The Shop Manager by Identifix Support Team

Shop and Account Settings 21

• 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 18

• 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 27

• 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 11

• Introduction to Analytics
• Category Summary Report
• Viewing and Exporting Reports
• Payment Reporting Definitions
• Payments Report - Cash Drawer Monitoring

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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?