From the Main Menu, choose Customer Management and then Customer Maintenance.

Enter your search criteria and press Search.

If more than one customer fitting the criteria is found, you will be prompted with a list of customers. Choose the appropriate customer. If only one customer was found, the Customer Maintenance screen will be displayed.

Title You can choose an appropriate title but this optional and has no functionality.

Name, Address, City, State, Zip These are required fields on the Bay Screen when creating an invoice for a customer, and will be used for reminder cards or other customer marketing campaigns. This information should always be filled in.

If a customer is unwilling to provide address information, or if this information is unavailable, you should populate these fields with a “1” in each. This will satisfy the requirements for creating an invoice.

Phone, Fax, Email These fields are optional.

Notes This field simply provides an area for customer notes. It appears on the “Extended Customer Information” screen when you are checking in a customer, and thus is not as useful as the two Customer Comments fields below this.

Reminder Period When an invoice is generated for a customer from the Bay Screen, that is when the reminder period is selected (90 days, etc). If you wish to change the reminder period AFTER the invoice had been generated, press the arrow and select the appropriate reminder period. The next reminder date will be updated immediately.

Comments These comments fields that will appear on the Customer Information screen when checking in a vehicle.

Vehicle Button This will display the Vehicle Information screen, as described in the next section.

LR Maint This button allows you to reset the Visit Counter for the “Buy X Get 1 Free” promotion.

Sticker Button This allows you to set the customer’s custom sticker month and mileage recommendations.

From the Main Menu, choose Customer Management and then Vehicle Maintenance.

Enter your search criteria and press Search.

If more than one vehicle fitting the criteria is found, you will be prompted with a list of vehicles. Choose the appropriate vehicle. If only one vehicle was found, the Vehicle Maintenance screen will be displayed.

Note the “Check Chart Active” message in blue next to the vehicle year. This indicates that the Year, Make, Model, and Engine choices were selected correctly from the menus. Thus, Chek-Chart data for this vehicle will be available. Otherwise, it will say “Chek-Chart Not Active”.

You can also assign the vehicle to a fleet account at this time by pressing the arrow next to the Fleet Name field.

The Vehicle Notes field has no functionality beyond this screen.

From the Main Menu, go to Customer Management then Reminder Cards. All cards have the same configuration options.

First, Second, Third Reminder Cards By default first reminder cards will go out 90 days after the service was performed. This can be changed to either ask for a date range or set to default by going to System Management, General Setup, Reminder Card Setup. Second and Third reminders time frames can’t be changed and are sent 120 and 150 days after service was performed and will only print if the customer has not returned.

Selection Date This is the RETURN date for the customers. Note that any customer who has a return date prior to this date, and who has not received a reminder card, will be printed.

Max. Num Reminder Cards This prevents the computer from churning out too many cards in one batch.

Card Type This is set from the System Management, General Setup Options, Reminder Cards section – please contact Support for assistance in setting the card type.

Change Message This will allow you to view or change the message that will print on the cards. Click OK when done to save changes.

Zip Code Separator This will sort the cards by zip code and print a blank sheet between them. This is useful to separate out any “junk” zip code customers who are from out of town and unlikely to return. Zip codes of “1” will not print in either case.

Print Mail Stamp Choose Yes here if you have a “Permit Imprint Advance Deposit Account” assigned from the USPS, and fill in the appropriate fields.

Test Align Perform a Test Align to make sure the cards are properly aligned for printing. Use this as many times as necessary to ensure that the cards will print correctly the first time.

Print When you’re ready to print your cards, press Print. QuickTouch will lead you through a series of steps to make sure that all of your cards print correctly, and if they didn’t, which ones to reprint

After clicking Print, you will be prompted with how many cards will be printed. Click Yes to print the cards.

The cards will print. WAIT UNTIL THE PRINTING COMPLETES. When complete, you will be asked if the cards all printed successfully. If they did, press Yes. Please Note: Once you indicate that they printed successfully, you will be unable to reprint them.

If the cards jammed, did not finish, or there is another issue with how they printed, select NO. You will be led through a series of screens to print the remaining cards. Say YES to reprint, press Continue, and then enter which license plate last printed successfully. The rest of the cards will print, and you will be asked if it successfully completed this time. Continue until you are finished.

Thank You Cards Thank You Cards are sent to customers 45 days after their visit. This number cannot be changed, however you can change the date of the computer to print the cards sooner. Please contact Support if you are interested in doing this.

From the Main Menu, choose Customer Management and then Vehicle History.

Enter your search criteria and press Search.

If more than one vehicle fitting the criteria is found, you will be prompted with a list of vehicles. Choose the appropriate vehicle. If only one vehicle was found, the Vehicle History screen will be displayed.

This will display the Vehicle History screen, from which you can view the complete customer history, parts and services, statistics, and reprint invoices.

Note that you can also access vehicle history through the Customer Maintenance and Bay Screen areas. These other areas will provide more search criteria to widen or narrow your searches.

Parts Press the Parts button to view parts details under each service. This will indicate information such as the quantity used, as well as any parts that were sold outside of a service.

Print This will print the entire service history for the vehicle.

Stats This will display service and visit statistics for the vehicle.

Reprint Invoice You can reprint a particular invoice by pressing on the Invoice # button for the appropriate invoice. Pressing the button will display more detailed information on the screen, from which you can reprint the entire invoice.

Please note that converted invoices from the DOS or other systems cannot be reprinted. You are only able to reprint converted service history.

You will be required to select the proper year, make, model, and engine from the lists.

Search Will open service information for your vehicle.

Selection Buttons Allows you to select a specific section of the SSM to view. For example, if you select the Oil Reset button, only the oil reset procedures will be displayed.

Print All of the currently selected pages will print. In the screenshot example, “Full Report” has been selected and there are 10 pages to print, indicated in the bottom right corner of the screen.

If you select a specific section of the SSM then select Print, only the selected section will print. For example, if you select the Oil Reset button then Print, only the oil reset procedures will print.

Key Opens a window containing a key to all the codes used in the SSM with the option to print.

From the Main Menu, choose Customer Management, then Delete City Function.

Type in the zip code effected and press the arrow.

If more than one city for the zip code is found, you will be presented a list. You can choose which city to delete.

Once deleted, the zip code can be re-entered through any customer maintenance screen.

From the Main Menu, choose Customer Management, More Customer Management and then History Merge.

Merge from Enter the incorrect license plate.

Into Enter the correct license plate.

To delete the “bad” license plate (which you typically want to do), select Yes.

Select Yes to merge the loyalty reward information, which is also usually done.

Press Merge History. The merge and deletion of the bad license will occur immediately.

LR Only Use the LR Only button if you want to keep both vehicles in the system, but want to ONLY merge the loyalty rewards. An example of when you will use this option is if a family owns several cars but wants to merge the loyalty rewards all into one car (say, a kid taking a car to college).