Mobile Manager Pro (tablets)

Start Order For New Customer or New Vehicle

Start Order For New Customer or New Vehicle

Postby ricmorin » Wed Apr 19, 2017 11:43 am

I tried to start an order for an existing customer with a new vehicle. I may be doing something wrong but I couldn't make it happen. Nor could I start an order for a new customer. It seems MM is limited to starting orders for only existing customers and vehicles. Please tell me I'm wrong.
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Re: Start Order For New Customer or New Vehicle

Postby Pauls Automotive » Wed Apr 19, 2017 12:46 pm

Your wrong........ LOL In the Work in progress window hit the Plus sign and then the
3 dots in the upper right corner and add a new customer option appears
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Re: Start Order For New Customer or New Vehicle

Postby ricmorin » Wed Apr 19, 2017 1:17 pm

Thanks. I was really hoping I was wrong. Those dots are settings on the other screens so I didn't think to look there.

Thanks for the help.
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Motorcar Alternatives, LLC
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Re: Start Order For New Customer or New Vehicle

Postby Pauls Automotive » Thu Apr 20, 2017 3:32 am

I am glad I could help you for a change. :D
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Pauls Automotive
6320 Falls Road
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Re: Start Order For New Customer or New Vehicle

Postby Auto Repair Coach » Thu Apr 20, 2017 3:48 am

Thank You to Paul's Automotive for chiming in with the correct answer!!!!!

For answers to most of your questions feel free to go to the videos!!!!
Videos as short as a few seconds to a couple of minutes will help you to use the BOLT ON software to it's fullest capabilities.

https://www.youtube.com/channel/UCNF3gE ... nFL2qqWI5w

Feel free to share this link.

Thanks
John Burkhauser
Director of Educational Programs

BOLT ON TECHNOLOGY

610-400-1019
http://boltontechnology.com/
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Re: Start Order For New Customer or New Vehicle

Postby ricmorin » Thu Apr 20, 2017 3:56 am

Auto Repair Coach wrote:Thank You to Paul's Automotive for chiming in with the correct answer!!!!!

For answers to most of your questions feel free to go to the videos!!!!
Videos as short as a few seconds to a couple of minutes will help you to use the BOLT ON software to it's fullest capabilities.

https://www.youtube.com/channel/UCNF3gE ... nFL2qqWI5w

Feel free to share this link.

Thanks


Just so you know, I did go to the videos but I didn't see anything relevant for this specific issue. :D
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

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Re: Start Order For New Customer or New Vehicle

Postby ricmorin » Thu Apr 20, 2017 11:43 am

Success! What a cool feature!! Started a new order for an existing customer with a NEW vehicle. Scanned the VIN. Added the labors. Boom.

Can we convert the Estimate to an RO on the tablet?
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
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Re: Start Order For New Customer or New Vehicle

Postby Auto Repair Coach » Fri Apr 21, 2017 2:52 am

Currently converting an estimate into a work order is not available due to a limiting function in Mitchell. We hope to have a work around developed in the future.

Thanks
John Burkhauser
Director of Educational Programs

BOLT ON TECHNOLOGY

610-400-1019
http://boltontechnology.com/
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