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SHOPKEY PRO PHONE NUMBER HOW TO
SHOPKEY PRO PHONE NUMBER UPDATE
SHOPKEY PRO PHONE NUMBER SOFTWARE

Customer Screen Fieldsinto which you canĮnter and edit customer information, and status boxes in which you can viewĬopyright 2021 Mitchell Repair Information Company, LLC and Snap-on Inc.

Buttons Customer which bring up additional,.

So that you can view or input different types of information.

Thumb Tabs which dynamically alter your display.

SHOPKEY PRO PHONE NUMBER HOW TO

Customer/Vehicle Type List for instructions on how to set labor rates and taxes.Add a New Customer for details on how to add a new customer record.If in the course of adding a new customer, you know all future work should use different pricing, make those changes here and now, so that the program will automatically apply them to all future work. Type - This should almost always reflect the default retail figures used in the business.

SHOPKEY PRO PHONE NUMBER UPDATE

Note: If you change the customer tax setting later, after the initial entry, please remember to ALSO update the tax status for the vehicles under this customer name accordingly.

Tax- Allows you to overwrite the shop default tax rate for this particular customer.

Change Customer – Provided to select a different customer and vehicle to substitute for the current combination assigned to this order.

As you add new vehicles on the Vehicle screen, the rows of this grid are filled in.

Vehicle Grid - provides space to view and select customer's vehicles.

Payment Status - provides visibility to Customer record # in the database, dollar amount owed on posted invoices, if they had some form of overpayment (a deposit or credit), Year-to-date sales, Indication if the customer is approved to charge, indication if the customer is current or past due and if customer is exempt from late fee assessment.

Total expenditures by customer, total number of invoices for this customer, average invoice value for this customer, average visits by customer per year, date of the last customer service at your facility and whether to include customer in any followup marketing activity.

Membership # - field is designed for AAA account #s or similar to ID the customer.Ĭustomer Snapshot at-a-glance information about this customer including:.

Watch the Marketing / Referral clip for more information.

Referred by - Select referral source for how they become a customer in the database.

Birthday – field provided for entry of customer’s birthday.

Remarks – Space to add confidential details contents DOES NOT print anywhere.

E-mail – address used to send an estimate or order to the customer.Telephone - Opens the Telephone List where you can select which numbers appear on your Customer Screen as well as above the 5 tabs when this person has an order open.Start typing a name or click on any letter to display customer names. Name - Brings up the Customer List with the Customer display selected.Highlight the one you want and click OK to return to Customer Screen with Company details filled in. Start typing or click on any letter on the left to display any company names that begin with that letter. Company - Brings up the Customer List with Company names instead of Customer names.Since customer entry was covered in a seperate help topic, here’s an overview of the other functions found here: It works in conjunction with the Vehicle Screen so that when a customer is added, you can easily switch over to the Vehicle tab to add vehicles to this customer record. The Customer Screen allows you to add or delete a customer or to edit an existing customer's details. Utilities menu when you need to enter/edit groups of customers, as when you areĮntering your existing customers as part of your initial Manager You are in the process of creating orders. Note: Normally, you will enter new customers into the Manager database while Through the Customer Screen selection from the Utilities menu. This is the panel that will be displayed first when you createĪ new Estimate, Repair Order, or Invoice. Customer Screen is where you add a customer to the Manager database, delete aĬustomer from the database, or edit a customer's attributes.