Customers
Customer Record / Customer Options
The Customer Record Options procedure explains how to use the various features available with the Customer Options buttons. The main function of the Options button in the Customer Record is to manage the Accounts Receivable transactions for the ...
Vehicle Options
In Vehicle Options you can create an appointment, write a new Repair Order, Add / Edit / Delete a vehicle, view the history and many more. To get to the Vehicle Options go to: Click on “Quick Picks", "Customer List" or from the top tool bar click ...
How to Find Vehicle History
Click the Customer Search button (red car) Double click on the customer in the list From the customer record, highlight the vehicle Click the Vehicle Options button or right click the vehicle Click History from the dropdown list From this window you ...
How to Find the history of the Customer's Parts Counter Purchases
Click on Customer Search button (red car Icon) Enter the first few letters of the Customer's last name (no need to place your cursor in the Name Locator box, once you've clicked on Customer Search you can just start keying in the letters) It's a ...
How to Send Text Messages
To be able to send text messages, you must first set up your email in MaxxTraxx see: Email Setup Open the customer's record Click on the Phones link in the list on the left side of the window Either click the Add Phone button to add the customer’s ...