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ReconPro Classic Back Office
Help articles on ReconPro back office application
Clients (Overview)
Add a client
Edit a client
Delete a client
Merge clients
Restore a client
Set client price for services
Assign a single work order type to wholesale clients
Assign work order types to a client
Assign inspection types to a client
Make sure that inspections and invoices are sent to clients by email
Set default QuickBooks class for clients
Company Info (Overview)
Add company info
Add a logo
Set up auto-saving of inspection CSV files to FTP
Set up automatic closing of service requests
Set a period for reporting duplicate invoices by VIN
Set up device layouts
Change device history settings
Reduce the number of retail clients shown in mobile app
Reorder quick notes
Configure service request timeline settings
Set up part providers
Add, edit, and delete inspection types
Set a default inspection type
Set inspection status reasons
View audit log of inspection types
Turn on showing claim information
Turn on draft mode for inspection types
Allow creating multiple work orders from inspection
Specify email templates for inspection types
Configure showing default or custom visual damages
Allow creating new inspections from scratch
Configure price transition in inspection type
Assign question form print template to inspection type
Add an inspection visual form with a custom image
Turn on sending inspection pictures attached to an email
Add insurance information form to inspection types
Assign inspection type to work order types
Turn on team sharing for inspection types
Turn on showing inspection services grouped by types
Turn on approving inspections on mobile device
Turn the ability to approve inspections on a service-by-service basis
Prevent editing approved inspections
Specify inspection approval threshold
Adding approved inspection services to repair orders
Configure sending EMS data attached to inspection email
Turn on group approval
Allow inspection supplements
Select email template for inspection supplements
Select print template for inspection supplements
Assign question forms to inspection types
Assign print templates to inspection types
Configure inspection wizard settings
Set up access to the price of inspection services
Configure inspection vehicle info settings
Configure inspection claim info settings
Configure visual inspections
Add services to a visual inspection
Visual Inspections (Setup Guide)
Invoice Types (Overview)
Add, edit, and delete invoice types
Turn on draft mode for invoice types
Make invoice approval required
Turn on showing and editing invoice PO#
Turn on team sharing for invoice types
Turn on sending invoice pictures attached to email
Allow changing invoice customer
Allow or prevent changing invoice date
Prevent editing approved invoices
Choose invoice date mode
Assign print templates to invoice types
Manage invoices
Search invoices
Search for missing invoices
Search for void invoices
Approve invoices
Email invoices
Email an invoice to multiple recipients
Print invoices
Print multiple invoices
Print a list of invoices
Archive invoices
Export invoices
Revert invoices to draft
Void invoices
Unvoid an invoice
Update invoice notes
Manage invoice images and videos
Change invoice number
Check duplicate invoices
Update invoice commissions
View invoice answers
View invoice tech info
Check email activity
View invoice audit log
Mark invoice as paid
Mark invoice as unpaid
Add invoice payments
Manage invoice payments
Invoice payment status reasons explained
Mark all approved invoices as exported
Edit an invoice
Avoid creating duplicate work orders and invoices
Attach “before & after” pictures to invoices
Add a repair location
Edit a repair location
Delete a repair location
Enter repair location settings
Search repair locations
Add a phase
Edit a phase
Delete a phase
Set the order of phases
Enter phase settings
Add a phase task
Edit a phase task
Delete a phase task
Assign services to phases
Add a repair location client
Delete a repair location client
Add a repair location manager
Delete a repair location manager
Enter user settings for repair location
Add a repair location department
Edit a repair location department
Delete a repair location department
Enter settings of repair location department
Set a default repair location department
Set the order of repair location departments
Repair Locations (Overview)
Turn on technician auto-assignment to started phases or services
Repair Orders (Overview)
Unclose repair orders
Sort repair orders on the Kanban view
Highlight phases on the List view
Sort repair orders on the List view
View information on vehicle recalls in repair orders
Configure auto-completion of repair order phase after inspection approval
Configure highlighting repair orders based on the client’s priority
Set up vendors
View and change repair order phase assignments
Partial phase enforcement
Manage problem reporting reasons
Repair Cycle Time Report
Active Vehicles by Phase Report
Completed Phase by Vehicle Report
Service Count Report
Common Issues
“This application does not have permission to access this QuickBooks company data file” or “The QuickBooks user has denied access”
Can’t Open QuickBooks: QuickBooks already has a company file open
This application has not accessed this QuickBooks company data file before
Grant QuickBooksExporter additional permissions in the Program Compatibility Troubleshooter
Issues related to the “BeginSession” method
The application trying to connect to QuickBooks is not supported while multiple instances of QuickBooks are running.
Unauthorized 401
Modal Dialogue Box Error
There was an error when converting the quantity “1” in the field “[name]”. QuickBooks error message: You cannot set the quantity for items of this type.
Vendor (or Employee, or Customer) is already using this name
Services have the same name
Duplicate client name
Cannot register sdkevent.dll
Service Requests (Setup Guide)
Create service requests
Service Requests (User Guide)
Add services to a service request
Service request workflow
Select print template for service request
Enter paint codes when creating or editing service requests
Find service requests without work orders
Assign vehicle parts to services in service requests
View information on vehicle recalls in service requests
Service Request Scheduler (User Guide)
Service Requests Import
Manage service request types
Manage service request status reasons
Manage service request appointment status reasons
View audit log of service request types
Create service request types
Specify the name and description of service request type
Assign team to service request type
Assign service package to service request type
Set price transition for inspections and work orders created from service requests
Assign client type to service request type
Specify service request type duration
Set an arbitration window for service requests
Set a default service request type
Turn on showing service request check-in
Turn on the ability to reset rejected service requests
Allow creating multiple inspections from service requests
Allow creating multiple work orders from service requests
Set phases of service request type
Assign question forms to service request types
Assign work order types to service request types
Assign print templates to service request types
Assign inspection types to service request types
Sort inspection types assigned to service request type
Allow creating and editing service requests in the mobile app
Allow creating and editing service request appointments in the mobile app
Allow closing service requests in the mobile app
Turn on service request appointment acceptance in the mobile app
Set up wizard in service request types
Assign clients to service request types
Configure vehicle info settings in service request types
Services (Overview)
Add a service
Edit a service
Delete a service
Restore a service
Assign services to a default technician
Assign services to vehicle parts
Assign services to discounts and fees
Set up a default discount for repair order services
Assign services to a question section
Add and remove service tags
Assign tags to multiple services
Find services by tags
Associate labor services with part services
Add expenses to services
Set up multiple pricing
Select a labor type for labor services
Amount Calculation (User Guide)
Parts Services (User Guide)
Labor Time Services (User Guide)
Fee Bundles (User Guide)
Work Order Types (Overview)
Add, edit, and delete work order types
Assign service package to the work order type
Assign invoice types to work order types
Assign question forms to work order types
Configure work order wizard settings
Set status reasons for monitored work orders
Group work order services by tags
Allow adding services to work orders
Configure work order vehicle info settings
Configure work order claim info settings
Turn on team sharing for work order types
Turn on showing work order services grouped by types
Prevent creating work orders with the same VIN
Prevent creating work orders with duplicate services
Prevent editing approved work orders
Set up access to the price of work order services
Turn on repair order priority auto-adjustment