Search found 158 matches

by megoff
Fri Jun 23, 2023 9:17 am
Forum: Technical Issues
Topic: 2023 VEHICLE VIN DECODE
Replies: 10
Views: 407

Re: 2023 VEHICLE VIN DECODE

There should be an update coming out in the near future that will include more VIN data. Please keep an eye on the forum for when the update is released, You'll see the Shop Management Version update at the top of the page.
by megoff
Tue Jun 20, 2023 5:34 am
Forum: Database + Settings
Topic: WIP settings not holding
Replies: 2
Views: 118

Re: WIP settings not holding

Hey Ron, This is something that will be addressed in our upcoming update. The update should be going out in the coming weeks. Please keep an eye on the top of the forum for when we have a release ready.
by megoff
Wed Jun 14, 2023 12:09 pm
Forum: Lube Sticker Pro
Topic: Automated Oil Changes / Scheduler
Replies: 28
Views: 13500

Re: Automated Oil Changes / Scheduler

I haven't noticed an update yet. We ultimately turned off the 'auto schedule an appointment' feature until they fix it. Customers were annoyed getting an appointment reminder for an oil change when they just got one last week How do we turn off this feature? If you're looking to disable the "Auto A...
by megoff
Fri Jun 09, 2023 5:42 am
Forum: Technical Issues
Topic: Not holding user settings
Replies: 3
Views: 393

Re: Not holding user settings

Hi Ron, Yes this has been an issue we're spent quite a bit of time on getting corrected. There will be an update coming out out shortly. Please keep an eye on the forum for the request for volunteers for the beta of the new release. We will also publish an announcement when the update goes live to t...
by megoff
Tue May 09, 2023 6:22 am
Forum: Technical Issues
Topic: History sort order doesn't return to same order
Replies: 10
Views: 7820

Re: History sort order doesn't return to same order

This will be in the next update. The date for this release has not been set yet. Once the update is available we'll get it out to you just as quickly as we can.
by megoff
Wed May 03, 2023 12:29 pm
Forum: Reports + Printing
Topic: Email Statements
Replies: 2
Views: 955

Re: Email Statements

If you a refering to Balance due statements or the Invoice, the answer is yes. For Balance Due Statements, you'd need to click "Email" on the report select vs double clicking. If you're trying to email the Invoice under share you're able to click Share and email.
by megoff
Wed May 03, 2023 9:46 am
Forum: Parts + Ordering
Topic: Link PO to Customer
Replies: 3
Views: 862

Re: Link PO to Customer

If you're ordering parts ahead of time to complete a job, it would be recommended to create a Special Order. This option is in the Schedule now and functions the same as an RO. Ordering from Estimates since the numbers are not the same as the RO number will always show different numbers. If you sell...
by megoff
Wed May 03, 2023 9:12 am
Forum: Parts + Ordering
Topic: Link PO to Customer
Replies: 3
Views: 862

Re: Link PO to Customer

Hi JPReilly, POs are intended to be ordered from the RO/SO phase as that is when a shop should have approval for the work. Ordering from Revisions has been problematic as there is no order number directly connected to the order, the other issue that happens is when the parts are ordered on during th...
by megoff
Wed Apr 26, 2023 5:53 am
Forum: ProSpect
Topic: DVI on computer
Replies: 1
Views: 522

Re: DVI on computer

Hi JPRTeilly, currently there is no PC based version of the application. Prospect is intended to be used on tablets/mobile devices so you're able to be next to the vehicle and walk around the vehicle to take photos.
by megoff
Mon Apr 24, 2023 7:22 am
Forum: Reports + Printing
Topic: EMAILING CUSTOMER INVOICES
Replies: 1
Views: 426

Re: EMAILING CUSTOMER INVOICES

Currently there it no batch invoice emailing. All invoices would need to be emailed one by one or saved as a PDF manually and then added as an attachments on an email.
by megoff
Mon Apr 24, 2023 6:22 am
Forum: Credit Card Processing
Topic: First Mile Debit Cards COVID-19
Replies: 7
Views: 5393

Re: First Mile Debit Cards COVID-19

Hi there FoundingFathers and welcome to the forum. Currently electronic signatures are only taken via Debit or Credit card purchases that are run through a payment processor.
by megoff
Tue Apr 18, 2023 6:45 am
Forum: Database + Settings
Topic: users changing
Replies: 1
Views: 459

Re: users changing

Depending on the user settings you're having issues with there are different ways to save them, but one that we've had have the most success will be listed below. Follow these steps Close ALL station Re-open one station Make all changes Close station Re-open all station We have also see where the WI...
by megoff
Tue Apr 18, 2023 5:44 am
Forum: Reports + Printing
Topic: Date default when printing Schedule
Replies: 1
Views: 385

Re: Date default when printing Schedule

This is still on the list of enhancement requests, there is no ETA at this time.
by megoff
Thu Apr 13, 2023 9:35 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 22720

Re: Update 8.5.02

Sound like this would be something we'd need to look at as this seems a little strange. Please give tech support a call and we can look at what may be causing it.
by megoff
Thu Apr 13, 2023 8:54 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 22720

Re: Update 8.5.02

ShopManTim,
Please right click on the phone number and go to column chooser. The columns may have been accidentally hidden.
by megoff
Wed Apr 12, 2023 10:56 am
Forum: Parts + Ordering
Topic: PO Editing
Replies: 8
Views: 1375

Re: PO Editting

At the current time there is no ETA on the release with this fix. I can get you added to the list of beta customers for when the next release is available if you'd like.
by megoff
Fri Apr 07, 2023 7:01 am
Forum: Technical Issues
Topic: Update 8.5.02
Replies: 168
Views: 22720

Re: Update 8.5.02

That's what I would do. Your preferred screen layout can be the same (or similar) for both Users. We did this. It has worked up till today. I turned the host on this morning and the WIP columns are all rearranged. The hidden columns are back on the screen. Columns are resized. We are still looking ...
by megoff
Fri Mar 31, 2023 7:46 am
Forum: Reports + Printing
Topic: Report Details
Replies: 2
Views: 535

Re: Report Details

Hey there, currently what you're requesting is not in SE. We'll get this added as an enhancement request.
by megoff
Thu Mar 30, 2023 10:59 am
Forum: Database + Settings
Topic: New Service Advisor; Set Service Advisor Default?
Replies: 8
Views: 1317

Re: New Service Advisor; Set Service Advisor Default?

Currently no, we can add that in as an enhancement request to possibly be added in the future.
by megoff
Thu Mar 30, 2023 9:25 am
Forum: Database + Settings
Topic: New Service Advisor; Set Service Advisor Default?
Replies: 8
Views: 1317

Re: New Service Advisor; Set Service Advisor Default?

Hi there and welcome to the forum. The reason that the service writer and tech are shown on the order is that there are many states that require the technician to show on the order.

Go to advanced search