Customizable reports & inspections

Report Pro Settings & More...

Report Pro Settings & More...

Postby MRISICH » Thu Apr 26, 2012 4:44 am

You're in control when it comes to how you want your invoice to look and feel with Report Pro.

Customize Features of Report Pro:
Invoice Header:
RP_Customize1.JPG
Report Pro - Customize Image1
 


Using Microsoft features, you can quickly navigate to any image that you desire to be placed on your invoice as your header. If your image includes the name of your business, you can simply remove the check from the Shop Name check box and that will not display on your invoice.

On a zero balance invoice the software can add a "PAID" stamp to the invoice showing the customer that this has already been paid for.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Thu Apr 26, 2012 4:53 am

More Customization features for your invoice in Report Pro:
RP_Customize2.JPG
Report Pro - Customize2
 


Add your website above, and turn it into a QR code. Now a smart phone can get right to your intended target. (Are you a Social CRM customer, if so, don't send the customer to your website, send them to your review page and ask them for a review!)

RP_Customize3.JPG
Report Pro - Customize3
 


Using Social Media, these images are not just for additional artwork to be printed on your invoice, rather when you email a copy to your customer they become links, so when your customer clicks on the link they can get right to your Facebook, LinkedIn or other social media page.

RP_Customize4.JPG
Report Pro - Customize4
 


On your invoice, provide your customer with information on what payments you accept. We even allow you to add two additional images, example would be a Tire CC (Goodyear, Firestone) or a Fleet Card, or even good old hard cash!
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby ARS » Mon May 14, 2012 1:36 pm

I was directed to come to come to this blog.... What is reports pro & how do you get it? Does it cost anything?

We are running Manager plus SU 6.4.521. We are looking for a report that has: cost, list, selling price, item count, part # & description in one form. I am having to hand write the missing information to compare items. Having this report would really help. thanks,
ARS
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
 
Posts: 437
Joined: Thu Aug 04, 2011 6:24 am

Re: Report Pro Settings & More...

Postby MRISICH » Tue May 15, 2012 6:40 am

New Inventory report available for Report Pro:
Inventory_Report.jpg
Requested Inventory Report
 


With report pro; we have a rapid development, If it is something that we can add to eliminate some pain that you are experiencing we will do it...
This report is now available for Report Pro, part of the Pro Pack bundle. Contact your Mitchell1 Rep to order...
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Tue May 15, 2012 6:43 am

Look and Feel of the user interface for Report Pro:
ReportPro_UI.png
Report Pro User Interface
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Tue May 15, 2012 10:08 am

Customer Duplicate Report:

ReportPro_UI_Dups.png
Report Pro, Customer Duplicate Report
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Thu Sep 06, 2012 6:12 am

Report Pro update...

New Tech worksheet features, now the Tech Worksheet includes vehicle recommendations:

Report_Pro_New_TechWorksheet.png
RP_TechWorksheet
 

Report_Pro_New_TechWorksheet_Closeup.png
RP_TechWorksheet_Closeup
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Wed Jan 02, 2013 5:43 am

Happy New Year!!!

The latest version of Report Pro now offers FIVE new invoice templates; including the pre-printed template.
Report_Pro_5_New_Invoice_Templates.png
5 New Invoice Templates
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Thu Jan 03, 2013 11:42 am

Report Pro, latest release include new template (Simple) Sample below...

Report_Pro_Simple_Layout.png
Report Pro Simple Template
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Fri Jan 04, 2013 10:29 am

The latest version of Report Pro now includes a common requested item: Watermark image on Invoices
Report_Pro_Now_Has_Watermark_Image_Option.png
Report Pro and Watermark Option
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Mon Jan 07, 2013 11:26 am

Reminder:

- When you are using the social media icons in Report Pro that they should include the links to your social media connections.
Report_Pro_Social_Media_Settings.PNG
Report Pro Social Media Links
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Tue Jan 08, 2013 6:13 am

Report Pro can print out your technician worksheet to match your on screen color coding.
Report_Pro_Customize_Tech_Worksheet.PNG
Report Pro And Tech Worksheet Color Code
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Wed Jan 09, 2013 6:16 am

Did you know that Report Pro includes a profit summary report?
However you can remove low margin categories so that the report is more accurate (example remove tires & batteries)
Report_Pro_Part_Profit_Summary_Remove.PNG
Report Pro and Profit Summary
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Wed Jan 09, 2013 12:00 pm

Did you know you can capture all of your customers emails, simply by checking the setting to prompt for email on invoice load in Report Pro?
Report_Pro_Capture_All_Emails.PNG
Report Pro and Capture Customer Emails
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Thu Jan 10, 2013 6:45 am

Report Pro; technician worksheet now includes QR Codes for the Vehicle and Repair Order
Report_Pro_Added_QRfor_VIN_ROHeader.png
Report Pro and QR Code for VIN and RO Header
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Fri Jan 11, 2013 7:39 am

Did you know that with Report Pro's technician worksheet you have options to how the service history displays?
The below image demonstrates how you can configure your settings for your shop.
Report_Pro_Customize_Vehicle_History.PNG
Report Pro and Customize Vehicle History
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby MRISICH » Mon Jan 14, 2013 7:07 am

New feature for Report Pro:
Ever want to print or email all open sub estimates?
Now you can do that with one report
Simply Click On This Report
Report_Pro_All_SubEstimate_PrintorEmail1.png
Report Pro And Print / Email All Sub Estimates
 

Then choose the Sub Estimates to Include
Report_Pro_All_SubEstimate_PrintorEmail.png
Report Pro And Print / Email All Sub Estimates
 

Then Print or Email The Report
Report_Pro_All_SubEstimate_PrintorEmail2.png
Report Pro And Print / Email All Sub Estimates
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby Pauls Automotive » Mon Jan 14, 2013 8:13 am

You really are doing some awesome stuff with this Report Pro package.
Paul
Pauls Automotive
6320 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
User avatar
Pauls Automotive
1000 Club: Interstellar
1000 Club: Interstellar
 
Posts: 1289
Joined: Wed May 24, 2006 6:32 am
Location: Baltimore Maryland

Re: Report Pro Settings & More...

Postby MRISICH » Thu Jan 31, 2013 12:19 pm

Thanks Paul!

Just released this week. Advanced Coupons!
Report_Pro_Advanced_Coupons.PNG
Report Pro Advanced Coujpons
 


Now when you have a recommendation for this vehicle you can tie a coupon/marketing message specific to that invoce
Just add a recommendation and add a custom coupon for that category and BLAM - it works!

Report_Pro_Advanced_Coupons2.PNG
Report Pro Advanced Coupons
 
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
User avatar
MRISICH
300 Club: Superstar Contributor
300 Club: Superstar Contributor
 
Posts: 355
Joined: Tue Jul 18, 2006 3:49 am
Location: Chalfont, PA

Re: Report Pro Settings & More...

Postby ARS » Fri Feb 01, 2013 8:14 am

Hello- we were working on the recommendation letters we send out every month... because we added the Lube sticker pro from Bolt Net, that automatically put the recommendation for the next oil change, the recommendations have grown tremendously... which is great. But we check each recommendation on the vehicles individually & now we have over 100! So we would like to know if you can develop a report that lets us know of all of the recommendations except the LOF. We send out LOF reminders & texts at a different time. We were wondering if Bolt net or Mitchell has a way to do this. This is how we get there from Mitchell now:
reports--follow up-- recommendation for work- recommend tab --between certain dates--- (then we want to change it so we can check all recommends except LOF.
Right now you can select certain categories but you can not check multiple categories.. or subtract categories.
This would be a great help!!! THanks.
ARS
400 Club: Mega-Star Contributor
400 Club: Mega-Star Contributor
 
Posts: 437
Joined: Thu Aug 04, 2011 6:24 am
Next

Return to Report Pro

Who is online

Users browsing this forum: No registered users and 0 guests