Advisor Videos
- How customers set appointments online
- How to add primary concerns during write up
- How to add primary concerns to an appointment
- How to add services after the inspection has been completed
- How to call the audible
- How to change or delete an appointment
- How to communicate changes in estimate approvals
- How to customize maintenance options on the fly
- How to defer a recall
- How to email maintenance options
- How to make service lane check-in easy
- How to manage your WIP with "MAC"
- How to present the maintenance menu
- How to print prior visit pre-write signatures
- How to reopen a closed deal and change customer approvals
- How to schedule an appointment ADVANCED
- How to schedule an appointment for a new (not on file) customer
- How to send a request to pay invoice online
- How to send the repair order for remote signature
- How to Super Search for Appointments