Manager SE: Shop Reports For access to Online Shop Report please login ProDemand/ShopKeyPro and select the Module drop down, if you do not see...
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...
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...
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...