Ready for another ShopOps Tip of the Month?
In today’s virtual world, your status as a Certified Collision Repair Provider sets you apart and your Assured Performance membership tools can help you manage your business. Patrick Porter, Assured Performance — Regional Director, believes that Document Manager can help your Certified Collision Care business to stop shuffling papers and excel!
Patrick Porter explains,
“Many of the shops that I speak to have trouble keeping up with their own paper trail and would like to make every aspect of their business digital. Document Manager allows you to upload paperwork to your very own virtual file cabinet. That way, you no longer have to worry about losing paperwork or spending countless hours looking for an important document.”
Whether you decide to use Document Manager because your paper trail is overwhelming or simply want to aim high and maximize technology … uploading your files into Document Manager is an easy process.
“All you need to do is drag and drop important documents into customizable virtual folders!”
How to Get Started Using Document Manager in ShopOps!
2. Log in with your ShopOps username and password.
3. Select “Document Manager”.
Be sure to choose the category you want! Admin, Sales, Marketing, Management, Insurer, Accounting, Parts, Paint, Education, etc!
4. Select the file you want to upload, then drag and drop in into “Document Manager”.
5. Search and find files using a simple keyword search, at any time!