Contract All | Expand All

Module 1 - Mastering Program Flow/Settings

Module 1A
"Mastering Program Flow "
(run time 27:35)

Module 1B
"Essential Program Settings"
(run time 25:42)

Take
Module 1
Quiz

Start Here to learn the management software flow and how to ensure that important settings are set properly. If you are a new user, we strongly recommend that everyone who will be operating this software review this module.

Module 2 - Capability: Decoding Screen Features and Increasing Sales Potential

Module 2A
"Decoding Screen Features "
(run time 28:01)

Module 2B
"Increasing Sales Potential "
(run time 26:36)

Take
Module 2
Quiz

It's time to go deeper into screens and settings so that you know how to control what you need to be looking at most. This includes taking charge of your WIP screen, customizing it to your specific view of the current business in terms of types of records and details shown. We’ll also tackle the Schedule screen so that you can become effective using it. So far, you've probably clicked through Customer and Vehicle screens very cautiously. Now it’s time to learn them much better.

Module 3 - Profitability: Increasing Income Automatically

Module 3A
"Settings Impact Income "
(run time 28:01)

Module 3B
"Training the Auto-Pilot "
(run time 26:36)

Take
Module 3
Quiz

Your business, better. This module is about making sure that your mgmt software is tuned to be properly gathering all types of income and collecting appropriate sales taxes; that your business is neatly divided in segments that can be measured in reports and most importantly, that you have the right settings to generate better income automatically. Because when it’s automatic, you lower related stress and become free to concentrate on other ways to improve your business.

Module 4 - Efficiency: Doing More with Less Effort

Module 4A
"Do More with Less Effort"
(run time 30:23)

Module 4B
"Do More with Even Less Effort"
(run time 30:35)

Take
Module 4
Quiz

This module builds on what you already know about the software and teach you how to accomplish more by working smarter. We’re going to explore different ways to trigger events in the mgmt software, impacting your daily workflow. We also have powerful tips from top shops about what they do to increase their daily efficiency; this is real world advice from power users at the top of their game.

Module 5 - Strategy: Parts & Labor Estimating/Inventory

Module 5A
"Parts & Labor Estimating "
(run time 25:36)

Module 5B
"Parts to Inventory "
(run time 30:27)

Take
Module 5
Quiz

Estimates are a fact of your daily work life; you need to know all the shortcuts and also have a few tricks up your sleeve. This module will  provide a more detailed look at creating a strategy to streamline your estimating tasks. We'll share ideas for input and taking advantage of pre-written parts and labor descriptions in the Estimator. We'll look at turning tech worksheet findings into solid Recommendations and creating related Revisions and finish up with adding parts to inventory.

Module 6 - Mastery: Advanced Transactions

Module 6A
"Beyond Single Part Transactions"
(run time 26:57)

Module 6B
"Extreme Job Packaging "
(run time 27:33)

Take
Module 6
Quiz

As one of our top shops says, “everyday is a new day but significant parts of it have happened before.” The mgmt software includes powerful tools that make work life dramatically simpler. We'll take you into the world of part kits and canned jobs and show how they are put together. We’ll copy everyday tasks into tools that can be applied to orders much faster and with greatly reduced error and effort. Then we’ll shoot the works and *combine* these kits and jobs into extraordinary combinations that do even more for you each and every day.