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Table of Contents

Welcome to Garage Hive
Garage Hive Demonstration
Getting Started Videos Understanding the Schedule Videos of Common Tasks How To Create a Booking Create an Estimate Device Users How to Use Comments Vehicle Inspections
Getting started
Minimum Requirements Garage Hive Training Modules - Beginners Videos of Common Tasks Setting Up Devices Go Live Setup Garage Hive’s Recommended Customer Workflow
What's New
What's New in Garage Hive Business Central Improvements
Power BI Reporting
What is Power BI? Installing The App Refreshing Your Data Updating Your Power BI App Updating Your Power BI Credentials Deleting Your Old Power BI App and Install New One
Setting Up Garage Hive
Managing user's Create a Labour Card Create an External Service Create an Item Card Create a Customer Card Create a Vendor Card How to Create Checklists How to Create Checklist Text Templates Importing/Exporting Checklists Setting up the TCard System Creating Service Packages Automatically Adding Service Packages in Documents Creating Service Package Conditions Setting up Primary Makes and Models Setting up Vehicle Date Reminder Notifications Setting up Booking Reminder Notifications Setting up Booking Confirmation Notifications Setting Your Average Labour Rate Setting Up Devices Customer Self Check-in My Notifications Creating Pool jobs Personalisation of Garage Hive
Workshop Sales
Create a Booking Create a Jobsheet Creating a Jobsheet from Various Places in Garage Hive Scheduling Work Adding New Options in the Schedule Allocation Menu Taking a Payment and Posting a Jobsheet Take Payment for Posted Documents Taking a Deposit Against a Customer Account Using Emailing Feature How to Print or Email Customer Payment Receipt Cancelling and Correcting a Jobsheet Deleting a Job after a Technician has Clocked On to It Create a Return Jobsheet Create an Estimate Posted & Archived Documents Update an External Document Number of a Posted Sales Invoice Removing Posting Restrictions
Parts Sales
Creating a Parts Sales Quote Using Parts Sales Order Using Parts Sales Return Order Item Substitution Management Returning Warranty Parts to the Vendor
Purchasing
Create a Purchase Order Create a Purchase Invoice Correct or Cancel a Purchase Invoice Combine Receipts on a Single Invoice Create an External Service Process Purchase Returns Posted Documents Archived Documents Removing Posting Restrictions Changing VAT Prod. Posting on Purchase Document Lines
Inventory
Create New Items Create Item Card Templates Create a Placeholder Item Card How to setup Non Inventory Items How to View Item History from a Document Setting Up Requisition Worksheet for Re-ordering Items Doing a Physical Stock Take in Garage Hive How to carry out Stock Adjustments Extending Prices, Markups and Discounts Calculations How to set retail prices, margins & markups How to create item Price/Discount groups and update items
Service Advisor Operations
Vehicle Inspection Estimates Vehicle Inspection Estimates - Deferred Work Reminders Internal Jobsheets How to Group Document Lines Working With Group Items Actions Adding and Managing Media in Garage Hive Vehicle Card Contents Customising vehicle reminder dates Understanding Dimensions in Business Central
Technicians Operations
Device Users Easy Clocking Vehicle Inspections Terminal Vehicle Card Contents Setting Up Devices
General Functionality
How to Use the Schedule Adding a Resource in the System (Person or Machine) How To View Service History Managing Key Numbers in Garage Hive Automatically Adding Courtesy Car and Collection and Delivery Service Packages Adding Fuel Type Group Code How to Export Customer and Vehicle Information How to Filter Lists Add Comments to Cards and Documents Copy Documents
End of Day Process
End of Day report Creating End of Day Customer Payments/Till Report Work in Progress Summary Report Items to Return Time Registration Entries
Posted and Archived Documents
Posted Documents Archived Documents
Surveys
Customer Surveys Internal Surveys
Online Booking
Intro Setup Branches Holidays Service Packages Time Grids Service Workgroups and Service Hours Resources Resource Groups Sets Testing TyreClick Booking Integration Common Errors for Online Booking
Customer Online Authorisation
Introduction Setting Up Online Documents Previewing and Publishing Online documents Using online documents in estimates, checklists and VIE's What Happens When a Customer Acts on a Sent Online Document?
Finance & Accountancy
Exporting for External Accountancy External Accountancy Integration Setting up Payment by GLink Setting up Payment by Card Terminal Generating Paymentsense Card Machine Reports Xero Integration Setup Xero Integration Errors Cash Receipt Journals Registering Customer Payments Unapplying and Reversing Transactions How to Print Statements How to Email Statements How to perform a Customer/Vendor Balancing Payment How to Apply Payments to Unpaid Sales Documents How to Use Service Recharge for Internal Charging Working With Payment Reconciliation Journals How to reconcile customer payments manually Use Automatic Application to Reconcile Payments Setting Up Text-to-Account Mapping for Recurring Payments How to Process Customer Factored Debt in Garage Hive How to create new Bank Accounts Accountancy Routines
Trial Documentation
Trial Quick Start Guide Welcome to Your Role Centre Creating Your First Booking Adding Items and Labour to a Jobsheet Creating a Purchase Order Processing a Purchase Order/Invoice Viewing Items to Return Creating a Purchase Return Order Processing a Vehicle Arriving Processing a Jobsheet to Invoice Creating an Estimate Processing a Vehicle Inspection Estimate
Autodata Integration
Viewing Servicing Vehicle Intervals Adding Repair Times in The Document Lines How to Use the Timing Belt Intervals Feature Checking Vehicle Lubricant's Data Viewing Vehicle Engine Oil Data Checking Servicing Intervals and Adding Repair Times Using The Vehicle Engine Code Adding Labour Times Adjustments
FAQs
Common Error Messages Videos of Common Tasks Frequently Asked Questions Exports from your old GMS Common Keyboard Shortcuts in Garage Hive Tips and Tricks in When Working With Garage Hive

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