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    Icons

The following icons appear on the main toolbar in all Manager screens. You can move the toolbar to a different location on your computer, hide the toolbar text, or hide the toolbar entirely. See Toolbars for details.

Displays a list of in-progress invoices, estimates, and repair orders showing the Number, Customer, License, Vehicle, and Schedule, and providing access to more detailed information about Schedule, Payment, etc.
Displays the Quick Estimate display in which you can quickly quote a price, including parts and labor. You can use the data for an actual estimate with the Convert to Estimate feature. 
Displays the Manager panels in which you create the estimate. From this dialog box you can enter/access all relevant data (same as Repair Order and Invoice.) 
Displays the Manager panels in which you create the repair order. From this dialog box you can enter/access all relevant data (same as Estimate and Invoice).
Displays dialog box in which you create the invoice. From this dialog box you can enter/access all relevant data (same as Estimate and Repair Order).
Displays dialog box in which you perform data entry for counter sales. 
(Available only if you've selected One Start in the Screen View dialog box). The One Start Toolbar replaces the Estimate, Order, and Invoice icons with the Start icon. Clicking the icon opens the Customer List for Start Order dialog box, which allows you to look up a customer by Name, Phone Number, or License number, or start a new customer.
Displays an electronic calendar scheduler where you can "mark" the calendar for planning repair jobs.
Displays a list of users which can be used to provide different screen views for the various users in your shop.
Displays your Report Selections screen, from which you can view and/or print reports.
Allows direct access to the Shop Management Users Group, where you can share information with our active community of fellow shop management software users.
Login to Customer Retention Marketing if you have an active account. Click for more information or to order Customer Retention Marketing.
Opens the Setup tables (Shop Data Setup , Standard Descriptions and Standard Tables ).

Provides access to Manager On-Line Help facility at the Contents topic.

Note: Press F1 in any screen to display Context Sensitive Help. (Help specifically about the screen or dialog box in which you are working.)

 

Repair Lines Icons

The Repair Lines Icons are icons that appear in the panels in which you build repair lines (Estimate, Order, Quick Estimate, Counter Sale, Revision, etc).  Each of the icons provide access to dialog boxes which allow you to add repair lines (parts, labor, notes) to an order.  thes icons are briefly described below

  • Parts - Displays the Order item entry screen for Parts, which allows you to enter parts and a calculation of their cost into the repair lines of your orders.
  • Labor - Displays the Order item entry screen.for Labor, which allows you to enter labor hours and cost into the repair lines of your orders.
  • Notes/Sublet - Allows for selection of standard notes or free-form entry of extra information about the estimate. Click this button, and then Sublet to add a repair line for a subcontracted operation,
  • Symptons - Opens the Symptoms dialog box, from which you can add Symptoms and their associated charges to the order. 
  • Jobs - Displays the Canned Job List dialog box, from where you can add, edit, copy, or delete canned jobs. Canned jobs group together related parts and labor operations.
  • Parts Kits - Displays the Part Kits dialog box, from where you can add, edit, or delete part kits. Part Kits are groupings of parts which are used in combination with one another.
  • Promos - Opens the Promotions Packages dialog box, where you can add pre-configured packages or discounts to the order.
  • Repair - Connects you to OnDemand5/ShopKey5, if installed on your system Year/Make/Model Information, if available, is automatically passed over.
  • Estimator - Connects you to the Parts and Labor Estimating Guide from which you can import parts and labor information (prices and times) into your  Manager orders.
  • TSBs - Opens Technical Service Bulletin info for the selected vehicle.
  • Maint - Opens service interval data for the selected vehicle.

See also...

Toolbars