Month: June 2022

Manage your shop’s time with Appointments

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The AutoSoftWay appointments platform helps you oversee and manage your staff’s time  First ensure that you have registered your employee information on AutoSoftWay. Navigating to the appointments menu Starting from the ‘Welcome to AutoSoftWay’ page, navigate to sidebar menu, and click on the ‘Appointments’ tab. Appointments menu: basic navigation The appointments menu will display today’s calendar by … Read more

Coordinating your auto shop with Workflow

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The AutoSoftWay workflow platform is an interactive tool that helps you coordinate your clients’ requests with your repair team. You can drag-and-drop requests from different phases of the service cycle!  First ensure that you have created an estimate and registered your employee information on AutoSoftWay. Step 1 Starting from the ‘Welcome to AutoSoftWay’ page, navigate to sidebar menu, and … Read more

Creating an Invoice

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With AutoSoftWay, there are two methods to create an invoice: In this guide, we will explore both of these options in detail. Method 1: Creating an invoice from scratch Step 1 Starting from the Welcome page, navigate to sidebar menu, and click on the ‘Invoices’ tab under the ‘Invoice & Estimate’ section. Step 2 Starting … Read more

Creating an Estimate

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Step 1 Starting from the Welcome page, navigate to sidebar menu, and click on the ‘Estimate’ tab under the ‘Invoice & Estimate’ section. Step 2 From the Repair Workflow menu, click on ‘Estimates’ bar at the top of the page and then click add. Step 3 A pop up window should display empty fields for … Read more

Managing your product inventory

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Step 1 Starting from the ‘Welcome to AutoSoftWay’ page, navigate to sidebar menu, and click on the ‘Parts’ tab. Step 2 From the client’s menu, click either on add/add by VIN /Order Parts or Import ‘Parts’. The ‘Parts’ can also be added by clicking on ‘General Products’ at the top of the page. Step 3 … Read more

Adding a Client’s Vehicle

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Step 1 Starting from the ‘Welcome to AutoSoftWay’ page, navigate to the side bar, and click on the ‘Vehicles’ tab. Step 2 Click on ‘Add’ or ‘Import’ for the Vehicle List. Step 3 A pop up window should display empty fields for a new car. Please ensure that you have entered a client into the … Read more

Set up your labour rates

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Step 1 Starting from the ‘Welcome to AutoSoftWay’ page, navigate to sidebar menu, and click on the ‘Labours’ tab. Step 2 From the Labour List menu, click ‘Add’ or ‘Add by VIN’ or ‘Import’ at the top of the page. Step 3 A pop up window should display empty fields for new labour rates. Proceed … Read more

Adding Employees

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Step 1 Starting from the ‘Welcome to AutoSoftWay’ page, navigate to the top right side option, and click on the ‘Employees’ tab. Step 2 From the employees menu, click on ‘Add Employee’ at the top of the page. Step 3 A pop up window should display empty fields for a new employee. Proceed to fill … Read more

Adding Clients

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Step 1 Starting from ‘Welcome to AutoSoftWay’ page, navigate to sidebar menu and click on the ‘Clients’ tab. Step 2 From the clients menu, click on ‘Add Client’ at the top of the page. Step 3 A pop up window should display empty fields for a new client. Proceed to fill these fields with your … Read more