Missing Customer
When a Customer seems to disappear they have most likely been overwritten. 9 times out of 10 following these steps will help you restore that Customer Profile. * Go to Find RO on the Main Menu on the WIP screen * Type in the Customer's name * Look for the last Closed RO for that Customer and Vehicle and writ…
Customer Alert Box
How to use the alert box? The customer Alert Box inside the Customer Profile is used to notify or alert team members to information about specific customers that they need to know or be aware of. PLEASE DO NOT PRESS THE ENTER KEY IN THIS BOX To set up the Alert Box: The Alert Box can only be utilized af…
Data Transfer - Customer Information
Shop Boss will attempt Data Transfers when you become a paid subscriber. Pricing factors are listed below * CUSTOMERS AND VEHICLES This option transfers all of your existing customers and vehicles, WITHOUT REPAIR HISTORY. The cost of this option is $399.00 * CUSTOMERS, VEHICLES, REPAIR HISTORY AND INVENTORY …
