Search found 29 matches

by dan
Fri Jan 10, 2020 4:38 pm
Forum: Reports + Printing
Topic: Sales Tax Reporting (Non-Taxable Deduction Types)
Replies: 4
Views: 3306

Sales Tax Reporting (Non-Taxable Deduction Types)

After all these years, I kinda got spanked by Arizona Dept. of Revenue. I have always filed my sales tax using Taxable & Non-Taxable reports and worked just fine. However now they want me to report the "Resale" and "Sales to government" categories separately, since we do a fair amount of both. I've ...
by dan
Fri Sep 27, 2019 10:01 am
Forum: Credit Card Processing
Topic: First Mile Bug
Replies: 3
Views: 4008

Re: First Mile Bug

Thanks for the reply. Yes I have seen that a couple of times as well. It should not be this difficult and isn't with other processors. Batches really should match the sales reports in Mitchell, like they have the past 20 years or they way they do with the other processors. We have 3 vendors involved...
by dan
Tue Sep 24, 2019 9:49 am
Forum: Credit Card Processing
Topic: First Mile Bug
Replies: 3
Views: 4008

First Mile Bug

When we started with First Mile, the process was fairly easy and clean. With a little extra support we made it work properly. WorldPay was the card processor, however they soon sold to another processor. The big issue now is that our cutoff time for next day deposit is 4:30, anything past that time ...
by dan
Tue Sep 24, 2019 9:01 am
Forum: Reports + Printing
Topic: "Category Profit-Custom List" bug report
Replies: 1
Views: 1771

"Category Profit-Custom List" bug report

Nice report, however is not accurate. If you have a category setup as WARRANTY, so you can track warranty expense, it is not totaled in this report. Excludes negative charges. This is potentially a powerful report that has been added, but does not currently work. I think this is fixable, as the Prof...
by dan
Thu Aug 16, 2018 11:12 am
Forum: Accounting Link
Topic: Accounting Link / Back Office
Replies: 3
Views: 4036

Accounting Link / Back Office

Looking for reviews, testimonials or issues concerning the Back Office (Mitchell Partner) product. I have talked with the vendor, watched demos about M1 to QuickBooks integration. Any feedback would be appreciated or contact information for shops that are using it, willing to discuss. Didn't see any...
by dan
Tue Oct 11, 2016 2:50 pm
Forum: Reports + Printing
Topic: List Of Customers With NO Email Address?
Replies: 2
Views: 1696

Re: List Of Customers With NO Email Address?

Oh yes of course, Thanks for refreshing my memory!
dan
by dan
Tue Oct 11, 2016 10:52 am
Forum: Reports + Printing
Topic: List Of Customers With NO Email Address?
Replies: 2
Views: 1696

List Of Customers With NO Email Address?

Now that we are using CRM, we have discovered that our customers are getting our "Previously Recommended" notices via email. CRM will not send US mail postcards to any campaign except Scheduled Maintenance Notices. There is a portion of our database that has no email or does not want use it (older g...
by dan
Tue Jul 19, 2016 2:29 pm
Forum: Reports + Printing
Topic: Report: Referral - Marketing
Replies: 2
Views: 1740

Re: Report: Referral - Marketing

Thanks for reply, The order tab "source" is what we use to track the reason a repair come to us. (Diag, repair, maintenance, warranty). Years of data show that the blend changes and would like to continuing that. But you are right, that would otherwise work well. Another option is to continue in Ref...
by dan
Tue Jul 19, 2016 1:07 pm
Forum: Reports + Printing
Topic: Report: Referral - Marketing
Replies: 2
Views: 1740

Report: Referral - Marketing

A year or 2 ago I brought this up and haven't seen any new replies from you or BoltOn. The report called Referral-Marketing doesn't allow Sales$'s for a given date range and other information necessary to get the stats we need to manager our marketing efforts. I would like your suggestion on a work ...
by dan
Mon Oct 05, 2015 9:28 am
Forum: Report Pro
Topic: Measuring Where Customers Come From
Replies: 14
Views: 9994

Re: Measuring where customers come from

Tim, Hate to bring up this "dead horse" again, but since this topic was posted 5 shop owners have called me asking how I track ROI on new customers. I just got off the phone with another shop and once again explain the manual process we use to calculate this. As the others has said; if all the data ...
by dan
Wed Apr 29, 2015 7:56 am
Forum: Report Pro
Topic: Measuring Where Customers Come From
Replies: 14
Views: 9994

Re: Measuring where customers come from

Tim,
BTW, I did fail to tell you how well the "Referral-Friend/Customer" report works, that thing is awesome! :D
Kudos
Dan
by dan
Wed Apr 29, 2015 7:48 am
Forum: Report Pro
Topic: Measuring Where Customers Come From
Replies: 14
Views: 9994

Re: Measuring where customers come from

Tim, Thanks for the reply. Maybe I've got it wrong? I have always used the "source" field in the Order Tab to source the reason for the visit. So we can monitor the trend of what the reason for the visit was, whether it was a maintenance, breakdown, diagnostic, LOF Only visit. Great info here as the...
by dan
Tue Apr 28, 2015 2:37 pm
Forum: Report Pro
Topic: Measuring Where Customers Come From
Replies: 14
Views: 9994

Re: Measuring where customers come from

Thanks ARS for the reply. I saw that report but it doesn't source what drove them in ; AAA, ASA, TV add, Towing, press release, NARPRO, BBB, Yelp, Google, ect... Guessing by the lack of input here, the number of views and missing concept in Report Pro, not many interested in the ROI of sourcing new ...
by dan
Tue Apr 21, 2015 9:10 am
Forum: Report Pro
Topic: Measuring Where Customers Come From
Replies: 14
Views: 9994

Measuring Where Customers Come From

Before the upgrade to 6.0: we were able to use a custom report to see what drove a customer in and the $ spent for a given date range based on the customer source/referred by field. 1- I only see 1 report in Mitchell: Reports/Management/Referral Marketing. This is similar to what we are looking for....
by dan
Wed Nov 12, 2014 7:37 am
Forum: Tips + Ideas
Topic: Edit Service Writer in Configurations
Replies: 2
Views: 1669

Re: Edit Service Writer in Configurations

Got it, Thanks Tim that worked well.
Thank you, dan
by dan
Tue Nov 11, 2014 12:28 pm
Forum: Tips + Ideas
Topic: Edit Service Writer in Configurations
Replies: 2
Views: 1669

Edit Service Writer in Configurations

We hired a new service advisor about 30 days ago. Rather than deleting the we let go and adding a new advisor, we edited the old guy with the new one (changed name). All the reports shows the old guy, not the new, so assumes we did not configure properly? 1- Do we fix by deleting old and adding new?...
by dan
Tue Sep 30, 2014 4:07 pm
Forum: Lube Sticker Pro
Topic: Replace PC - Cannot Print Lube Sticker?
Replies: 2
Views: 3511

Re: Replace PC - Cannot Print Lube Sticker?

Boy I'll say! Ken jumped right in and fixed it very quickly. Hated to bother him with it, but he's had the answer twice now for unusual issues. He is a Champ! Thanks to you for the push & please pass along my thanks to Ken.
Dan
by dan
Mon Sep 29, 2014 2:22 pm
Forum: Lube Sticker Pro
Topic: Replace PC - Cannot Print Lube Sticker?
Replies: 2
Views: 3511

Replace PC - Cannot Print Lube Sticker?

Looking for any help out there? We recently crashed one of the office PC's. While waiting for the new Dell, we installed the Zebra printer on one of the other office PC's and worked just fine. After we setup the new Dell, installed the Zebra print drivers and downloaded the Zebra Designer software, ...
by dan
Thu Sep 04, 2014 12:56 pm
Forum: Report Pro
Topic: Services Due, "Month at a Glance"
Replies: 2
Views: 2180

Re: Services Due, "Month at a Glance"

Thanks Mike,
Export Recommendations to Excel and filtering got me real close to what I need. Maybe someday I'll play with a query, but not for this.

Thanks, Dan
by dan
Wed Sep 03, 2014 3:11 pm
Forum: Report Pro
Topic: Services Due, "Month at a Glance"
Replies: 2
Views: 2180

Services Due, "Month at a Glance"

Is there a Report Pro / Message Manager Pro report or way to build a report that would print a list all vehicles, like a fleet customer, that were due the next month. We have them set up in Message Manager, but they have requested us to send them a report a month in advance, rather than text, for al...

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