Start New Estimate in Mobile Manager Pro

Starting new estimates in Mobile Manager Pro from the Work In Progress screen and from an Appointment on the Schedule screen.

Things to Note:

There are four methods to start a new estimate. Three of them begin from the Work In Progress screen, the other is from the Schedule screen.

How To:

For an Existing Customer and Vehicle

1. From the Mobile Manager Work In Progress screen

2. Select the + to start order

3. Select which option you would like to search by clicking on arrow on right side of Search line.

   1. Search By Customer Name.  Search is by Last Name, First Name

   2. Search By Customer Phone

   3. Search By License

   4. Search by VIN

1. Tap to select the vehicle for the new estimate. The selected vehicle is indicated by an orange highlight bar on the left side

2. Select the Start Order button at the bottom of the screen

For an Existing Customer with a New Vehicle

1. From the Mobile Manager Work In Progress screen

2. Select the + to Start Order

3. Select which option you would like to search by

   1. Search By Customer Name.  Search is by Last Name, First Name.

   2. Search By Phone

   3. Search By License

   4. Search By VIN

1. Select the customer you would like to create a new vehicle for. The selected vehicle is indicated by an orange highlight bar on the left side

2. Tap the vertical three dot menu at the upper right of the screen.

   1. Select New Vehicle from the drop down menu

   2. For efficiency, you are taken immediately to the Order details screen to begin preparing the order. Input the correct mileage and Service Writer information.

   3. Next you can Scan and Decode a VIN Code or Decode a License Plate, after sliding or tapping on the Vehicle tab to ensure accurate vehicle data capture and entry.

For a New Customer and Vehicle

If no results are found, double check your search method before creating a new customer/vehicle to prevent creating duplicate records in your system.

1. From the Mobile Manager Work In Progress screen

2. Select the Vertical Three Dot menu at the upper right of the screen to access the drop down.

3. Select New Customer

4. This takes you to the Order screen.  Fill in the correct Odometer, Service Writer and other required information.

5. Swipe or select the Vehicle screen.

6. Scan and Decode a VIN Code or use a License Plate from the Vehicle tab to ensure accurate vehicle data entry.

7. Once the vehicle information is decoded and entered, swipe or tap on the Customer tab to enter the customer's personal information.

8. NOTE: Once the Customer information is entered with the phone number that you will use to text the customer.  Tap on the Text Icon, second in from the right top screen, and send a text to your customer now.  When they get the text, explain how your shop now uses text to communicate the status of the vehicle to your customers.  Have the customer put your shop's text number in their contacts so they know your shop is texting information about their vehicle. 

Converting an appointment from the Schedule Screen

How To:

Tap on the Mobile Manager main menu upper left side of the tablet.

1. Select Schedule from the drop down menu.

2. Today's date will appear at the top of the screen with any appointment.

3.  Tap on the appointment you wish to convert into a Estimate.

4.  Proceed with filling in needed information.