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It explains how to set up and customize the platform for a shop’s workflow, including screen layout overview, job grouping, customer and vehicle entry, and job descriptions and notes. The guide also covers parts and labor, good/better/best, deferred work, scheduling and WIP, invoice processing with reminders, and CRM tools with media codes. 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These articles are a great accompaniment to this workbook. You can print any article, view FAQs, etc.  \nLook for this icon througout this user guide for links to specific how-to articles.  \nVIDEO TUTORIALS  \nThese short YouTube tutorials will demonstrate how to perform a number of functions in Manage Online to help speed up your work flow and get the most out of your investment.  \nLook for this icon througout this user guide for links to specific YouTube tutorials.  \nTABLE OF CONTENTS  \nSCENARIO 1....................................... 4  \nSECTION 1 ......................................... 5  \nSetup and Customization........................ 6  \nExcercise \\# 1 ........................................ 7  \nScreen Layout Overview ......................... 8  \nJob Grouping ......................................... 10  \nCreate a Basic Estimate......................... 12  \nSCENARIO 2....................................... 14  \nSECTION 2 ......................................... 15  \nCustomers and Vehicles......................... 16  \nAdding Customers and Vehicles .............. 17  \nExercise \\# 2 .......................................... 18  \nSCENARIO 3....................................... 19  \nSECTION 3 ......................................... 20  \nCustom Jobs.......................................... 21  \nSymptoms, DTCs .................................... 24  \nWork Descriptions, ................................ 25  \nAdvisory & Work Performed Notes .......... 26  \nParts and Labor .................................... 27  \nGood Better Best ................................... 29  \nExercise \\# 3 .......................................... 30  \nSCENARIO 4....................................... 31  \nSECTION 4 ......................................... 32  \nText and Email Customers ...................... 33  \nExercise \\# 4 .......................................... 35  \nSCENARIO 5....................................... 36  \nSECTION 5 ......................................... 37  \nDeferred Work ...................................... 38  \nSCENARIO 6....................................... 40  \nSECTION 6 ......................................... 41  \nScheduler ............................................. 42  \nWork In Progress (WIP) ......................... 43  \nSCENARIO 7....................................... 44  \nSECTION 7 ......................................... 45  \nProcessing an Invoice ........................... 46  \nCreating and Sending Reminders ............ 47  \nSCENARIO 8....................................... 48  \nSECTION 8 ......................................... 49  \nCustomer Relationship Manager (CRM) .... 50  \nMedia Codes ......................................... 52  \nFINAL EXERCISE ............................... 53  \nSCENARIO 1  \nWelcome to All-Time Auto Repair!  \nYou’ve been hired as a new service writer and the owner, Al Morgan, has just purchased ALLDATA Manage Online for his shop management needs.  \nAl bought Manage Online to increase his shop's efficiency, increase sales and keep his customer base coming back for additional services.  \nHe’s asking you to log in right now and get started on your first day of work!  \nHe's not in today but his email is below with the things he wants you to learn.  \nSECTION 1  \nFIND OUT  \n1. How to log in to Manage Online  \n2. How to complete setup  \n3. Where to get support and help in the product 4. How the main screen is laid out  \n5. What the workflo","cbCaiuejug4PA7ip","https://ap.wps.com/l/cbCaiuejug4PA7ip","pdf",17759321,59,"English","# Overview\n# Walk Thrus\n# Support Site\n# Video Tutorials\n# Scenario 1\n## Section 1 Setup and Customization\n# Scenario 2\n## Section 2 Customers and Vehicles\n# Scenario 3\n## Section 3 Custom Jobs\n# Scenario 4\n## Section 4 Text and Email Customers\n# Scenario 5\n## Section 5 Deferred Work\n# Scenario 6\n## Section 6 Scheduler and WIP\n# Scenario 7\n## Section 7 Processing an Invoice\n# Scenario 8\n## Section 8 Customer Relationship Manager (CRM)","[{\"question\":\"How do new users get started in MANAGE Online?\",\"answer\":\"Log in to Manage Online, then follow the Primary Setup step-by-step guidance that opens automatically. After that, complete Workflow Setup to further customize the platform for the shop’s needs.\"},{\"question\":\"What should users prepare before completing setup?\",\"answer\":\"Have shop labor rates and tax rates, technicians’ names and pay rates, service writers’ names, electronic parts vendor usernames/passwords, shop payment methods, and sales class codes from the accountant.\"},{\"question\":\"What help resources are available in the guide?\",\"answer\":\"Use the in-product walkthrough icon for links to how-to articles, visit the support site for detailed feature articles and FAQs, and watch short YouTube video tutorials linked throughout the guide.\"}]","MANAGE Online - User Guide - February 2020 | PDF",1792885800,149]