Shop and Account Settings

Adding a Manager's Signature to the Terms of Service
Some municipalities require a manager’s signature in the Terms Of Service. To do this, first navigate to User Circle ⟶ Shop Settings ⟶ RO Info, and scroll d...
Mon, 28 Aug, 2023 at 8:16 AM
How to Use Labels
What are Labels? Labels are color-coded tags that you can apply to ROs. These can be used to bring attention to special needs or issues. A common example i...
Tue, 26 Sep, 2023 at 1:52 PM
The Expeditor
The Expeditor is a tool to facilitate workflow. Within the program, ROs are "held" by one individual at a time. They can then transfer the job to ...
Tue, 26 Sep, 2023 at 2:07 PM
MyCARFAX Service Shop Integration
    Shop Manager by Identifix has integrated with CARFAX to allow information exchange. Shops with a myCARFAX account can connect the application with Shop...
Wed, 1 Nov, 2023 at 3:51 PM
Can You Add Payment Types in the System?
Yes. Customer Payment Types can be curated and managed from the Accounting Settings tab found in Shop Settings. The defaults are Cash, Check, and Other. Ne...
Thu, 1 Feb, 2024 at 12:04 PM
Can I Print Lube Stickers in Shop Manager?
Yes, as part of our v11.03.0 release, coming out the week of Feb 26th. Shop Manager by Identifix offers the ability to print lube stickers from within the R...
Fri, 1 Mar, 2024 at 11:46 AM
QuickBooks Connection FAQ
*Note: QuickBooks Online integration is not available for Canada based businesses at this time. Accounting Link integration is available, but will only con...
Tue, 9 Apr, 2024 at 10:13 AM
Hourly Technician Pay Rates
Hourly Technician Pay Rate Overview   Table of Contents: Summary How to set the hourly rate? What options need to be selected for this feature to work?...
Thu, 2 May, 2024 at 12:06 PM
QuickBooks Syncing Issues
Overview There may be times where invoices do not sync to QuickBooks from Shop Manager, and this could be due to a variety of reasons. The purpose of this a...
Mon, 21 Oct, 2024 at 2:05 PM