Stale Tires CRM Return On Investment Manager 6.x Invoice Modern Classic Landscape Legacy Portrait...

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1 Manager 5 Manager 5.x... 1.x... 3 Invoice... 3 Modern... 3 Classic... 6 Landscape... 8 Legacy Portrait Legacy Landscape Vehicle Custom Multi Point Inspection Tech Worksheet Vehicle Recommendations Vehicle History Vehicle History By Hat # Service Worksheet Static Multi Point Inspection Management Categories Not Performed Scheduled Work Orders Customer Loyalty Analysis Customer Duplicates WIP Detailed Top Vehicles Worked On Top Parts By Category Top Labor By Category Top Sublet By Category Marketing Customers With By Last In Date Customer With Cell By Last In Date Customer Birthdays Accounting Sales By Category Sales By Category Parts Only Sales By Category Labor Only Sales Of Tire Inventory Parts Profit With Excluded Categories Profits By Vendor Canned Job Usage Balance Due Statement with Disclaimer Inventory Price Cross Check... 45

2 Stale Tires CRM Return On Investment Manager 6.x Invoice Modern Classic Landscape Legacy Portrait Legacy Landscape Vehicle Custom Multi Point Inspection Tech Worksheet Vehicle Recommendations Vehicle History Vehicle History By Hat # Service Worksheet Static Multi Point Inspection Management Categories Not Performed Customer Loyalty Analysis Customer Duplicates WIP Detailed Top Vehicles Worked On Top Parts By Category Top Labor By Category Top Sublet By Category Marketing Customers With By Last In Date Customer With Cell By Last In Date Customer Birthdays Customer Referrals Accounting Customer Spending And Visits New Customers Profits By Vendor Sales By Manufacturer Sales By Selected Month Sales Of Tire Inventory Inventory Details Sales Year Over Year... 87

3 Sales Detail for Part Number Parts Profit With Excluded Categories Jobs By Tech Revenue By GL With Cost Unassigned Line Items Stale Tires CRM Return On Investment ROWriter Invoice Modern Classic Landscape Legacy Portrait Legacy Landscape Vehicle Custom Multi Point Inspection Tech Worksheet Vehicle History Management Customer Duplicates CRM Return On Investment x Invoice Modern Basic invoice set up with basic text. Has the description of the work, along with the cost of labor, parts, sublet, and the total job cost. You can add logos and water stamps on it if you want to.

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6 Classic A compacted version of modern invoice, still has the job description and costs. Can still add waterstamps and logo's.

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8 Landscape The set up for this still follows the same guidelines; the job description is in the center with smaller boxes surrounding it for the other information.

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10 Legacy Portrait The set up for this is different from the others. It has the parts description on the left with the labor description on the right.

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12 Legacy Landscape The same outline as landscape with a spot next to the labor description for part description.

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14 Vehicle Custom Multi Point Inspection This is a vehicle report card; green means good, yellow means keep an eye on it, and red means it needs to be changed.

15 Tech Worksheet This gives the technician a description of what needs to be done, how long they have to finish the job.

16 Vehicle Recommendations View all recommendations for a customer's fleet of vehicles

17 Vehicle History Lets the technician know what has been done to the vehicle up to present day. By Date

18 By Date With Categories Not Performed

19 By Category

20 By Category Labor Only

21 By Category Most Recent Only

22 Vehicle History By Hat # Let the technician know what has been done to the vehicle up to present day using the Hat number.

23 Service Worksheet Gives a list of repairs along with brakes and tire conditions.

24 Static Multi Point Inspection This is a vehicle report card that gives a report from front to back; inside and outside of the car. The beginning of the Custom Multi Point Inspection before it became dynamic.

25 Management Categories Not Performed Displays a list of categories that were not yet performed for the vehicle.

26 Scheduled Work Orders This is for making a log of how many jobs where done, how long it took, when it was scheduled and promised to be done by.

27 Customer Loyalty Analysis Lets you make a log of vehicles that come back and that do not come back in the last 12 months.

28 Customer Duplicates Find all duplicate customers in your database due to poor data entry.

29 WIP Detailed A detailed view of your work in progress.

30 Top Vehicles Worked On Displays a list of the 25 most common vehicles being worked on in a specified date range, along with the total and average dollars.

31 Top Parts By Category Displays a list of the top 5 selling parts for each category.

32 Top Labor By Category Displays a list of the top 5 selling labor for each category.

33 Top Sublet By Category Displays a list of the top 5 selling sublets for each category.

34 Marketing Customers With By Last In Date This is to make a log of customers by their s starting from the last one who came in.

35 Customer With Cell By Last In Date This is to make a log of customers by their cell phone number starting from the last one who came in.

36 Customer Birthdays This is to make a log of customer birthdays

37 Accounting Sales By Category This is to make a log of sales by how you want to categories them.

38 Sales By Category Parts Only This is to make a log of sales by parts.

39 Sales By Category Labor Only This is to make a log of sales by labor.

40 Sales Of Tire Inventory This is to make a log of tire sales and keep track of tires in your inventory.

41 Parts Profit With Excluded Categories This is to make a log of your profit from parts excluding categories.

42 Profits By Vendor This is to make a log of your profits from the vendor.

43 Canned Job Usage This is to make a log of canned jobs.

44 Balance Due Statement with Disclaimer This is to keep track of how much a disclaimer owes. Use the bottom right to navigate.

45 Inventory Price Cross Check This is to make a log of your inventory separated by cost, sale, and margin.

46 Stale Tires Find tires not sold since a date you specify.

47 CRM Return On Investment Shows the customers and dollars spent in relation to the automated recommendations and appointments.

48 Manager 6.x Invoice Modern Basic invoice set up with basic text. Has the description of the work, along with the cost of labor, parts, sublet, and the total job cost. You can add logo's and water stamps on it if you want to.

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50 Classic A compacted version of modern invoice still has the job description and costs. Can still add water stamps and logos.

51 Landscape The set up for this still follows the same guide lines; the job description is in the center with smaller boxes surrounding it for the other information.

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53 Legacy Portrait The set up for this is different from the others. It has the parts description on the left with the labor description on the right.

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55 Legacy Landscape The same outline as landscape with a spot next to the labor description for part description.

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57 Vehicle Custom Multi Point Inspection This is a vehicle report card; green means good, yellow means keep an eye on it, and red means it needs to be changed.

58 Tech Worksheet This gives the technician a description of what needs to be done, how long they have to finish the job.

59 Vehicle Recommendations View all recommendations for a customer's fleet of vehicles

60 Vehicle History Lets the technician know what has been done to the vehicle up to present day. By Date

61 By Date With Category Not Performed

62 By Category

63 By Category Labor Only

64 By Category Most Recent Only

65 Vehicle History By Hat # Let the technician know what has been done to the vehicle up to present day using the Hat number.

66 Service Worksheet Gives a list of repairs along with brakes and tire conditions.

67 Static Multi Point Inspection This is a vehicle report card that gives a report from front to back; inside and outside of the car. The beginning of the Custom Multi Point Inspection before it became dynamic.

68 Management Categories Not Performed Displays a list of categories that were not yet performed for the vehicle.

69 Customer Loyalty Analysis Lets you make a log of vehicles that come back and that do not come back in the last 12 months.

70 Customer Duplicates Find all duplicate customers in your database due to poor data entry.

71 WIP Detailed A detailed view of your work in progress.

72 Top Vehicles Worked On Displays a list of the 25 most common vehicles being worked on in a specified date range, along with the total and average dollars.

73 Top Parts By Category Displays a list of the top 5 selling parts for each category.

74 Top Labor By Category Displays a list of the top 5 selling labor for each category.

75 Top Sublet By Category Displays a list of the top 5 selling sublets for each category.

76 Marketing Customers With By Last In Date This is to make a log of customers by their s starting from the last one who came in.

77 Customer With Cell By Last In Date This is to make a log of customers by their cell phone number starting from the last one who came in.

78 Customer Birthdays This is to make a log of customer birthdays

79 Customer Referrals Generate a report of your top referrals within a date range, uses the 'Referred By' field in the customer tab of your shop management.

80 Accounting Customer Spending And Visits Generate a report of your customers' total visits, total spending, average spending within a date range

81 New Customers Create a list of all new customers where their visit was between a date range you specify

82 Profits By Vendor This is to make a log of your profits from the vendor.

83 Sales By Manufacturer This is to make a log of your sales from the manufacturer.

84 Sales By Selected Month This is to make a log of your sales in a selective month.

85 Sales Of Tire Inventory This is to make a log of tire sales and keep track of tires in your inventory.

86 Inventory Details A detailed inventory report that includes new fields such as cost

87 Sales Year Over Year This is to make a log and compare your sales from year to year.

88 Sales Detail for Part Number This is to make a log of part numbers that was sold to a customer.

89 Parts Profit With Excluded Categories This is to make a log of your profit from parts excluding categories.

90 Jobs By Tech This is to make a log of the job a tech did.

91 Revenue By GL With Cost This is to make a log of revenue by the GL Code.

92 Unassigned Line Items This is to make a log of unassigned categories

93 Stale Tires Find tires not sold since a date you specify.

94 CRM Return On Investment Shows the customers and dollars spent in relation to the automated recommendations and appointments.

95 ROWriter Invoice Modern Basic invoice set up with basic text. Has the description of the work, along with the cost of labor, parts, sublet, and the total job cost. You can add logos and water stamps on it if you want to

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97 Classic A compacted version of modern invoice still has the job description and costs. Can still add water stamps and logo's.

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99 Landscape The set up for this still follows the same guild lines, the job description is in the center with smaller boxes surrounding it for the other information.

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101 Legacy Portrait The set up for this is different from the others. It has the parts description on the left with the labor description on the right.

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103 Legacy Landscape The same outline as landscape with a spot next to the labor description for part description.

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105 Vehicle Custom Multi Point Inspection This is a vehicle report card; green means good, yellow means keep an eye on it, and red means it needs to be changed.

106 Tech Worksheet This gives the technician a description of what needs to be done, how long they have to finish the job.

107 Vehicle History Lets the technician know what has been done to the vehicle up to present day. By Date

108 By Date With Category Not Performed

109 By Category

110 By Category Labor Only

111 By Category Most Recent Only

112 Management Customer Duplicates Find all duplicate customers in your database due to poor data entry.

113 CRM Return On Investment Shows the customers and dollars spent in relation to the automated recommendations and appointments.