Company Info Tutorial

Auto Shop Management System
Entering Your Company Info

In this video, you will see how to add all your company and company related information.  The items covered in the video are listed below the video.

In the video above, you will find in the order listed:

  1. Company name, address, email address, website address, phone number, and fax number.
  2. A company wide pricing matrix.
  3. Tax rate settings.
  4. Default service intervals.
  5. Logo to be printed on the estimate and invoices.
  6. Employees & Positions.
  7. Company related document storage.
  8. Track receivables.
  9. Contacts.
  10. Additional Charges.
  11. Saved instructions.
  12. Set up other locations.
  13. Create site users and set their roles.
  14. Set up your pricing matrix or pricing structures.
  15. Set you default print layouts.
  16. View the emails you have sent from the site.
  17. Add, edit, and delete saved email subjects and messages.
  18. How to send emails to your customers.
  19. Set saved instructions to automatically add to each new work request.
  20. See how to add saved notes directly to a work order.
  21. This video demonstrates downloading our data, but the download system has been update since then and is addressed in later videos.

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