Advisor Videos
- How to change or delete an appointment
- How to use TSD integration when setting an appointment
- How to use the FETCH page
- How to schedule an appointment for a new (not on file) customer
- How customers set appointments online
- How to defer a recall
- How to use "One Button History"
- How to add primary concerns
- How to use PRIORity visit and Electronic Symptom Surveys
- How to send a request to pay invoice online
- How to write an "Internal" RO
- How to print prior visit pre-write signatures
- How to write service on an iPad, Android or SurfacePro tablet
- How to add services after the inspection has been completed
- How to use Live Estimate View for Express Service
- Reports - Today's Appointments
- How to make service lane check-in easy
- How to Super Search for Appointments
- How to schedule an appointment ADVANCED
- How to add primary concerns to an appointment