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 8

• How to Contact the Shop Manager Technical Support Team
• What is Shop Manager by Identifix?
• What are the Requirements to use Shop Manager by Identifix?
• Data Migration Process
• California BAR Compliance

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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 19

• Getting Started - Logging In and Site Navigation
• Getting Started - Shop Setup
• Setting Up Permissions for Staff
• 360 Payments - Merchant Integration Setup and Training Guide
• Shift Clocks and Service Clocks

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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 21

• 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 30

• Using eCommerce for Estimates and Recommendations
• Configure PartsTech with the Program
• Configure RepairLink to Sync with Shop Manager
• Configure WorldPac SpeedDIAL
• Parts Authority Set-up Guide

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Customers and Customer Profiles 8

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

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Analytics and Reportings 12

• Shop Manager Analytics Overview
• Analytics: Scheduling Email Exports
• Category Summary Report
• Viewing and Exporting Reports
• Payment Reporting Definitions

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Customer Payments 5

• Managing Customer Payments
• Does the Program Support Discounts and Coupons?
• How to Use Down Payments
• Remote Payment
• Adding a Credit Card Surcharge Fee to a Repair Order

API Connections 2

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

Product Release Notes 18

• Version 11.12.0 - plans to be released the week of 11/18/2024
• Version 11.11.0 - plans to be released the week of 10/21/2024
• Version 11.10.0 - plans to be released the week of 09/30/2024
• Version 11.09.0 - plans to be released the week of 08/19/2024
• Version 11.08.0 - plans to be released the week of 07/29/2024

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