Program Security Setup
Description of program security and creating users with passwords for protected functions
Tim McDonnell
Author Archives
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Program Flow Demo
Quick demonstration of selecting customer& vehicle for Estimate, using Symptoms, Recommendations, Revisions for Repair Order, then Invoice, Pay & Post to History
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Part Kit
Overview of creating a Part Kit and selecting various options available.
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Scheduler Options
Setup of business hours, holidays and hours displayed for using the Scheduler.
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Scheduler: Add/Edit Resources
How to define resources for use in the calendar with the Scheduler
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Scheduler: Add/Edit Statuses
How to add custom status entries to be used in the appointment editor
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Canned Job
Overview of creating a Canned Job with labor and parts, part kit option, quick CJ menu and more.
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Schedule Overview
Tour of the new Scheduler module including calendar views, display filters and options
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Scheduler: Entering a Shop Event
Creating a calendar event that is not driven by a customer appointment; exploring the options available.