MotilityAnywhere Overview
Setting Up New Employees
CRM & Messaging
CRM Module Overview
Messaging Module Overview
Adding Tasks in the Messaging Module
Calendar Screen Overview
Add a New Prospect
Adding Prospects to Contact Lists
Reassigning Prospects
Adding Emailing Lists
Defining Event Notifications
Accounting
Accounting Overview
Switching Between Profit Centers in MotilityAnywhere
Add GL Accounts
Adding Account Budgets
Making Bank Deposits
Print Checks (Write Checks/Drafts)
Approving Checks
Write Floorplan Checks
Auto Check Writing
Change Viewing Month / Change Current Month
Restrict Month, Close Month & Open Month
Posting Manual Journal Entries
Adding General Purchase Orders
AR Write-Offs
Receive Payment On Accounts
Recurring Transactions
Import Accounting Transactions
Reconciling Bank Accounts
Processing Warranty Credits
Unit Inventory
Overview
Adding Accessory Codes
Deal Desking
Overview
Create a New Quote
Change Deal Type
Deal Accessories
Update Deal Taxes
Convert from Quote to Deal, Take Deposit
Deal Commissions
Wash a Deal
Parts & Service
Parts and Service Module Overview
Add a Part
Creating New Repair Orders
Creating New Parts Invoices
New Service Invoice
Order Parts
Receiving Parts
Opening and Closing Cash Drawers
Parts Master Inventory Overview
Modifying Default Labor Rates
Adding New Bin Locations