5. TRACS Enterprise Training → Work Order Functions

Customer & Vehicle Hidden Gems


Description
This video provides an in-depth walkthrough of hidden features in customer and vehicle edit screens within the NAPA TRACS system. In the work order summary screen, the significance of gold boxes next to vehicle and customer names reveal comprehensive related information. Learn how to utilize vehicle notes for crucial details such as wheel lock key locations and radio codes. Learn how to also access vehicle edit features, including VIN details and fluid capacities, and the benefits of transferring data from the Mitchell labor guide.

The customer edit button emphasizes the importance of accurate contact information and the potential to track customer groups and performance through sales reports. Watch how to manage vehicles, add notes, and explore customer statistics, revealing insights like average ticket values and visit frequencies.

Difficulty: Basic

Content
  • Customer & Vehicle Hidden Gems
Completion rules
  • All units must be completed
Prerequisites