ProfitBoost Software Manual
From ProfitBoost Manual
(Redirected from RO Pro Manual)
Contents |
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Preparation
- Computer Requirements
- Creating a Desktop Shortcut
- Data Conversion
- Parts Pricing Import
- Logo Requirements
- Customize Precheck
- Making a Smooth Transition
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Getting Started Guide
- Accessing RO/PIF Pro
- Initial Setup
- Searching
- Repair Order Creation
- Parts - Sell, Order, Receive
- Requesting Help
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Training and Support
- Remote Access with Virtual Network Connection(VNC)
- Training Plan
- Web Seminars
- Video Tutorials
- Managing With PIF
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Program Areas
- Search
- Barcode
- Appointment
- Estimate / RO
- CRM
- Parts
- Time Clock
- Tech Activity
- RO List
- QMail
- Reports
- PIF
- Admin
- Help
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How To's
- Account Payment: Record an Account Payment
- Repair Order, Create a RO
- Appointment, Create an Appointment
- Customer, Search for a Customer Account
- Adjust Screen Size
- Change Login Timeouts
- Understand The Relationship Between Accounts, Customers & Vehicles
- Understand The Relationship Between Parts, Vendors and Inventory
- Access ProfitBoost Away From Your Office
- How To Create a Purchase Order for Special Order Items
- Daily Deposit: QB Conduit daily deposit procedure
- How to Track Warranty Work (Come Backs)
- How to Create Canned or Menu Priced Jobs
- How to Manage Job Categories
- How to Manage Labor Categories
- How to Manage Lead Log, Appointments and Resources
- How to Create a Package
- How to Bill Warranty work to a manufacturer and keep the RO history associated with the vehicle owners account
- How to Manage AR Accounts
- How to Clock Tech Time when Tech is working on Multiple Jobs at the same time.
- How to use the Worldpac Interface
- How to use Web Appointments
- Markup vs. Margin
- Editing (Unfinalizing) ROs That Have Not / Have Been Paid
- Download and Install UVNC For Windows Vista
- Troubleshoot Printing issues in PIF Pro
- Add Interest (Finance Charge) To An Account
- Managing Outdated Inventory
- Change an Active Job to Quotation and remove Sold Hours
- Update Transtar Pricing
- User Unable To Clock On
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Troubleshooting Guide
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Additional Areas
- Manufacturing Operations
- Accounts/Customers/Vehicles
- Parts Management
- Quick Books Conduit
- Account Credit
- Editing Custom Vehicle Sets (Available by Request Only)
- Web Site Integration
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Computer Hardware
- Computer Requirements
- Computer Deals
- Desktop Barcode Scanner
- Portable Tablet & Barcode Scanner
- Wireless Router
- Label Printer
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Extra Information
- Business Associates
- Web Seminars
- Retreat Events
- Software News
- License Agreement (all software)
- ProfitBoost Software Data Security Policy, Procedure & Schedule
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