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ReconPro Classic Back Office

Basic training videos for ReconPro Classic back office application

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Written by Allie Ray
Updated over 3 years ago

Search

Search for inspections, work orders, and invoices by status

Settings

Change vehicle information settings in inspection, work order, and service request types

Create quick notes

Inspections

Set up an inspection type

Archive an inspection

Work Orders

Set up a work order type

Create an invoice from multiple work orders

Invoices

Set up an invoice type

Create an invoice

Edit an invoice

Detach a work order from an invoice

Void, find voided invoices, and un-void invoices

Employees

Add and remove employees

Clients

Create retail and wholesale clients

Add client contacts

Users

Add a user

Services

Add a service

Create a service package

Create a service type

Create a service bundle

Devices

Add, replace, and remove device license

Verify software version in device audit log

Print Templates

Create inspection print template

Create work order print template

Create invoice print template

Add and edit print template footer

QuickBooks

Export to QuickBooks Online

Export to QuickBooks Desktop

Check QuickBooks logs

Import services from QuickBooks

Import customers from QuickBooks

Set default QuickBooks class for clients

Emailing

Email inspections, work orders, and invoices

Reports

Send a Statement Report

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