Quick Guide
Shop Profile
Complete the registration page
Go the My Profile link – input your shop information (Store Information, Tax Information). You can also upload a shop logo, this will be used when you print your invoices for your customers.
Go to the Employee link, select the New Employee link, Enter all the information, Name, Job Title, Hourly rate
Go to the Vendor link, add any desired vendors – this will be utilized in future enhancements
Go to the Fixed Expenses link and fill in all your fixed expenses, Select the appropriate item at the top identifying either annually or monthly.
Go to the Variable Expenses link and fill in all your variable expenses, Select the appropriate item at the top identifying either annually or monthly.
Add a Customer
You can add a customer from either the quick menu on the front left or from the drop down on the top menu bar – Add a Customer – Complete all the available fields, the more you complete when the customer comes on or even on the phone the quicker it will be to create a repair order.
You can also edit a customer from the quick menu on the left or the customer item on the menu bar. The capability to delete, update and add a vehicle are there
Add a Repair Order
You can add a repair order on the quick bar on the front left or the repair order link on the menu bar. If you already entered a customer or it is an existing customer you can select “Yes” to the question “Is this an existing customer” if you select no it will prompt you to enter the customer information.
You can also review the repair orders and add, update or delete these orders
The status of the repair order is the key for driving the dashboard, if you set the status as quoted, the item appears on the pending (center) block, If an items is status’s as sold it appears in the sold block (top). Once it is completed and payment is received it will appear in the completed box (bottom)