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About Our Products
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Connect Your Shop Management System
10 DLC Registration
Setting Up My Account
Introduction to BOLT ON Technology
System Requirements
About Our Products
Retention Pro
Next Gear
Reputation Manager
Report Pro
Lube Sticker Pro
Message Manager Pro
Mobile Manager Pro
Pro Call
Welcome Station
Pit Stop
Payments Pro
Bolt On Pay
MV-431
Account Management Portal
Frequently Asked Questions
Retention Pro
Pro Pack
Mobile Manager Pro
Understanding Your Data in Retention Pro
Manage My Account
Manage My Retention Pro Subscription
Manage My Pro Pack Subscription
Training & Resources
Training Videos for the Desktop Suite
Training Videos for Retention Pro
Shop Success Suite
Information about Shop Success Pro
Back to home
Help Center
About Our Products
Getting Started
Connect Your Shop Management System
10 DLC Registration
Setting Up My Account
Introduction to BOLT ON Technology
System Requirements
About Our Products
Retention Pro
Next Gear
Reputation Manager
Report Pro
Lube Sticker Pro
Message Manager Pro
Mobile Manager Pro
Pro Call
Welcome Station
Pit Stop
Payments Pro
Bolt On Pay
MV-431
Account Management Portal
Frequently Asked Questions
Retention Pro
Pro Pack
Mobile Manager Pro
Understanding Your Data in Retention Pro
Manage My Account
Manage My Retention Pro Subscription
Manage My Pro Pack Subscription
Training & Resources
Training Videos for the Desktop Suite
Training Videos for Retention Pro
Shop Success Suite
Information about Shop Success Pro
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
How Do You Change 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
How do you text a new customer?
Deleting or disabling a customer's phone number
How Can I Remove/Delete Messages In Retention Pro?
How Do You Send Photos Via Text?
What are Canned Responses?
How Do I Send A Google Review Link?
Why Does A Text Show As Undeliverable?
Why Can't I Text This New Customer?
How Can I Edit My Canned Responses?
Why Isn't A Message I Just Sent At The Top?
Contacts Page Overview
Repair Orders Page Overview
Appointments and Calendar
Exporting the Appointment Calendar
How do you cancel an Appointment in Retention Pro?
How do I add a new appointment?
How Do I Add the Appointment Scheduler to my Website?
Reviews in Retention Pro
How Do I Export Reviews?
Service Writer Training
How Can I Unlock Service Writer Training Modules?
How Can I Give 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
How Can I Print Reports?
How Can I Change the Date on a Report?
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
Can We Exclude Oil Changes from this?
Direct Mail Basic and Advanced Filters
How do I activate or send a Direct Mail campaign?
How do I track a Direct Mail campaign?
What is a QR Code?
How long will this direct mail take to get to my customers?
How do I view a PDF preview of this 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
What are points and how do they work?
My Mailers
Rewards Check Direct Mail Campaign
Text messaging forbidden word validator
Should I Ask For Permission Or Consent To Text A Customer?
One Time Text Campaign Limits
Can I Send An Image In A Text Campaign?
How Do I Send Out A Slow Day Blast?
How Can I Tell If I Sent A Campaign?
How Can I Edit A Text Campaign?
How Do I Change The Timing Of A Reminder Campaign?
Logos: Accepted Formats and Requirements
Email Campaign Templates
How Do I Activate an Email Campaign?
Standard Email Editor
Advanced Email Editor
How Can I Send a Test Email?
Email Campaign Tracking
Can I Schedule This Email To Go Out Later?
Email Campaign Basic and Additional Filters
Can You Turn This Mail Piece Into An Email?
When Should I Use One-Time Email vs Continuous Email?
When Will A One Time Email Campaign Go Out?
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?
How Do I Unsubscribe A Customer From One Specific Campaign?
How Can I Schedule A Campaign To Go Out Later?
When Will These Texts Go Out? (One Time Campaigns)
How Do I Send A Test Text?
Campaign Settings and General Campaign Info
How To Adjust the No Reply Limit for Campaigns
Campaign Scheduler For Continuous Campaigns
Customer List For One-Time Campaigns
Continuous Campaign Triggers
How Do I Pause Campaigns?
Vehicle Lookup
Website Packages
Website FAQs
Website Mark-Up Tool
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
When Will These Texts Go Out? (Continuous Campaigns)
How Do You Create A Text Campaign?
Invalid Customers Report
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
Create an Account in NextGear
Edit My Inspection Labels
Select A Shop Location
NextGear General Help
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
NextGear Inspections
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
NextGear Messaging
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
NextGear Account Settings
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
Delete Canned Notes/Recs From An Inspection Template
Edit 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
Edit My Next Gear Appointment Reminder
Enable/Disable Appointment Reminders
Use Wildcard Feature When Editing My Appointment Reminder
General NextGear Settings
See more
Reputation Manager
Reputation Manager Campaigns
Can I Respond to Google Reviews in Retention Pro?
Reputation Manager Reviews
Report Pro
Apply Filters to Workflow View
Configure 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
Report Pro Workflow Articles
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
Customize Report Pro
Change the Work Order Report Pro is Linked To
Customize the Parts Profit With Excluded Categories Report
Email an Estimate, RO, or Invoice in 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/Invoice from Report Pro
Home in 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
Inspections in Report Pro
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
Report Pro Tools
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
General Settings for Lube Sticker Pro
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
Lube Sticker Pro Printer Settings
Automatically add the next oil change recommendation
Automatically Delete Old Recommendations
Change the Auto Recommendations Description
Recommendation Settings for Lube Sticker Pro
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
General Message Manager Pro Information
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
Mobile Manager Pro - Roles and Responsibilities
Change the Status of a Digital Multi Point Inspection in Mobile Manager Pro
View Multi Point Inspections
Assign User for Mobile Manager Pro Tablet
Post in Team Chat
Mobile Manager Roles and Responsibilities
Access My Management System's Schedule
Access Work In Progress Menu for Mobile Manager Pro
General Mobile Manager Pro Articles
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
View Release Highlights for Mobile Manager Pro
Settings in Mobile Manager Pro
Accessing Work In Progress Menu for Mobile Manager Pro
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
Work In Progress Work Orders 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
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 Articles
Pit Stop
General PitStop Information
Add an Article
Add Google Analytics
Choose A Theme Color
Edit My About Page
Edit My Shop Logo
Edit My Shop Name
Edit My Shop Slogan
Edit Shop Description
Hide Description on the Main Page
Get My Pitstop Website Back Online
Take My Website Offline
Add Photos from Mobile Manager to My Gallery
Add/Delete My Social Media Pages
Choose My Affiliate Logos
Customize My Appointment Integration Form
Customize My Specials
Edit My Hours of Operation
Edit Payment Methods Accepted
Edit Photos in My Carousel
Upload New Photos to My Gallery
See more
Payments Pro
Payments Pro Overview
Affirm - Buy Now Pay Later
Payments Pro - Credit Card Readers
Payout & Payment History
Sending Payment Requests
See more
Bolt On Pay
Process a Card - Present Transaction
Process a Text to Pay Transaction
Void or Refund a Transaction
MV-431
Change Sticker Number for Inspection in MV431
Creating Inspection Entry in MV431
Entering New Batch of MV431 Inspection Stickers
How Can I Edit or Add Items to My Recommendations?
How Do I Reprint an MV431 Page?
How to Set MV431 to Write the Emissions Sticker # to the Invoice
Inspection Data Transferring to Invoice
Installing and Configuring MV-431 on a Workstation Computer
Renumber Inspection Counter
Replace a sticker
Select Work Order Items Needed for Inspection
Set Next Sticker Number
Void an Inspection Sticker
Installing and Configuring MV-431 on an MV-431 Host Computer
Getting to know MV431
See more
Account Management Portal
Log in to the Account Management Portal (AMP)
Integrating NextGear Calendar
Exclude Tax In My Dashboard and Reports
Exclude Zero Dollar Orders in my Dashboard and Reports
Edit Inspection Settings for NextGear in the Account Management Portal
Using the Newsfeed in Account Management
Configure My Shop Information
Configure My Zoom Integration
Configure Shop Billing Information
Enable Partner Integration
Manage Users
Adding or Editing My Payment Processors for Bolt On Pay
Building or Editing NextGear Inspections
Configure NextGear Message Templates in Account Management
Setting up NextGear with an Integrated Shop Management System(SMS)
Add or Edit a Service in Pit Stop using Account Management Portal
See more
