Navigating in ShopLite
Settings and Hints
Best practices, Cool features
Employee Management: Employee roles, time card, profiles, assigning technicians
Customer Management: Customer creation, customer profiles, and other customer features
Vehicle Management: Vehicle creation/editing, VIN scanning, License plate feature, adding photos
Inventory Management: Adding/editing inventory, updating, cost of goods, inventory reports
Marketing: Promotions management
Estimating and Invoicing: Creating, editing, finding parts/labor, service packages, inspection sheets and more
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Starting an estimate (3:12)
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Quick labor lookup (0:41)
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Using Packages (Canned Jobs) (0:57)
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Estimating: Adding Vehicle Pictures (0:18)
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Estimating: Adding pictures to inspections (0:48)
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Add notes from Tech or Service Writer (0:47)
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Order parts electronically (0:40)
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Creating packages on the fly (0:58)
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Non-Taxable Parts lines (0:20)
Service Inspection Sheets: creating, editing and managing CarCheck vehicle inspections in ShopLite
Production Management: Tracking parts, declined services, technician productivity and efficiency
Reporting: What you need to know. Sales revenue, customer/vehicle analytics, tax breakdowns.
Fleet accounts: Fleet account management
Multi-store operations: Tracking all sales, profitability, services and inventory at all stores
