Advisor Videos
- How to use "One Button History"
- How to text and email "Live Estimates"
- How to change or delete an appointment
- Text Messaging
- How to present the maintenance menu
- How to add services after the inspection has been completed
- How to call the audible
- How to manage your WIP with "MAC"
- How to reopen a closed deal and change customer approvals
- How customers set appointments online
- How to make service lane check-in easy
- How to customize maintenance options on the fly
- How to communicate changes in estimate approvals
- How to schedule an appointment for a new (not on file) customer
- How to use the FETCH page
- Reports - Today's Appointments
- How to use SuperSearch on the Drive
- How to defer a recall
- How to use TSD integration when writing a RO
- How to email maintenance options