Training

Each page walks through the work the way it happens at the counter — the screens, the buttons, and what to do. Use the left sidebar to move through a section in order, or jump straight to a module below.

If something's broken — or you just need to get one thing done right now — you want the Playbooks instead.

Jump into a module

Express Lane The 20-minute workflow — greet, ticket, DVI, 4 P's, decline, pay, goodbye. Customers Search first, then create Retail, House Charge, or National Account records. Vehicles Attach a vehicle to a customer's record before opening a Repair Order. Repair Orders Open ROs, add parts and labor, decline jobs, close and invoice. Vehicle Inspections Run a DVI on desktop or mobile and send it to the customer. Outside Purchases Order, receive, and return PartsTech parts on a customer's RO. Inventory Stock the shelves — POs, receiving, returns, Available QTY. Shop Supply Paid Out — recording any time the shop spends company money. Payments Take customer payments at close and partial payments mid-job. Start & End of Day Open the day, balance the drawer, close the books. Glossary Words you'll see around OverDrive — RO, PO, Available QTY, etc.

Pages marked with * are still in progress

An asterisk after a page name in the sidebar means the content is a stub — the page exists, but it isn't fleshed out yet. It'll get filled in as those flows are documented.