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ReconPro Classic Back Office
ReconPro Classic Back Office
Help articles on ReconPro back office application
375 articles in this collection
Written by
Serhii Toropov
and
Jessica Perkins
Overview
About ReconPro Classic Back Office
Written by
Serhii Toropov
Updated over a week ago
Back Office Overview
Learn how to navigate the Back Office application
Written by
Serhii Toropov
Updated over a week ago
Company
Written by
Serhii Toropov
Updated over a week ago
Operations
Written by
Serhii Toropov
Updated over a week ago
Monitor
Written by
Serhii Toropov
Updated over a week ago
Miscellaneous
Written by
Serhii Toropov
Updated over a week ago
Reports
Written by
Serhii Toropov
Updated over a week ago
Timesheets
Written by
Serhii Toropov
Updated over a week ago
Favorites
Written by
Serhii Toropov
Updated over a week ago
Areas
Areas (Overview)
Written by
Serhii Toropov
Updated over a week ago
Assign a user as an area manager
Written by
Serhii Toropov
Updated over a week ago
Clients
Clients (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add a client
Create a new client account
Written by
Serhii Toropov
Updated over a week ago
Edit a client
Change client account details and settings
Written by
Serhii Toropov
Updated over a week ago
Delete a client
Archive a client account that is no longer needed
Written by
Serhii Toropov
Updated over a week ago
Merge clients
Written by
Serhii Toropov
Updated over a week ago
Restore a client
Restore an archived client account
Written by
Serhii Toropov
Updated over a week ago
Set client price for services
Written by
Serhii Toropov
Updated over a week ago
Assign a single work order type to wholesale clients
Written by
Serhii Toropov
Updated over a week ago
Assign work order types to a client
Written by
Serhii Toropov
Updated over a week ago
Assign inspection types to a client
Written by
Serhii Toropov
Updated over a week ago
Make sure that inspections and invoices are sent to clients by email
Written by
Serhii Toropov
Updated over a week ago
Set default QuickBooks class for clients
Written by
Serhii Toropov
Updated over a week ago
Client Users
Client Users (Overview)
Written by
Serhii Toropov
Updated over a week ago
Commission Types
Commission Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
Create a commission type
Add commission types to assign multiple commission profiles to employees
Written by
Serhii Toropov
Updated over a week ago
Create a commission profile
Add commission profiles to define the range of invoices for calculating commissions
Written by
Serhii Toropov
Updated over a week ago
Create a commission rule
Add commission rules to define the commission calculation method
Written by
Serhii Toropov
Updated over a week ago
Create a commission tier
Add commission tiers to define commission rates
Written by
Serhii Toropov
Updated over a week ago
Set up a technician pay plan
Configure calculation of technician commissions based on your incentive pay plan
Written by
Serhii Toropov
Updated this week
Flat Rate Commissions
Written by
Serhii Toropov
Updated over a week ago
Hourly Rate Commissions
Written by
Serhii Toropov
Updated over a week ago
Percentage Commissions
Written by
Serhii Toropov
Updated over a week ago
Tiered Commissions
Encourage your employees to achieve higher levels of performance by setting a tiered commission structure.
Written by
Serhii Toropov
Updated over a week ago
Company Info
Company Info (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add company info
Enter company contact information and upload company logo
Written by
Serhii Toropov
Updated over a week ago
Add a logo
Written by
Serhii Toropov
Updated over a week ago
Set up auto-saving of inspection CSV files to FTP
Written by
Serhii Toropov
Updated over a week ago
Set up automatic closing of service requests
Written by
Serhii Toropov
Updated over a week ago
Set a period for reporting duplicate invoices by VIN
Written by
Serhii Toropov
Updated over a week ago
Set up device layouts
Written by
Serhii Toropov
Updated over a week ago
Change device history settings
Written by
Serhii Toropov
Updated over a week ago
Reduce the number of retail clients shown in mobile app
Written by
Serhii Toropov
Updated over a week ago
Reorder quick notes
Change the order in which quick notes are shown in mobile app
Written by
Serhii Toropov
Updated over a week ago
Configure service request timeline settings
Written by
Serhii Toropov
Updated over a week ago
Set up part providers
Written by
Serhii Toropov
Updated over a week ago
Damages
Damages (Overview)
Written by
Serhii Toropov
Updated over a week ago
Devices
Manage Devices (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add a device license
Get registration codes that your team members can enter when registering ReconPro mobile app on their mobile devices
Written by
Serhii Toropov
Updated over a week ago
Register devices
Written by
Serhii Toropov
Updated over a week ago
Database (Overview)
Written by
Serhii Toropov
Updated over a week ago
Support Cases Triage (Overview)
Written by
Serhii Toropov
Updated over a week ago
Email Templates
Email Templates (Overview)
Written by
Serhii Toropov
Updated over a week ago
Set up an email template
Written by
Serhii Toropov
Updated over a week ago
Set up an email signature
Written by
Serhii Toropov
Updated over a week ago
Turn on sending inspections, work orders, and invoices by fax
Written by
Serhii Toropov
Updated over a week ago
Set up sending invoice approval link by email to multiple contacts
Written by
Serhii Toropov
Updated over a week ago
Employees
Employees (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add an employee
Create a new employee account and ether employee details and settings
Written by
Serhii Toropov
Updated over a week ago
Edit an employee
Change employee details and settings
Written by
Serhii Toropov
Updated over a week ago
Delete an employee
Archive an employee account
Written by
Serhii Toropov
Updated over a week ago
Restore an employee
Restore an archived employee account
Written by
Serhii Toropov
Updated over a week ago
Get technicians all set quickly
Written by
Serhii Toropov
Updated over a week ago
Priority of employee assignment to work orders created from service requests
Written by
Serhii Toropov
Updated over a week ago
Events
Set up automatic sending of email alert when target date of repair order is overdue
Written by
Serhii Toropov
Updated over a week ago
Inspection Types
Add, edit, and delete inspection types
Create, modify, and remove inspection types
Written by
Serhii Toropov
Updated over a week ago
Set a default inspection type
Written by
Serhii Toropov
Updated over a week ago
Set inspection status reasons
Written by
Serhii Toropov
Updated over a week ago
View audit log of inspection types
Written by
Serhii Toropov
Updated over a week ago
Turn on showing claim information
Written by
Serhii Toropov
Updated over a week ago
Turn on draft mode for inspection types
Written by
Serhii Toropov
Updated over a week ago
Allow creating multiple work orders from inspection
Written by
Serhii Toropov
Updated over a week ago
Specify email templates for inspection types
Written by
Serhii Toropov
Updated over a week ago
Configure showing default or custom visual damages
Written by
Serhii Toropov
Updated over a week ago
Allow creating new inspections from scratch
Written by
Serhii Toropov
Updated over a week ago
Configure price transition in inspection type
Written by
Serhii Toropov
Updated over a week ago
Assign question form print template to inspection type
Written by
Serhii Toropov
Updated over a week ago
Add an inspection visual form with a custom image
Written by
Serhii Toropov
Updated over a week ago
Turn on sending inspection pictures attached to an email
Written by
Serhii Toropov
Updated over a week ago
Add insurance information form to inspection types
Written by
Serhii Toropov
Updated over a week ago
Assign inspection type to work order types
Specify the types of work orders that can be created from inspections of the given type
Written by
Serhii Toropov
Updated over a week ago
Turn on team sharing for inspection types
Allow technicians to manage inspections created by other technicians from their team
Written by
Serhii Toropov
Updated over a week ago
Turn on showing inspection services grouped by types
Written by
Serhii Toropov
Updated over a week ago
Turn on approving inspections on mobile device
Written by
Serhii Toropov
Updated over a week ago
Turn the ability to approve inspections on a service-by-service basis
Enable the Line Approval setting for inspection types
Written by
Serhii Toropov
Updated over a week ago
Prevent editing approved inspections
Written by
Serhii Toropov
Updated over a week ago
Specify inspection approval threshold
Written by
Serhii Toropov
Updated over a week ago
Adding approved inspection services to repair orders
Written by
Serhii Toropov
Updated over a week ago
Configure sending EMS data attached to inspection email
Written by
Serhii Toropov
Updated over a week ago
Turn on group approval
Enable the Group Approval setting to configure inspection type for the Lot Walk feature
Written by
Serhii Toropov
Updated over a week ago
Allow inspection supplements
Written by
Serhii Toropov
Updated over a week ago
Select email template for inspection supplements
Written by
Serhii Toropov
Updated over a week ago
Select print template for inspection supplements
Written by
Serhii Toropov
Updated over a week ago
Assign question forms to inspection types
Turn on the Questions screen for inspections of particular type
Written by
Serhii Toropov
Updated over a week ago
Assign print templates to inspection types
Written by
Serhii Toropov
Updated over a week ago
Configure inspection wizard settings
Define which wizard steps must be shown, and in which order
Written by
Serhii Toropov
Updated over a week ago
Set up access to the price of inspection services
Written by
Serhii Toropov
Updated over a week ago
Configure inspection vehicle info settings
Define which fields are visible on the inspection Vehicle Info screen, which of them are required, and in which order they are shown
Written by
Serhii Toropov
Updated over a week ago
Configure inspection claim info settings
Define which fields are visible on the inspection Claim screen, which of them are required, and in which order they are shown
Written by
Serhii Toropov
Updated over a week ago
Configure visual inspections
Assign visual form to inspection type
Written by
Serhii Toropov
Updated over a week ago
Add services to a visual inspection
Written by
Serhii Toropov
Updated over a week ago
Visual Inspections (Setup Guide)
Written by
Serhii Toropov
Updated over a week ago
Inspections
Inspection status icons
Written by
Serhii Toropov
Updated over a week ago
Edit an inspection
Edit new and draft inspections
Written by
Serhii Toropov
Updated over a week ago
Search inspections
Find inspections by using available search options
Written by
Serhii Toropov
Updated over a week ago
Approve inspections
Change inspection status from New to Approved
Written by
Serhii Toropov
Updated over a week ago
Print inspections
Print an inspection to keep the hard copy of the estimation
Written by
Serhii Toropov
Updated over a week ago
Email inspections
Send inspections attached to email messages
Written by
Serhii Toropov
Updated over a week ago
Send an inspection by email or fax
Written by
Serhii Toropov
Updated over a week ago
Export an inspection to CSV file
Written by
Serhii Toropov
Updated over a week ago
Change the status of inspections from Final to Draft
Written by
Serhii Toropov
Updated over a week ago
Archive inspections
Hide inspections that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Inspection Supplements (Setup & User Guide)
Written by
Serhii Toropov
Updated over a week ago
Insurance Companies
Insurance Companies (Overview)
Written by
Serhii Toropov
Updated over a week ago
Integrations
Dealer Feed Integrations
Written by
Serhii Toropov
Updated over a week ago
Authenticom Integration
Written by
Serhii Toropov
Updated over a week ago
CCC ONE Integration
Written by
Serhii Toropov
Updated over a week ago
Intacct Integration
Written by
Serhii Toropov
Updated over a week ago
Sage 50c Accounting Integration
Written by
Serhii Toropov
Updated over a week ago
Inter Application Exchange
Inter Application Exchange (Overview)
Written by
Serhii Toropov
Updated over a week ago
Inter Application Exchange (Setup Guide)
Written by
Serhii Toropov
Updated over a week ago
Invoice Types
Invoice Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add, edit, and delete invoice types
Create, modify, and remove invoice types
Written by
Serhii Toropov
Updated over a week ago
Turn on draft mode for invoice types
Enable the Draft Mode setting for invoice types
Written by
Serhii Toropov
Updated over a week ago
Make invoice approval required
Written by
Serhii Toropov
Updated over a week ago
Turn on showing and editing invoice PO#
Make the PO# field visible and required
Written by
Serhii Toropov
Updated over a week ago
Turn on team sharing for invoice types
Allow technicians to manage invoices created by other technicians from their team
Written by
Serhii Toropov
Updated over a week ago
Turn on sending invoice pictures attached to email
Written by
Serhii Toropov
Updated over a week ago
Allow changing invoice customer
Written by
Serhii Toropov
Updated over a week ago
Allow or prevent changing invoice date
Written by
Serhii Toropov
Updated over a week ago
Prevent editing approved invoices
Written by
Serhii Toropov
Updated over a week ago
Choose invoice date mode
Written by
Serhii Toropov
Updated over a week ago
Assign print templates to invoice types
Written by
Serhii Toropov
Updated over a week ago
Invoices
Manage invoices
Written by
Serhii Toropov
Updated over a week ago
Search invoices
Find your invoices by using available search options
Written by
Serhii Toropov
Updated over a week ago
Search for missing invoices
Written by
Serhii Toropov
Updated over a week ago
Search for void invoices
Written by
Serhii Toropov
Updated over a week ago
Approve invoices
Change invoice status from New to Approved
Written by
Serhii Toropov
Updated over a week ago
Email invoices
Send invoices attached to email messages
Written by
Serhii Toropov
Updated over a week ago
Email an invoice to multiple recipients
Written by
Serhii Toropov
Updated over a week ago
Print invoices
Print your team invoices to keep the hard copy of the bills
Written by
Serhii Toropov
Updated over a week ago
Print multiple invoices
Written by
Serhii Toropov
Updated over a week ago
Print a list of invoices
Written by
Serhii Toropov
Updated over a week ago
Archive invoices
Written by
Serhii Toropov
Updated over a week ago
Export invoices
Written by
Serhii Toropov
Updated over a week ago
Revert invoices to draft
Written by
Serhii Toropov
Updated over a week ago
Void invoices
Written by
Serhii Toropov
Updated over a week ago
Unvoid an invoice
Written by
Serhii Toropov
Updated over a week ago
Update invoice notes
Written by
Serhii Toropov
Updated over a week ago
Manage invoice images and videos
Written by
Serhii Toropov
Updated over a week ago
Change invoice number
Written by
Serhii Toropov
Updated over a week ago
Check duplicate invoices
Written by
Serhii Toropov
Updated over a week ago
Update invoice commissions
Written by
Serhii Toropov
Updated over a week ago
View invoice answers
Written by
Serhii Toropov
Updated over a week ago
View invoice tech info
Written by
Serhii Toropov
Updated over a week ago
Check email activity
Written by
Serhii Toropov
Updated over a week ago
View invoice audit log
Written by
Serhii Toropov
Updated over a week ago
Mark invoice as paid
Written by
Serhii Toropov
Updated over a week ago
Mark invoice as unpaid
Written by
Serhii Toropov
Updated over a week ago
Add invoice payments
Written by
Serhii Toropov
Updated over a week ago
Manage invoice payments
Written by
Serhii Toropov
Updated over a week ago
Invoice payment status reasons explained
Written by
Serhii Toropov
Updated over a week ago
Mark all approved invoices as exported
Written by
Serhii Toropov
Updated over a week ago
Edit an invoice
Written by
Serhii Toropov
Updated over a week ago
Avoid creating duplicate work orders and invoices
Get warning messages about duplicate VIN
Written by
Serhii Toropov
Updated over a week ago
Attach “before & after” pictures to invoices
Written by
Serhii Toropov
Updated over a week ago
Jobs
Jobs (Overview)
Written by
Serhii Toropov
Updated over a week ago
View the history of changes made to job settings
Written by
Serhii Toropov
Updated over a week ago
Miscellaneous
CSV Mappings (Overview)
Written by
Serhii Toropov
Updated over a week ago
Monitor
Add a repair location
Create a new repair location
Written by
Serhii Toropov
Updated over a week ago
Edit a repair location
Update an existing repair location
Written by
Serhii Toropov
Updated over a week ago
Delete a repair location
Remove an existing repair location
Written by
Serhii Toropov
Updated over a week ago
Enter repair location settings
Specify repair location settings while creating or editing a repair location
Written by
Serhii Toropov
Updated over a week ago
Search repair locations
Find repair locations by status or name
Written by
Serhii Toropov
Updated over a week ago
Add a phase
Create a new phase
Written by
Serhii Toropov
Updated over a week ago
Edit a phase
Change phase settings
Written by
Serhii Toropov
Updated over a week ago
Delete a phase
Remove an existing phase
Written by
Serhii Toropov
Updated over a week ago
Set the order of phases
Change the order in which phases are displayed in repair orders
Written by
Serhii Toropov
Updated over a week ago
Enter phase settings
Specify phase settings when you create or edit a phase
Written by
Serhii Toropov
Updated over a week ago
Add a phase task
Create a new task for a phase
Written by
Serhii Toropov
Updated over a week ago
Edit a phase task
Modify an existing task within a phase
Written by
Serhii Toropov
Updated over a week ago
Delete a phase task
Remove an existing task from a phase
Written by
Serhii Toropov
Updated over a week ago
Assign services to phases
Associate services with particular repair location phases
Written by
Serhii Toropov
Updated over a week ago
Add a repair location client
Assign clients to repair locations
Written by
Serhii Toropov
Updated over a week ago
Delete a repair location client
Unassign clients from repair locations
Written by
Serhii Toropov
Updated over a week ago
Add a repair location manager
Assign managers to repair locations
Written by
Serhii Toropov
Updated over a week ago
Delete a repair location manager
Unassign managers from repair locations
Written by
Serhii Toropov
Updated over a week ago
Enter user settings for repair location
Hide repair order data and functionality from client users
Written by
Serhii Toropov
Updated over a week ago
Add a repair location department
Create a new department within a repair location
Written by
Serhii Toropov
Updated over a week ago
Edit a repair location department
Modify an existing department within a repair location
Written by
Serhii Toropov
Updated over a week ago
Delete a repair location department
Remove an existing department from a repair location
Written by
Serhii Toropov
Updated over a week ago
Enter settings of repair location department
Specify settings when you create or edit a repair location department
Written by
Serhii Toropov
Updated over a week ago
Set a default repair location department
Set a department as default within a repair location
Written by
Serhii Toropov
Updated over a week ago
Set the order of repair location departments
Reorder repair location departments
Written by
Serhii Toropov
Updated over a week ago
Repair Locations (Overview)
Written by
Serhii Toropov
Updated over a week ago
Turn on technician auto-assignment to started phases or services
Written by
Serhii Toropov
Updated over a week ago
Repair Orders (Overview)
Written by
Serhii Toropov
Updated over a week ago
Unclose repair orders
Written by
Serhii Toropov
Updated over a week ago
Sort repair orders on the Kanban view
Written by
Serhii Toropov
Updated over a week ago
Highlight phases on the List view
Written by
Serhii Toropov
Updated over a week ago
Sort repair orders on the List view
Written by
Serhii Toropov
Updated over a week ago
View information on vehicle recalls in repair orders
Written by
Serhii Toropov
Updated over a week ago
Configure auto-completion of repair order phase after inspection approval
Written by
Serhii Toropov
Updated over a week ago
Configure highlighting repair orders based on the client’s priority
Written by
Serhii Toropov
Updated over a week ago
Set up vendors
Written by
Serhii Toropov
Updated over a week ago
View and change repair order phase assignments
Written by
Serhii Toropov
Updated over a week ago
Partial phase enforcement
Written by
Serhii Toropov
Updated over a week ago
Manage problem reporting reasons
Written by
Serhii Toropov
Updated over a week ago
Repair Cycle Time Report
Written by
Serhii Toropov
Updated over a week ago
Active Vehicles by Phase Report
Written by
Serhii Toropov
Updated over a week ago
Completed Phase by Vehicle Report
Written by
Serhii Toropov
Updated over a week ago
Service Count Report
Written by
Serhii Toropov
Updated over a week ago
Price Matrices
Price Matrices (Overview)
Written by
Serhii Toropov
Updated over a week ago
Hail matrix (Setup Guide)
Written by
Serhii Toropov
Updated over a week ago
Print Servers
Print Servers (Overview)
Written by
Serhii Toropov
Updated over a week ago
Set up a default print server
Written by
Serhii Toropov
Updated over a week ago
Print Templates Configurations
Show work order services as one line item on invoice printouts
Written by
Serhii Toropov
Updated over a week ago
Print Templates Configurations (Overview)
Written by
Serhii Toropov
Updated over a week ago
Use fixed-size template editor in print template configurations
Written by
Serhii Toropov
Updated over a week ago
Set up invoice editing options
Written by
Serhii Toropov
Updated over a week ago
Question Forms
Add a question form
Create a new question form
Written by
Serhii Toropov
Updated over a week ago
Edit a question form
Modify an existing question form
Written by
Serhii Toropov
Updated over a week ago
Add a question section
Create a new question section
Written by
Serhii Toropov
Updated over a week ago
Add questions
Create new questions for a question section
Written by
Serhii Toropov
Updated over a week ago
Add answers
Create new answers for a question
Written by
Serhii Toropov
Updated over a week ago
Assign services to question answers
Specify services that will be automatically added to inspection based on question answer
Written by
Serhii Toropov
Updated over a week ago
Turn on copying question answer notes to question answer services
Written by
Serhii Toropov
Updated over a week ago
Customer Satisfaction Survey (Setup Guide)
Written by
Serhii Toropov
Updated over a week ago
QuickBooks Online Exporter
Supported editions and versions
Written by
Serhii Toropov
Updated over a week ago
ReconPro QuickBooks Exporter for QuickBooks Online Edition
Written by
Serhii Toropov
Updated over a week ago
Export vendor bills to QuickBooks Online
Written by
Serhii Toropov
Updated over a week ago
Can multiple users work with QuickBooks Online Exporter?
Written by
Serhii Toropov
Updated over a week ago
How to Export Customers from QuickBooks Online
Written by
Jessica Perkins
Updated over a week ago
How to Export Services from QuickBooks Online
Written by
Jessica Perkins
Updated over a week ago
QuickBooks Desktop Exporter
ReconPro QuickBooks Exporter for QuickBooks Desktop Edition
Written by
Serhii Toropov
Updated over a week ago
Update ReconPro QuickBooks Exporter for QuickBooks Desktop edition
Written by
Serhii Toropov
Updated over a week ago
Update exported invoices
Written by
Serhii Toropov
Updated over a week ago
Turn on showing customer name in customer statement address
Written by
Serhii Toropov
Updated over a week ago
QuickBooks Troubleshooting
Common Issues
Written by
Serhii Toropov
Updated over a week ago
“This application does not have permission to access this QuickBooks company data file” or “The QuickBooks user has denied access”
Written by
Serhii Toropov
Updated over a week ago
Can’t Open QuickBooks: QuickBooks already has a company file open
Written by
Serhii Toropov
Updated over a week ago
This application has not accessed this QuickBooks company data file before
Written by
Serhii Toropov
Updated over a week ago
Grant QuickBooksExporter additional permissions in the Program Compatibility Troubleshooter
Written by
Serhii Toropov
Updated over a week ago
Issues related to the “BeginSession” method
Written by
Serhii Toropov
Updated over a week ago
The application trying to connect to QuickBooks is not supported while multiple instances of QuickBooks are running.
Written by
Serhii Toropov
Updated over a week ago
Unauthorized 401
Written by
Serhii Toropov
Updated over a week ago
Modal Dialogue Box Error
Written by
Serhii Toropov
Updated over a week ago
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.
Written by
Serhii Toropov
Updated over a week ago
Vendor (or Employee, or Customer) is already using this name
Written by
Serhii Toropov
Updated over a week ago
Services have the same name
Written by
Serhii Toropov
Updated over a week ago
Duplicate client name
Written by
Serhii Toropov
Updated over a week ago
Cannot register sdkevent.dll
Written by
Serhii Toropov
Updated over a week ago
Reports
Area Revenue Report
Written by
Serhii Toropov
Updated over a week ago
Consolidated In Progress Vehicle Inventory Report
Written by
Serhii Toropov
Updated over a week ago
Customer Sales Report
Written by
Serhii Toropov
Updated over a week ago
Duplicates by VIN
Written by
Serhii Toropov
Updated over a week ago
Invoices by Employee
Written by
Serhii Toropov
Updated over a week ago
Main Dashboard
Written by
Serhii Toropov
Updated over a week ago
Services Revenues
Written by
Serhii Toropov
Updated over a week ago
Vehicle History
Written by
Serhii Toropov
Updated over a week ago
Technician Commissions (New)
Written by
Serhii Toropov
Updated over a week ago
Tech Commissions By Paid Date and Client Area Report
Written by
Serhii Toropov
Updated over a week ago
Scheduling Settings
Scheduling Settings (Overview)
Written by
Serhii Toropov
Updated over a week ago
Service Expense Types
Service Expense Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
Service Advisors
Service Advisors (Overview)
Written by
Serhii Toropov
Updated over a week ago
Service Packages
Service Packages (Overview)
Written by
Serhii Toropov
Updated over a week ago
Set a service as required
Written by
Serhii Toropov
Updated over a week ago
Service Requests
Service Requests (Setup Guide)
Written by
Serhii Toropov
Updated over a week ago
Create service requests
Written by
Serhii Toropov
Updated over a week ago
Service Requests (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Add services to a service request
Written by
Serhii Toropov
Updated over a week ago
Service request workflow
Written by
Serhii Toropov
Updated over a week ago
Select print template for service request
Written by
Serhii Toropov
Updated over a week ago
Enter paint codes when creating or editing service requests
Written by
Serhii Toropov
Updated over a week ago
Find service requests without work orders
Written by
Serhii Toropov
Updated over a week ago
Assign vehicle parts to services in service requests
Written by
Serhii Toropov
Updated over a week ago
View information on vehicle recalls in service requests
Written by
Serhii Toropov
Updated over a week ago
Service Request Scheduler (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Service Requests Import
Auto-matching the name of the column header in the .csv file with the name of the service request field
Written by
Serhii Toropov
Updated over a week ago
Service Request Types
Manage service request types
Written by
Serhii Toropov
Updated over a week ago
Manage service request status reasons
Written by
Serhii Toropov
Updated over a week ago
Manage service request appointment status reasons
Written by
Serhii Toropov
Updated over a week ago
View audit log of service request types
Written by
Serhii Toropov
Updated over a week ago
Create service request types
Written by
Serhii Toropov
Updated over a week ago
Specify the name and description of service request type
Written by
Serhii Toropov
Updated over a week ago
Assign team to service request type
Written by
Serhii Toropov
Updated over a week ago
Assign service package to service request type
Written by
Serhii Toropov
Updated over a week ago
Set price transition for inspections and work orders created from service requests
Written by
Serhii Toropov
Updated over a week ago
Assign client type to service request type
Written by
Serhii Toropov
Updated over a week ago
Specify service request type duration
Written by
Serhii Toropov
Updated over a week ago
Set an arbitration window for service requests
Written by
Serhii Toropov
Updated over a week ago
Set a default service request type
Written by
Serhii Toropov
Updated over a week ago
Turn on showing service request check-in
Written by
Serhii Toropov
Updated over a week ago
Turn on the ability to reset rejected service requests
Written by
Serhii Toropov
Updated over a week ago
Allow creating multiple inspections from service requests
Written by
Serhii Toropov
Updated over a week ago
Allow creating multiple work orders from service requests
Written by
Serhii Toropov
Updated over a week ago
Set phases of service request type
Written by
Serhii Toropov
Updated over a week ago
Assign question forms to service request types
Written by
Serhii Toropov
Updated over a week ago
Assign work order types to service request types
Written by
Serhii Toropov
Updated over a week ago
Assign print templates to service request types
Written by
Serhii Toropov
Updated over a week ago
Assign inspection types to service request types
Written by
Serhii Toropov
Updated over a week ago
Sort inspection types assigned to service request type
Written by
Serhii Toropov
Updated over a week ago
Allow creating and editing service requests in the mobile app
Written by
Serhii Toropov
Updated over a week ago
Allow creating and editing service request appointments in the mobile app
Written by
Serhii Toropov
Updated over a week ago
Allow closing service requests in the mobile app
Written by
Serhii Toropov
Updated over a week ago
Turn on service request appointment acceptance in the mobile app
Written by
Serhii Toropov
Updated over a week ago
Set up wizard in service request types
Written by
Serhii Toropov
Updated over a week ago
Assign clients to service request types
Written by
Serhii Toropov
Updated over a week ago
Configure vehicle info settings in service request types
Written by
Serhii Toropov
Updated over a week ago
Services
Services (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add a service
Create a new service
Written by
Serhii Toropov
Updated over a week ago
Edit a service
Change service details and settings
Written by
Serhii Toropov
Updated over a week ago
Delete a service
Archive a service
Written by
Serhii Toropov
Updated over a week ago
Restore a service
Restore an archived service
Written by
Serhii Toropov
Updated over a week ago
Assign services to a default technician
Set up auto-assignment of service technicians
Written by
Serhii Toropov
Updated over a week ago
Assign services to vehicle parts
Associate services with particular vehicle parts
Written by
Serhii Toropov
Updated over a week ago
Assign services to discounts and fees
Written by
Serhii Toropov
Updated over a week ago
Set up a default discount for repair order services
Written by
Serhii Toropov
Updated over a week ago
Assign services to a question section
Written by
Serhii Toropov
Updated over a week ago
Add and remove service tags
Written by
Serhii Toropov
Updated over a week ago
Assign tags to multiple services
Written by
Serhii Toropov
Updated over a week ago
Find services by tags
Written by
Serhii Toropov
Updated over a week ago
Associate labor services with part services
Written by
Serhii Toropov
Updated over a week ago
Add expenses to services
Written by
Serhii Toropov
Updated over a week ago
Set up multiple pricing
Written by
Serhii Toropov
Updated over a week ago
Select a labor type for labor services
Written by
Serhii Toropov
Updated over a week ago
Amount Calculation (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Parts Services (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Labor Time Services (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Fee Bundles (User Guide)
Written by
Serhii Toropov
Updated over a week ago
Service Types
Service Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
What is a service type and how to use it?
Written by
Serhii Toropov
Updated over a week ago
Supplies
Supplies (Overview)
Written by
Serhii Toropov
Updated over a week ago
Teams
Teams (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add a team
Create teams to which your company employees can be assigned
Written by
Serhii Toropov
Updated over a week ago
Timesheet Types
Timesheet Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
Turn on ‘Take a Break’ reminders
Written by
Serhii Toropov
Updated over a week ago
Turn on timesheet confirmation
Written by
Serhii Toropov
Updated over a week ago
Timesheets
Timesheets Guide
Written by
Serhii Toropov
Updated over a week ago
Select the first day of the week for timesheets
Written by
Serhii Toropov
Updated over a week ago
‘Time Sheet Pay Using Hourly Rate’ Report
Written by
Serhii Toropov
Updated over a week ago
Users
Users (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add a user
Create user accounts with which your team members can log in to ReconPro Back Office
Written by
Serhii Toropov
Updated over a week ago
Add a technician user
Written by
Serhii Toropov
Updated over a week ago
Learn the difference between roles of users, client users, and employees
Written by
Serhii Toropov
Updated over a week ago
Vehicle Info
Set vehicle’s owner field as visible and required
Mark vehicle’s owner field as required on the Vehicle Info Settings page
Written by
Serhii Toropov
Updated over a week ago
Set contact fields of vehicle's owner as required
Mark contact fields of vehicle's owner as required on the Vehicle Info Settings page
Written by
Serhii Toropov
Updated over a week ago
Vehicle Parts
Vehicle Parts (Overview)
Written by
Serhii Toropov
Updated over a week ago
Visual Forms
Visual Forms (Overview)
Written by
Serhii Toropov
Updated over a week ago
Work Orders
Search work orders
Find your team work orders by using available search options
Written by
Serhii Toropov
Updated over a week ago
Email work orders
Send work orders attached to email messages
Written by
Serhii Toropov
Updated over a week ago
Print work orders
Print a work order to keep the hard copy
Written by
Serhii Toropov
Updated over a week ago
Delete work orders
Remove work orders that are no longer needed
Written by
Serhii Toropov
Updated over a week ago
Work order status icons
Written by
Serhii Toropov
Updated over a week ago
Create separate invoices from multiple work orders in Back Office
Written by
Serhii Toropov
Updated over a week ago
Parts Ordering report
Written by
Serhii Toropov
Updated over a week ago
Work Order Types
Work Order Types (Overview)
Written by
Serhii Toropov
Updated over a week ago
Add, edit, and delete work order types
Create, modify, and remove work order types
Written by
Serhii Toropov
Updated over a week ago
Assign service package to the work order type
Written by
Serhii Toropov
Updated over a week ago
Assign invoice types to work order types
Written by
Serhii Toropov
Updated over a week ago
Assign question forms to work order types
Written by
Serhii Toropov
Updated over a week ago
Configure work order wizard settings
Define which wizard steps must be shown, and in which order
Written by
Serhii Toropov
Updated over a week ago
Set status reasons for monitored work orders
Written by
Serhii Toropov
Updated over a week ago
Group work order services by tags
Written by
Serhii Toropov
Updated over a week ago
Allow adding services to work orders
Written by
Serhii Toropov
Updated over a week ago
Configure work order vehicle info settings
Define which fields are visible on the work order Vehicle Info screen, which of them are required, and in which order they are shown
Written by
Serhii Toropov
Updated over a week ago
Configure work order claim info settings
Define which fields are visible on the work order Claim screen, which of them are required, and in which order they are shown
Written by
Serhii Toropov
Updated over a week ago
Turn on team sharing for work order types
Allow technicians to manage work orders created by other technicians from their team
Written by
Serhii Toropov
Updated over a week ago
Turn on showing work order services grouped by types
Written by
Serhii Toropov
Updated over a week ago
Prevent creating work orders with the same VIN
Written by
Serhii Toropov
Updated over a week ago
Prevent creating work orders with duplicate services
Written by
Serhii Toropov
Updated over a week ago
Prevent editing approved work orders
Written by
Serhii Toropov
Updated over a week ago
Set up access to the price of work order services
Written by
Serhii Toropov
Updated over a week ago
Turn on repair order priority auto-adjustment
Written by
Serhii Toropov
Updated over a week ago
Troubleshooting
Shifted margins when printing a document from Chrome
Written by
Serhii Toropov
Updated over a week ago