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4. Tap on each field to input the appropriate information.
5. Tap
Done
to save the updated workshop information sheet, or tap
Cancel
to exit without saving.
Customer Manager
Use the Customer Manager function to create and edit customer accounts
and correlate with the associated test vehicle history records.
To create a customer account
1. Tap the
Shop Manager
application on the MaxiPRO Job Menu.
2. Select
Customer Manager
.
3. Tap the
Add Account
button. An empty information form displays,
tap each field to input the appropriate information.
NOTE
Required fields are noted.
4. Tap the
□
+
photo frame beside the Name chart to add a photo. A
sub menu displays, select
Take Photo
to take a new photo for the
account, or select
Choose Photo
to choose from an existing
image.
5. Some customers may have more than one vehicle for service; you
can always add new vehicle information to the account to be
correlated. Tap
Add New Vehicle Information
and then fill in the
vehicle information. Tap the
○
x
button to cancel adding.
6. Tap
Done
to save the account or tap
Cancel
to exit without saving.
To edit a customer account
1. Tap the
Shop Manager
application on the MaxiPRO Job Menu.
2. Select
Customer Manager
.
3. Select a customer account by tapping the corresponding name
card. A Customer Information sheet displays.
4. Tap the
Edit
button on the top toolbar to start editing.
5. Tap on the input field where needs to be altered or supplemented
and enter updated information.
6. Tap
Done
to save the updated information or tap
Cancel
to exit
without saving.
