ReconPro Classic Back Office

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

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Company

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Operations

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Monitor

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Miscellaneous

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Reports

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Timesheets

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Favorites

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Areas (Overview)

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Assign a user as an area manager

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Clients (Overview)

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Add a client

Create a new client account

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Edit a client

Change client account details and settings

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Delete a client

Archive a client account that is no longer needed

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Merge clients

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Restore a client

Restore an archived client account

Written by Serhii Toropov
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Set client price for services

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Assign a single work order type to wholesale clients

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Assign work order types to a client

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Assign inspection types to a client

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Make sure that inspections and invoices are sent to clients by email

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Set default QuickBooks class for clients

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Client Users (Overview)

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Commission Types (Overview)

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Create a commission type

Add commission types to assign multiple commission profiles to employees

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Create a commission profile

Add commission profiles to define the range of invoices for calculating commissions

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Create a commission rule

Add commission rules to define the commission calculation method

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Create a commission tier

Add commission tiers to define commission rates

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Set up a technician pay plan

Configure calculation of technician commissions based on your incentive pay plan

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Flat Rate Commissions

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Hourly Rate Commissions

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Percentage Commissions

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Tiered Commissions

Encourage your employees to achieve higher levels of performance by setting a tiered commission structure.

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Company Info (Overview)

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Add company info

Enter company contact information and upload company logo

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Add a logo

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Set up auto-saving of inspection CSV files to FTP

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Set up automatic closing of service requests

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Set a period for reporting duplicate invoices by VIN

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Set up device layouts

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Change device history settings

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Updated over a week ago

Reduce the number of retail clients shown in mobile app

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Reorder quick notes

Change the order in which quick notes are shown in mobile app

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Configure service request timeline settings

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Set up part providers

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Damages (Overview)

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Updated over a week ago

Manage Devices (Overview)

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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
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Register devices

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Database (Overview)

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Support Cases Triage (Overview)

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Email Templates (Overview)

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Set up an email template

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Set up an email signature

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Turn on sending inspections, work orders, and invoices by fax

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Set up sending invoice approval link by email to multiple contacts

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Updated over a week ago

Employees (Overview)

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Add an employee

Create a new employee account and ether employee details and settings

Written by Serhii Toropov
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Edit an employee

Change employee details and settings

Written by Serhii Toropov
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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

Set up automatic sending of email alert when target date of repair order is overdue

Written by Serhii Toropov
Updated over a week ago

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

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Updated over a week ago

Set inspection status reasons

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Updated over a week ago

View audit log of inspection types

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Turn on showing claim information

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Updated over a week ago

Turn on draft mode for inspection types

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Updated over a week ago

Allow creating multiple work orders from inspection

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Updated over a week ago

Specify email templates for inspection types

Written by Serhii Toropov
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Configure showing default or custom visual damages

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Allow creating new inspections from scratch

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Updated over a week ago

Configure price transition in inspection type

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Assign question form print template to inspection type

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Add an inspection visual form with a custom image

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Turn on sending inspection pictures attached to an email

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Add insurance information form to inspection types

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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

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Updated over a week ago

Turn on showing inspection services grouped by types

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Updated over a week ago

Turn on approving inspections on mobile device

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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

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Updated over a week ago

Specify inspection approval threshold

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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

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Updated over a week ago

Select email template for inspection supplements

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Select print template for inspection supplements

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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

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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

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Updated over a week ago

Visual Inspections (Setup Guide)

Written by Serhii Toropov
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Inspection status icons

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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 (Overview)

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Updated over a week ago

Dealer Feed Integrations

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Authenticom Integration

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CCC ONE Integration

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Intacct Integration

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Sage 50c Accounting Integration

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Inter Application Exchange (Overview)

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Inter Application Exchange (Setup Guide)

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Updated over a week ago

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

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Updated over a week ago

Allow or prevent changing invoice date

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Updated over a week ago

Prevent editing approved invoices

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Updated over a week ago

Choose invoice date mode

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Updated over a week ago

Assign print templates to invoice types

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Updated over a week ago

Manage invoices

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Updated over a week ago

Search invoices

Find your invoices by using available search options

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Updated over a week ago

Search for missing invoices

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Search for void invoices

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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

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Updated over a week ago

Print a list of invoices

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Updated over a week ago

Archive invoices

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Updated over a week ago

Export invoices

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Updated over a week ago

Revert invoices to draft

Written by Serhii Toropov
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Void invoices

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Updated over a week ago

Unvoid an invoice

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Update invoice notes

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Updated over a week ago

Manage invoice images and videos

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Change invoice number

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Updated over a week ago

Check duplicate invoices

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Update invoice commissions

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Updated over a week ago

View invoice answers

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View invoice tech info

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Updated over a week ago

Check email activity

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Updated over a week ago

View invoice audit log

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Updated over a week ago

Mark invoice as paid

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Updated over a week ago

Mark invoice as unpaid

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Add invoice payments

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Updated over a week ago

Manage invoice payments

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Updated over a week ago

Invoice payment status reasons explained

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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 (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

CSV Mappings (Overview)

Written by Serhii Toropov
Updated over a week ago

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

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 (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 (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

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

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

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

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

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

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 (Overview)

Written by Serhii Toropov
Updated over a week ago

Service Expense Types (Overview)

Written by Serhii Toropov
Updated over a week ago

Service Advisors (Overview)

Written by Serhii Toropov
Updated over a week ago

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 (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

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 (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

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 (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 (Overview)

Written by Serhii Toropov
Updated over a week ago

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 (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 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 (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

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 (Overview)

Written by Serhii Toropov
Updated over a week ago

Visual Forms (Overview)

Written by Serhii Toropov
Updated over a week ago

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 (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

Shifted margins when printing a document from Chrome

Written by Serhii Toropov
Updated over a week ago