Accounting | Parts | Company Information |
CRM | Service | Security Management |
Deal Desking | Reporting | Rental |
Management Dashboard | Unit Inventory | Mobile |
Accounting
Import Accounting Transaction/Floorplan Interest Import
Internal Financial Statements
Check Approvals/Auto-Check Writing
Warranty Clerk Process / Understanding Claims A-Z
Audit Reports, AR Invoices, & PO RE Control Center
Auto Check Writing, Daily Deposits, Drill Down Reporting
Accounting Basics
Accounting Banking Utilities
Accounting Posting Journals
Accounting Tools and Utilities
Accounting Edit Setups
Warranty Credits
General PO
CRM
Adding New Employees , Configuring Pick Lists
Lead Rotation
SMS Texting and Task Command Center
CRM Basics Messaging
Entity Customization Screen
Deal Desking
F&I Features Webinar: F&I Menu & AGWS Integration
Adobe Sign & Deal Desking Tasks
Rebates/Spiffs and Creating Consignment Payables
Deal Desking – Sales Staff
Deal Desking – Desk Manager
Deal Desking – Finance
App One, Buyers Order Print Buttons, and Delivery Calendar
Deal Desking Features – Commission Defaults/Starting Service RO
Management Dashboard
Motility Software Solutions New Manager’s Dashboard
Management Dashboard Functions
Lead Imports, Track New Leads in the Managers Dashboard
Management Dashboard RVDA KPIs
Parts
Parts Master Inventory
Physical Inventory
Special Order Parts, Maintaining Order
Parts Inventory Aging
Parts Returns & Tracking
Purchase Order Approval Settings & GPO Templates
Parts Invoicing Menu
Parts Invoicing Basic
Parts Invoicing Advanced
Parts Order List
Parts Ordering
Parts Receiving
Parts Core Maintenance
Service
Service Invoicing Menu
Service Invoicing Basics
Service Invoicing Advanced
Service Advisor & Dispatch Calendars
Closing Warranty Repairs
Reporting
Reporting Basics / Batch Reporting
Reporting Features: Custom Reporting
Unit Inventory
Unit Inventory Basics
Unit Inventory Advanced
Unit Purchase Orders
Unit Inventory Menu Bar Admin
Company Information
Company Information Module
Company Information – F&I
Security
Security Features Webinar
Rental
Rental Module
Mobile
Motility Mobile & Mechanic Clock In Screen