Repair Orders and Recommendations

Getting Started - Repair Orders and Appointments
Getting Started Overview Everything you need to run your shop is included. In this article we cover navigation basics and the basic steps for getting start...
Wed, 1 Mar, 2023 at 11:33 AM
Add New Vehicle
Overview In Shop Manager, you can add a vehicle in two ways: directly within a repair order or through an existing customer profile. If your myCARFAX integ...
Fri, 14 Mar, 2025 at 2:04 PM
How to Create a Recommendation
Shop Manager uses ‘recommendations’ for services that are found by the technicians that were not initially agreed upon. Such as a customer goes in to get th...
Mon, 4 Dec, 2023 at 9:02 AM
How Can a Customer Respond to a Recommendation?
In order for a customer to see and approve recommendations, they must first be 'published' within the Notes Feed on the right-hand side of the RO. I...
Mon, 4 Dec, 2023 at 9:03 AM
Reason for Customer Visit Notes
Reason for Customer Visit Notes  Table of Contents: Summary Where are the new fields located? Can the Customer See This Information? Will I Have to En...
Wed, 28 Jun, 2023 at 12:38 PM
Deleting Estimates and Work Orders
Overview Sometimes, you may need to delete an unwanted Repair Order (RO) in Shop Manager. This is possible under specific conditions. You can delete an RO ...
Fri, 14 Mar, 2025 at 1:56 PM
DVX™ - The Digital Vehicle Experience
DVX™ is the name given to Identifix's all-new user interface. It stands for Digital Vehicle Experience. This system is a giant step forward from existin...
Fri, 7 Oct, 2022 at 4:29 PM
How Do You Write a Service That Isn't From the Book?
All services can be edited from scratch with as many labor, parts, fees, sublet, or inspection items as desired, either from a canned job, a book derived jo...
Mon, 28 Aug, 2023 at 8:24 AM
Changing The Customer or Vehicle on a Repair Order
Once a customer has been assigned to an RO, there is no way to change it. The record can be deleted by an administrator, and a new RO created.  However,...
Tue, 26 Sep, 2023 at 2:04 PM
How Do Recommendations Appear on Smaller Devices?
Recommendations within an RO will appear differently on smaller devices vs. larger devices. Smaller devices can be defined as a mobile phone, tablet, or net...
Tue, 29 Aug, 2023 at 1:13 PM