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3. Customer Management

  • Alternate A/R Billing#
  • Credit Management - Setting ADPD / Credit LImits
  • Customer CSV Extract
  • Customer History
  • Customer Import Template
  • Customer Notes - Add/Edit
  • Delivery Receipts
  • Email / Text Templates
  • EPP Price Sheets
  • EPP Pricing
  • Gift Card Processing
  • Merging Cash Customers

Categories

  • 1. Getting Started
  • 2. Hardware & Devices
  • 3. Customer Management
  • 4. Vehicles & History
  • 5. Invoicing
  • 6. ServiceCAT + VSOC
  • 7. Contacts & Communications
  • 8. Appointments & Bay Management
  • 9. Receiving, Purchasing, Returns
  • 10. Inventory Management
  • 11. Outside Part Management
  • 12. Bookkeeping
  • 13. Price Updating
  • 14. Accounts Receivable
  • 15. Reporting
  • 16. Integrations
  • 17. Tirelink E-Commerce
  • 18. Administrator
  • 19. What's New / Release Notes
  • 20. Emergency
  • 21. Utilities
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