Mitchell 1 / ShopKey5
Shop Management System Training Workshop July 24-26, 2008

Don't miss out on this great opportunity to grow your business and visit Denver, Colorado!

Join us for this advanced training workshop designed to turn existing shop management system customers into power users who get the most out of their software and business. These user-group sessions are designed for customers who have been using their shop management systems for six months or more. The training workshop will teach you about the OnDemand5 Manager system as well as integration with aftermarket cataloging and Customer Retention Marketing (CRM).

"I think everyone that purchases this software should go through this training.  Ricky and Kimberly Hood, Bobby Foley Mobile Repair, Inc.

Working Together to Improve your Shop’s Profitability

This special Management system workshop will guide you through advanced functionality enabling you to unlock the full potential of your software investment.

Attendees will have the opportunity to interact with instructors and other users during these sessions. Expect lively discussions on how to use your shop management system to energize your business, increase profits, and boost productivity.

You will be welcomed with a cocktail reception Thursday, July 24th from 6:00 pm to 8:00 pm. Workshop sessions run from 8:00 am to 5:00 pm Friday and Saturday, July 25 and July 26. The sessions will uncover strategies allowing you to compete successfully against dealerships; maximizing maintenance and repair opportunities.

The workshop will be led by John Dwulet, Sr. Product Manager for Mitchell 1’s management software solutions, and Tim McDonnell, National Training Manager. Mitchell 1 support personnel will also be on hand.

The conference registration fee of $200 is for the shops first attendee; each additional attendee is only $100. The registration fee covers seminars, continental breakfast and lunch each day.

Accommodations

Room reservations can be made online at the Mitchell 1/Starwood reservations page or call 1-800-525-3699. Mitchell 1 has negotiated a special rate for the conference at $129 per night. Please be sure to ask for the special Mitchell 1 / ShopKey Manager Training rate when making your reservation if booking by phone.

Sheraton Denver West
Tel: 1-303-987-2000
Toll Free: 1-800-525-3966
360 Union Blvd.
Lakewood, CO 80228

Training Workshop Agenda

Working in Manager: Day 1 subjects will include:

Getting more out of your Management system

Work-In-Progress Screen Tour

o Display Options, Customization – User Options
o Delete Estimates by Date Range
o Using the Schedule
o Day / Month View
o Printing the Schedule
o Changing Appt. to Estimate
o Demonstrations

Setup

o Program Setup Areas
o Shop Data
o Standard Tables
o Standard Descriptions
o Technicians
o Reports/Printers
o Database Backups
o Settings
o Features / Customization
o Types of Media

Customer Update Function

o Vehicle Screen
o Recommendations
o Deleting a Customer/Vehicle
o Change Ownership of Vehicle

Order Screen

o Symptoms
o Revision Screen
o Transfer Revision Screen
o History Screen / Find History F4
o Search Types
o Program Security Overview

o Order Screen Overview
o Order Options: (Tour)
o Symptoms: Creating/Applying/Settings
o Moving/Deleting Line Item(s)
o Deleting an Estimate/Quick Est.
o Deleting an RO/Invoice/Counter Sale
o Order Item Entry Overview

Tax Settings Overview

Changing Tax Rate (System)
o For Customer
o For Vehicle
o For Order Line Item(s)

Working in Manager: Day 2 subjects will include:

Getting more out of your Management system

 Notes

o One Time Notes
o Stored Notes
o Notes as Recommendations

Parts

o Entering Parts from Inventory/Part List
o User Entered Unit Sale $
o Pick List for Repair Orders
o Pricing Options
o Inventory Indicators
o Purchase Orders

Overview of Catalogs

o Connectivity Explained
o Linked Vendor Setup
o Electronic Parts Ordering
o Part Pricing /Ordering
o Pricing Options

Labor

o Labor Order Item Entry Overview
o Labor - Internal
o Multi-Tech; Commission Split
o Changing Labor Rates (Default/Item Level)
o Non-Standard Labor Rate (Flat-Rate labor item)
o External - Sublet

Promotions

o Packages Overview
o Discount Coupons

Part Kits & Canned Jobs

o Creating a Parts Kit
o Bundled Pricing
o Setting Part Prompts
o Creating a Canned Job
o Copy & Paste from Order Screen or History to Save as Canned Job
o Attaching Part Kit(s)
o Saving Labor/Repair lines as a Canned Job

Tips & Tricks

o Deleting a Payment (Live/History)
o Tips on Searching & Entering Parts
o Tag/Transfer Multiple Parts
o How many ways to LOF
o Storing LOF in Revision #9
o Follow Up Letters and Postcards
o Keyboard Shortcuts

Inventory

o Inventory Overview
o Entering Parts into Inventory List
o User Entered Unit Sale $
o Attached Parts
o Alternate Parts
o Alternate Price
o On-Hand, On Order, Committed
o Purchase Orders
o Ordering for Low Stock

Working with Reports

o Which used on daily basis
o Monthly basis, etc
o End-Of-Day Reports Function

Followup Concepts

o Letters
o Postcards
o CRM basics

Take Your Shop To The Next Level

o Advanced Tips & Tricks
o Shop Mgmt Users Forum
o Other shop mgmt training resources

© 2008 Mitchell Repair Information Company. The Mitchell 1 name is used herein by permission from Mitchell International, which has no ownership interest in Mitchell 1.