Shop and Account Settings
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
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 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
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
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
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
*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 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
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