ShopKey Mgmt 5.9 Module 2

Screen preferences may be stored to each name in User List. It's also possible to save a Written By (service advisor) name selection per each User List name.

True

Entered vehicles that are not included in the existing Year-Make-Models list will:

Be saved to this vehicle record only

Purge Estimates can delete multiple estimates by date range for:

Any number of days that the user selects

User List screen preferences can be selected and used in the shop from:

Any workstation with shop mgmt installed

Which statement is true about Recommendations:

Provides details needed for Followup letters

The option to assign labor and/or parts technician(s) to ALL order lines at once is found in this area

Order Options

Sell Revision screen provides pricing options for the customer to decide which jobs to approve to get done today, with the balance of work kept on file for future service visits.

True

Notes can be added to your Estimates, Repair Orders, Invoices & Revisions in the following way(s):

All of these

Which is true about the columns in the Work-In-Progress and Order screens when a Userlist name is in play (visible in lower RH corner):

Users can re-arrange them to their preference and they will stay that way

Your shop management software username (seen in lower RH corner) should always display DEFAULTUSER.

False

Be careful what you type in the Remarks field on the Customer screen as that always prints on repair orders and tech worksheets.

False

The Counter Sale option is designed for labor sales over the counter.

False

The primary purpose of Quick Estimates is to allow shops to:

Handle phone shoppers looking for a price

The Revision screen is powerful because it provides:

Space to workup sub-estimates

Unless a different screen sorting option is selected, the newest order item created is always at the bottom of the list on the WIP screen.

True

On the Customer screen, the Type button controls which values are default settings to be used on all future orders for any selected customer. The values being set here are:

Labor rate & parts discount (price levels)

Recommendations text for repairs or maintenance needs are created and stored on the:

Vehicle Screen

Using the Find Customer function insures that each Schedule appointment name is validated to prevent accidentally creating duplicate customers.

True

Which statement most accurately describes Grid Line Color options?

All users share same line color settings

Update Customer allows user access to these individual customer settings:

Account Balance, Charge Status, Late Fee Exception