RO Writer User Guide_2021_02_19

RO Writer Shop Management User Guide Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Table of Contents Introduction.................................................................................................................................................. 3 Key Take Away Points:................................................................................................................................. 3 Vocabulary .................................................................................................................................................. 4 Getting To Know RO Writer .......................................................................................................................... 5 Starting A Work Order with a Membership Number........................................................................................ 5 Starting A Work Order for an Existing Customer ............................................................................................ 5 Adding A Smart Job Oil Change ................................................................................................................... 5 Adding A Smart Job Alignment ..................................................................................................................... 6 Adding A Smart Job Starter .......................................................................................................................... 6 Outside Purchase Part, How To Add To Work Order ..................................................................................... 6 How To Order The Outside Purchase Part/Tire ............................................................................................. 7 Posting Locally Purchased Parts/Tires .......................................................................................................... 7 Tire Quote ................................................................................................................................................... 7 Scheduler .................................................................................................................................................... 8 Returned Parts And Cores............................................................................................................................ 8 Digital Video Insight ..................................................................................................................................... 8 Page 2 of 8 Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Introduction RO Writer Shop Management Software will help improve every aspect of your business by centralizing and optimizing your activities. RO Writer provides: Fast, accurate estimates and repair orders with integrated parts and labor guides. Service Writing  draft fast, easy estimates  Schedule work orders  Schedule future maintenance  Accept payments Inventory Management:  Track multiple suppliers  Transfer parts between our locations  Create custom reports Key Take Away Points: Page 3 of 8 Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Vocabulary Page 4 of 8 Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Topics Getting To Know RO Writer This introductory video is an overview of the RO Writer platform. Click Play Button To See A Demo (Estimated Viewing Time: 3 Min.) Updated: 2.16.2021 Starting A Work Order with a Membership Number This video will demonstrate adding a Repair Order with an existing membership number. Click Play Button To See A Demo (Estimated Viewing Time: 2 Min.) Updated: 2.18.2021 Starting A Work Order for an Existing Customer This video will demonstrate adding a Repair Order for and existing / repeat customer. Click the Play Button To See A Demo (Estimated Viewing Time: 2 Min.) Updated: 2.18.2021 Adding A Smart Job Oil Change Rev. February 19, 2021 This video will demonstrate adding a Smart Job Oil Change to RO Writer. Click The Link Below To See A Demo (Estimated Viewing Time: 5 Min.) Updated: 2.18.2021 Page 5 of 8

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Topics Adding A Smart Job Alignment This video will demonstrate adding a Smart Job to RO Writer. Click the Play Button To See A Demo (Estimated Viewing Time: 3 Min.) Updated: 2.18.2021 Adding A Smart Job Starter This video will demonstrate adding a Smart Job Starter to RO Writer. Click The Link Below To See A Demo (Estimated Viewing Time: 3 Min.) Outside Purchase Part, How To Add To Work Order Page 6 of 8 Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Topics How To Order The Outside Purchase Part/Tire Posting Locally Purchased Parts/Tires Tire Quote Page 7 of 8 Rev. February 19, 2021

RO WRITER SHOP MANAGEMENT SOFTWARE USER GUIDE Topics Scheduler Returned Parts And Cores Digital Video Insight Rev. February 19, 2021 This video will demonstrate Click The Link Below To See A Demo Link: (Estimated Viewing Time: Min.) Page 8 of 8