Why start pages matter
Departments often find it time-consuming to open the left-side menu every time they look up a part, create a work order, or issue an invoice. A simple morning habit fixes that: open the computer and land on the right Select page for your role.
1) Start from the customer database
Parts or Service can always start from the customer database or Select Customer to change page. Search quickly, then jump to:
- Upcoming reminders
- Customer vehicles
- Past Parts Invoices
- Service Work Orders
- Completed forms (invoices and WOs)
2) Parts Department: Parts Invoices
Keep Select Parts Invoice to change as the starting point. You always have the ADD PARTS INVOICE button, and once an invoice is open you can locate a current customer or add a new one quickly.
3) Service Department: Work Orders
Start from Select Work Order to change. Quickly start a new work order or open a previous record. You still have fast access to existing customers and vehicles—or you can add new ones as required.