Search found 165 matches

by megoff
Fri Mar 22, 2024 11:50 am
Forum: Credit Card Processing
Topic: STORING CREDIT CARDS
Replies: 5
Views: 146

Re: STORING CREDIT CARDS

Correct the only way would be to use 1st Mile or Global Payments. In order for the card to be stored for use you will have to use the payment processor to take the payment. There is no way to securely store a Credit Card number within Shop Manager without using either of those payment processors. Th...
by megoff
Fri Mar 22, 2024 8:33 am
Forum: Credit Card Processing
Topic: STORING CREDIT CARDS
Replies: 5
Views: 146

Re: STORING CREDIT CARDS

Currently this is an option with our FirstMile and Global Payments payment processors. Since storing RAW credit card numbers can be a little dangerous we have worked with both of our payment processors to make sure things are secure while still allowing to store the credit cards in the background.
by megoff
Fri Mar 22, 2024 6:25 am
Forum: Credit Card Processing
Topic: STORING CREDIT CARDS
Replies: 5
Views: 146

Re: STORING CREDIT CARDS

Which payment processor are you using?
by megoff
Thu Mar 21, 2024 9:05 am
Forum: ProSpect
Topic: Viewing of inspections.
Replies: 3
Views: 84

Re: Viewing of inspections.

The data hasn't gone anywhere, just playing hide and seek until we display the button.
by megoff
Thu Mar 21, 2024 8:03 am
Forum: ProSpect
Topic: Viewing of inspections.
Replies: 3
Views: 84

Re: Viewing of inspections.

Hi Qbasic8, currently when there is no active subscription the MPI button on the order and the history details window are removed. I'll get a request in to the development team have the MPI button show in the history details window if there is an inspection on a history order.
by megoff
Thu Jan 25, 2024 9:06 am
Forum: Technical Issues
Topic: Link to download v.8.5.3.1226 broken on files page
Replies: 4
Views: 375

Re: Link to download v.8.5.3.1226 broken on files page

Please click the "Download" outlined in red to get the update file.
downloadUpdate8.5.3.1226.jpg
downloadUpdate8.5.3.1226.jpg (43.08 KiB) Viewed 339 times
by megoff
Thu Jan 25, 2024 6:56 am
Forum: Technical Issues
Topic: Link to download v.8.5.3.1226 broken on files page
Replies: 4
Views: 375

Re: Link to download v.8.5.3.1226 broken on files page

Hi there, are you clicking on the word "Download" for the update? We are seeing regular downloads from m1files the last one was about 20 minutes ago.
by megoff
Thu Dec 21, 2023 12:17 pm
Forum: Database + Settings
Topic: Saving estimates for a possible later date
Replies: 3
Views: 1576

Re: Saving estimates for a possible later date

To be able to transfer/copy to a revision please follow the steps below: Use the Mouse to copy the estimate: Highlight the first line item on the estimate. Hold the shift key and click the last line item on the estimate. NOTE: all lines should be highlighted. Click "Edit" at the top of the screen. C...
by megoff
Fri Jun 23, 2023 9:17 am
Forum: Technical Issues
Topic: 2023 VEHICLE VIN DECODE
Replies: 10
Views: 3052

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: 968

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: 18236

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: 2091

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: 11697

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: 1980

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: 2351

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: 2351

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: 1613

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: 1506

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: 8125

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: 1383

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...

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