Adding and Setting Employee Logins & Permissions
Adding Employees and Setting Permissions To add an employee click on Settings from your Main WIP Menu Click Employees At the top right of the screen click Add New Employee A window will appear. Please see captions as a guide, and when all information is complete click Save Changes. **First, Last names and…
Employee Scheduler
To make a Schedule for your Employees * Click on Schedule then Employee * Choose a Start time to click on * A Create New Schedule box will pop up * Enter in the required information * Click Save *Note: this is for Personal Appointments, Scheduled Days off, and any other Personal times you schedule away from…
Clocking in at Beginning and End of Day
Shop Boss has a built-in time clock for all employees to use to clock in at the beginning and at the end of each day. To have each person clock in at the beginning of the day follow these steps * Starting from the work-in-process list * Click the Employee Time Clock yellow button at the top center of the scre…
Configuring Notifications
* Full Mode Filter - If you want to just see employees that have full access, you can click that. That'll filter everyone else out and only show you the full mode. The default for this is turned off, so you can see everybody. What you will also see is we can see the shop reminder, so this is the popup that you will…
Gross Profit Calculation and Tips
The calculation used to determine Gross Profit Amount is: GrossProfit = (TotalLabor + TotalParts + TotalSublet) - (TotalPartsCost + TotalLaborCost + TotalSubletCost) The calculation used to determine Gross Profit Percentage is: GrossProfit / (TotalLabor + TotalParts + TotalSublet) The Discount in the RO…
Settings Introduction
Settings are the foundation of your shop, In this video we show you Print Settings, Parts Pricing Matrix , Employees , Canned Jobs and more. Take 10 or 15 minutes to add your employees, set employee permissions , make any changes to the way your invoices look when you print them and set your default warranty…
Changing the date on a Repair Order
I n an effort to prevent fraud within the shop, the Date In cannot be changed but the Closing Dates (status date) can be changed by shop Personnel, based on the permissions for each employees login account. This permission is only available to employees in Full Mode. To check each employees full mode pe…
Audit Log
The audit log retains information for 18 months. You can look at information on a specific RO, or a general search by date. To find the audit log go to the settings menu Choose Audit Log Then select a category of information you want to look at And choose the date range that needs to be pulled.
How do I change the RO dates?
To add another level of security and consistency, the ability to change the date that an RO was created in your system does not exist. However, you are able to change the close or "Status" date of an RO. Here are the steps needed: 1. The RO must be Closed in order to change the close date. 2. You as an em…
Shop Owner Admin Training Videos
The videos linked here are aimed at the repair shop owner or the business admin. We also have pages with video training aimed at Service Writers , Technicians and Bookkeepers Support and Knowledgebase (1.40) Settings (7.46) Employees Time Clocks (2.04) Editing Employee Time Tickets (0.47) Tech Mode…
