Creating an Appointment
Overview of creating an appointment in the calendar, entering additional information and also easily moving the appointment to another time when the customer says they can’t make it.
Tim McDonnell
Author Archives
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Counter Sale
Overview of the Counter Sale process including part transfer and optional customer information.
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Quote Screen
Overview of the simplified Order screen for handling phone shoppers.
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History Screen
Overview of History screen and comparison to the F4 key – Find History Record option.
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Sell Revision (Transfer)
Utilizing the Sell Revision screen to give customers different pricing options for selected repair work, allowing them to budget for it.
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Revisions (Sub-Estimates)
Creating sub-estimates to gain customer approval for job-specific repairs.
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Comebacks
Overview of the Comeback featue found in the Symptoms window and the associated reporting
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Using Symptoms
Discussion of using Symptoms to quickly receive vehicles, record the customer complaints, looking professional, assigning value to diagnostic time and presenting the customer with standardized pricing in simple language.
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Notes Item Entry
Overview of the Order Item Entry – Notes window for one-time entries or repeat usage notes stored in Setup – Standard Descriptions.
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Part Item Entry
Overview of the data fields and options found within the Part Item Entry / Edit window.