ReconPro Classic Back Office
Help articles on ReconPro back office application
360 articles
- Clients (Overview)
- Add a client
- Edit a client
- Delete a client
- 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
- 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
- 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
- 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
- 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