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ShopLite: Total Shop Management
Navigating in ShopLite
Finding Estimates, Work orders, Invoices and Receipts (1:00)
Quick jump with All Transactions/Work in Progress Menu (0:46)
Settings and Hints
Settings Overview
Hints at Home Page (0:18)
Hints at the Estimate (0:22)
Best practices, Cool features
Spell Check (0:23)
Automating Service Reminders (0:27)
Employee Management: Employee roles, time card, profiles, assigning technicians
Assigning technicians to a work order (0:19)
Commissions (0:43)
Employee Roles and Security (0:37)
Customer Management: Customer creation, customer profiles, and other customer features
Customer forms: Creating a customer and preferences (1:10)
Searching for existing customers (0:34)
Customer's Service History (0:33)
Transferring Vehicle History (0:38)
Finding a previous quote (0:32)
Vehicle Management: Vehicle creation/editing, VIN scanning, License plate feature, adding photos
Editing/deleting vehicle information (1:16)
License Plate to VIN decode (0:23)
OEM fluid and lube specs (0:35)
Inventory Management: Adding/editing inventory, updating, cost of goods, inventory reports
Inventory Management Overview (2:06)
SMART Inventory- make inventory easy (2:25)
Marketing: Promotions management
Adding discounts or promotions (0:34)
Estimating and Invoicing: Creating, editing, finding parts/labor, service packages, inspection sheets and more
Starting an estimate (3:12)
Quick labor lookup (0:41)
Using Packages (Canned Jobs) (0:57)
Estimating: Adding Vehicle Pictures (0:18)
Estimating: Adding pictures to inspections (0:48)
Add notes from Tech or Service Writer (0:47)
Order parts electronically (0:40)
Creating packages on the fly (0:58)
Non-Taxable Parts lines (0:20)
Service Inspection Sheets: creating, editing and managing CarCheck vehicle inspections in ShopLite
Adding an Inspection (0:29)
Production Management: Tracking parts, declined services, technician productivity and efficiency
Declined Services at Estimate (1:17)
Tracking parts purchases on invoice (0:25)
Recommendations- adding to the invoice (0:33)
Reporting: What you need to know. Sales revenue, customer/vehicle analytics, tax breakdowns.
Shop Sales, Tax, Net Sales (0:58)
Reports: Taxable breakdown (0:39)
Customer Spend and Service Count (0:41)
Lost sales & declined services report (0:26)
Reports: Vehicle Transfer History (0:34)
Daily Close and Cash Drawer (0:38)
Fleet accounts: Fleet account management
Creating Fleet Accounts (0:42)
Tracking Fleet Sales: Pending vs Paid (0:25)
Multi-store operations: Tracking all sales, profitability, services and inventory at all stores
Intro- SHIFTMobility Central (0:38)
Teach online with
Customer's Service History
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