Reporting & Company Settings

Understand the data shown on your reports, as well as some key company settings available to you.

24 articles in this collection
Written by Travis Brown, Garrett, and Zack Buffum

How do I use import templates?

Learn how to use pre-made templates to import existing shop data for customers, vehicles, parts, labor, and more

Written by Garrett
Updated over a week ago

How do I export shop data?

Use built-in features to easily export data from Customers, Vehicles, Inventory, Reports, and more

Written by Zack Buffum
Updated over a week ago

Reporting

How do I view and export reports?

Learn how to run and download reports for invoices, payments, purchase orders, shop performance, and more

Written by Garrett
Updated over a week ago

How do I keep track of referrals and view referral reports?

Assign a Referral Source to customers and access reports to know which methods are the most effective

Written by Zack Buffum
Updated over a week ago

How can I use Shop Performance Reports?

View these reports to better understand your shop’s overall performance and canned service profitability

Written by Zack Buffum
Updated over a week ago

How can I use Commission Reports?

View employee commissions at a glance with totals and rates information

Written by Zack Buffum
Updated over a week ago

What is the Deferred Services by Customer Report?

Find the Deferred Services for your customers and the total amount deferred

Written by Zack Buffum
Updated over a week ago

How can I use Technician Reports?

Access information about techs’ time logs, assigned services, labor cost, efficiency, and more

Written by Zack Buffum
Updated over a week ago

How can I use reports from Parts & Line Items Sold?

Find data about service line items, including sales tax, number sold, and in-depth cost information

Written by Zack Buffum
Updated over a week ago

How can I use reports from Estimates & Invoices?

Get a comprehensive view of all work orders, paid invoices, estimates, and more

Written by Zack Buffum
Updated over a week ago

How can I use Payment Reports?

View information about transactions, the most common payment type, payment deposits, and more

Written by Zack Buffum
Updated over a week ago

How can I use the End of Day report?

Quickly determine your shop’s daily performance through viewing key money metrics, such as for sales, payments, and more

Written by Zack Buffum
Updated over a week ago

How can I use the Sales Summary report?

Use this report to view a snapshot of your sales information, which includes trends and breakdowns

Written by Zack Buffum
Updated over a week ago

How do I set up and track employee commissions?

Set employee commission percentages based on parts, labor, and tires and run reports for accurate payroll

Written by Zack Buffum
Updated over a week ago

How can I use the Dashboard?

Quickly access a simple overview of key areas in your shop

Written by Travis Brown
Updated over a week ago

Company Settings

What options are available in User Permissions?

Learn how to set User Permissions to customize the view and permissions for each user

Written by Zack Buffum
Updated over a week ago

How do I customize the General Settings?

Set up shop information, choose vehicle settings, manage rates and fees, select preferred part brands, and more

Written by Zack Buffum
Updated over a week ago

How do I customize Rates & Commissions?

Learn how to set users’ labor rates, flat rates, and commission rates

Written by Zack Buffum
Updated over a week ago

How do I customize Notifications?

Learn which Notification Types are available and how to enable them for users

Written by Zack Buffum
Updated over a week ago

How do I restore Deleted Items?

Find and filter through Deleted Items to quickly restore them as needed

Written by Zack Buffum
Updated over a week ago

How do I edit user settings?

Customize what users can access and the notifications they receive

Written by Garrett
Updated over a week ago

How do I add my logo to estimates and invoices?

Easily upload your logo to personalize estimates and invoices

Written by Travis Brown
Updated over a week ago

How do I use the Technician View?

View your assigned services, time clock, vehicle specifications, and more

Written by Zack Buffum
Updated over a week ago

How do I set Assignment prompts and assign employees to estimate Assignments?

Add service writers to estimate Assignments and assign technicians to labor, part, and tire items

Written by Zack Buffum
Updated over a week ago