Report Pro Settings & More...
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Report Pro Settings & More...
You're in control when it comes to how you want your invoice to look and feel with Report Pro.
Customize Features of Report Pro:
Invoice Header: Using Microsoft features, you can quickly navigate to any image that you desire to be placed on your invoice as your header. If your image includes the name of your business, you can simply remove the check from the Shop Name check box and that will not display on your invoice.
On a zero balance invoice the software can add a "PAID" stamp to the invoice showing the customer that this has already been paid for.
Customize Features of Report Pro:
Invoice Header: Using Microsoft features, you can quickly navigate to any image that you desire to be placed on your invoice as your header. If your image includes the name of your business, you can simply remove the check from the Shop Name check box and that will not display on your invoice.
On a zero balance invoice the software can add a "PAID" stamp to the invoice showing the customer that this has already been paid for.
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
More Customization features for your invoice in Report Pro:
Using Social Media, these images are not just for additional artwork to be printed on your invoice, rather when you email a copy to your customer they become links, so when your customer clicks on the link they can get right to your Facebook, LinkedIn or other social media page.
On your invoice, provide your customer with information on what payments you accept. We even allow you to add two additional images, example would be a Tire CC (Goodyear, Firestone) or a Fleet Card, or even good old hard cash!
Add your website above, and turn it into a QR code. Now a smart phone can get right to your intended target. (Are you a Social CRM customer, if so, don't send the customer to your website, send them to your review page and ask them for a review!)
Using Social Media, these images are not just for additional artwork to be printed on your invoice, rather when you email a copy to your customer they become links, so when your customer clicks on the link they can get right to your Facebook, LinkedIn or other social media page.
On your invoice, provide your customer with information on what payments you accept. We even allow you to add two additional images, example would be a Tire CC (Goodyear, Firestone) or a Fleet Card, or even good old hard cash!
Re: Report Pro Settings & More...
I was directed to come to come to this blog.... What is reports pro & how do you get it? Does it cost anything?
We are running Manager plus SU 6.4.521. We are looking for a report that has: cost, list, selling price, item count, part # & description in one form. I am having to hand write the missing information to compare items. Having this report would really help. thanks,
We are running Manager plus SU 6.4.521. We are looking for a report that has: cost, list, selling price, item count, part # & description in one form. I am having to hand write the missing information to compare items. Having this report would really help. thanks,
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
New Inventory report available for Report Pro:
This report is now available for Report Pro, part of the Pro Pack bundle. Contact your Mitchell1 Rep to order...
With report pro; we have a rapid development, If it is something that we can add to eliminate some pain that you are experiencing we will do it...
This report is now available for Report Pro, part of the Pro Pack bundle. Contact your Mitchell1 Rep to order...
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Look and Feel of the user interface for Report Pro:
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Customer Duplicate Report:
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Report Pro update...
New Tech worksheet features, now the Tech Worksheet includes vehicle recommendations:
New Tech worksheet features, now the Tech Worksheet includes vehicle recommendations:
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Happy New Year!!!
The latest version of Report Pro now offers FIVE new invoice templates; including the pre-printed template.
The latest version of Report Pro now offers FIVE new invoice templates; including the pre-printed template.
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Report Pro, latest release include new template (Simple) Sample below...
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
The latest version of Report Pro now includes a common requested item: Watermark image on Invoices
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Reminder:
- When you are using the social media icons in Report Pro that they should include the links to your social media connections.
- When you are using the social media icons in Report Pro that they should include the links to your social media connections.
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Report Pro can print out your technician worksheet to match your on screen color coding.
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Did you know that Report Pro includes a profit summary report?
However you can remove low margin categories so that the report is more accurate (example remove tires & batteries)
However you can remove low margin categories so that the report is more accurate (example remove tires & batteries)
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Did you know you can capture all of your customers emails, simply by checking the setting to prompt for email on invoice load in Report Pro?
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Report Pro; technician worksheet now includes QR Codes for the Vehicle and Repair Order
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Did you know that with Report Pro's technician worksheet you have options to how the service history displays?
The below image demonstrates how you can configure your settings for your shop.
The below image demonstrates how you can configure your settings for your shop.
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
New feature for Report Pro:
Ever want to print or email all open sub estimates?
Now you can do that with one report
Simply Click On This Report Then choose the Sub Estimates to Include Then Print or Email The Report
Ever want to print or email all open sub estimates?
Now you can do that with one report
Simply Click On This Report Then choose the Sub Estimates to Include Then Print or Email The Report
- Pauls Automotive
- 1000 Club: Interstellar
- Posts: 1415
- Joined: Wed May 24, 2006 6:32 am
- Location: Baltimore Maryland
- Contact:
Re: Report Pro Settings & More...
You really are doing some awesome stuff with this Report Pro package.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
- MRISICH
- 200 Club: Major Contributor
- Posts: 255
- Joined: Tue Jul 18, 2006 3:49 am
- Location: Chalfont, PA
- Contact:
Re: Report Pro Settings & More...
Thanks Paul!
Just released this week. Advanced Coupons! Now when you have a recommendation for this vehicle you can tie a coupon/marketing message specific to that invoce
Just add a recommendation and add a custom coupon for that category and BLAM - it works!
Just released this week. Advanced Coupons! Now when you have a recommendation for this vehicle you can tie a coupon/marketing message specific to that invoce
Just add a recommendation and add a custom coupon for that category and BLAM - it works!
Re: Report Pro Settings & More...
Hello- we were working on the recommendation letters we send out every month... because we added the Lube sticker pro from Bolt Net, that automatically put the recommendation for the next oil change, the recommendations have grown tremendously... which is great. But we check each recommendation on the vehicles individually & now we have over 100! So we would like to know if you can develop a report that lets us know of all of the recommendations except the LOF. We send out LOF reminders & texts at a different time. We were wondering if Bolt net or Mitchell has a way to do this. This is how we get there from Mitchell now:
reports--follow up-- recommendation for work- recommend tab --between certain dates--- (then we want to change it so we can check all recommends except LOF.
Right now you can select certain categories but you can not check multiple categories.. or subtract categories.
This would be a great help!!! THanks.
reports--follow up-- recommendation for work- recommend tab --between certain dates--- (then we want to change it so we can check all recommends except LOF.
Right now you can select certain categories but you can not check multiple categories.. or subtract categories.
This would be a great help!!! THanks.