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Manager SE 8.2 pt2

Let’s take a look at what is new that you’ll want to know about.

Adding Emails

In the settings you can choose to have a prompt show up when a customer has multiple emails listed.

Showing prompt for include when emailing


Now the Scheduler will update the W.I.P and the W.I.P will update the Appointment State in the scheduler. Also, learn how to update the colors on the W.I.P screen based on status.

Take a look at this video.


For those of you using the Prospect software, there is a report which will show you details related to your digital inspections.

Tip: give this a try to see the quality of your inspections.

(Reports->Management->Multi-Point Inspection Usage. Shows number of MPI reports done, passed/failed items, as well as order totals tied to MPIs.

view of report for MPIs.
Check out pt 1 here

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