Service
Learn about managing ROs, labor rates, fees, op-codes, and tech skill sets, managing the route sheet, and dispatch priorities for the tech screens.
- Dashboard Report - Service - Today's Appointments
- Dashboard Report - Service - Today's Closed ROs
- Dashboard Reports - Service - Today's Menu Count
- Dashboard Reports - Service - Today's MPI Count
- Dashboard Reports - Service - Today's One Line ROs
- Dashboard Reports - Service - Today's New ROs
- Dashboard Reports - Service - Today's MPI Percentage
- Dashboard Report - Service - Today's Menu Percentage
- Dashboard Report - Today's One Line ROs
- VUEPay
- Mazda Warranty Submission
Maintenance > Op Codes
- Deleting an Op Code
- Marking an Op Code Inactive
- Creating an Op Code
- Adding Fees to an Op Code
- Marking an Op Code as Deferred
- Making an Op Code Vehicle Specific
- Excluding Shop Charges on an Op Code
- Marking an Op Code as Popular
- Copying an Op Code
- Marking an Op Code as Tech Fill
- Ford MPI Incentive Program
- Understanding Service Op Codes
- Adding to Quick Add
- Ford - Warranty Op Code Setup
Advisor > Repair Orders
- Printing Scheduled Maintenance Items
- Applying Fees at the Repair Order Level
- Adding an Extended Service Contract (Service)
- Requesting Manager Approval (Service)
- GM SLT and PASE(Service)
- Voiding an Operation
- Reset Repair Order Users
- Override RO Mileage Requirement
- Adding Scheduled Maintenance Operations to a Repair Order
- Adding Technicians and Assigning Labor Hours to an Repair Order
- Update Op code when a Tech is defined
- Email Attached Documents (Service)
- Creating Preset Messages VUE Messaging
- Inputting Warranty Claim Information in a Repair Order
- Adding Fees at the RO Operation Level
- Releasing a Repair Order
- Adding an Op Code
- Adding a Sublet to a Repair Order
- Printing a Customer Invoice
- Taking Payment within the Repair Order
- Voiding a Repair Order
- Completing/Recovering an RO Operation
- Adding Extended Service Vendor to a Repair Order
- Discount a Repair Order
- Adding an Operation to a Repair Order
- Viewing/Editing Technician Clock Times
- Setting a Skill Level
- Creating/Adding a Customer to a Repair Order
- Printing a Parts Pick List from a Repair Order
- Running a VIS from a Repair Order
- Fixing Labor Cost
- Performing an Inspection (Repair Order)
- Viewing Accessories Due from the Repair Order
- Unfixing a Fixed Price Operation
- Viewing Labor and Parts in Scheduled Maintenance
- Delete or Remove a Payment
- Closing an RO
- Creating a Fixed Price Operation
- Edit Taxes on an RO and/or Operation (Service)
- Creating a Recheck
- Viewing the Scheduled Maintenance of a Vehicle
- Partial Closing an RO
- Creating a New Repair Order
- Adding a New Operation to an Existing Operation
- Capturing a Repair Order Customer Authorization
- Deferring an Operation
- Viewing Special Orders from the Repair Order
- Navigating Between Operations
- Selecting a Standard Concern
- Viewing/Printing a Multipoint Inspection
- Creating a Repair Order from an Appointment
- Searching Op Codes & Using Quick Add
- GM SAVI
- Granting Manager Approval (Service)
- Chrysler Repair Orders
- GM RO Sync
- Taking Multiple Payments within the Repair Order
- VW/ Audi VIN Inquiry
- Chrysler Quick LOP
- Honda/Acura - Flat Rate Manual and Labor Time Guide
- How to add Paint and supplies to an RO (Service)
- Existing Repair Order (RO) Notification
- VW / Audi Warranty Claim
- Printing within the Repair Order
Maintenance > Fees
- Marking an Op Code as Inspection
- Create a Discount (Service Fees)
- Attach a Fee to a Fee (Service Fees)
- Create a Charge (Service Fees)
- How do I create a Freight Charge? (Service)
- How do I create a Restocking Fee? (Service)
- Deleting a Fee
- Create a Tax (Service Fees)
- Edit a Shop Charge
- How do I create a Shop Charge? (Service)
Reports > Payroll > Unpaid Technician Labor Report
- Printing an Unpaid Technician Labor Report
- Creating an Unpaid Technician Labor Report
- Reopening an Unpaid Technician Labor Report
- Adding a Manual Entry to the Unpaid Technician Labor Report
- Voiding an Unpaid Technician Labor Report
- Completing an Unpaid Technician Labor Report
- Unpaid Labor Report (Service / Payroll)
Advisor > Appointment Schedule
- Filtering the Appointment Schedule screen
- Creating an Appointment via the Appointment Schedule screen
- GM SAI (Service Appointment Integration)
Advisor > Appointments
- Exporting an Appointments List to an Excel Spreadsheet
- Filtering the Appointment Grid
- Duplicate Appointments
- Creating a Service Appointment via Appointments
- Using Quick Add
- Creating a Service Customer from Appointments or Repair Orders
- Appointment Filters (Service)
Maintenance > Skill Sets
- Creating a New Skill Set
- Creating a Rate Level (Skill Sets)
- Removing a Skill Set Level
- Creating/Adding Skill Set Level
Technician > Technician System
- Filling Pending Parts (Technician)
- Selecting a Repair Order (Technician System)
- Updating Mileage Out on Repair Order
- Viewing VIN information
- Completing an Operation (Technician)
- Print Clock Times
- Opening a Multi-Point Inspection
- Viewing Clock Time
- Requesting Parts (Technician)
- Starting and Stopping Time (Technician)
- Inputting Cause, Correction, and Tech Notes (Technician)
- Viewing RO History (Technician System)
- Working in an RO (Technician System)
- Starting an RO (Technician System)
Advisor > Special Orders
Maintenance > Standard Concerns
Cashier > Receipt Book
- Void a Receipt in Receipt Book (Service)
- Creating a Vendor from Receipt Book
- Creating a One-Time Vendor in Receipt Book
- Creating a Receipt (Service)
- Creating a One-Time Customer
Miscellaneous > Customers
- Viewing a Customer’s Value Report
- Removing Attachments (Customer Record)
- Creating a Vendor Record from a Customer Record
- Modifying Addresses in a Customer Record
- Deleting a Comment (Customer Record)
- Modifying Phone Numbers in the Customer Record
- Deleting Additional Customer Loyalty Numbers
- Assigning a Parent Customer
- Marking a Customer Tax Exempt
- Adding Additional Addresses to a Customer Record
- Assigning Parts and Service Discounts
- Adding a Comment (Customer Record)
- Adding Additional Customer Loyalty Numbers
- Adding Additional Phone Numbers to a Customer Record
- Assigning Parts and Service Account Codes (Customer Record)
- Deleting Phone Numbers in a Customer Record
- Creating a Service Customer
- Deleting Addresses from a Customer Record
- Making an Existing Customer a Vendor (Service)
Maintenance > Header Fees
Miscellaneous > All Vehicles
- Viewing Open Tickets for a Vehicle
- Branding and Un-branding a Title
- Viewing the PO History of a Vehicle
- Transferring a Vehicle (Service)
- Running a VIS from the Vehicle Record
- Setting a VIN Advisor
- Viewing the RO History of a Vehicle (Service)
- Deleting a VIN
- Running a Carfax Report from within the Vehicle Record
- Viewing Additional VIN Information
- Modifying/Adding Extended Warranty Contracts for a Vehicle (Service)
- Running a Ford Oasis VIS Report from the Vehicle Record
Advisor > Appointment Calendar
- Creating a Service Appointment via Appointment Calendar
- Filtering the Service Appointment Grid via Appointment Calendar
- Confirming an Appointment
- Toggling Day/Week/Month View for Service Appointments
Advisor > Purchase Orders
- Print a Purchase Order
- Approving a Purchase Order
- Change the Ship To on a Purchase Order
- Void a Purchase Order
- Create a New Purchase Order
Advisor > Route Sheet
- Assigning Technicians from the Route Sheet
- Viewing Repair Order Operations on the Route Sheet
- Adding and Removing Individuals in Team Chat from the Route Sheet
- Setting/Saving Custom Settings in Route Sheets
- Sending Team Chat Messages from the Route Sheet
- Using the Grid Search (Route Sheet)
- Viewing a Multi-Point Inspection from the Route Sheet
- Viewing Op Code Details
Miscellaneous > Vendors
- Modifying Addresses (Vendor Record)
- Deleting Phone Numbers (Vendor Record)
- Modifying Phone Numbers (Vendors)
- Deleting Addresses (Vendor Record)
- Deactivating a Vendor
- Adding Additional Phone Numbers (Vendors)
- Creating a Vendor (Service, Parts, Sales)
Maintenance > Labor Rates
Advisor > Parts Inventory
- Searching for a Part Using a Partial Part Number
- Searching for a Part Using the Part Number (Service Advisor)