National Account Tracking w/ Manager SE

[blakevosburg]

For those who regularly deal with National Account repair and maintenance billing, has anyone found an efficient way to track parts and labor in Manager SE? Short of recreating a duplicate invoice in Mitchell under another account type, I haven’t found a process that works. I’d like to have a full picture of the shops output and sales in our reporting, including our Fleet transactions that are billed through an online portal. Thoughts?

[Silky7]

We have some features coming in the near future that should help with this process.

[blakevosburg]

Do tell

[Silky7]

I've sent you a private message to discuss further. We're not in a position to disclose details publicly just yet.

[weaverbrothers]

Has this new feature ever been added to Mitchell1?
I am going through the forum trying to answer a few questions and I am coming up with new questions to add to my list instead. (Oops!)

[Silky7]

It's complicated.

We released the capability of Manager SE to send/replicate an Order to fleet vendors electronically. This would eliminate the need for you to re-key/duplicate the invoice in their web portal.

However, no fleet company has yet to complete this integration (we have some in various phases of work).