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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
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Categories

  • Advisor Videos
  • Appointment Scheduling
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