Technician Setup
Overview of employee setup for technicians, service writers and their availability for scheduling
Tim McDonnell
Author Archives
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W.I.P. Detail Window
Overview of the information displayed and options provided by the Detail button for a selected order.
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W.I.P. Screen Overview
Overview of the screen to monitor existing work as it progresses through the shop. Includes sorting, searching, filtering and adjusting the WIP display.
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W.I.P. Screen Options
Overview of the options provided at the bottom of the WIP screen. (WIP Detail is covered in its own clip)
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Vehicle Screen
Overview of the additional options on the Vehicle screen + BONUS: How to free up a license plate to transfer it to another vehicle.
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Vehicle Data Entry
Basics for entering vehicle information in either the 3 tab file maintenance view or the 5 tab order view.
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Disclaimers
Disclaimers are the business policy notices at the bottom of every customer facing document.
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Reports
Overview of available reports and developing a reports strategy to meet business information needs throughout the year.
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Recommendations [Vehicle]
Overview of standard Recommendations manual entry and also stored Recommendations text creation and application to a vehicle record.
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Program Security Demo
Creating Usernames / Passwords to provide/deny access to protected functions