Service Advisor Training - Protractor Software

Learn how to manage appointments, run a customer search, generate service menus, look up parts from the repair order screen, and more.

SA Intro 1 SA Intro 2 Work Flow Management Work Orders Internal & Text Messaging Deep Dive – Contacts Inventory Management Warranty

Basic Service Advisor 1 Outline

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BSA Section 1

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BSA Section 2

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BSA Section 3

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BSA Section 4A

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BSA Section 4B

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Basic Service Advisor 1 class

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Basic Service Advisor 1 Class

Basic Service Advisor 2 Outline

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BSA Section 1

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BSA Section 2

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BSA Section 3

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BSA Section 4

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Basic Service Advisor Part 2

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Basic Service Advisor Part 2

Work In Progress

Comprehensive Overview

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Prioritization – Overview

Comprehensive Overview

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Work Order Holdover Update

Comprehensive Overview

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Prioritization – Technicians

Comprehensive Overview

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Prioritization – Resources

Comprehensive Overview

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Future Work

Comprehensive Overview

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Work Order – Manage Parts

Comprehensive Overview

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Scheduler

Comprehensive Overview

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Estimates

Comprehensive Overview

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Counter Sales

Comprehensive Overview

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Resource Appointments

How to

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Multiple Work Order Write Up

How to

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Work Order Flyouts

How to

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New Work Order Fly Out

How to

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Deferred Work

What is it

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Deferred Work Search

How to

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Remedy Deferred Work

How to

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Deferred Work Update

How to

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Service Intervals

What is it

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Work Order Deposits

How to N/A for Accounting Link

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Review Service Packages

How to

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Work Order Collapse & Move

How to

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Work Order – Batch Add Materials

How to

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Purchase Order for Work Order in the Purchases

How to

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Advanced Supplier Invoice Receiving

How to

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Sublet

How to

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Authorization

How to

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Contact Work Orders

How to

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Contact Purchase Orders

How to

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Work Order Create Template

How to

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Invoice Editing

How to

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Batch Print Multiple Invoices

How to

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Work Order – Technician View

How to

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CARFAX Quick-VIN Look-up

How to

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Work Order Quick Ticket

How to

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Messaging Setup

How to and use

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Message Alerts

Comprehensive Overview

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Quick Reply Messaging

How to

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Messaging Copy Paste

How to

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Setup – Text Messaging

How to

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Text Messaging

How to

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Ad Hoc Contact Texting

How to

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Customer Contacts

How to and details

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Work Order Template In Contact

How to

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Vehicles & Service Items

How to and details

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Supplier Contacts

How to and details

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Contact Features

Move, Merge, Delete

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Contact Categories

How to and details

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Contact Attributes

How to and details

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Contact Marketing Source

How to and details

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Inventory – Part 1 Setup

Initial set up and features

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Inventory – Part 2 Batch Update

Batch Updating

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Inventory Notes

How to and use

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Inventory – Alternate Part Number

How to and using

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Inventory Reorder

How to and use

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Inventory – Manual Recounts

Recounting Details

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Inventory Import

How to

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Inventory Import with Alternate Part Number

How to

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Batch Update Alternate Part Number

How to

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Inventory – Batch Update – Recounts

How to

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FIFO – First In First Out

How it works

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Tire Trade In

How to

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Federal Excise Tax FET

How to

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Inventory – Fix double entry using recounts

How to

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Inventory – Fix double entry using returns

How to

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Warranty Vendor

How to set them up

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Warranty Pending Claims

How to features

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Warranty Claims

How to processing

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Warranty Types

Variations of Warranties

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In-house Internal Warranty

How to process and adjust in the GL

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