The Shop Manager by Identifix Support Team

Getting Started Videos 4

• Shop Settings Pt. 1 - Shop Info, RO Info, Parts
• Shop Settings Pt. 2 - Accounting, Merchant, Marketing, Partner Services
• Shop Settings Pt. 3 - Staff
• Setting Up PartsTech

General Knowledge 6

• How to Contact the Shop Manager Technical Support Team
• What is Shop Manager by Identifix?
• Data Migration Process
• California BAR Compliance
• How Do I Register My Shop to Use Messenger?

View all 6

Troubleshooting Guides 4

• Why Can't I Login to Shop Manager?
• Site Can't be Reached Errors
• Viewing eComm Vendors on Apple Mobile Devices
• Issues Connecting to PartsTech on PC

Data Migrations 5

• Data Migration Overview
• Data Migration Scheduling
• Data Migration Upload Steps
• Can you Migrate Data from My System?
• Data Backup Steps

Shop and Account Settings 18

• Getting Started - Shop Setup
• Setting Up Permissions for Staff
• Connecting QuickBooks With Identifix
• 360 Payments - Merchant Integration Setup and Training Guide
• CardConnect - Merchant Integration Setup and Training Guide

View all 18

Estimates and Calendar 3

• Creating Appointments
• Does the Estimate Number Stay the Same Throughout the Job?
• Does an Estimate Include Everything a Customer Has Authorized, Including All Fees and Taxes?

Repair Orders and Recommendations 16

• Getting Started - Repair Orders and Appointments
• Add New Vehicle
• How to Create a Recommendation
• How Can a Customer Respond to a Recommendation?
• Reason for Customer Visit Notes

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Parts and Vendors 25

• Configure WorldPac SpeedDIAL
• Using eCommerce for Estimates and Recommendations
• Configure PartsTech with the Program
• Tire as a Part Type
• Parts Inventory Management

View all 25

Customers and Customer Profiles 7

• Removing a Vehicle from a Customer Account
• Adding a New Customer
• Fleet as a Customer Type
• Removing Customers
• Can You Search By Plate Number?

View all 7

Analytics and Reportings 7

• Introduction to Analytics
• Analytics - Introducing Report Builder
• Category Summary Report
• Viewing and Exporting Reports
• Payment Reporting Definitions

View all 7

Customer Payments 4

• Managing Customer Payments
• Does the Program Support Discounts and Coupons?
• How to Use Down Payments
• Remote Payment

API Connections 3

• Bosch Scan Tool Integration
• Zapier Connection Guide
• What CRM Providers Do You Integrate With?

Product Release Notes 9

• Version 11.08.0 - plans to be released the week of 07/29/2024
• Version 11.07.0 - plans to be released the week of 06/24/2024
• Version 11.06.0 - plans to be released the week of 06/10/2024
• Version 11.05.0 - plans to be released the week of 05/06/2024
• Version 11.04.0 - plans to be released the week of 03/25/2024

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