Search found 56 matches

by madmoneymike5
Thu Aug 25, 2016 12:58 pm
Forum: Tips + Ideas
Topic: Small Sell Revision Request
Replies: 7
Views: 3518

Re: Small Sell Revision Request

Please don't get snippy with me. I certainly didn't intend to come across that way, myself.

I'm a developer myself. I'm asking for what has to be a maximum of 10 lines of code to be deleted. That's all.
by madmoneymike5
Thu Aug 25, 2016 10:37 am
Forum: Tips + Ideas
Topic: Small Sell Revision Request
Replies: 7
Views: 3518

Re: Small Sell Revision Request

Meh...I don't see anything wrong with doing it the way I want to. The Reason entered is usually just one word, such as "Needed" or "Requested." I type something into the Reason field only because of another annoyance that happens when I don't: A message box pops up and tells me, "Some information is...
by madmoneymike5
Thu Aug 25, 2016 10:21 am
Forum: Tips + Ideas
Topic: Small Sell Revision Request
Replies: 7
Views: 3518

Re: Small Sell Revision Request

I'm sorry, but I don't think you quite understood what I was trying to say. Let me try again... What I tend to do is type a reason why I'm selling a revision (or set of revisions) and then go check off the revision(s) that I'm selling. When I type the reason first as I just described, and then click...
by madmoneymike5
Wed Aug 24, 2016 1:42 pm
Forum: Tips + Ideas
Topic: Small Sell Revision Request
Replies: 7
Views: 3518

Small Sell Revision Request

Whenever I click on an estimate to sell on the left side of the Sell Revision screen, it erases anything I have written in the "Reason" box on the right. Could you please fix this functionality. It's rather frustrating.
by madmoneymike5
Wed Jun 22, 2016 7:01 pm
Forum: Tips + Ideas
Topic: Google Account Integration
Replies: 2
Views: 2118

Re: Google Account Integration

Actually, I already do this very thing, but it certainly isn't the ideal "integration." I appreciate the feedback, though. So, my feature request still stands. :)
by madmoneymike5
Fri Jun 10, 2016 10:11 am
Forum: Tips + Ideas
Topic: Google Account Integration
Replies: 2
Views: 2118

Google Account Integration

We use Google Apps for email and other things related our website and business. Is there any chance of getting integration with Google on the customer database side of things? For example, a new customer comes in, does some work, etc., and gets added to our Google Contacts? There's a myriad of thing...
by madmoneymike5
Fri May 13, 2016 5:14 am
Forum: Tips + Ideas
Topic: What to Put in "Reason" on Revision Authorization
Replies: 3
Views: 2175

What to Put in "Reason" on Revision Authorization

Hello folks. Given the limited number of characters that can be entered into the "Reason" field when selling a revision, what do you commonly put in? This morning, for example, we received authorization to replace a battery, wiper blades, air filter, and accomplish a transmission pan service. The fi...
by madmoneymike5
Thu May 05, 2016 1:19 pm
Forum: Scheduler
Topic: Scheduler Feedback 2016
Replies: 111
Views: 40509

Hide Old and/or Closed Appointments

Not sure if this should go in this forum or the Enhancement Requests forum. Can we get the ability to hide appointments: 1. Beyond n days old; 2. Beyond a specified date; 3. Future appointments more than n days forward; 4. Future appointments after a specified date; 5. Appointments marked with user-...
by madmoneymike5
Thu May 05, 2016 5:04 am
Forum: SE News
Topic: Manager SE 20th Anniversary Tips in News!
Replies: 5
Views: 4669

Re: Manager SE 20th Anniversary Tips in News!

...I've started using them cause of you, Ric. :)
by madmoneymike5
Tue May 03, 2016 7:11 am
Forum: Tips + Ideas
Topic: Additional Disclaimer Terms Page
Replies: 0
Views: 1442

Additional Disclaimer Terms Page

We currently pre-print additional terms and conditions that do not fit on our ROs, Estimates, Invoices, etc., on one side of a blank ream of paper. We then reinsert the printed paper in the printer a certain way such that TeamWorks ends up printing on the other side. With the ability to select diffe...
by madmoneymike5
Wed Apr 27, 2016 11:22 am
Forum: Tips + Ideas
Topic: Groups
Replies: 22
Views: 8818

Re: Groups

Nice idea, Rich. What a clever way to use the given functions....
by madmoneymike5
Wed Apr 27, 2016 7:27 am
Forum: Tips + Ideas
Topic: Intended Workflow
Replies: 6
Views: 3302

Re: Intended Workflow

This covers the unsigned authorization. EVERYTHING gets signed on pick up. Does this mean you do print the new versions of the RO and have them sign all the new ROs? Sometimes our initial repair can change two or three times, such as when the customer calls in and requests additional things they or...
by madmoneymike5
Tue Apr 26, 2016 3:38 pm
Forum: Tips + Ideas
Topic: Intended Workflow
Replies: 6
Views: 3302

Re: Intended Workflow

I assume the signed and printed work order then is for CYA purposes, such as being able to show permission to operate the vehicle to police and perhaps Garage Operators Liability insurance requirement purposes, etc. Also, some states/counties/cities require it, right? If the above is correct, how do...
by madmoneymike5
Tue Apr 26, 2016 1:59 pm
Forum: Tips + Ideas
Topic: Intended Workflow
Replies: 6
Views: 3302

Intended Workflow

We come from the old fashioned days of handwritten everything and what wasn't handwritten was done on a handshake. However, we took over a shop two years ago and have been self-teaching how to use Mitchell ever since. Additionally, we're growing quickly and it's probably time we do things "by the bo...
by madmoneymike5
Tue Apr 26, 2016 1:09 pm
Forum: Tips + Ideas
Topic: Groups
Replies: 22
Views: 8818

Re: Groups

Interesting Ric. Thanks Tim.

Ric, do you actually use these? If so, exactly how? I mean, what steps do you take in the software to put these to use? Also, do you use them in SocialCRM?
by madmoneymike5
Tue Apr 26, 2016 12:06 pm
Forum: Tips + Ideas
Topic: Groups
Replies: 22
Views: 8818

Re: Groups

...mine is empty? (We inherited our database from another company two years ago whose owner passed away and we took over, so, not all is 'factory.')
by madmoneymike5
Tue Apr 26, 2016 11:30 am
Forum: Tips + Ideas
Topic: Recommendations In Workflow - Not?
Replies: 19
Views: 6549

Re: Recommendations

Put another way, you guys designed it such that recommendations drive revisions. But recommendations don't directly turn into work orders, where thanks to "Sell Revision," revisions do. What I'm trying to say is that, for some shops, it probably ought to be *declined* revisions drive recommendations...
by madmoneymike5
Tue Apr 26, 2016 11:23 am
Forum: Tips + Ideas
Topic: Recommendations In Workflow - Not?
Replies: 19
Views: 6549

Re: Recommendations

I can see why you did it this way. But the cliche about leading a horse to water applies here. Some may not drink your Kool-Aid and instead, put the cart (revisions) before the horse (recommendations). The option I described above could perhaps streamline things for those who prefer bourbon instead ...
by madmoneymike5
Tue Apr 26, 2016 11:15 am
Forum: Tips + Ideas
Topic: Groups
Replies: 22
Views: 8818

Re: Groups

timbre4 wrote:...it was designed as marketing to customers based on their group affiliations.
What kind of group affiliations did you guys have in mind when this was originally developed?
by madmoneymike5
Tue Apr 26, 2016 10:48 am
Forum: Tips + Ideas
Topic: Recommendations In Workflow - Not?
Replies: 19
Views: 6549

Re: Recommendations

How about... An option in the settings (much like enforce mileage, checking state inspection dates, etc) that when an order is converted to an invoice, check to see if there are any revisions remaining. If yes, ask the user if they'd like to add any recommendations. If they click yes, display the re...

Go to advanced search