causing... -
How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later
How to Enter Vendor Invoice # Once in P.O. Worksheet to Show in Each Part Ordered for Warranty Later When... -
How to Write Off Bad Debt
Question: How would you handle/remove a charge account amount for a person that never intends to pay that you want to write off as...