Celebrating 20 Years of Innovation: Manager SE Tip #4
Manager Tip #4: How can I “Tag” specific customer records?
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Celebrating 20 Years of Innovation: Manager SE Tip #3
Manager Tip #3: How Do I Cap a Promotional Discount? -
Celebrating 20 Years of Innovation: Manager SE Tip #2
Manager SE Tip #2: Tips for Scheduling – Make an Estimate for Every Appointment -
Celebrating 20 Years of Innovation: Manager SE Tip #1
Manager SE Tip #1: What to Do With a Vehicle that a Customer No Longer Owns -
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 […]
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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 […]
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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 […]
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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 […]
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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. […]
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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 […]