Accept Opportunity (Coming Soon)
This demonstration describes the steps for accepting an opportunity.
Add Estimate Lines to Checklist
This job aid describes how to add estimate lines to your Direct Checklist.
Add Notes & Photos to Checklist
This job aid describes how to add notes and photos to a Direct Checklist.
Central Review Queue
This job aid describes how to use the Central Review Queue for reviewing workfiles prior to upload.
Change Checklist Display Order
This job aid describes how to change the Direct Checklist display order.
Complete a Direct Checklist
This job aid describes how to complete a Direct Checklist.
Converting an RO in a Checklist
This job aid describes how to convert an RO using Direct Checklist.
Customize Checklist Repair Phases
This job aid describes how to customize repair phases in a Direct Checklist.
Convert Repair Order Demo
This demonstration shows how to convert an Opportunity to a Repair Order and how to print a Repair Order and Windshield Sticker.
Convert Repair Order
This job aid shows you how to convert an opportunity to a repair order.
Create Repair Plan (Coming Soon)
This demonstration shows how to create a Repair Plan for a Repair Order.
Documenting Warning Lights & Checklists
This job aid describes how to document warning lights in a Direct Checklist.
Final Bill Indicator
This demonstration provides the steps for adding the Final Bill Indicator when it is a required standard Events for locking a workfile.
Final Bill Indicator
This job aid describes how to use the Final Bill Indicator when it is added to the list of standard required Events when locking a Workfile.
Flag Rules for Auto Flagging (Coming Soon)
This demonstration shows how to set Flag Labor Rules in the Repair Plan so that Labor Hours can be Flagged for payment based on Repair Phase completion.
General Advances Elements for Direct Checklists
This job aid describes the general Advanced Elements available for Direct Checklists.
Install Timecard
This job aid describes how to use the timecard feature.
Labor Assignments (Coming Soon)
This demonstration explains how to create and manage a Labor Assignment.
Labor Management
This demonstration reviews the Labor management process including when an RO exists or does not and how to use the Labor Dashboard.
Move Checklist Items
This job aid describes how to move a Direct Checklist item to another repair phase.
Notes
This job aid explains how to add notes to a Repair Order or Workfile.
Overtime Allocations
This job aid describes how to set up Overtime Rules in your Repair Facility Profile for hourly employees.
Prior Damage & Checklists
This job aid describes how to handle prior damage when using a Direct Checklist.
Production Management
This demonstration explains how to navigate the Production Schedule Dashboard, use the Calendar, create and manage Repair Plans, and run Reports.
Repair Plan Overview (Coming Soon)
This demonstration explains how to use the Repair Plan and its components.
Repair Status Updates
This job aid describes the steps for using Repair Status Update to add Repair Status Dates to the Workfile.
Repair Sync
This job aid shows set up synced Repair Plan events.
Set Priority (Coming Soon)
This demonstration explains how to set the priority of a Workfile.
Task Management
This demonstration explains how to create and manage tasks.
Vehicle Out Date Changes (Coming Soon)
This demonstration shows how to be notified when the Vehicle Out Date is earlier than the Repairs Complete date and how to update it.