MaxxTraxx Training Videos

MaxxTraxx Training Tools Review - please watch this first

Self-Paced Training Lesson One Introduction

System Setup

Setting Up Your Company

Fiscal Year Start Date Setup

Sales Tax Rates Setup

Company Credit Card Setup & Review

Finance Charge Setup & Review

IAP Ordering Setup

MaxxBucks Setup

Add a Checklist

Repair Order Writing

Writing Repair Orders and Restocking Parts

Main Screen Feature Review

Make New Appointment (Quick Start)

Start a Repair Order (Quick Start)

Make New Appointment

Edit an Appointment

Delete an Appointment or Repair Order

Search for an Appointment

Start a Repair Order

Repair Order Links Review

Repair Order Options Review

Edit Selected Repair Order

Search Previous Repair Orders

Update Repair Order Information

Change Status Review

Pay Completed Repair Order

Void a Repair Order Payment

Deposit on Account (partial payment option)

Delete a Customer

Undelete a Customer

View/Edit a Customer Record

Customer Record Links Review

Customer Record Options Review

Customer Search

Undelete a Vehicle

View/Edit a Vehicle Record

Vehicle Record Options Review

Add a New Labor

Add a Labor to a Repair Order - Quick Start

Add a Labor to a Repair Order - Labor Service from List

Add a Labor to a Repair Order - Freeform Labor

Add a Labor to a Repair Order - From Alldata

Add a Labor to a Repair Order - From InfoTraxx/Motor

Add a Labor to a Repair Order - From Vehicle History

Add a Labor to a Repair Order - From Vehicle Quotes

Add a New Sublet

Add a Sublet to a Repair Order

MaxxBucks Customer Retention (Review)

Add a Checklist

Inventory

Enter Incoming Parts Vendor Invoice (Restock Parts)

Restock Parts Methods Review

Take a Physical Inventory

Parts Price Matrix Setup

Parts Price Matrix Review

Cores Management

Manage Parts Rebuilding/Manufacturing

Management

Daily Sales & Cash Drawer Report

Time Clock and Job Clock

Marketing

Printing Marketing Letters and Labels

MaxxBucks Customer Retention (Review)

MaxxBucks Setup

Banking

Beginning Bank Account Balance Setup

Make a Bank Deposit

Reconcile Bank Account

NSF Check Handling

Accounts Receivable

Deposit on Account (partial payment option)

Enter an Accounts Receivable Payment

Finance Charge Setup & Review

Pay ROs with APs and APs with ARs

Accounts Payable

Write a Vendor Quick Check

Company Credit Card Setup & Review

Pay ROs with APs and APs with ARs

Payroll

Add an Employee

Reports

Customers with Vehicles List

Customer Sales Report

Labor Sales Report

Sublet Sales Report

Labor Services List

Best Sellers Labor Report

General Ledger

Accounting Training - Part 1

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