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Press the New Sale button on the tablet home screen. This will open the Select Customer window.
Note: To cancel the search, press the No Customer button or the Cancel button. This will take you back to the main screen. A “holder” ticket is created. Press the New Sale button again to add customer and vehicle to this ticket or select the Void button to remove the “holder” ticket.
To proceed with the search, select one of the available search options. (The most common search type is the License Plate search and is the default selection.)
After entering your search criteria, press the Search button (binocular icon) and then the New Customer button. (This is the only option if there are no search results.)
Enter customer information and then press the Save button.
Note: Entering the zip code will populate the city and state automatically.
Note: If address verification appears, accept or ignore the changes.
Note: If a duplicate customer is found after saving the customer information, a list of possible matches will be displayed.
Choose “Cancel” to continue with creating the new record or select one of the listed customers and press OK to use the customer.
In the vehicle information window, tap the tab key to advance to the license plate field (already populated) and then tap the tab key again. This will launch the Carfax vehicle search.
Press Yes to accept the vehicle.
Review vehicle information and ChekChart recommendations. Edit vehicle information where needed. (Scroll to view any additional information available.)
Note: ChekChart information will change depending on which field is selected.Press Save when done.
After customer and vehicle information is complete, select the Services tab to add a service.
Note: The ticket number is displayed on the title bar along with message “In Progress” to indicate an active ticket is selected.
Select a service to add to the ticket.
Confirm the service and press Save when finished.
Note: To override the price, a passcode must be entered.
Note: After the service is added to the ticket, you will see the details in the Details panel. If an item shows a “No Match”, tap on it once. This will open the Item list window. Tap on an item and then press the Save button. This will clear the “No Match” message.
Press the Check Out tab, when ready to cash the customer out.
To start the cash out process, press the Mileage button and confirm or update the mileage. (The Fleet Info button is only for fleet accounts.) Press the Save button when done.
Press the Service Checklist button and confirm or make entries. Press the OK button.
Press the Ticket Notes button then tap the Notes field to launch the screen keyboard to enter ticket notes. Press the Save button to close the keyboard. Press Save to close notes.
Press the Service Team button and confirm or add service team. Press the OK button when done.
Press the Customer Email button. Tap on the Email field to confirm or enter email. Press the Save button when done.
Press the Cash Out button. Press a payment option and enter payment information. (Split payments can be made.)
Note: The invoice and static sticker will be sent to printer.
Once the invoice balance is paid, the invoice is closed and you are returned to the home screen with no active ticket selectedAdd any other services or items to the ticket and when ready, cash them out.