Tutorials

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14 articles in this collection
Written by Sam Taylor and Patrick Bridge

How to set up Declined Services

How to set up and manage Declined Services
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Written by Sam Taylor
Updated this week

How to create a Custom List

How to create a custom list of customers to use with campaigns.
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Written by Sam Taylor
Updated over a week ago

How to Confirm an Appointment

Book and check in an appointment. Notify customer when job has started and when it is time to pick up vehicle.
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Written by Sam Taylor
Updated over a week ago

How to View Engine Codes/Gauges/Freeze Frame Data

View device information including engine codes, readiness monitors, freeze frame data, and live gauges.
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Written by Sam Taylor
Updated over a week ago

How to View/Edit Web Listing

Tutorial to view and edit shop web listing
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Written by Sam Taylor
Updated over a week ago

How to Edit Templates

Edit email, text, and postcard templates. Use these for campaigns and automatic service reminders.
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Written by Sam Taylor
Updated over a week ago

How to Create and Send a Quote

Create and send a new quote or invoice to your customers. Print, download, email, or text for approval after.
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Written by Sam Taylor
Updated over a week ago

How to Build Custom Campaigns

Create and manage custom campaigns for customers. They can be scheduled to repeat or sent out only once.
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Written by Sam Taylor
Updated over a week ago

How to Build Campaigns for Repeat Customers

Create and manage email, text, and postcard campaigns for repeat customers
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Written by Sam Taylor
Updated over a week ago

How to Build Campaigns for New Customers

Create and manage email, text, and postcard campaigns for new customers
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Written by Sam Taylor
Updated over a week ago

How to add a customer to your database

Add a new customer or existing customers to your CRM database
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Written by Sam Taylor
Updated over a week ago

How to schedule a future text message or email

One of the great features of our text messaging platform is the ability to schedule a text message for a future date.
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Written by Patrick Bridge
Updated over a week ago

How to manage your footer text message

The footer text message is an additional message that can be attached to any direct message to a customer.
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Written by Patrick Bridge
Updated over a week ago

How to send a text message to a customer

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Written by Patrick Bridge
Updated over a week ago