• Tech Setup

    Technician Setup

    Overview of employee setup for technicians, service writers and their availability for scheduling

  • Scheduler Options

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

  • Vendor Setup [Linked]

    Advanced Vendor Setup where a catalog link is configured for a parts catalog button to transmit shop credentials to the parts supplier and return price and availability.

  • Parts Ordering

    Overview of ordering parts for inventory and daily needs. Committed and Confirmed status explained, electronic parts ordering discussed.

  • Add Part to Inventory

    Adding a new part record to the Inventory list, setting the selling price and stocking levels.

  • Mileage Correction

    How to make mileage corrections on previous invoices, including the control of the Enforce Mileage In feature.