ReconPro back office

Help articles on ReconPro back office application

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332 articles in this collection
Written by Serhii Toropov
Inspection Types

Add, edit, and delete inspection types

Create, modify, and remove inspection types
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Set a default inspection type

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Set inspection status reasons

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View audit log of inspection types

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Turn on showing claim information

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Turn on draft mode for inspection types

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Allow creating multiple work orders from inspection

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Specify email templates for inspection types

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Configure showing default or custom visual damages

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Allow creating new inspections from scratch

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Configure price transition in inspection type

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Assign question form print template to inspection type

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Add an inspection visual form with a custom image

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Turn on sending inspection pictures attached to an email

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Add insurance information form to inspection types

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Assign inspection type to work order types

Specify the types of work orders that can be created from inspections of the given type
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Turn on team sharing for inspection types

Allow technicians to manage inspections created by other technicians from their team
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Turn on showing inspection services grouped by types

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Turn on approving inspections on mobile device

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Turn the ability to approve inspections on a service-by-service basis

Enable the Line Approval setting for inspection types
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Prevent editing approved inspections

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Specify inspection approval threshold

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Adding approved inspection services to repair orders

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Configure sending EMS data attached to inspection email

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Turn on group approval

Enable the Group Approval setting to configure inspection type for the Lot Walk feature
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Allow inspection supplements

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Select email template for inspection supplements

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Select print template for inspection supplements

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Assign question forms to inspection types

Turn on the Questions screen for inspections of particular type
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Assign print templates to inspection types

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Configure inspection wizard settings

Define which wizard steps must be shown, and in which order
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Set up access to the price of inspection services

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Configure inspection vehicle info settings

Define which fields are visible on the inspection Vehicle Info screen, which of them are required, and in which order they are shown
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Configure inspection claim info settings

Define which fields are visible on the inspection Claim screen, which of them are required, and in which order they are shown
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Configure visual inspections

Assign visual form to inspection type
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Add services to a visual inspection

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Visual Inspections (Setup Guide)

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Invoices

Manage invoices

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Search invoices

Find your invoices by using available search options
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Search for missing invoices

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Search for void invoices

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Approve invoices

Change invoice status from New to Approved
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Email invoices

Send invoices attached to email messages
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Email an invoice to multiple recipients

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Print invoices

Print your team invoices to keep the hard copy of the bills
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Print multiple invoices

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Print a list of invoices

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Archive invoices

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Export invoices

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Revert invoices to draft

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Void invoices

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Update invoice notes

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Manage invoice images and videos

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Change invoice number

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Check duplicate invoices

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Update invoice commissions

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View invoice answers

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View invoice tech info

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Check email activity

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View invoice audit log

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Mark invoice as paid

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Mark invoice as unpaid

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Add invoice payments

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Manage invoice payments

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Invoice payment status reasons explained

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Edit an invoice

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Avoid creating duplicate work orders and invoices

Get warning messages about duplicate VIN
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Attach “before & after” pictures to invoices

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Monitor

Add a repair location

Create a new repair location
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Edit a repair location

Update an existing repair location
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Delete a repair location

Remove an existing repair location
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Enter repair location settings

Specify repair location settings while creating or editing a repair location
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Search repair locations

Find repair locations by status or name
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Add a phase

Create a new phase
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Edit a phase

Change phase settings
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Delete a phase

Remove an existing phase
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Set the order of phases

Change the order in which phases are displayed in repair orders
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Enter phase settings

Specify phase settings when you create or edit a phase
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Add a phase task

Create a new task for a phase
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Edit a phase task

Modify an existing task within a phase
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Delete a phase task

Remove an existing task from a phase
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Assign services to phases

Associate services with particular repair location phases
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Add a repair location client

Assign clients to repair locations
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Delete a repair location client

Unassign clients from repair locations
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Add a repair location manager

Assign managers to repair locations
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Delete a repair location manager

Unassign managers from repair locations
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Enter user settings for repair location

Hide repair order data and functionality from client users
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Add a repair location department

Create a new department within a repair location
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Edit a repair location department

Modify an existing department within a repair location
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Delete a repair location department

Remove an existing department from a repair location
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Enter settings of repair location department

Specify settings when you create or edit a repair location department
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Set a default repair location department

Set a department as default within a repair location
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Set the order of repair location departments

Reorder repair location departments
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Repair Locations (Overview)

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Turn on technician auto-assignment to started phases or services

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Repair Orders (Overview)

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Unclose repair orders

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View information on vehicle recalls in repair orders

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Configure auto-completion of repair order phase after inspection approval

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Configure highlighting repair orders based on the client’s priority

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Set up vendors

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Partial phase enforcement

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Manage problem reporting reasons

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Active Vehicles by Phase Report

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Service Count Report

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QuickBooks Troubleshooting

Common Issues

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“This application does not have permission to access this QuickBooks company data file” or “The QuickBooks user has denied access”

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Can’t Open QuickBooks: QuickBooks already has a company file open

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This application has not accessed this QuickBooks company data file before

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Grant QuickBooksExporter additional permissions in the Program Compatibility Troubleshooter

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Issues related to the “BeginSession” method

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The application trying to connect to QuickBooks is not supported while multiple instances of QuickBooks are running.

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Unauthorized 401

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Modal Dialogue Box Error

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There was an error when converting the quantity “1” in the field “[name]”. QuickBooks error message: You cannot set the quantity for items of this type.

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Vendor (or Employee, or Customer) is already using this name

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Services have the same name

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Duplicate client name

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Cannot register sdkevent.dll

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Service Request Types

Manage service request types

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Manage service request status reasons

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Manage service request appointment status reasons

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View audit log of service request types

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Create service request types

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Specify the name and description of service request type

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Assign team to service request type

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Assign service package to service request type

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Set price transition for inspections and work orders created from service requests

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Assign client type to service request type

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Specify service request type duration

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Set an arbitration window for service requests

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Set a default service request type

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Turn on showing service request check-in

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Turn on the ability to reset rejected service requests

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Updated over a week ago

Allow creating multiple inspections from service requests

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Allow creating multiple work orders from service requests

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Updated over a week ago

Set phases of service request type

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Assign question forms to service request types

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Assign work order types to service request types

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Assign print templates to service request types

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Assign inspection types to service request types

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Allow creating and editing service requests in the mobile app

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Allow creating and editing service request appointments in the mobile app

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Allow closing service requests in the mobile app

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Turn on service request appointment acceptance in the mobile app

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Updated over a week ago