Report Pro Setup and Settings:
· Currently our solution needs three settings
applied in order for your Report Pro tool to process correctly.
· Location of your Report Repository, most
likely this will be a local directory (standard installation will be
C:\BOT\Reports\)
· Shop Management version that you are
connecting to:
o Manager / Manager Plus 5.9
o Manager / Manager Plus 6.X
§ ODBC Data Source
· Your Email Settings
o Choose from our simple drop down list for the most commonly used
email domains
o Supply your email address
o Supply your email password
Customize:
Our invoice customize section is filled
with numerous requests on how the invoice should look and feel, so rather than
asking us to design your invoice, we put you in the driver seat. Buckle up, the
fun is about to begin with all the bonus features that you can control to
present the invoice the way you want to your customer.
Header Information:
· If you use pre printed
letterhead paper you will like the fact that you can turn on and off the
following items
o Shop Name
o Shop Address
o Shop Phone & Fax
o Shop Slogan
o Shop License 1
o Shop License 2
· Adding your company logo
o To add your logo simply click on the ellipses button and navigate
to your logo
o Click the check box to print the logo on your invoice
Body Section
· Adding your web address
o If you add a web address, your logo when emailing your invoice to
your customer will now become a hyperlink to the domain that you entered.
o You decide if you want that address visible on your invoice
o You decide if you want to print a QR Code to allow smart phone
users to open that link on their mobile device
§ Selecting to show the QR Code requires an
internet connection
· Part Prices
o Turn part prices on or off with a simple check box
· Part Numbers
o Turn part numbers on or off with a simple check box
Recommendations
· Check the box if you want to show future
recommendations on the invoice you provide to your customer
o A maximum of three future recommendations will be displayed
o If you have previous recommendations the first recommendation
will state
§ Please refer to previous invoices for
recommendations
o Add a future appointment QR Code to the Recommendation section
§ The QR Code will enable smart phone users to
put the scheduled appointment into their smart phone device
§ Selecting to show the QR Code requires an
internet connection
o Add your personal title to the Recommendations section
§ Example: Things to Remember
Unsold Revisions
· Unsold Revisions will display the top line
from Revisions as a header of work listed in Revisions
o We ONLY look at Revisions 1 through 4
o The top line should be a labor line
§ We display the work requested
§ Should be a short “Title” expression
· Example: Four Tires & Alignment
o Optional to turn quoted pricing on or off
o Add your personal title to the Unsold Revisions Section
§ Example: Declined Work
Sold Revisions
· Sold Revisions is the documentation that
occurs when your customer authorizes the purchase of a sub estimate that you
quoted them
o When you “sell revisions” through the Management system this
documentation will become available
o Add your personal title to the Sold Revisions Section
§ Example: Customer Authorization
Discount Section
· When a discount is added to your customers
invoice this section will display “loud and proud”
o Technology is smart enough that if the discount is $0.00 it will
not display
o Add your personal title to the Discount Section
§ Example: Today You Saved:
Social Media
· Facebook
o If you have a facebook.com site then simply check the box that
you want the icon to display
§ In the text box provided add the URL
(website path) to your facebook page
§ When the invoice is emailed it becomes a
link
· Twitter
o If you have twitter.com account then simply check the box that
you want the icon to display
§ In the text box provided add the URL
(website path) to your twitter page
§ When the invoice is emailed it becomes a
link
· Linked In
o If you have linkedin.com account then simply check the box that
you want the icon to display
§ In the text box provided add the URL
(website path) to your linkedin page
§ When the invoice is emailed it becomes a
link
· You Tube
o If you have youtube.com account then simply check the box that
you want the icon to display
§ In the text box provided add the URL
(website path) to your youtube page
§ When the invoice is emailed it becomes a
link
· Sure Critic
o If you have surecritic.com account then simply check the box that
you want the icon to display
§ In the text box provided add the URL
(website path) to your surecritic review page
§ When the invoice is emailed it becomes a
link
Credit Cards
· Print the credit cards that you accept on
your invoice
o Simply check the check box next to the credit card image if your
business accepts that form of payment
§ Visa
§ Master Card
§ Discover
§ American Express
o We have provided two custom credit card settings for the user to
apply
§ If you take a fleet card or a Tire card
· Download the artwork from the internet
· Point the software to the downloaded
artwork
§ Check the Check box to display
Affiliate Logo’s
· This feature allows you to add “Brands” to
your invoice that your customer will recognize
o Example: AAA (Triple A)
o Example: NAPA
o Simply download the artwork from the internet
o Point the software to the downloaded artwork
o Check the display check box
Coupon’s
· Coupon section allows you to add marketing
to your invoice for your customer to review after they leave your shop
o In this section you can
§ Customize up to three marketing messages
§ You control the content
· Each individual header
· Each individual body
· And 1 disclaimer text value
o The coupons in classic and modern view will print at the bottom
of your customers invoice
o The coupons in horizontal view will print on the left side real
estate that is available