Adding – Editing Fees |
Adding – Editing Outside Purchase Information on an Existing Line Item |
Adding – Editing RO Status |
Adding – Editing Technicians |
Adding – Editing Ticket Info |
Adding a Customer Deposit |
Adding Adhoc Labor |
Adding Adhoc Parts |
Adding an Outside Purchase Payment Method |
Adding Attachments |
Adding Cataloged Items to an Estimate |
Adding Comments to Tickets |
Adding Declined Items Back onto Tickets |
Adding Parts to the Part – Core Return |
Adding Sublets to Tickets |
Adding Warrantied Parts |
Applying Coupons |
Applying Warranty Stamps |
Audit Tracking |
Bulk Editing Line Items |
Capture DOT Numbers for Tires |
Changing Estimates to Repair Orders |
Creating a New Appointment from an Existing Ticket |
Creating a New Estimate for Existing Customer _ New Vehicle |
Creating a New Estimate for Existing Customer _ Vehicle |
Creating a New Estimate for New Customer -Vehicle |
Declined Services |
Deleting Estimates |
Deleting Line Items |
Discount Tracking |
Discounting Line Items on Tickets |
Invite to Pay |
KPIs |
Managing Sales Tax Per Line Item |
New Quick Quote |
Override Customer Pricing Level |
Printing – Exporting Ticket Summaries |
Printing the QuickParts Inspection Form |
Searching for Existing Estimates |
Sending Emails to Customers Through an Estimate |
Using a Pricing Matrix Within a Ticket |
Using Charge Accounts to Invoice Tickets |
Using QuickParts |