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2. Quick Start Training → Role-Based Training

Service Writer - Basic


Description
4 sections - 22 videos

Difficulty: Basic

Content
  • Section 1
  • Creating New Customer
  • Knowledge Check
  • Adding a New Vehicle
  • Knowledge Check
  • V2.9 VIN Capture
  • Knowledge Check
  • Adding a Technician to a Ticket
  • Knowledge Check
  • Hazmat Features
  • Knowledge Check
  • Section 2
  • RepairLink Login and Ordering
  • Knowledge Check
  • Creating Sub Estimates
  • Knowledge Check
  • Creating a Recommended Service
  • Knowledge Check
  • Creating a New Appointment in Scheduler
  • Knowledge Check
  • V2.9 Schedule Appointment Tab
  • Knowledge Check
  • Section 3
  • Schedule Enhancements
  • Knowledge Check
  • Reports
  • Knowledge Check
  • Using Wild Cards
  • Knowledge Check
  • WIP Locator Report
  • Knowledge Check
  • Vendor List Report
  • Knowledge Check
  • Section 4
  • Ad Source List Report
  • Knowledge Check
  • Employee List Report
  • Knowledge Check
  • Creating a Stock Order
  • Knowledge Check
  • V2.9 New PO Search
  • Knowledge Check
  • Signature Capture in Approvals
  • Knowledge Check
  • Signature Capture in Estimate
  • Knowledge Check
  • Signature Capture in Invoice
  • Knowledge Check
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
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