Customize Precheck

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PIF Pro provides capability to select from multiple "Precheck" forms. Precheck forms are used in various ways by PIF Pro users. For instance some use it as a customer writeup and authorization form only. Others use it as a vehicle diagnostic check sheet, and still others use it as a work flow check list.

Premade ready to use and customizeable templates can be selected at Admin > Program Setup > Repair Order > Print Precheck.

Precheck Selection See Also Sample Disclaimer at this link -> Sample Disclaimers.

There are 4 ready to use templates and 2 customizable forms.

  • Standard Precheck form: a ready to use form used by some Transmission Shops. This form populates the Disclaimer area of the form with the Pre Check disclaimer text entered on the Print Precheck page in program setup. Precheck 1 Image
  • Standard Precheck form 2: a ready to use form used primarily by Trans Shops. This form populates the Disclaimer area of the form with the Pre Check disclaimer text entered on the Print Precheck page in program setup. Precheck 2 Image
  • Standard Precheck form 3: a ready to use form used primarily by Trans Shops. This form does not have a disclaimer area. Precheck 3 Image
  • Standard Precheck form 4: The top 1/4 of the 8.5” x 11” form is preformatted. The bottom 3/4 of the Form is blank by default and is customizable. Submit a digital graphic file of your choice to ProfitBoost to have it applied to this form. Precheck 4 Image
  • Standard Precheck form 5: The top 1/2 of the 8.5” x 11” form is preformatted. The bottom 1/2 of the Form is blank by default and is customizable. Submit a digital graphic file of your choice to ProfitBoost to have it applied to this form. Precheck 5 Image
  • Standard Precheck form 6: a ready to use form used primarily by Trans Shops. This form populates the Disclaimer area of the form with the Pre Check disclaimer text entered on the Print Precheck page in program setup. Precheck 6 Image

To view and print the forms:

  • Select the desired form from the list and Save Record.
  • Open a RO and on the Print Invoice page select Print Precheck.
  • Repeat for each form

To customize Standard Precheck form 4 or 5:

  • Option 1: Chose from our selection of Precheck Templates graphics (see below).
  • Option 2: Provide us with a good quality digital image of what you want to print in the shaded area sized to fit in a 7.5” x 7.5” area (form 4) or a 5" high by 7.5" wide area (form 5). jpg or png formats preferred but we can work with most formats.
  • Have ProfitBoost create a custom image for you for a fee. Provide us with a description of what you want and we will create it for you.

Call 888 274 3776 x 2 or submit a help ticket requesting more information about customizing a Precheck.

[edit]

Available Graphics for Precheck Customization

Disclaimer text can be edited

Precheck Graphic 1

Precheck Graphic 2

Precheck Graphic 3

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