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Self-Paced Training - Lesson 10

Lesson #10 – Kits, Time Clock/Job Clock, Marketing & Reports

The tenth lesson in the MaxxTraxx Training Curriculum is about more advanced features in MaxxTraxx including using kits in writing your repair orders, using the time clock/job clock feature to integrate your employees’ attendance into MaxxTraxx, communicate jobs assigned to technicians, and track technician activity for productivity and payroll purposes.  There is the marketing component in MaxxTraxx which allows you to create letters and postcards to send to your customers, schedule marketing mailers to send when a customer is paying their bill or create a mass marketing campaign.  MaxxBucks is another marketing function in MaxxTraxx that serves as customer loyalty rewards program that tracks points to be used as discounts on future visits.

Reports are another key part in MaxxTraxx. With 100 reports available in MaxxTraxx, you have visibility into many aspects of your business ranging from the fundamental Sales Tax, Income and Expense, and Balance Sheet reports to productivity and payroll reports as well as numerous inventory reports to help you manage your parts inventory investment.

After you have used MaxxTraxx for a couple of months, you may want to explore the various types of information available in the reports section.  There is also a Company Snapshot available from the Manager section of MaxxTraxx to provide a quick overview of your company statistics, i.e. Key Account Balances, Inventory Valuation, Net Income Year-over-Year, Year-to-Date totals for number of customers and repair orders, and more.

Lesson Tasks:

1)    View the following training videos:      

(Click on the training videos listed below to start the video)

2) Attend a Live Webinar – Lesson #10 Job Clock and Kits Click here for Webinar Schedule

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