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2. Quick Start Training

Enterprise - Basic


Description
TRACS Enterprise Basic Learning Path
8 part series

Difficulty: Basic

Content
  • Section 1
  • Breaking Down the Work Order
  • Knowledge Check
  • Opening a New Repair Order
  • Knowledge Check
  • Changing Status of a Ticket
  • Knowledge Check
  • Adding New Customers and Finding Existing Customers
  • Knowledge Check
  • Adding New and Finding Existing Vehicles
  • Knowledge Check
  • Section 2
  • Adding and Finding Service Writers
  • Knowledge Check
  • Adding New and Finding Existing Technicians
  • Knowledge Check
  • Adding and Finding Profit Centers
  • Knowledge Check
  • Adding a New Item to Ticket
  • Knowledge Check
  • Adding a Concern Line to a Ticket
  • Knowledge Check
  • Section 3
  • Adding Labor from Labor Guide
  • Knowledge Check
  • Adding Items from PROLINK
  • Knowledge Check
  • Epicor PROJobs
  • Knowledge Check
  • Epicor (Industry Catalog)
  • Knowledge Check
  • Adding and Finding Items
  • Knowledge Check
  • Section 4
  • Creating Canned Jobs
  • Knowledge Check
  • Adding and Finding Sub-Estimates
  • Knowledge Check
  • Work Order Profitability
  • Knowledge Check
  • Previewing a Ticket
  • Knowledge Check
  • How to Use Quick Quotes
  • Knowledge Check
  • Section 5
  • Quick Quote Expanded Functionality
  • Knowledge Check
  • Adding and Finding Recommended Services
  • Knowledge Check
  • Ordering Parts from a Ticket
  • Knowledge Check
  • Creating a Purchase Order
  • Knowledge Check
  • Previewing and Printing Job Tickets
  • Knowledge Check
  • Section 6
  • Finding Tickets
  • Knowledge Check
  • Work Order Item Price Reconcile
  • Knowledge Check
  • How to Uninvoice
  • Knowledge Check
  • Accounts Receivable Transaction Detail
  • Knowledge Check
  • Sales Register Detail Reporting
  • Knowledge Check
  • Section 7
  • Sales Register Summary Report
  • Knowledge Check
  • Sales Analysis Shop Summary Report
  • Knowledge Check
  • Backups
  • Knowledge Check
  • Manager Dashboard
  • Knowledge Check
  • Item Costing
  • Knowledge Check
  • Section 8
  • Technician Time Sheet Report
  • Knowledge Check
  • Technician Productivity Report
  • Knowledge Check
  • Profitability Dashboard
  • Knowledge Check
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
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