ShopConnection

  • 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 four-step process: Go to the History screen Open an Invoice from History Select File (at the top left) Select Email   The software will examine […]

  • 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 […]

  • 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 […]

  • 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 […]

  • Some Small but Powerful Additions to Manager SE 6.5

    Some Small but Powerful Additions to Manager SE 6.5 Manager SE™ 6.5 is a major release in a lot of ways. Perhaps the “biggest” enhancement is the Auto Updater, a built-in feature that automatically updates the software and eliminates the need to perform manual updates. This is huge and will save you so much time and hassle. […]

  • Avoid Dupes and Have a Nicer Day

    Avoid Dupes and Have a Nicer Day One of the most popular questions we get about the Manager software is “how do I fix duplicate customers & vehicles?” Perhaps it is the Groucho Marx in me that the first part of my response is “stop creating them.” After the brief laughter subsides, I explain there […]

  • Quickly Purge Those Aging Estimates You No Longer Need

    Quickly Purge Those Aging Estimates You No Longer Need Do you find yourself having to wade through estimates that are starting to get old and are now just clogging up the view your Manager SE Work-In-Progress (WIP) screen? You do NOT want to stop and open each one on the Order screen, then go to […]

  • Ever Left a Voice Message?

    Ever Left a Voice Message? Have you ever left a voice message on a customer’s home, work and cell phones and then waited, waited, and waited to hear back from them before you can finish the repair? I know, I know, this never happens at your shop, but it’s not surprising to know this is a […]