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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
- Enabling Reserve With Google
- Enabling the Miles Virtual Service Advisor
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 in NextGear
- 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
- 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 NextGear Users/Employees
- User Role Definitions
- Add My NextGear Calendar to my Outlook/Google Calendar
- Enable/Disable the Learn More Videos
- Building and Editing NextGear Inspection Templates
- 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
- Edit Inspection Settings for NextGear in the Account Management Portal
- Setting up NextGear with an Integrated Shop Management System(SMS)
Reputation Manager
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
- 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
- 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
- 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
- Enabling Virtual Printer in Report Pro
Lube Sticker Pro
- Supported Lube Sticker Printers
- Print a Key Tag sticker
- Print an Oil Change/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
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
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
- Enable or Disable Work Order Pop-up Settings for Mobile Manager Pro
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?
Welcome Station
Payments Pro
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