Search found 8 matches

by hbt1959
Wed Jul 06, 2016 6:45 am
Forum: Report Pro
Topic: How do I Change Content, Size/Color, Placement?
Replies: 3
Views: 4522

Re: How do I Change Content, Size/Color, Placement?

Our shop is in the process of switching from Quickbooks to M1 for our shop management system...we are not yet live with M1 - hence all of our questions. Our shop takes pride in having estimates and invoices that are effortless to read and understand (which we've been able to accomplish in QB); and o...
by hbt1959
Tue Jul 05, 2016 11:16 am
Forum: Technical Issues
Topic: TIP: No Room For Display Option For Phone #'?
Replies: 5
Views: 3352

TIP: No Room For Display Option For Phone #'?

For some reason I don't have the option to check or uncheck the display option for phone numbers...see attached image. Thus, no phone numbers print on estimates or invoices in Report Pro. I called Report Pro and they pointed out that the display option is not working but said I need to contact Mitch...
by hbt1959
Thu Jun 30, 2016 6:33 am
Forum: Report Pro
Topic: How do I Change Content, Size/Color, Placement?
Replies: 3
Views: 4522

How do I Change Content, Size/Color, Placement?

How do I change the content, size/color, and placement for the two sections noted by the orange arrows?

Thanks.
by hbt1959
Tue Jun 28, 2016 7:04 am
Forum: Tips + Ideas
Topic: Best Practice Using SE: "How Much For LOF?"
Replies: 4
Views: 2541

Best Practice Using SE: "How Much For LOF?"

"How much do you charge for an oil change?" is the question on the other end of the phone. Being that there are so many different oils, filters, capacities, etc...how can M1 be setup so I can quickly answer this question in an accurate way? Is there a best practice for setting up canned items for LO...
by hbt1959
Wed Jun 08, 2016 2:35 pm
Forum: Reports + Printing
Topic: Searching For Parts Previously Used?
Replies: 3
Views: 1960

Re: Searching For Parts Previously Used?

Thanks for the update. I am still working with dummy data that came with the initial install. When I first ran the report nothing returned even though there were invoices on the WIP screen. After a lot of poking around I figured out I had to post an invoice before the results would show in the Parts...
by hbt1959
Tue May 17, 2016 2:27 pm
Forum: Reports + Printing
Topic: Searching For Parts Previously Used?
Replies: 3
Views: 1960

Searching For Parts Previously Used?

Say I use part #ABC123 today on Mrs. Jones’ 2005 Ford Explorer. 6 months later I need to use the same part # on Mr. Smith’s 2006 Ford Expedition. When I am writing Mr. Smith’s estimate I suddenly remember using this same part on another vehicle but I can’t remember who or when. I then remember there...
by hbt1959
Wed May 11, 2016 5:43 pm
Forum: Tips + Ideas
Topic: Undo Option For Deleting Line From Order Tab?
Replies: 1
Views: 1468

Undo Option For Deleting Line From Order Tab?

When working on the Order tab or Sub Estimate tabs, is it possible to have an undo option? For example, if I delete a part or labor line, I get the "Are you sure box?" which is nice. But say I changed my mind even after click "Yes, I'm sure" and need the line back, having an undo option would make t...
by hbt1959
Mon May 02, 2016 6:04 am
Forum: Tips + Ideas
Topic: Multiple Parts Markup Matrices (matrix)
Replies: 1
Views: 1455

Multiple Parts Markup Matrices (matrix)

Our shop just got Manager 7 and we are still learning it. One option that is glaringly missing is multiple parts mark up matrices. We mark up engine oil filters a flat 50% no matter what the cost. Fluids are marked up a flat 82% no matter what the cost. There are some other part types like this that...

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