• Disclaimers

    Disclaimers are the business policy notices at the bottom of every customer facing document.

  • Reports

    Overview of available reports and developing a reports strategy to meet business information needs throughout the year.

  • Recommendations [Vehicle]

    Overview of standard Recommendations manual entry and also stored Recommendations text creation and application to a vehicle record.

  • Program Security Demo

    Creating Usernames / Passwords to provide/deny access to protected functions

  • Program Security Setup

    Description of program security and creating users with passwords for protected functions

  • Program Flow Demo

    Quick demonstration of selecting customer& vehicle for Estimate, using Symptoms, Recommendations, Revisions for Repair Order, then Invoice, Pay & Post to History

  • Part Kit

    Overview of creating a Part Kit and selecting various options available.

  • Scheduler Options

    Setup of business hours, holidays and hours displayed for using the Scheduler.

  • Scheduler: Add/Edit Resources

    How to define resources for use in the calendar with the Scheduler

  • Scheduler: Add/Edit Statuses

    How to add custom status entries to be used in the appointment editor