ReconPro Classic Back Office

Help articles on ReconPro back office application

Serhii Toropov avatar Jessica Perkins avatar
373 articles in this collection
Written by Serhii Toropov and Jessica Perkins
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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Updated this week

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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Written by Serhii Toropov
Updated this week

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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Written by Serhii Toropov
Updated this week

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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Unvoid an invoice

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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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Mark all approved invoices as exported

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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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Updated this week

Attach “before & after” pictures to invoices

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Updated this week
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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Updated this week

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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Updated this week

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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Sort repair orders on the Kanban view

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Highlight phases on the List view

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Sort repair orders on the List view

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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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View and change repair order phase assignments

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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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Completed Phase by Vehicle 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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Updated this week

Turn on showing service request check-in

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Updated this week

Turn on the ability to reset rejected service requests

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Updated this week

Allow creating multiple inspections from service requests

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Updated this week

Allow creating multiple work orders from service requests

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Updated this week

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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Sort inspection types assigned to service request type

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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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Updated this week

Allow closing service requests in the mobile app

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Updated this week

Turn on service request appointment acceptance in the mobile app

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Updated this week

Set up wizard in service request types

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Assign clients to service request types

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Updated this week

Configure vehicle info settings in service request types

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Updated this week
Services

Services (Overview)

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Add a service

Create a new service
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Edit a service

Change service details and settings
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Delete a service

Archive a service
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Restore a service

Restore an archived service
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Assign services to a default technician

Set up auto-assignment of service technicians
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Updated this week

Assign services to vehicle parts

Associate services with particular vehicle parts
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Updated this week

Assign services to discounts and fees

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Assign services to a question section

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Updated this week

Add and remove service tags

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Updated this week

Assign tags to multiple services

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Find services by tags

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Associate labor services with part services

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Add expenses to services

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Updated this week

Set up multiple pricing

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Select a labor type for labor services

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Amount Calculation (User Guide)

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Parts Services (User Guide)

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Labor Time Services (User Guide)

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Fee Bundles (User Guide)

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Work Order Types

Work Order Types (Overview)

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Add, edit, and delete work order types

Create, modify, and remove work order types
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Assign service package to the work order type

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Assign invoice types to work order types

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Assign question forms to work order types

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Updated this week

Configure work order wizard settings

Define which wizard steps must be shown, and in which order
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Updated this week

Set status reasons for monitored work orders

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Updated this week

Group work order services by tags

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Updated this week

Allow adding services to work orders

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Updated this week

Configure work order vehicle info settings

Define which fields are visible on the work order Vehicle Info screen, which of them are required, and in which order they are shown
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Written by Serhii Toropov
Updated this week

Configure work order claim info settings

Define which fields are visible on the work order Claim screen, which of them are required, and in which order they are shown
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Written by Serhii Toropov
Updated this week

Turn on team sharing for work order types

Allow technicians to manage work orders created by other technicians from their team
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Written by Serhii Toropov
Updated this week

Turn on showing work order services grouped by types

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Written by Serhii Toropov
Updated this week

Prevent creating work orders with the same VIN

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Updated this week

Prevent creating work orders with duplicate services

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Updated this week

Prevent editing approved work orders

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Updated this week

Set up access to the price of work order services

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Updated this week

Turn on repair order priority auto-adjustment

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Updated this week