Display and Edit Invoice Details

Things To Note

• Workflow Manager filters can be adjusted as needed

• The integration between Workflow Manager and Mobile Manager is essential for displaying the jobs that have been completed, as technicians will mark them off on the tablet upon completion.

How To

1. Open your Report Pro software

2. Select the Workflow tab at the bottom of your Report Pro software

3. From the Workflow Manager

   1. You can Double click the left mouse button on any customer tile

      1. You will see the ticket number and current cash value of the ticket. The customer’s name and vehicle info (including fleet number, VIN, and license plate) will also be shown.

      2. This window lets you scroll through ticket jobs to see which ones the tech completed. A progress bar at the bottom shows how many jobs are done.

   2. You can Right click on a customer tile to:

      1. View inspection

      2. View invoice

      3. Send messages

      4. Print a lube sticker

      5. Send text to pay

      6. Change the tile color

   3. Click anywhere on the screen to close this window