User Options General
Overview of General options selections.
This will clear the work screen of a selected customer/vehicle and also clears the work document after creating an estimate.
This will clear the work screen of a selected customer/vehicle and also clears the work document after creating a repair order.
This will clear the work screen of a selected customer/vehicle and also clears the work document after creating an invoice.
Automatically removes the cost price box from view on any screen that shows cost prices. A tick box will be added to those screens to show if required.
Works out stock reports based on average cost.
Automatically updates the inspection due date by one year.
This will require a technician to be selected for every repair order and invoice.
This will require a Job Category to be selected for every invoice. When invoicing, you will be notified if any Job does not have an assigned Job Category.
This will require an email to be entered when creating a new customer record.
This will require at least one of the three phone number fields to be filled in when creating a new customer record.
This will require a zip code to be entered when creating a new customer record.
This will require the vehicle transmission field to be filled in when creating a new vehicle record.
This enables a check box for quality control against the technicians.
This will automatically uncheck the vehicle onsite check once invoiced.
This will show (if the electronic catalog is programmed to do so) other part options when looking up parts that are found to be "out of stock".
Provides the option for the document to be authorized before the work is performed.
Provides the option for the document to be re-authorized manually if changes have occurred to the document that would not not normally flag a required authorization notification.
Set Work Descriptions to be assigned to either a Job Group or at the Document level.
Determines whether a document is named as either an estimate or a quote.
Selecting these will allow you to hide Fleet and Warranty details from the Work Document and Estimate/Repair Order as well as disable the Fleet and Warranty options on the Customer Maintenance screen.
Enter the starting number for Invoice, Credit, Estimate, Repair Order, and Purchase Order.
This allows you to choose the prefix of the invoice.
This will determine the length of time to display the advice notes flags when applicable.
This allows you to add a prefix to the account number that is auto-generated, such as an “A” or “B”.
Set the default contact preferences for new customers. These choices will be the default settings on the new customer screen.
Choose to start on either the Vehicle or Customer menu.
The default Labor Rate if no labor rate is specified for the customer. Note: If there is more than one labor rate (and there generally will be more than one labor rate) you can set up other labor rates as desired.
The default Labor Rate for Global Jobs if no Labor Rate is specified for the customer.
This allows you to prepopulate a set number of days when searching for documents.
Each of these labels can be customized, e.g., additional driver, loyalty number, etc.
This allows vehicles, that have no license plate, to be assigned a placeholder license plate number.
Automatically checks the km mileage check box when adding new vehicles
Enables Suggested Jobs feature to display a list of suggested custom jobs based on vehicle Symptom. Learn More
Enables the Good Better Best feature to display multiple job tiers for customers to choose from. Learn more