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About Our Products

About Our Products

Retention Pro - NextGear - Reputation Manager - Report Pro - Lube Sticker Pro - Message Manager Pro - Mobile Manager Pro - Pro Call - AND MORE

Retention Pro

Retention Pro Dashboard

Changing The Layout Of The Dashboard

What Repair Orders Will Be On The Dashboard?

Detailed Dashboard Overview

Message Center

Message center filtering and searching

Message Center Auto-responder

Deleting or disabling a customer's phone number

What are Canned Responses?

How To Edit Canned Responses

Contacts Page Overview

Repair Orders Page Overview

Appointments and Calendar

Exporting the Appointment Calendar

Adding a New Appointment in Retention Pro

Adding the Appointment Scheduler to your Website

Reviews in Retention Pro

Exporting Reviews from Retention Pro

Service Writer Training

How Can I Unlock Service Writer Training Modules?

Giving a User Access to Service Writer Training

What Modules are Offered in Service Writer Training?

Monthly Repairs Report

Year Over Year Averages Report

Most Repaired Vehicles Report

Deferred Work Report

Customer Reports

Customer Map Report

Category Details Report

Income Reports

Marketing Reports

Marketing Sources Report

Employee Reports

Campaign Reports

Campaign Performance Report

Sentiment Analysis Report

Inspection Reports

Printing Retention Pro Reports

Changing the Date on a Report in Retention Pro

360 Payments Helpful Hints

Setting Up Text to Pay with Stripe and 360 Payments

Stripe Payment Pricing and Fees

Payments through Retention Pro Text to Pay

Campaign Menu Options

What is direct mail?

Thank You Letters And Surveys

Direct Mail Basic and Advanced Filters

How do I activate or send a Direct Mail campaign?

Direct Mail Campaign Tracking

Viewing a PDF Preview of a Direct Mail Piece

Direct Mail Campaign Types

What is Area Mail?

Can I track Area Mail?

Area Mail/ EDDM Pricing

How do I send out an Area Mail campaign?

Mail Campaigns for Canada

Canadian Mailer Sizes and Pricing

Canadian email and text limits

Retention Pro Points and How They Work

My Mailers

Rewards Check Direct Mail Campaign

Text messaging forbidden word validator

One Time Text Campaign Limits

Logos: Accepted Formats and Requirements

Email Campaign Templates

Activating an Email Campaign

Standard Email Editor

Advanced Email Editor

How Can I Send a Test Email?

Email Campaign Tracking

Email Campaign Basic and Additional Filters

Email Campaign Variables

Text Campaigns

How To Create A Campaign

Text Message Campaign Basic and Additional Filters

Text Message Campaign Tracking

One-Time Text Campaign Basic Filters

Text Campaign Variables

Service Reminders We Offer And Their Triggers

Adding A Phone Number In A Text Campaign

Responses That Will Trigger An Automatic Unsubscribe from Texting

Can I Do A Text Campaign In A Different Language?

Scheduling A Campaign To Go Out Later

Campaign Settings in Retention Pro

How To Adjust the No Reply Limit for Campaigns

Campaign Scheduler For Continuous Campaigns

Customer List For One-Time Campaigns

Continuous Campaign Triggers

Vehicle Lookup

Customer Information Panel

Direct Mail Gallery

Reading Reviews in Retention Pro

Customer Profiles in Retention Pro

Vehicle Profiles in Retention Pro

Repairs Reports

Retention Pro Analytics

Create A New Text Campaign

Invalid Customers Report

Turning a Continuous Campaign Off/On in Retention Pro

See more

Next Gear

NextGear Inspections

NextGear Appointments

NextGear Messaging

Retention Pro + NextGear Integration

Tekmetric + NextGear Integration

Protractor + NextGear Integration

NextGear DVI + Retention Pro Recommendation Write Back Capabilities for Mitchell1

NextGear DVI + Retention Pro Recommendation Write Backs for NapaTracs Enterprise

Add a Location to Your Next Gear Account

Edit My Inspection Labels

Select A Shop Location

Assign a Technician or Service Advisor to an Inspection

Choose Different Color Indicators per Inspection Point

Delete an Inspection

Edit a Work Order

Add the Odometer Value for an Inspection

Make Edits to an Inspection

Manually Change An Inspection Status

Select Recommendations For My Client's Maintenance

Share an Inspection

Start Inspection Workflow

Take Pictures Using NextGear

Track An Inspection's Status

Receiving a Message Through Next Gear

Send a Message To a Customer with an Open Conversation

Share an Inspection in Messaging

Start a Conversation with a New Customer

Start a Conversation with an Existing Customer

Add/Update My Payment Information in NextGear

Edit Your Shop Information

Edit Your Shop Logo

Edit Your Shops Billing Information

Create Users/Employees

Delete Users/Employees

Edit Users/Employees

Set a User's Profile Picture

User Role Definitions

Add My NextGear Calendar to my Outlook/Google Calendar

Enable/Disable the Learn More Videos

Build A New Inspection Template

Copy An Inspection Template

Delete A Group From An Inspection Template

Delete an Existing Inspection Template

Delete An Inspection Point From An Existing Template

Edit or Delete Canned Notes/Recs From An Existing Inspection Template

Rename a Group On An Inspection Template

Rename An Existing Inspection Template

Rename Inspection Points On An Inspection Template

Reordering Groups In An Existing Inspection Template

Enable or Edit My Next Gear Appointment Reminder

Use Wildcard Feature When Editing My Appointment Reminder

Edit Inspection Settings for NextGear in the Account Management Portal

Setting up NextGear with an Integrated Shop Management System(SMS)

Building or Editing NextGear Inspections

See more

Reputation Manager

Reputation Manager Campaigns

Reputation Manager Reviews

Can I Respond to Google Reviews in Retention Pro?

Report Pro

Apply Filters to Workflow View

Setting My Preferred Workflow View in Report Pro

Configure Workflow Manager Statuses in Report Pro

Display and Edit Invoice Details

Fit Workflow View to a Single Screen

Move Appointments Into Workflow Manager

Open Workflow Manager in a new window

Right Clicking on a Tile in Workflow Manager

Using Workflow in Report Pro

Configure the Custom Commission Report

Customize Invoice in Report Pro

Customize Tech Worksheet

Customize Vehicle History

Download an Inspection from the Inspection Store

Export/Import A Digital Multi Point Inspection (DMPI)

Use Abbreviated Header Information After 1st Page

Change the Work Order Report Pro is Linked To

Customize the Parts Profit With Excluded Categories Report

Email an Estimate, RO, or Invoice from Report Pro

Export a Report with Report Pro

Manually Print to a Printer

Preview Additional Invoice/Report Pages

Print Report Pro Invoices From My Management System Print Button

Process a Text to Pay Transaction in Report Pro

Process an Email to Pay Transaction

Quickly Print a Tech Worksheet

Quickly Print an Invoice

Texting an Estimate, RO, or Invoice from Report Pro

Apply Filters to Inspection List

Manually Refresh Inspection List

Open an Inspection for Work Order Open in Management System

Review & Edit an Inspection

Search for an Inspection

Share an Inspection with a Customer

View the Customer Facing Inspection

Configure Inspection Options

Configure Score Card Rules

Configure Inspection Theme

Create Templates for Sharing Inspections

Customize my Default Inspection View

Configure Altus Drive Integration

Configure My Email Settings

Set the Location for the Report Directory

Setup for Quick Reports

Settings in Report Pro

Fix Odometer Readings History

Lookup AllData Repair Information

Move Vehicle History

Register Tires

Use Query Builder

Use the Category Tool

Use the Price List Import

See more

Lube Sticker Pro

How To Print An Oil Sticker?

Supported Lube Sticker Printers

Print a Key Tag sticker

Print a Lube Sticker

Run Advanced Scheduling Without Printing a Lube Sticker

Update Inventory Count Of Lube Stickers

Edit An Existing Advanced Scheduling Entry

Remove An Existing Advanced Scheduling Entry

Setting Advanced Scheduling Jobs

Add a Holiday

Remove a Holiday

Automatically Add the Next Oil Change Appointment

Auto Exit Program After Print

Change Lube Sticker Pro Color Theme

Change Odometer Units (Miles/Kilometers)

Change the Auto Recommendations Category

Customize Oil Change Intervals

Round Odometer To Nearest 100

Use Vehicle History to Calculate Date of next Oil Change

Configure Oil Reset Instructions & Fluid Capacities To Use AllDataRepair

Change the Shop Info Printed on the Default Lube Sticker Template

Create My Own Lube Sticker Template

Select My Lube Sticker Printer

Automatically add the next oil change recommendation

Automatically Delete Old Recommendations

Change the Auto Recommendations Description

See more

Message Manager Pro

Create and Edit your Message Templates for Quick Message

Print Text Message History for a Phone Number

Send Text Messages in Message Manager Pro

Use Individual Chat

Use Team Chat

Important Message Manager Notes

Enable Appointment Confirmations

Include Appointment Time in [AppointmentDate] Wildcard

Include License Plate in the [Vehicle] Wildcard

Include Unit Number in the [Vehicle] Wildcard

Setting Up Automatic Appointment Reminder Text Messages

Enable Auto Responder in Message Manager Pro

Show or Hide SYSTEM MESSAGE Notifications

Show or Hide Team Chat Notifications

Play Sound for Notifications

Show or Hide Text Notifications

Select or Change the Phone Number Fields Message Manager Pro Uses

Enable and Configure Status Tracker

Message Manager Pro Settings

Set Up Review Manager in Message Manager Pro

Review and Manage my Review Request Queue

Viewing your Review History in Review Manager

See more

Mobile Manager Pro

Change the Status of a Digital Multi Point Inspection in Mobile Manager Pro

View Multi Point Inspections

Post in Team Chat

Mobile Manager Roles and Responsibilities

Access My Management System's Schedule

Access Work In Progress Menu for Mobile Manager Pro

Access + Edit Settings for Mobile Manager Pro

Connect/Reconnect Mobile Manager Pro Tablets to Database Host/Server Computer

Enable Barcode Scanning Settings in Mobile Manager Pro

CarFax Integration Setting in Mobile Manager Pro

Vehicle Technical Information

Verify Server Configuration

Filter and Sort Work In Progress Menu in Mobile Manager Pro

Manually Refresh Work In Progress Menu in Mobile Manager Pro

Search Work In Progress Menu in Mobile Manager Pro

Start New Estimate in Mobile Manager Pro

Send Text Messages to Customer via Mobile Manager Pro

Use Mobile Manager Pro to Navigate to Customer Address

View and Edit Customer Information in Mobile Manager Pro

Search Vehicle History in Mobile Manager Pro

Create New Inspection for Customer Vehicle in Mobile Manager Pro

Share Inspection for Customer Vehicle in Mobile Manager Pro

Add a Symptom in Mobile Manager Pro

Add/Delete a Canned Job on an Order in Mobile Manager Pro

Add/Delete a Labor Line in Mobile Manager Pro

Add/Delete a Note in Mobile Manager Pro

Add/Delete a Part in Mobile Manager Pro

Capture Signature on Work Order in Mobile Manager Pro

View Order details in Mobile Manager Pro

Working with the Order Screen in Mobile Manager Pro

Access Repair Information (ProDemand, Shopkey Pro, All Data)

Add or Change Vehicle Profile Picture in Mobile Manager Pro

Add, Modify, or Delete Recommendations in Mobile Manager Pro

Scan and Decode License Plate or VIN in Mobile Manager Pro

Add, Change, or Remove Technician for a Labor Line in Mobile Manager Pro

Print Lube Sticker, Key Tag, Order, or Tech Worksheet in Mobile Manager Pro

Hunter Alignment Integration for Mobile Manager Pro

See more

Pro Call

Configure My Local Area Network (LAN) To Work With The Vertex Box

Configure Pro Call Settings

Create an Appointment via Pro Call

Display Vehicle Recommendations

Customer Info From the Main Pro Call Screen

Multiple Record Match on Phone Number

Open Customer Vehicle Order Activity Detail

Customer Record Match on Phone Number

View Customer History

View your Management System's Scheduler

Where Did My Pro Call Screen Go?

See more

Welcome Station

Welcome Station - Popular Jobs

Welcome Station - Seasonal Upsells

Welcome Station - Setting Up and Applying Basic Settings on the Tablet

Welcome Station - Editing the Disclaimer

Welcome Station - Adding Your Shop Logo To The Tablet

See more

Payments Pro

Payments Pro Overview

Sending Payment Requests

Affirm - Buy Now Pay Later

Payments Pro - Credit Card Readers

Payout & Payment History

See more

Bolt On Pay

Process a Card - Present Transaction

Process a Text to Pay Transaction

Void or Refund a Transaction

Printing Receipts with Bolt On Pay

MV-431

Change Sticker Number for Inspection in MV431

Creating an Inspection Entry in MV431

Entering a New Batch of MV431 Inspection Stickers

How Can I Edit or Add Items to My Recommendations?

How Do I Reprint an MV431 Page?

Setting MV431 to Write the Emissions Sticker # to the Invoice

Inspection Data Transferring to Invoice

Installing and Configuring MV-431 on a Workstation Computer

Re-number Inspection Counter

Replacing a sticker in MV-431

Select Work Order Items Needed for Inspection in MV-431

Set the Next Sticker Number

Voiding an Inspection Sticker

Installing and Configuring MV-431 on an MV-431 Host Computer

See more