1-888-691-6887

BODYSHOP ADMIN TRAINING

We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up or create:
•Getting Started (video)
•Editing your Bodyshop (video)
•Adding Contacts (video)
•Departments flow of your shop (video)
•Employees front office and technicians (video)
•Insurance Companies Anyone that you might bill (video)
•Job Class Categories (video)
•Job Classes types of repair (video)
•Labor Rate Profiles (video)
•Rental Companies (video)
•Vendors Costs against a Repair Order (video)
•Users and Roles Login and Securities (video)
•Password Management (video)
We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up, adjust or create:
•Appointment Settings (video)
•Credit Return Reasons (video)
•Documents Anything you need to print (video)
•Document Groups Where to access Documents (video)
•Goals (video)
•Holidays (video)
•Lost Business Reasons (video)
•Media Manager Categories (video)
•Payment Methods (video)
•Referral Sources (video)
•Rules General Overview (video)
•Target Date Change Reasons (video)
•Tech Connect Other Reasons (video)
•Void Reasons (video)
We will be reviewing some of the back end sections of the system (administration / accounting set up) to show you how to set up, adjust or create:
•Edit My Bodyshop Settings (video)
•General Ledger Account Matching (video)
•Confirm Insurance Matching (video)
•Confirm Vendor Matching (video)
•Confirm Payment Method Matching (video)
This is an important step in order to make sure the
Accounting Installation and Training later in our process will be completed as smoothly as possible.
** This training should be completed with your
accounting person **We will also review where to get additional information and show you how to access our “help” pages
We will installing an application on your server (or
workstation) that will import the estimates from your
local drive to our management system. During this
process we will also:
•Configure your estimating system paths
•Test and Confirm the import of the estimates to
the management system
We will review default Google Drive Browser Installation
and Configuration Settings
We will set up your media option and test
(Google Drive,
Drop Box, Cosmos Sync. etc.)
We will review and test scanner We will review and test your users email setting We will also review where to get additional information and show you how to access our “help” pages
We will give you a general overview of the system
including:
•Top and Left Side Navigation Panels (video)
•List View Navigation and Configuring Grids
(video)
 
•Show how to create a manual Estimates
•Show how to create a Repair Order
•Review Printing Documents
•Review Updating Departments
•Review Notes (adding Notes)
•Basic Parts Overview & Show how to Order Parts
Review Additional Administration Set Up
•Insurance Matching
•Line Item Adjuster
We will also review where to get additional information
and show you how to access our “help” pages

PRODUCTION MANAGEMENT

We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up or create:
•Editing your Bodyshop (video)
•Contacts (video)
•Departments flow of your shop (video)
•Employees front office and technicians (video)
•Insurance Companies Anyone that you might bill (video)
•Job Class Categories (video)
•Job Classes types of repair (video)
•Labor Rate Profiles (video)
•Rental Companies (video)
•Vendors Costs against a Repair Order (video)
•Users and Roles Login and Securities (video)
•Password Management (video)
We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up, adjust or create:
•Appointment Settings (video)
•Credit Return Reasons (video)
•Documents Anything you need to print (video)
•Document Groups Where to access Documents (video)
•Goals (video)
•Holidays (video)
•Lost Business Reasons (video)
•Media Manager Categories (video)
•Payment Methods (video)
•Referral Sources (video)
•Rules General Overview (video)
•Target Date Change Reasons (video)
•Tech Connect Other Reasons (video)
•Void Reasons (video)
We will be reviewing some of the back end sections of the system (administration / accounting set up) to show you how to set up, adjust or create:
•Edit My Bodyshop Settings (video)
•General Ledger Account Matching (video)
•Confirm Insurance Matching (video)
•Confirm Vendor Matching (video)
•Confirm Payment Method Matching (video)
This is an important step in order to make sure the
Accounting Installation and Training later in our process will be completed as smoothly as possible.
** This training should be completed with your
accounting person **We will also review where to get additional information and show you how to access our “help” pages

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LABOR MANAGEMENT

We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up or create:
•Editing your Bodyshop (video)
•Contacts (video)
•Departments flow of your shop (video)
•Employees front office and technicians (video)
•Insurance Companies Anyone that you might bill (video)
•Job Class Categories (video)
•Job Classes types of repair (video)
•Labor Rate Profiles (video)
•Rental Companies (video)
•Vendors Costs against a Repair Order (video)
•Users and Roles Login and Securities (video)
•Password Management (video)
We will be reviewing some of the back end sections of the system (administration set up) to show you how to set up, adjust or create:
•Appointment Settings (video)
•Credit Return Reasons (video)
•Documents Anything you need to print (video)
•Document Groups Where to access Documents (video)
•Goals (video)
•Holidays (video)
•Lost Business Reasons (video)
•Media Manager Categories (video)
•Payment Methods (video)
•Referral Sources (video)
•Rules General Overview (video)
•Target Date Change Reasons (video)
•Tech Connect Other Reasons (video)
•Void Reasons (video)
We will be reviewing some of the back end sections of the system (administration / accounting set up) to show you how to set up, adjust or create:
•Edit My Bodyshop Settings (video)
•General Ledger Account Matching (video)
•Confirm Insurance Matching (video)
•Confirm Vendor Matching (video)
•Confirm Payment Method Matching (video)
This is an important step in order to make sure the
Accounting Installation and Training later in our process will be completed as smoothly as possible.
** This training should be completed with your
accounting person **We will also review where to get additional information and show you how to access our “help” pages

Lorem ipsum dolor sit amet, consectetur adipisicing elit. At autem, beatae blanditiis, consectetur, cum dicta ea error harum illo iusto nemo nihil odio odit quod ratione sequi sint sit totam?

PARTS MANAGEMENT

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Lorem ipsum dolor sit amet, consectetur adipisicing elit. At autem, beatae blanditiis, consectetur, cum dicta ea error harum illo iusto nemo nihil odio odit quod ratione sequi sint sit totam?

Lorem ipsum dolor sit amet, consectetur adipisicing elit. At autem, beatae blanditiis, consectetur, cum dicta ea error harum illo iusto nemo nihil odio odit quod ratione sequi sint sit totam?

Lorem ipsum dolor sit amet, consectetur adipisicing elit. At autem, beatae blanditiis, consectetur, cum dicta ea error harum illo iusto nemo nihil odio odit quod ratione sequi sint sit totam?