Quantcast
Jump to content


Any Alldata Management Users ?


Recommended Posts

Hello Everybody,

 

We use Alldata Managment system and I'm trying to build packages using "Custom Jobs" then "Job Description". The problem is that it limits you to 255 characters which isn't nearly enough for most any job..

For example, I'm trying to make a custom job for a pre-purchase inspection but, again there isn't enough room to list everything we'd inspect during a prepurchase inspection..

Can anybody familiar with Alldata give me any hints on what I can do? How do you do it?

 

Thanks in Advance

 

Link to comment
Share on other sites

I'm not using all data online

click shop jobs

click new

then it pops up the select new job items page

there are 5 tabs the far left one is notes

type what you want click add item

if you use up the space in that note add more notes

maybe brake the notes up as engine, suspension, interior and so on

Link to comment
Share on other sites

Thanks for the replies , but, what I'm trying to do is add a "Canned Job" a "Package" to our system that all we'll need to do is click on the job to print it on the invoice automatically. Meaning I know I can do it manually, but, there just has to be a way to have it automatically come up as a canned job.

Below for example, is a draft of our pre-purchase inspection. It is 725 characters too much to fit in a pre-packaged job. I've spent hours looking into this with Alldata and they seem bewildered. I'm assuming and hoping there are other Alldata users out here that can tell me how they do it.

 

Thanks Again

 

Perform Visual Maintenance Inspection of the following components:

Drive/ Serpentine Belts - Battery Cables - Air Filter (If easily Accessible) - Air Intake Tubes/Hoses- Cooling System Hoses, Rotate tires ( as needed), C.V. Axles- Boots, Brake Pad/Shoe Thickness ( front and rear) , Underhood Fluids (As Needed/ Possible), Note any Fluid Leaks, Shocks and Struts, Suspension Linkage, Steering Gear, Tire Condition and Tire Wear, Exhaust system, Wiper Blades, Note Fluid Leaks, Exterior lights, Test Battery, Note Timing Belt interval, Radiator, Transmission fluid (if applicable dip stick type only) , Note Transmission Operation,

Tire Condition, Dash Warning Lights, Inspect for Signs of Rust and or Major Collision Damage.

Link to comment
Share on other sites

my bad i get my right and left mixed up. notes in on right side, passenger side i copied and pasted your words and it fit in to notes. then i added some labor time. i named it prepurchase inspection. In the description i put some like inspect costumer's potential new car. save it. grabed a random car from my list and add this generic job and saved as a pd but not sure how to up load the image. but it works.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • Available Subscriptions

  • Have you checked out Joe's Latest Blog?

         0 comments
      It always amazes me when I hear about a technician who quits one repair shop to go work at another shop for less money. I know you have heard of this too, and you’ve probably asked yourself, “Can this be true? And Why?” The answer rests within the culture of the company. More specifically, the boss, manager, or a toxic work environment literally pushed the technician out the door.
      While money and benefits tend to attract people to a company, it won’t keep them there. When a technician begins to look over the fence for greener grass, that is usually a sign that something is wrong within the workplace. It also means that his or her heart is probably already gone. If the issue is not resolved, no amount of money will keep that technician for the long term. The heart is always the first to leave. The last thing that leaves is the technician’s toolbox.
      Shop owners: Focus more on employee retention than acquisition. This is not to say that you should not be constantly recruiting. You should. What it does means is that once you hire someone, your job isn’t over, that’s when it begins. Get to know your technicians. Build strong relationships. Have frequent one-on-ones. Engage in meaningful conversation. Find what truly motivates your technicians. You may be surprised that while money is a motivator, it’s usually not the prime motivator.
      One last thing; the cost of technician turnover can be financially devastating. It also affects shop morale. Do all you can to create a workplace where technicians feel they are respected, recognized, and know that their work contributes to the overall success of the company. This will lead to improved morale and team spirit. Remember, when you see a technician’s toolbox rolling out of the bay on its way to another shop, the heart was most likely gone long before that.
  • Similar Topics

    • By carmcapriotto
      Thank you to our friends at RepairPal for providing you this episode. As shop owners we were part of RepairPal’s Certified network and you can learn more at RepairPal.com/shops.
      Show Notes
      Introduce the article and the 2 options of marketers with an explanation of each Talk about They Ask You Answer Meeting face-to-face and the overall relationship In person vs Zoom Industry events Most locals meet over zoom now anyway Industry knowledge As generalist we had to learn a new client each time Terminology, acronyms. How they make money Auto body shops for example It did make us better marketers Generalist tech vs specialist tech analogy Knowledge about your local area Hot august night Road closures The words you use - pop vs soda, “northshore” Overall results A little subjective There are some great generalists out there We know what works for auto repair It’s like pattern failures on cars for specialists shops Comfort first story The dumpster rental company story  
      How To Get In Touch
       
      Group - Auto Repair Marketing Mastermind
      Website - shopmarketingpros.com 
      Facebook - facebook.com/shopmarketingpros 
      Get the Book - shopmarketingpros.com/book
      Instagram - @shopmarketingpros 
      Questions/Ideas - [email protected]
      Click to go to the Podcast on Remarkable Results Radio
    • By Changing The Industry
      Local Elections Matter The Most #podcast #automotivebusiness #carrepair #autorepairbusiness
    • By carmcapriotto
      Thanks to our Partners, AAPEX, NAPA TRACS, and Automotive Management Network Dan Molloy shares insights from his new book, 'The Language of Commitment: Will Speaking the Language of Commitment Make You Richer, Smarter, and Better Looking?' and his unique approach to business growth through focusing on commitment-driven communication rather than mere information exchange. Dan Molloy, Molloy Business Development Group Show Notes
      'The Language of Commitment: Will Speaking the Language of Commitment Make You Richer, Smarter, and Better Looking?' Dan Molloy's transition to the automotive repair business (00:03:01) Dan Molloy shares the story of how he transitioned from the telecommunications industry. Obtaining funding for the automotive business (00:04:23) Dan explains how he obtained funding for the automotive repair business and the real estate involved in the deal. The impact of language and communication (00:08:02) The profound impact of language and communication on commerce and personal results. The six possible moves in communication (00:09:17) The concept of six possible moves in communication and how it transformed his perspective on life. The evolution of personal growth (00:11:12) Personal growth and reinvention in different decades of life. The concept of the future and commitment (00:13:29) The concept of the future, the significance of living in the present, and the distinction between goals and commitments. Leadership, commitment, and invention (00:15:44) The importance of commitment in leadership, business, and sales, and the role of inventing the future. The start of the segment (00:16:29) The communication business and hidden metrics in the auto repair industry. Moving the numbers (00:18:04) Discussion on how to steer business numbers and the importance of language in doing so. Communication as the only tool (00:18:16) The significance of language in communication, teaching, training, and customer interactions. Communication standards (00:18:45) The absence of effective communication standards and its impact on business. The importance of analyzing language (00:22:06) The significance of analyzing language in business.   Building trust and credibility (00:24:31) The importance of building trust, credibility, and relationships through language. The act of declaring (00:25:52) The significance of making declarations and how they invent the future in business conversations. Commitment making rate (00:28:17) The concept of commitment making rate and its importance in effective communication. AI and Human Analysis in Conversations (00:38:13) Explanation of using AI and human analysis to assess conversations and the importance of speech acts in communication. Success Story: Commitment-Based Operation (00:39:50) An example of a business's transformation from information-based to commitment-based operation and its impact on success and growth. Customer Relationship and Commitment (00:41:37) Discussion of the importance of relationship-building and commitment in customer interactions and problem-solving. Thanks to our Partners, AAPEX, NAPA TRACS, and Automotive Management Network Set your sights on Las Vegas in 2024. Mark your calendar now … November 5th-7th, 2024. AAPEX - Now more than ever. And don’t miss the next free AAPEX webinar. Register now at http://AAPEXSHOW.COM/WEBINAR NAPA TRACS will move your shop into the SMS fast lane with onsite training and six days a week of support and local representation. Find NAPA TRACS on the Web at http://napatracs.com/ Get ready to grow your business with the Automotive Management Network: Find on the Web at http://AftermarketManagementNetwork.com for information that can help you move your business ahead and for the free and informative http://LaborRateTracker.com Connect with the Podcast: -Follow on Facebook: https://www.facebook.com/RemarkableResultsRadioPodcast/ -Join Our Private Facebook Community: https://www.facebook.com/groups/1734687266778976 -Subscribe on YouTube: https://www.youtube.com/carmcapriotto -Follow on LinkedIn: https://www.linkedin.com/in/carmcapriotto/ -Follow on Instagram: https://www.instagram.com/remarkableresultsradiopodcast/ -Follow on Twitter: https://twitter.com/RResultsBiz -Visit the Website: https://remarkableresults.biz/ -Join our Insider List: https://remarkableresults.biz/insider -All books mentioned on our podcasts: https://remarkableresults.biz/books -Our Classroom page for personal or team learning: https://remarkableresults.biz/classroom -Buy Me a Coffee: https://www.buymeacoffee.com/carm -The Aftermarket Radio Network: https://aftermarketradionetwork.com -Special episode collections: https://remarkableresults.biz/collections                    
      Click to go to the Podcast on Remarkable Results Radio
    • By Joe Marconi

      Premium Member Content 

      This content is hidden to guests, one of the benefits of a paid membership. Please login or register to view this content.

    • By Joe Marconi

      Premium Member Content 

      This content is hidden to guests, one of the benefits of a paid membership. Please login or register to view this content.



  • Our Sponsors



×
×
  • Create New...