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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 Easy Clocking Functionality How to Use Comments Vehicle Inspections
Getting started
Minimum Requirements Garage Hive Training Modules - Beginners Videos of Common Tasks Data Exports from your Old GMS to Garage Hive Setting Up Devices Go Live Setup Garage Hive’s Recommended Customer Workflow Common Keyboard Shortcuts in Garage Hive Tips and Tricks When Working With Garage Hive
What's New
What's New in Garage Hive System Improvements 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 How to Set Business Targets
Setting Up Garage Hive
Signing In to Your New Microsoft Account for the First Time How to Create Users, Manage Roles and Enable Data Permissions (Administrator) How to Create and Edit Users in Azure Active Directory (AAD) How to Manage GH Entitlements Migrating to AAD Sign-on Guide on Microsoft Accounts How to Setup Copilot and AI Capabilities 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 the Customer Notifications Setting Your Average Labour Rate Setup of Resource Service Hours and Auto Clock Out Set Up of the Cues and Actions Tiles on the Role Centre Setting Up Devices Customer Self Check-in My Notifications Personalisation of Garage Hive
Workshop Sales
Create a Booking Create a Jobsheet Creating a Jobsheet from Various Places in Garage Hive Understanding the Jobsheet Line Checker Notifications How to Manually Import Jobsheets from External System Using the Service Schedule Adding New Options in the Schedule Allocation Menu How to Setup the Service Schedule Extended Descriptions in Garage Hive Taking a Payment and Posting a Jobsheet Take Payment for Posted Documents Managing Deposits in Garage Hive 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 How to Assign Technicians to Group Tasks (Pool Jobs) Create a Return Jobsheet Create an Estimate Document Print Options Posted & Archived Documents Update an External Document Number of a Posted Sales Invoice Removing Posting Restrictions How to Create Warranty Job How to Use Castrol Lookup Gearbox Sales
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 Tyre Stock Groups How to Use Tyre Manufacturer Price Groups
Vehicle Sales
Recommended Vehicle Sales Setup How to Purchase a Vehicle for Stock Using Vehicle Sales Order Using Vehicle Sales Invoice How to Use Vehicle Sales Preparation Stages
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 GSF Integration Micheldever Integration Partslink24 Integration
Inventory
Create New Items Create Item Card Templates Working with a Placeholder Item Card How to setup Non Inventory Items How to Manage Inventory How to View Item History from a Document How to Import Catalogue Items with Prices Setting Up Requisition Worksheet for Re-ordering Items How to Use Item Lookup and Advance Tyre Lookup Feature Doing a Physical Stock Take in Garage Hive How to carry out Stock Adjustments Extending Prices, Markups and Discounts Calculations 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 Details Customising Vehicle Reminder Dates Enabling Service Advisor Time Logs and How it works Understanding Dimensions in Business Central Adding Optional Tiles in the Role Centre How to Audit and Cleanse the Use of Garage Hive System How to Change a Customer's Vehicle Registration Number in Garage Hive How to Remove Customer Ownership from a Vehicle How to Use Customer Ranking How to Manage Mobile Service Work How to Housekeep Your Garage Hive System
Technicians Operations
Easy Clocking Vehicle Inspections Terminal Vehicle Card Details Setting Up Devices
General Functionality
Understanding the Schedule How to Use Recurring Events 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 Use the Teaching Tips How to Filter Lists How to Set Up Self Service Change Log Add Comments to Cards and Documents How to Create Service Types Creating Service Reason Codes System Created Comments for Attention Copy Documents How to Send Bulk SMS's How to Export Contacts to Mailchimp
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 Diagnostic Questionnaires
Online Booking and Enquiries
Online Booking Setup Reviewing Online Bookings and Enquiries TyreClick Booking Integration
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 How to Import Your Exported Data Into Sage 50 Accounts How to Import Your Exported Data Into QuickBooks Online Setting Up Payment by Card Terminal Generating Paymentsense Card Machine Reports How to Set Card Terminal Into Integration Mode Xero Integration Errors Cash Receipt Journals Registering Customer Payments Un-applying and Reversing Transactions How to Authenticate VAT Connection How to Print Statements How to Email Statements How to perform a Customer/Vendor Balancing Payment How to Make Vendor Payments How to Apply Payments to Unpaid Sales Documents How to Use Service Recharge for Internal Charging Getting Started with Financial Reporting Guide on Modifying Financial Reports 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 Setting Up Chart of Accounts Accountancy Systems Integrations Payment Integrations
Integrations
Autodata Integration LKQ Euro Car Parts Integration Tyre Scanner Integration Vostel Telephone System Integration GSF Integration Micheldever Integration Partslink24 Integration AAG (Alliance Automotive Group) Integration Timetastic Integration Accountancy System Integrations
Garage Industry Trends
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
Frequently Asked Questions (FAQs)
Common Error Messages FAQs System Functionality FAQs Security, Privacy and Compliance FAQs Accountancy FAQs

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