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eDirectGlass Total Shop Management User Manual

1. 88 THOUY JOD Schedules a eite o TR a eq ne ese fra ME 88 2 AM PM SChedulg emu ec obese do edu alor 90 DB SCIVICe AGCICSS m M 92 AMUSING WO CodeS bee nn cn 93 1 APDIVING WO COURS den i qui ote obe ti 93 2 WO Code Piston VIEW T M O iio 94 D AULACIING INS san 94 sve otium E ets end een Le ee Ne 94 Ataca ved MA e e Sn ilvai mici ce tentant ere ee nes 95 2 Attach Image Directly from TWAIN Device sise 96 2NVIEWATACAMENIS soie conos bris ed er pad nra ect va Tessa Sd parl corteo ad estates Dire nana 97 G Print WOK erg a 97 7 D lete Work Orden 2m 98 amp Converting Work Order to INVOICG aa 98 9 Apply A Payment or Make an Adjustment ss ssssssnnsnannnnenneneeeeeeeeeneeeeneeeeneeeneenenennennnnnnss 99 A ec E 100 E PA E ES EE DES PE a 103 l Create Schedule err sn en a a ie ne ese eae D Let Eten EEA Ea Le cons een ae einen 103 2 Viewing Schedule 2 55 ioni aida 103 104 MOET ANN TIA ONG it ss MR it ee T 104 l INVOICe LIST Color est Rer E T INPS 105 2 Usmd Involce CODES RS Gic niu LO MI A Lu Edu ED 106 KAPPIN VOICE OCC
2. These metrics quantify an important dynamic When a shop has loyal customers it gains positive word of mouth marketing which is both free and highly effective Therefore it is essential for shops to effectively manage customer satisfaction To be able to do this shops need reliable and representative measures of satisfaction and that is what the CSI module in eDirectGlass delivers 1 10 1 5 1 Adding CSI Questions 1 To setup your CSI questions got to EET stem Admin and select the J button at the bottom of the left sub menu to get the Customer Satisfaction Question 2 To add a new question click on the New Question Panel Question is Het Promoter Score Based Que sficn Seve ae tn Saving Customer Satisfaction Question New Question Panel 3 Make sure the Active checkbox is checked enter your question and click on the button to add the question to your customer satisfaction survey If this questions is to be used as your Net Promoter Score make sure you check the Question is Net Promoter Score Based before you save panel NOTE You may only have one question set as your Net Promoter Score question If you already have an NPS question set the checkbox will not be active an a hover message will display indicating that one already exists If you wish to change your NPS question open the existing NPS question and uncheck the Question is Net Promoter Score Based and save that question again This will a
3. 2013 AMJ Logistics Inc Quotes amp Invoicing 73 5 Once you are finished you may add edit other data but make sure to click on the button to save your changes Cause of Damage Rock Loss Deseretion Hit While Parked Repair or replace Windshield Replacement Damage Comments Location 3 Type Bullseye i Ack1 Haw Damage Example Damage Types E Save Undo stocitiec Bullseye Hall Moon Surface Angel MWings Oo 7 e Bursi an Crack Loss Info Screen From Task Menu 3 3 2 5 Entering Vehicle Information This feature will allow you to enter all of the information for the vehicle and will display the parts line items as you build the quote From the Task Menu select the Vehicle tab Note You may already be on the Vehicle tab if you saved information from the previous tab Tickets OM EEC E Ticket Date RON COURS abe kyara Code Y History Eve v Vehicle Tab Screen 1 Ifyou have a VIN enter it into the VIN box and click on the button If you do not have a VIN at this point just go to the next step see note below 2 Click on the L_Lookup Vehicle button to display the Vehicle Build window If you entered and saved a VIN in the step above the vehicle will automatically begin to decode as soon as you clicked on the Lookup Vehicle button The vehicle may not build out all the way and you may have to select additional vehicle information before the button bec
4. eDirectGlass Total Shop Management User Manual 2013 AMJ Logistics Inc eDirectGlass Total Shop Management by AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 2013 AMJ Logistics Inc All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks While every precaution has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document Printed November 2013 in Scottsdale Arizona Special thanks to Publisher All the people who contributed to the develooment of this great AM Logistics Inc E p g system In addition to all of those who put up with revision after revision of this manual
5. ET State Selection Screen 3 From the next drop down list choose the county then click on the button select a county County Selection Screen 4 Next you may either choose a city if applicable from the drop down list or leave the No City Tax and clickonthe button If there are city local taxes select a city TEMPE El PHOENTS z City Selection Screen lt 2013 gt AMJ Logistics Inc 26 eDirectGlass Total Shop Management User Manual 5 The New Tax Area window will now be displayed in the Work Area In House Hare Province AZ County MARICOPA Cty GILBERT QuickBooks Tax Code 00 TWM Tae Rite Ports Tax Rate Labor County Ol Cd ES LocakCiy Add This Tax Location New Tax Area Window 6 Complete the tax information for this locality Solid red boxes denote required fields and must be completed before continuing Note If your county does not have a tax rate for labor simply enter a zero in the field QuickBooks Users only The QuickBooks Tax Code must match exactly what you have set up in your QuickBooks company file for tax for this area to export correctly in Mouse Name Gilbert Province AZ County MARICOPA Ciy GILBERT QuickBooks Tax Code AZGILA Ted Tae Rate Parts Tax Rate Labor County LocakCity Completed New Tax Area Window 7 When you have completed all of the information for this tax id click on the L amp dd This Tax Locatio
6. sable E 4 rabos and script Aci controls not marked as tae or e D Disable Enable O Prompt o rm Takes effect after you restart internet Explorer 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 8 Orly aloe approved domaine lo ube ActiveX without prompt a Duabe C Enable 4 Run ActreeX controls and plug ins D Administrator approved E Prompt M Gripi ActiveX controls marked safe for scripting Disable Takes effect after you restart lvternet Explorer Takes effect after you restart Insert Explorer Fetes quriom settings Fetes cattom settnge wee jene s t9 mme Allew webpage lo use restricted protocols for active conten a Die Enable Prompt Allow websites to open windows without address or statue b i 54 H r L F L A El b SCS HEEL EE Takes effect after you restart Internet Explorer Rebel custom settings TO aem Can 2013 AMJ Logistics Inc Getting Started j Launching programs and fies in an FRAME CL Enable Prompt OC Dese Tales effect after you restart Internet Explorer 2013 AMJ Logistics Inc 10 eDirectGlass Total Shop Management User Manual a Aro losen only m Intranet fone sense legen with cure user Fo and Ged Proennt few et Mare i i Diets b Tales effect after you neitart Insert Exp
7. 1 Select a Work Order from the Work Order List 2 Click on the Li button 3 The Work Order Print Preview screen will open in a new browser window 4 Click on the amp button on the report viewer toolbar located under your browser window address bar x oe amp F T 100 d 4 1 ofi gt bom erystal Preview Report Viewer Toolbar A print dialogue box will appear Select the printer you wish to print to and click on the Pin button a a se i Puro Aoba Auto Cion T du ud Caren 5520 Debler on Don Lanerdek 45 an GEEENZ E EH Sta Fes For io le Preerenoer Litir EF Comment Find Printer Page Range FM Number of cop fi j 4 s Core s CP f OO F z Enter esthes a ns page number coi prole Je pegeirampe Fotoe 512 2013 AMJ Logistics Inc 98 eDirectGlass Total Shop Management User Manual Print Dialogue Box When you have finished printing just close the report viewer browser window 3 4 7 Delete Work Order To delete a Work Order in eDirectGlass 1 Open the Work Order 2 Click on the button 3 A dialogue box will appear asking you if you want to delete the Work Order Message from webpage p ne Delete this Work Order NM elete Work Order Dialogue Box 4 Click on the button and the Work Order will be permanently deleted 3 4 8 Converting Work Order to Invoice When a Work Order has been compl
8. 3 E mail This method will submit the Invoice via E mail This selection will only be available if the party who is receiving the Invoice has marked this as an acceptable way to receive Invoices or if it is in the Vendor profile that you maintain Insurance Contact in the C amp V Relationship Module 4 Fax This method will submit the Invoice via Fax This selection will only be available if the party who is receiving the Invoice has marked this as an acceptable way to receive Invoices or if it is in the Vendor profile that you maintain Insurance Contact in the C amp V Relationship Module 5 EDI Lynx Harmon Quest Teleglass etc This method will allow you to submit your invoices to carriers that require submission electronically This option will only be active if the Insurance company you have selected on the Bill To tab has a C amp V Relationship Mgmt record set up and has the correct appropriate Network selected and saved 2013 AMJ Logistics Inc Quotes amp Invoicing 109 Submit invoice to FARMERS HOME GROUP Pres to local Printer Submit Invoice to Insurance Invoice will be submitted electronically Submit Invoice Invoice Submission Methods Submit Lynx Once you have finalized the Invoice click on the button at the bottom of the Vehicle display Select the method to submit the invoice and once again click on the button located in the method box If it is submitted successfully
9. amp B livehelpisoniine y Log Off 1 10 eDirectGlass Administration DO NOT SKIP THIS STEP If this is the first time you have logged in to your eDirectGlass account you must verify your shop information If you fail to complete the Administration review and setup you may jeopardize your ability to create manage and submit invoices 1 10 1 System Administration 1 From the eDirectGlass Main Screen click on the SMiMENEULUIES button 2 Onthe Administration Sub Menu click on the stem Admin button 3 Inthe Shop Detail window make sure that your company contact information and labor rate is correct The email address you list will handle several different functions This will be the email address that will be used as the From email address in sent emails when using the eMinder feature and in conjunction with the SMTP setup will be used for invoices emailed from within the eDirectGlass system This is also the email address where bounced emails will be returned If you wish to fax invoices directly from within eDirectGlass this email address must also be the one you have associated with your existing eFax account and must be set up to allow you to send outbound faxes 4 Ifyou plan on allowing a deductible promotional discount to be applied to the owner s portion of the invoice you must fill out the maximum amount of a discount that you will allow your employees to give to a customer in the Deductible Discount Max field and th
10. 620 595 5557 548 547 2095 602 555 8700 452 145 2145 450 774 5447 454 547 5546 602 544 6874 555 222 4545 480 555 5546 450 999 5097 Retrieve Owner Record You can also sort the entire list of contacts by clicking on any of the column headers after clicking on the L Find Existing Contact button Compa FirstHame asta Pe Owner Contact Column Headers Sort Tabs Maintaining the Owner Record After you have selected the contact record and have retrieved it the Owner Contact Record window will open in the Work Area First Name Tamara Primary Prone 480 725 4687 Last Mame Secondary Phone Address 1455 E 90th St Fax Andress Tao ki City Scottsdale Ip 85255 No Tax Modified Owner Contact Record Window lt 2013 gt AMJ Logistics Inc C V Relationship Mgmt 119 You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications 5 1 3 Creating a New Owner Contact To create a New Owner Contact click on either the button in the Find Existing Owner Contact window or click on the button in the Owner Contact Sub Menu After you click either button a blank New Owner Contact Record window will
11. Dave Sales j houdes Excite includes Excludes hvoice Satus Invoice invoice Type AB Repair Replacement Start Date 05 0 172012 End Date 05 31 2012 Contact Export Parameters Window 3 After you have selected your export parameters click on the button 4 The system will ask you if you wish to Open or Save the file Click on the Save button to save the file to your computer File Download Security Warning De you want to open or save this file i Type Mereeaft Office Excel 97 2003 Worksheet 2 95 KB open or save this software What 2013 AMJ Logistics Inc eDirectGlass Basics 53 2 1 2 1 1 eDirectGlass Basics Overview This section provides a detailed description of the elements of the eDirectGlass window Each of the different areas of the window are clearly labeled and defined to help you later in the manual shopping C Log Off Button sala gal Task Menu Shopping wae ns User Info Bs New Assignments Notification _ You 2 les Jalo Giana E as sagement bls i in Cart RA bresepiacnines abu E nios dee Yem ike Model Omer duwxs LiveHelp Bu D LE Li tn 210 Toyota My Werk Sub Menu i 3 On Line Manual Parts Loco Car Work Area i Records Order Managernent Tachnician Tracker Supplier Center Quotes amp Invoicing Most of your time will be spent in the Quotes amp Invoicing
12. Heks wins com Quest Modified Insurance Contact Record 5 2 2 Maintaining the Insurance Record After you have selected the contact record and have retrieved it the Insurance Contact Record window will open in the Work Area STATEVADE MUTUAL 1515 ROCKEFELLER PLAZA NEW YORENYO1234 ala 922 5255 rstName Rick wise Primary Phone 480 346 1112 Secondary Ll j Laks Ta Los Mame Turi Pre fx Sufik Network Phone 121 E Here St Harmon Mobde Phone Lynx Fax 480 522 1104 Scotts dale State AZ zip 89258 aafe Q fick swmins com Quest Modified Insurance Contact Record You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will only display in the C amp V Record and on the Bill To tab when the insurance company has been selected This allows you to enter information that would be important to the billing process but will not print on Quote Work Orders or Invoices When you are finished making changes to the contact record click on the button to save the modifications 2013 AMJ Logistics Inc C amp V Relationship Mgmt 123 5 2 3 Creating a New Insurance Contact To create a New Insurance Contact click on either the button in the Find Existing Insurance Contact window or click on the Mew Contact button in the Insurance Contact Sub Menu Note You can only have
13. Ho CONTRACT FOR SERVICE ASSIGNMENT OF PROCEEDS AND A amp UTHORIZATION TO PAY have selected Shades Auto a Glass for he replacement or reper ofthe glass in my automob s assign any and all insurance claims and al poboy proceeds owed by my insurance company in connecbon with my damaged glass to Shades Auto Glass authorize and 5 Selecting the Yes radio button next to Display Pricing on Sales Order will show pricing on the Sales Order that will be sent to the customer insurance company and or the third party administrator aka Safelite LYNX etc 6 Selecting the Yes radio button next to Show Sales Order on ClaimHarbor will make the signed Sales Order available for view by the customer insurance company and or the third party administrator on Claim Harbor www claimharbor com 7 If you have uploaded your own Custom Logo you can have it displayed on your MyGlassClaim page where the customer will see their Sales Order If you want this feature select the Yes radio button to the right of Use Logo on Sales Order 8 If you want to have the executed Sales Order emailed to the Network aka Safelite LYNX etc after the customer has signed and submitted the Sales Order select the Yes radio button to the right of Transmit Sales Order to Network 9 If you want to have the executed Sales Order emailed to the contact found in the C amp V record for the insurance company selected after the customer has signed and submitte
14. Terms amp Conditions CONTRACT FOR SERVICE ASSIGNMENT OF PROCEEDS AND AUTHORIZATION TO PAY have selected Shades Auto Glass for the replacement or repair of the glass in my automobile assign any and all insurance claims and all policy proceeds owed by my insurance company in connection with my damaged Review amp Click glass to Shades Auto Glass authorize and direct my insurance company to release policy coverage and all other on the AGREE information related to my damaged automobile glass to Shades Auto Glass If my glass has been replaced rather Button than repaired have insisted that where possible Shades Auto Glass use anginal equipment parts and matenals in the replacement of my automobile glass agree to pay my deductible if any myself If do not have insurance coverage agree to pay for the work myself Sign and Submit Your Signature Once they have signed the Sales Order they must click on the button After they have clicked on the Submit button MyGlassClaim will then send the customer a copy of their signed Sales Order Your Glass Claims Sales Order 3144319 From Shades Auto Glass e ou E Inbox x gary edirectglass com G 1 15 PM 4 minutes ago 7 tome Thank you for choosing Shades Auto Glass Attached please find a copy of your Sales Order number 3144319 for your review If you have amy questions regarding your automotive glass claim please contact us at the telephone number listed on you
15. Total Charges 51 355 884 Deductbie 5000 Total 1 355 99 3 When you have finished click on the button If you would like to delete a line item simply highlight the line and click on the button and click on the button in the dialogue box 3 3 2 5 4 Changing Vehicle NOTE If you should need to change the Vehicle you selected originally all of the parts you added to the Quote will be removed and you will need to select them all again 1 Onthe Vehicle tab click on the L_Leokup Vehicle button located under the original vehicle s 2013 AMJ Logistics Inc Quotes amp Invoicing 81 description You will be prompted by a dialogue box asking if you are sure you wish to change the vehicle and delete all of the line items Click on the button to continue Microsoft Internet Explorer 2 Change Vehide This wil deletes all ine items Continue 2 You will be taken back to the vehicle build screen where you will need to select a new vehicle or decode a new VIN and continue on with the parts selection 3 3 2 5 5 Finishing Vehicle Information After you have selected the parts from the Vehicle Parts process you will be automatically returned to the Vehicle screen from the Task Menu From here you can enter additional information if known such as the VIN if you have not already entered and saved the VIN number in the decoding process License Plate Ticket this is a searchable reference numbe
16. V Make WO Number Technician T voice Code Modal City v Agent v Date Oveen Sales Parson Year J h uwrance invoca Total Make invoice Humber Technician User Search Results 4 You may only select up to 6 columns for Quotes 7 columns for Work Orders and 8 columns for the Invoice Find panels Once you have finished click on the button to commit your changes or click on the L Buit without Saving button to ignore any changes you may have made 2013 AMJ Logistics Inc 36 eDirectGlass Total Shop Management User Manual 1 10 5 Parts Admin This section will allow you to add and maintain custom special parts profiles 1 From the eDirectGlass Main Screen click the button 2 Onthe Administration Sub Menu click on the button 3 The Parts Management window will be displayed in the Work Area Descriptise Part id first two letters may be requined inventory tems Non inventory hems LEP Catalogue select one Add Pans Category Parts Management Window 4 Atthis point you can either choose the button to create a new part or select a Catalogue or Catalogue and Category and addition search criteria and choose the button to maintain an existing parts 1 10 5 1 Adding a New Parts Profile 1 Inthe Find Parts Profile window click on the button to display the Parts Profile Detail New Record window in the Work Area osa To Inventory tem l Taxabie Part 7 Catalogue s
17. You can either Reply to this message now or simply continue to work elsewhere in eDirectGlass When a claim is archived in eDirectGlass the message s pertaining to that claim will disappear from the Inbox Messages can be sorted in any order by clicking on any one of the following tabs to sort by ascending or descending alphabetical or date range From Subect AR Se Inbox Message List Tab Sort Order Outbox The Outbox contains messages that were previously created but not sent These messages are listed in the Outbox Message list To complete or review one of these messages simply click on the message and it will be displayed in the Work Area Statewide Mutual Exception Request 3211455 John Wayne T Salewide Mutual Ser Subject Exception Request Cha 5211456 John VWaryre Can we add front windshield tinting for a flat 25 00 Outbox Message List with Message Review When you are satisfied with your message and you want to send it click on the button and the message will be instantly sent You may also delete the message permanently by clicking on the button Otherwise you may continue to work elsewhere in eDirectGlass Sent Items The Sent Items folder contains all of the messages that have been sent Messages that belong to claims that have been archived will not be displayed To review a sent message click on the message line and it will display in the Work Area BIZDOS e Z7 00 Abel Request Into hanm F
18. 2 Next select the Contact from the Select Contact drop down list Contact Selection 3 When you have finished with your selections click on the button 3 3 2 3 3 Apply Commission In eDirectGlass you may enter up to three salespersons or writers to pay commissions to on any given record On the tab check off the Apply Commission box to view the Sales Commissions screen No Agent Select Agent My Lube 1 Select Contact Bereta Byrd Apo Commissari Sales 11 select sales person Amount 0 00 Sales 2 select sales person Amount 0 00 Wr er select sales writer Amount 50 00 Sales Commissions Screen Select the correct people from the drop down list s and enter an amount beside that person s name This information will be saved with this record and will be available for you to run a report to properly pay commissions on an invoice by invoice basis 3 3 2 4 Entering Loss Info From the Loss Info tab on the Task Menu you can document the location and type of loss 1 Identify the location of the damage using the windshield graphic Take this grid number and select it in the Location drop down box 2 Next using the Example Damage Type pictures use the Type drop down to select the damage that matches the closest 3 To add additional damage locations and types click on Add New Damage 4 Harmon requires that you select either Repair or Replacement from the drop down field on this screen
19. 3 Creating a New Agent Record ii a 127 AAdding Agent Contacts RSS aAa tee rou dis a AEA EEE A a ERE 128 A Other Contacta 130 1Wo rking With Other Contacts a 130 2 Maintaining the Other Contact Record snnnnnennneennensnnnnneeneeeeeeesnnnnneeneeeenes 130 3 Creating a New Other Co Y 131 Part 6 Marketing 133 DESC iia 133 1 Working with Owner Marketing cocina di 133 2 Creating a New Cain Pall CON sio cia ERE ERR XA EUR Reese RAI SEE Mu E nn teen UNES 134 3 Close ah Owner Cali Dall OI me e o Oare eE aae AES aana 135 2 Agent MAFKOLINO A A ad 135 1 Working with Agent Marketing ccioicccninirnicno noni A 135 2 Creating an Agent Campaign o odes eet eo ei re ei ee a ct 136 3 Close an Agent Campaign iiio nica 137 3 FleeuIns Mark ting osea cias ix ve coeno e uxo E AEREE 138 T Working With FleetIns Marketing i anar mine 138 2 Creating a Fleet lns Campalgh ores aa 139 3 Close a Fleet Ins Marketing Campaign cocccccccccccccccccncncnnnnnnnnnnnnn cnn nn nn a nn rr rr rr RRE RR nnn nnn nnn nnn nnn nnn tnnt nnn nnne nnn 139 A pili 140 Part 7 Accounting 144 1 ACCOUNTING OVerVIGW ari 144 M POSL PAVING ete Lm 144 3 AGIUSIMENIS CTOdItS E dm entese 145 jeg pem ss 146 2 Reset INVOICE Status XM A tente LOUE 147 A Closed INVOICES m RR 148 5 Invoices amp Payments Tor UB ui is 149 SEE felle ANIL EXPO moe 149 Part 8 Help
20. 4 Enterin a Title and Description for the image to help you identify the item later 5 If you are satisfied with this image click on the L_ atch Image button to add this image to the record 6 When you have finished attaching images click on the button in the Image Attachment window 2013 AMJ Logistics Inc Quotes amp Invoicing 97 3 4 5 2 View Attachments 6 7 8 Click on the button on the Menu Bar Select the appropriate Sub Menu button Quotes Work Orders Invoicing to find the record you need Search and find the appropriate record and double click on the line Once the record is open the and the buttons will be displayed in the Sub Menu Click on the button and the Attachments window will open in another browser window Attachments for Invoice 2544 Wig es Brochure ebDireci lass Brochure yia Loge eDirectGlass Logo Attachments Window Click on the link next to the item you wish to view When you have finished reviewing this image click on the button in your browser window to return to the Attachments window to view any remaining images When you have finished with your review just close the Attachments window browser window 3 4 6 Print Work Order eDirectGlass allows you to print Work Orders for In house and Mobile use please make sure you have followed all of the steps under Section1 Getting Started before you attempt to print any Work Orders
21. FW00615 Win 1 dah Pat Po AA osa M inventory tem V Taxable Part v Catalogue Default colnloque Category Domestic Windshield Patid DW 1640GEYN ay 1 MFGPat DWO1640GBYM Type NAGS Position Color GBM Feature Lot No Description Windshield Part Notes Use Creative Extruded Moulding ONLY Mo high mod AH Custom GIL T GAL Account Use for Fiat Glass Only Pricing Method fields in order for the system to fret two letters may be required Catalogue select one Category 196 55 DWO 1640 IE Taxable Labor Ung EA usteria Discount Net Price 50 00 On Hand O Reorder Vendor Price 0 00 select GIL Account Cutoff Loss Copy ADD 1 10 5 6 2 Displaying Part Notes Delete Pat Anytime you are pulling up NAGS and related parts you will see if a part has notes when the column labeled O has a highlighted number For example below you see the parts for a 2010 Chevrolet Impala DW01640 Because we had setup the part in the previous step and included Part Notes the lookup now alerts us with this column To see the notes simply hover your mouse over the yellow highlighted area on the part line it corresponds with to see the Part Notes 2013 AMJ Logistics Inc 44 eDirectGlass Total Shop Management User Manual Cv 1640 Wndsheid VilThed Visor Fri Solar Coated 0011062 Quarter Right encapsulated Solar Coated 13x14 0011063 Q
22. If vou have any questions please feel free to contact us Best Regards Shades Auto Glass The email will contain the customer executed Sales Order First Notice of Loss in PDF format and remind the Network and or Insurance company they can view the record on the ClaimHarbor System Depending on your situation network agreement etc you may still be requires to report the loss and obtain authorization from the Network and or Insurance company MyGlassClaim is not a substitution for these or other processes required by the Network and or Insurance company MyGlassClaim was developed to supplement the claim reporting process by establishing definitive proof that the customer has hired your shop to perform replacement or repair services and that they have established on their own that a loss condition exists Should you encounter steering or other tactics employed by third party administrators simply inform them that your company has already made available the executed Sales Order with the customer to their company prior to the call and that any further attempt to steer the customer is considered illegal interference In most cases the CSR at the Network may not be aware of such reporting however you can verbally instruct them to simply visit www ClaimHarbor com to review the Sales Order or other related claim materials ClaimHarbor Electronic Inspection amp Audit Center Please enter data in at least two or more fields to
23. Other estimated cost 510 00 Rebate level 4 5100 1184 Gift Card Shop Detail Profit Analyzer 21 See the MyGlassClaim section of this manual for the explanation and set up instructions for the MyGlassClaim section of the System Administration Shop Detail panel 2013 AMJ Logistics Inc 18 eDirectGlass Total Shop Management User Manual Enable Service Yes Mo Show Soles Order on ClgimHarbor ves Mo Transmit Sales Order ta Network Yes i Ho is Display Pricing On Sales Order Yes No a Use Logo on Sales Order Yes E Ho 9 Transmi Sales Order to insurance Contact Ves le Ho CONTRACT FOR SERVICE ASSIGNMENT OF PROCEEDS AND A amp UTHORIZATION TO PAY have selected Shades Auto a Glass for he replacement or reper ofthe glass in my automobile assign any and all insurance claims and al poly proceeds owed by my insurance company in connecbon with my damaged glass to Shades Auto Glass authoriz and Shop Detail MyGlassClaim 22 The final Shop Detail configuration is information you wish to have printed at the bottom of your Work Orders and Invoices Enter the text you wish to appear on all of your print outs in the appropriate section This is where you should enter your Assignment of Proceeds as this will be printed on the records that your customer should sign When you are satisfied that all of the information is accurate click the button I Statement Assignment of Proceed
24. PAY have selected Shades Auto Glass for the replacement or repair of the glass in my automobile assign any and all insurance claims and all policy proceeds owed by my insurance company in connection with my damaged Review amp Click glass to Shades Auto Glass authorize and direct my insurance company to release policy coverage and all other on the AGREE information related to my damaged automobile glass to Shades Auto Glass If my glass has been replaced rather Button than repaired have insisted that where possible Shades Auto Glass use original equipment parts and matenals in the replacement of my automobile glass agree to pay my deductible if any myself If do not have insurance coverage agree to pay for the work myself The customer can review the information found in the service request and if needed can instruct your shop to make any corrections before they agree to the Terms amp Conditions and sign it NOTE If you must make corrections the customer only has to reload refresh the page or click the link in the original email they received Once the customer is satisfied with the information found on the service request they must review and agree to your Terms amp Conditions When they click on the button a signature pad will appear that will allow them to sign the Sales Order with either their mouse or a touch device 2013 AMJ Logistics Inc Getting Started 23
25. i 450 314 5445 450 945 1445 480 614 1414 3 Records Agent Record You can also make changes updates to the individual Agent Contacts from this screen by either double clicking on the line or single clicking the contact and clicking on the button to open the Agent Contact Record in the Work Area First Name hark cala Kara Last Name hcisrath Prefo Address 12987 N 100th Pl Fax Address SSN 999 959 9993 Cty Scottsdale Zip 5260 active Emai aun Notes Agent Contact Record 5 3 2 Maintaining the Agent Record After you have selected the contact record and have retrieved it the Agent Record window will open in the Work Area 2013 AMJ Logistics Inc C amp V Relationship Mgmt 127 5 3 3 Company Dif B Gane Car Wash Shea Primary Phone 460 844 8541 E E oh i Contact Justin Vax Secondary Phone Address SETS E Shea Blvd Fax Address Tax kd Cty Scottsdale State AZ Zip 85258 Mo Tax Email LC NENNEN EEE Gwen Stefani 480 045 1445 480 814 1414 Agent Record You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications Creating a New Agent Record To create a New Agent Contact click on eithe
26. level 2 between 269 5095 level 3 between 51 7596 and level 4 between 76 100 4 Once the appropriate changes have been made to the cost assumptions and award levels click on the button When you select build a vehicle in the Quick Quote module and select Insurance O amp A contract and the associated Insurance company the Profit Analyzer will display the correct level based on the sales margin In the example below the lowest cost glass price displayed is 56 70 That is added to the cost assumption total of 95 00 to give cost of 151 70 That cost is subtracted from the invoice price located at the bottom of the screen based on the O amp A pricing on the parts selected which includes labor but not tax of 301 11 The margin of 149 41 which is then divided by the price to give you the sales margin of 49 62 which falls into Rebate level 2 Omaha Steaks which shows at the bottom of the Supplier Center panel in red Once the Quick Quote is converted to a Quote the 2013 AMJ Logistics Inc Getting Started 19 Rebate level will be saved and displayed on the Vehicle tab in the Ins Fleet invoice section E HE 10H Lm A sa TTD n Pncing Catalogue Pricing Profile Insurance O amp A contract STATEWIDE MUTUAL Windshield Electrochromic Mirror Wi Third Vigor Fri Solar Coated Vent Right Rear Solar Coated Vent Left Rear Solar Coated Door Right Front USA Bu Solar Coated Don E
27. w Back Window Labor 29hrs 550 00 5145 00 Adhesme 2 0 Urethane Dam Primer teach 52500 28 00 F HuLOOST20 Moulding teach 0 00 50 00 Sub Tota 1 294 90 Hew Glass Part Tax 54917 Apa Cash Decount Total Charges 51 344 07 Deductble Disc 50 00 Deductible 20 00 Total 1 344 07 Partid MFGPart Color Vendor Description Qual Ret ty Unit Price F7 001181 CEAQTTBTGEYM GAN HAGS Win Pah eet SAN 40 4 F7 Noib CRA TISICTTN GTH NAS inda bee 25 m 230 54 F wiih 2265813 fal Motors dina led 1zinm 214 HAHODODOS HAHODOD OS HAGS Adhesive 2 0 Urethane Dam Primer Teach 28 00 HAHOUDA4B H4H000448 H Gs ABdhesses 20 FasiGinre Ural am Primer Teach 48 00 HLUDODOD1 HLUDODOD1 NAGS Lubricant Encapsulation Lubricant leach 20 00 HMTOUDD25 20626174 General Motors Mount Mirror 2 Teach 11 41 Total 5000 3 Once you have checked off all of the parts you wish to add to the Quote click on the 2013 AMJ Logistics Inc Quotes amp Invoicing 79 Add Items to Quote button 1 From the Vehicle tab highlight any of the Glass Parts listed on the screen This will make new buttons appear under the parts list Click on the button which will open your Private Parts Profile list Ticket ROS 33972506 VH 1351J0124X27203584 not coded m License ASAD 39 State AZ 115 00 548 00 v 181 80 v 5145 00 er 28 00 fw d E tn d Vehicle Tab with Private Parts S
28. 12 alpha numeric characters and the matching description then click on the button to add the new WO Code to your system or click on the Hur without Saving button if you do not wish to save this record wo soriction Wailing on Customer Completed WO Codes New Record Window 2013 AMJ Logistics Inc Getting Started 45 1 10 6 2 View amp Maintain WO Codes 1 10 7 1 10 7 1 To view and maintain existing WO Codes in your system 1 Click on the MCE button on the Menu Bar 2 Click on the WO Codes button on the Sub Menu 3 Click on the button in the Find WO Code window in the Work Area A list of WO Codes and WO Code Descriptions will display in the Work Area verified by an Auditor Cancelled Held By Amy Held By Kety Find WO Code Window 4 To edit or delete a record click on the line then either enter your changes and click on the button or click on the button to delete the record entirely 5 If you click on the button a dialogue box will appear To permanenily delete the record click on the button Microsoft Internet Exple 2 Delete this RO Code ewe Delete WO Code Dialogue Box Invoice Codes The eDirectGlass system allows you to add and maintain Invoice Codes to help you keep track of your outstanding Invoices and their status To access the Invoice Codes section click on the SU EVEL button on the Menu Bar to display the Administration Sub Menu Cli
29. 55 00 3 0 Ka Fiat 5 65 00 call for all other parts Remarks Ga Wee Sav Private O amp A CRM Profile Detail Window 2 When you have finished updating the record click on the button to commit to your changes or click on the L Hut without Saving button to keep the rules as they were or if you were creating a new set of rules to not save them at all 3 You may also delete an existing set of private O amp A Rules by clicking the button You will be prompted by a dialogue box to confirm that you wish to delete the profile Click on the button to delete 2013 AMJ Logistics Inc C amp V Relationship Mgmt 125 Microsoft Internet Explorer Ea P Delete this CEA CRM Profile cancel Delete Profile Dialogue Box NOTE You can choose to use the Current NAGS Catalog or select another one from the drop down list depending on the insurance company s O amp A Rules If the insurance company is using a percentage above NAGS you will need to show that as a negative percentage i e 10 above NAGS will need to be entered as 10 Kit pricing is either a flat fee or by quantity If the insurance company is using flat enter it in the OtherKit Flat field otherwise enter the amount in the OtherKit field 5 3 Agent Contact The Agent section in C amp V Relationship Management allows you to manage and store information about your referral agents You will enter in one contact record for
30. Insurance f Owner Only display El Adjustments 7 credit Memos Adjust Credit Invoice Window 1 Enter an Owner Insurance Company or Invoice Number and click on the 2013 AMJ Logistics Inc 146 eDirectGlass Total Shop Management User Manual co N de button In the Find list click on the Invoice you want to Adjust The Adjustment window will display in the Work Area Enter the Amount to Adjust and a Reason for the adjustment and click on the button Owner insurance Phone Claim Ne rai Invoice No Adjustment Window The Adjust Invoice window will refresh and display the Invoice with the adjustment applied 7 3 1 Credit Memo The eDirectGlass allows you to create a Credit Memo in the system This Credit Memo functionality leaves the original invoice intact for date ranged accounting issues moves any payments and or previous adjustments made on the original invoice to the newly created invoice and creates a new invoice with the current date with all of the original invoice information so that you can adjust pricing and resubmit the new invoice instead To create a Credit Memo click on the button and the Adjust Invoice window will display in the Work Area insurance Year Phone Claim Ho Make Ep nvolce No Madel VIN Paid By insurance E Owner Only display F Adjustments Credit Memos Adjust Invoice Window Enter an Owner Insurance Com
31. Phone 490 555 1111 Home Phone Emad paultechgmyshep com Technician V Mobile 7 In House v SMS 48055511118 cellphoneemall com User Mgmt User Detail Technician 2 Click on the button to access the Manage Schedule panel Manage Schedule Panel 3 Click on the button to display the Add Time Off Panel Select the appropriate date and time or the appropriate date and check the All Day box and then click on the button to block that time frame off for the technician 4 You may view a list of upcoming time off schedule for the technician by clicking on the button 2013 AMJ Logistics Inc 32 eDirectGlass Total Shop Management User Manual 1 10 2 2 2 Technician Image You may upload an image of your technician which can be added to you eMinder email appointment reminders so your customer will know who to be expecting for the appointment Images may only be uploaded for a user marked as a Technician 1 Click on GIT User Mgmt then enter the technician s Username First Name and or Last Name and click on the L___Find User 2 button to bring up the User Detail panel Username plech Employee Code 123456 Password assess Level Technician Show Hits Store Region First Mame Paul j Last Name Tech Work Phone Mobis Phone 490 555 1111 Home Phone Emad paultechgmyshep com Technician i Mobile 5 SMS 48055511116 cellphoneemail com Tachrecian Show Service Aren Disabl
32. SI QUESTIONS ds 29 2 USE sulle A 29 T Adding e New USGI seen cditio er ddr die Quad res v ah dep a FECE REIR 29 2 Maimtaining WI ccce 30 Manage Scene dl ii M 31 2 Technician IMA Ad A des cie A Eo 32 SUSS RIMS tdci lod Dead 32 3 COMMISSION muda eI P 34 1 Adding a New Commission amp Writers Ent od eda ecu e kde dee dd an en 34 2 Maintaining Commission Writers Entries ss 34 4 Search ReSUIE Settings sr 35 9 Pars lp Se n eee 36 1 Adding a New Parts Prot ine ci issu da FORI 36 2 Maintaining Parts Prol sostenute yo Ere beer rede raten ea anni pi eni ne dater eines a teen en 37 A m TT ill 38 divae to PE EU ER PE Y 38 Pre PrO ET H 41 O RAIN OLS oe nt near ttes een cae E ae 42 1 Adding Part NOTES ied rito i Eia E cialis nia 42 2 Displaying Part NOS NN 43 SR eXenpnI Ae 44 TAa WO COT S m 44 2 View Ss Malta WO COT S ueno una erosion dcr dades alada 45 2013 AMJ Logistics Inc Contents Il TINO COURS oT EU hi 45 F AdINV
33. User Manual 3 1 2 3 1 3 3 1 4 accept or reject the assignment Accept Assignment When you are ready to accept an assignment you have two choices Accept or Accept amp Save i Accept When you click on the button the Assignment will immediately be converted to a Work Order and you will be taken directly into the Work Order work area where you can build a parts list from OEM or NAGS listed parts When you click on the button the Assignment will be saved as a Work Order where you can work on it at a later time from the Work Order feature Reject Assignment If for some reason you do not want the Assignment you can click on the button After you click the button the Reject Reason alert box will appear You must enter a reason as to why you are rejecting the Assignment After you have entered a reason click on the button and the claim will be rejected If you DO NOT want to reject the assignment simply click on the button Please enter the reason for rejecting thiz Assignment El Reject Reason Alert Box NOTE This information will not be sent back to the issuing party this is information will only be saved in the eDirectGlass database You will need to contact the issuing party TPA Insurance Company etc to reject this job with them Show O amp A Rules While you are reviewing the Assignment record if you want to see what Offer and Acceptance rules apply to the Assign
34. a rough price estimate As you select the parts by clicking on the empty check box of each required line item a total will appear at the bottom of the sub menu You can also apply a discount to the checked parts by entering in a percentage in the Discount box This discount will only apply to the items selected and will not be applied to labor which is not a part of the Lookup NAGS Total NOTE This discount should only be applied to a Quote that will not be paid by an Insurance company Fleet company or TPA In addition to the total the button will appear If you wish to convert the NAGS lookup to a Quote simply click the button and you will be taken to the Quotes feature to complete the process Any discounts you have entered in the Discount box will be carried over to the Quote 2013 AMJ Logistics Inc Quotes amp Invoicing 65 3 3 IFWODEAZ Windshield Antenna Quarter Right 15 8 x 21 7 Quarter Left 15 B x 21 7 Door Right Front 22 x 38 Door Latt Front 22 x 36 Door Aight Rear 22 x 28 Door Left Rear 22 x 28 Back Window Antenna Heated 35 3x 51 5 PEN TN ECO aos ass NENNEN CES CNET FYDOGBA2 FWOUB42GGNY GGY HNAGS Vimdshield 135 hrs 1 045 65 FW00842 893845 099K GGN Votavagen Windshield 135h 31518 DEREN ass HAAGS Aches 20 ire each 26 00 20 Fast Cure if i ESE jesus paes famine MEE MN HcA000172 893553367277 YE ca Jocs Jon A M HcRo00173893853307F d
35. amp Reporting Issues 191 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual Index 152 2013 AMJ Logistics Inc Foreword 1 Many Claims One Solution It s Everything You Need The Freedom to Manage your operations anytime anywhere Eliminate EDI confusion and transaction payments Direct Bill with confidence Take Back Control X More than a POS system eDirectGlass is a Total Shop Management system that allows you to get more from your business eDirectGlass reduces double entry automates cost authorization and streamlines work production With eDirectGlass you can focus on the things that matter the most to your business like reducing day to day business costs increasing productivity and greater billing flexibility just to name a few Because the Right Tools Make All the Difference 2013 AMJ Logistics Inc Getting Started 3 1 1 1 2 Getting Started Introduction eDirectGlass is an evolutionary way of doing business for the entire automotive glass repair and replacement AGRR industry eDirectGlass was designed to give the industry fair access to billing and claims data using proven patented Internet technologies eDirectGlass Benefits e eDirectGlass eliminates the costs and hassle of working through multiple vendors such as POS and Claims networks With eDirectGlass t
36. and the Find Campaign Owner Marketing window displays in the Work Area Enter the search information for the Campaign you are looking for and or click the End Existing Campaign button to list all of the Marketing Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record 2013 AMJ Logistics Inc 134 eDirectGlass Total Shop Management User Manual Campaign Name You may enter partial data ini one or mulbipie ekis 2 Records Retrieve Owner Marketing Campaign After you retrieve the campaign record the Edit Campaign Owner Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button FEI i Campaign Code R1 01 5 Campaign Name Phx Radio 101 5 The Zone Edit Campaign Owner Marketing Window 6 1 2 Creating a New Campaign To create a New Owner Campaign click on either the button in the Find Campaign Owner Marketing window or click on the LEA button in the Owner Marketing Sub Menu After you click either button a blank New Campaign Owner Marketing window will display in the Work Area New Campaign Owner Marketing Window lt 2013 gt AMJ Logistics Inc Marketing 135 Enter a Campaign Code This code will be used for ident
37. area of eDirectGlass The Sub Menu is made up of 6 buttons each with a specific task related to the process Quotes amp Invoicini Quotes amp Invoicing New Assignments Quick Quote Work Orders scheduling Quotes and Invoicing Sub Menu Hew Assignments Allows you to review new assignments that have been delivered to your account from Networks Insurance companies and TPAs Quick Quote Allows you to lookup any vehicle and its glass components for review or instant quoting with NAGS TM Parts Pricing Guotes Allows you to enter new quotes or manage existing quotes 2013 AMJ Logistics Inc 54 eDirectGlass Total Shop Management User Manual 2 1 2 2 1 3 Work Orders Allows you to manage and schedule quotes that have been converted to Work Orders Scheduling Allows you to manage your shop and technicians production schedule Invoicing Allows you to create new invoices or manage repair orders that have been converted to an invoice Also contains the functionality to submit work to your business partners electronically or manually NAGS is the registered trademark of Mitchell International Message Center The Message Center allows you to communicate directly the details of a claim with your business partners This feature is similar to Instant Messaging however it is secure and can only be initiated with a claim Message Center Check M
38. by clicking on the part line In addition you can always click on the button to see the graphics for that specific line item 2 Once you have selected the Part Type line item the Part Type sub menu of line items will appear Note If you hover your mouse over the MFG Part box for the NAGS windshield the system will give you additional information about the part The same is true for the Color column 3 Select the items you wish to add to the quote If you do not know which Glass Part you will actually need for the installation and wish to list more then one on the Quote Repair Order e g two different colors or windshields with and without rain sensors you can add the additional windshield simply by placing a check mark next to that glass part as well You can also apply a discount to the checked parts by entering in a percentage in the Discount box This discount will only apply to the items selected and will not be applied to labor NAGS Interchange parts are listed in hot pink on the screen NOTE This discount should only be applied to a Quote that will not be paid by an Insurance company Fleet company or TPA 2013 AMJ Logistics Inc Quotes amp Invoicing 77 4 Once you have selected all of the parts for this Quote click on the button Once you do this you will be automatically taken back to the Vehicle screen from the Task Menu and your line items will now appear Any discounts you have enter
39. click on the button Click on the yellow WorkOrder button the Sub Menu header to return to the Work Order you were working with The Schedule tab of the Work Order with a Service Address will have a check mark in the service Address box letting you know that one has been saved for this record Mobie v Technician Mara Meadow Completed Notes Date 08 03 2004 Hank Richards eerie Address AM s Albert Sands RO Coda History Pu O OPEN w modifed Schedule Tab with Service Address Should you need to make changes to the Service Address simply click on the button in the Sub Menu after you have opened the Work Order make the necessary changes then click on the button when you have finished If you need to remove the Service Address entirely place a check mark in the Delete M box in the Service Location Record and then click on the button NOTE Checking the delete box and saving the record will permanently remove the Service Address from this record If you accidentally delete the Service Address from the record you will need to re enter all of the information Using WO Codes This section will discuss using and tracking the Work Order WO Codes you added during the eDirectGlass Administration set up These codes will help you keep track of your outstanding WO s and their status Applying WO Code The Schedule tab is also the screen where you will update the WO Code for this particular Work Order Just select the appro
40. connect to your eDirectGlass account you must first login 1 Inthe address bar of Internet Explorer type the following URL https live edirectglass com or the web address given to you by eDirectGlass or your eDirectGlass Administrator 2 Once the address has been entered the login screen should be visible 2013 AMJ Logistics Inc 14 eDirectGlass Total Shop Management User Manual Fun WP in EA Log V Center User Name Password Login Forgot your password Don t have an account Sign up now Portion of Login Screen 3 Inthe User Name box enter the username that has been provided to you by eDirectGlass or your eDirectGlass Administrator 4 Inthe Password box enter the password that has been provided to you by eDirectGlass or your eDirectGlass Administrator 5 Click on the button to login to your eDirectGlass account 6 When you first login to eDirectGlass you will notice a box in the middle of the screen with rotating messages Please take a few moments to read these messages and check back often for important information You will notice that the top section on this information board lists your NPS Customer Satisfaction Score This is the total overall score for your company based on all answers to your NPS question See eDirectGlass Administration Customer Satisfaction for more information on this feature Wilke oie Gary Mart i um i 213 10 1 Ak Fe Shades
41. copies a i Conert Pex Enter ethes a mingle page mumber pl 4 prole Eg paje ninos fo tioa 512 w ce Print Dialogue Box Agent Reports When you click on the button the Agent Report window will appear in the Work Area This report is based on information entered in C amp V Relationship Management Agent Contact and as applied on the Agent Tab of each record nt Report Agani Company 8 Agentby Claims Date from Agent Contact C Agent by C Date to Agent Report Window Select a Report 498nt Company gr Agent Contact Select the report type gent by Claims 2 or Agent by Select a Date Range Heview the information selected to make sure it is what you want for your report Click on the button to build the report 9 You can also print the report by clicking on the button which will open the report in another browser window Click on the button in this browser window The print dialogue box will appear Click on the ___Frint button to send the report to the printer you have selected When you have finished click on the L_Llose window button pepe 2013 AMJ Logistics Inc 142 eDirectGlass Total Shop Management User Manual Auth At Aute Canon Puto HP Caron O Debler cm EA vo Lannea GALA Page Range 6a pram Enter isthe a ingle page number c y pre page range Foi example 512 Print Dia
42. one Insurance Contact Record in the eDirectGlass system per insurance company After you click either button the Find Insurance Company window appears in the Work Area Enter the Insurance company you wish to add a contact record for and click on the L_Find Insurance Company button You must enter at least the first three letters of the Insurance company s name or the state in order to make the L Find Insurance Company button active Once you have located the Insurance Company in the list double click the line or single click the line and click the button to open the Add Insurance Contact Record screen USAA GENERAL IND CO 3800 FREDERICHSBUROG ROAD Im ANTONIO TX XAS LLOYDS S800 FREDERICHSBURG RD SAN ANTONIO TH Find Insurance Company Window A blank New Insurance Contact Record window will display in the Work Area USAA COUNTY MUT INS CO 3800 FREDERICKSBURG ROAD SAN ANTONIO TITS 228 210 432 2211 FrstName Me timar LastName Prefix if Network Secondary Phone Address Harmon MoblePhone Address Lynx E Fax Erai Quest New Insurance Contact Record 1 Enter all of the contact information First and Last names are required as indicated by the solid lt 2013 gt AMJ Logistics Inc 124 eDirectGlass Total Shop Management User Manual red boxes 2 Enter at least one telephone number as indicated by the dotted line red boxes 3 Ifyou plan to electronically deliver invoices to this Insurance Company via a t
43. order for the file to upload properly m B T CE 32 2 MERO RA 3 MESE 4 SMBETION z IMBSSION 6 5 HON 7 SAO n o DIOSA 487 o SOON 10 DSOIAVENWOR 11 DSOTHVEINN 7 You must now save this Excel file You may wish to give it a new file name so you can preserve the original file that was delivered to you from your supplier Uploading your pricing file 1 In eDirectGlass go to MAME ENT T NN click on the Pricing Profiles button 2 Select the Catalogue from the drop down that you wish to upload the pricing to 3 Noow click on the button and locate the pricing file you modified in the previous step and once you select the file click on the button 4 Now you must click on the button and the system will import your pricing file directly to the Catalogue you selected 2013 AMJ Logistics Inc Getting Started 41 f ministration Ewsbem Admin User Mgmt Select the EXCEL filename for the update of vendor pricing Calian Gary Desktop Clean Pilkington Q2 2009 xls Paris Admin WO Codes mm m khare Codes Reports UPLOAD Without Saving QuickBooks Setup EDI Status Buk invoice Hotes Cantaci Exporl 5 If this is your first time uploading a pricing file to the Catalogue you selected you will get a message saying the upload was complete Click on the button to finish e NOTE If you are uploading an existing Catalogue with a new pricing prof
44. read in this box Unlike the Notes in the Schedule Notes box these notes can be viewed by anyone who receives this Invoice Cener requested tinting strip to be replaced Chyner was told to contact Insurance company however L I Owner noticed that new windshield had solar protection already ECT Invoice Notes Box When you have finished adding Notes click on the button to save the newly added notation NOTE Once you submit an Invoice for billing you cannot make changes to the Invoice Submit an Invoice eDirectGlass has several methods for submitting an Invoice for Billing 1 Electronic If the assignment was electronically sent to your account it will automatically be set to return electronically to the originator of the assignment An Invoice can also be sent electronically if the Insurance or Agency profile contains information for direct electronic billing If Electronic Billing is not supported it will not be a selectable item when submitting an Invoice and the other listed methods for submission will be displayed 2 Printing This method will print the Invoice with remittance advice and then lock the Invoice as submitted NOTE If you are not ready to submit this invoice you may wish to still make changes to it but you would like to have a printed copy DO NOT select the Print to local Printer under Submit Invoice Simply click on the button in the Sub Menu which will not affect the submission status of the invoice
45. telephone number listed on your sales order Insured Larry Renolda Vehicle 2010 Toyota Camry When the customer clicks on the link provided in the email it will take them to their service request on the MyGlassClaim Internet portal 2013 AMJ Logistics Inc 22 eDirectGlass Total Shop Management User Manual Thank you for selecting us for you automotive glass needs 1 Please review your request for automotive glass repair or replacement semce below 2 Carefully read the Terms amp Conditions and click on the 1 AGREE button shades Auto Glass 3687 E Via De Ventura STE 310 Scottsdale AZ 85260 3 Sign the request using your mouse or touch device and click on the Submit button to complete your senice request Insured Insurance Company Larry Renolda STATEWIDE MUTUAL 1234 E Anywhere St Claim This is your SCOTTSDALE Az 95254 information 480 555 1212 Policy 456456664 Email Vehicle edirectglass agmail cam Part ID Description FW 2628GBYN Windshield GBEN FW 2628GBYM Windshield Labor These are the HAH000448 Adhesme 2 0 Fast Cure Urethane Darni Primer Parts or WES F2626 Moulding 3 4 Top amp Sides Services we will use This is the Job Schedule Scheduled for Information Notes if applicable 2010 Toyota Camry 4 Door Sedan VIN 4T1BF3bEK8AU524988 Date 02 12 2013 SO 3144319 Terms amp Conditions CONTRACT FOR SERVICE ASSIGNMENT OF PROCEEDS AND AUTHORIZATION TO
46. the Labor column If you pay 6 5 to one agency 2013 AMJ Logistics Inc Getting Started 17 and 2 9 to another you can either enter them as 6 5 in Federal and 2 9 in State or you can just enter 9 4 in the Federal field If you do not charge tax on Labor Services simply leave these as 0 Note If you deal with multiple tax rates see the Multiple Tax IDs amp Rates section of this manual Federal 5488445454 0000 l 0 000 State State87 B 099 0 000 0 000 Shop Detail Tax ID and Rates 19 The next Shop Detail configuration is your hours and days of operation This section will drive the Schedule tab of your Work Orders If you are taking advantage of our Web Quoter and you wish to have the customer select a date and time frame for their service simply leave the checkbox next to Do not allow Assignment prescheduling unchecked If you do not want to participate in this feature please check the M Do not allow Assignment prescheduling checkbox Note The total Daily Job Capacity for all of your technicians see User Mgmt will be used by the system to calculate the Total Shop Capacity you do not should not enter anything into this field a Hourly Based Schedule allows you to schedule your jobs based on the actual time it would take to complete the job including driving time The schedule screens for Hourly Based Scheduling are divided into 15 minute increments b AM PM Based Schedule takes the total o
47. the record b to update change the record as necessary then click on the button when you have completed this task or c to permanently delete this tax profile from the system by clicking on the button Once you select the button a dialogue box will appear requiring you to confirm that you wish to delete the record Click on the button to delete or on the button if you do not wish to delete this record x Microsoft Internet ERD Delete Tax Profile Dialogue Box 2013 AMJ Logistics Inc 28 eDirectGlass Total Shop Management User Manual 1 10 1 4 Custom Logo eDirectGlass allows you to upload and use your own logo to print out on the Quote Work Order and Invoices 1 To upload your logo go to ENE system Admin and click on the ECC TN button 2 This will bring you to the Custom Logo Selection Panel At the end of the Local Image box click on the and locate the logo file on your computer Once you have located the file and e Open w selected it click on the Open r D oese eewos ME CCS Eu ko a a d eDwectGlass Shop Buttons Administration M Seorch Administrotiz p Organize New folder EM Favorites Documents library Arrange by Folder m Desktop Admuanistratian d Downloads Mame a Recent Places TEE en en iige codes sub menu Wi Maria Files 10 141 J laborandkitincluded RT local image 4 Libraries I logo browse a Documents loge a za lookupadd
48. the referral location e g Car Wash location and associated records for each of the agents at that location 5 3 1 Working with Agent Record To work with an existing Agent contact click on the Agent Contaci button and the Find Existing Agent Contact window displays in the Work Area Enter the search information for the contact you are looking for and click the L Find Existing Contact button to list a narrowed search or just click the L F nd Existing Contact button to list all of the contacts in your database Company Las Name First Name You may enter partial data m one or mulipie Tekis ak Gene Car Wash M 100i St Ronnie Seam Te 544 1121 EG M Dirt B Gone Cor Wash Shea Lark 844 8541 Dirt Gone Car Wash Shea Gwen a 480 644 8541 Dirt B Gone Car Wash Shea Rob Thomas 480 644 8541 Quky Mart Lube 4 0d Fred Durst 480 554 1212 Tonys Lube amp 04 FLW Robert Plante 480 554 1221 Tonys Lube amp Qi FLY Tony Tiger 460 554 1221 Records Find Existing Agent Contact Window When you locate the agent record you want to work with you can either double click it or single click and select the button to open the contact record 2013 AMJ Logistics Inc 126 eDirectGlass Total Shop Management User Manual Company Din B Gone Car Wash Shea Contact Justin Wax Secondary Phone Address GETS E Shea Blvd Fax Address Tax id City Scofisdale Sate AZ zin 55258 Email
49. to print to and click on the 2013 AMJ Logistics Inc 110 eDirectGlass Total Shop Management User Manual Pin lbutton CRIE a 2 2 7 A Aute Canon Subo HP Caron S540 Deblier on Se on Lanerdet ae on GEEENZ Suar Ready PuniioHe Preferences Loc gts Torrar Find Printe Page Flange M Number ol copar 1 i Se a Crer Fag Page f F case or or E ries extus 9 ongle page number ci a prole Eg pegeirampe fo example 512 Print Dialogue Box When you have finished printing just close the report viewer browser window 3 6 6 Delete an Invoice To delete an Invoice in eDirectGlass 1 Openan Invoice 2 Click on the button 3 Adialogue box will appear asking you if you want to delete the Invoice ETT xl v Delete this Invoke NNI Delete Invoice Dialogue Box 4 Click on the button and the Invoice will be permanently deleted NOTE Once you submit an Invoice you cannot delete it You must adjust the invoice to a zero balance in the Accounting Module 2013 AMJ Logistics Inc 112 eDirectGlass Total Shop Management User Manual 4 Message Center This chapter provides instructions for working with the eDirectGlass Message Center The Message Center provides two way communication with business partners only with business partners who are using the eDirectGlass system focused aroun
50. you will receive a message in the Parts window that contains the submission information This stamp is in red NOTE Once you DVOT197 001182 0401182 HAHOGO004 reste Apply Cash Discouni Deductble Disc submit an Invoice for billing you cannot make changes to the Invoice ROS 3387 3346 VB not coded invoice Code History Ese usi 2004 t Chevrold Cavalier 4 Door Sedan License Maeage mn Windshield Sry EE PTE 72 Descriptior Oty Unit List O8A Disc Met Tax 1each 5759 60 w 10 5835 58 yr 2 3hr 45 00 e base 203 50 Teach 28 00 fe fat 530 00 Sub Total 5565 28 Tax Total Charges Windshield GBH Windshield Labor 20 Urethane Dam Primer Submitted to Statewide Mutual 6 2831 2004 9 55 A diraci Deductible Tobal 3 6 5 Submitted Invoice Message Print an Invoice eDirectGlass allows you to print an Invoice prior to and after submission please make sure you have followed all of the steps under Section 1 Getting Started before you attempt to print any Invoices 1 Select an Invoice from the Invoice List 2 Click on the button 3 The Invoice Print Preview screen will open in a new browser window 4 Click on the amp button on the report viewer toolbar located under your browser window address bar x amp Rom 4 1 ofi gt M nm Crystals Report Viewer Toolbar 5 A print dialogue box will appear Select the printer you wish
51. Auto Glass E z HRAT E Vk De Vota Did You Know E CTE 340 Scottsdale AZ 85260 Popular 1228 Addon Seminar HPS Customer Satisfaction Score 2 Real dme Cost Plus Ded oe know youcan ee Coad ples pc cados based on al dr suppber pesca Pra fewer can ba addedio amy Chobe Ces Peonza er cr add ed ons of Doda rep Hara Dontact Pe sad depariment Kx mor borne er lo add he perece Today Your ore bs 4 Shop Message What s Hew a Hes UP AS i mu Fg cU y hs lar LA E vh N E a Hew HADS pricing and epdates will goin Ic eed as of Moles In mie 04 cae quec ky probe customers eat an edectronmec sales oed whene Ze PATO seats can be rd alo vw your MET aed condon Crece gus Gers aed Comes aeg May 13 20131 accepted the cestomer electronically za the sales ceder and or automatically Lraeam sed to the BCE Dass lud Ss MARCO compar had pay admin aia ae and ihe ClaemHarbor system Support Info GET STARTED NOW E amp A Panairin p 2 Cali 1 400 993 0915 press 1 Tebepbharar Support hours aro Monmbay Friday 6 00AM 5 104 PAT STE L Em va ch bo IEL TTE MM Eust IH 1 9 2 Log Off To Log Off of the eDirectGlass system or to login under a different username click on the EEJ button next to the username in the upper right hand corner of the screen It is important to log out when you 2013 AMJ Logistics Inc Getting Started 15 are done in eDirectGlass shades Auto Glass sary Hart
52. BA Car Rental Phone 480 212 5236 Contact Mike Jones Secondary Phone Address 18778 M B2nd St Fax 480 656 7878 Address Tax ki SET TRE Cty Scottsdale is Noles Rental Code 1234 Other Contact Record Window You can edit any of the information in the contact record In addition you can also add Notes to the contact record The Notes will not show up in any location other than in the C amp V Relationship Management area When you are finished making changes to the contact record click on the button to save the modifications 2013 AMJ Logistics Inc C V Relationship Mgmt 131 5 4 3 Creating a New Other Contact To create a New Other Contact click on either the button in the Find Existing Other Contact window or click on the button in the Other Contact Sub Menu After you click either button a blank New Other Contact Record window will display in the Work Area New Other Contact Record Enter all of the contact information Commercial Records require the Company Name Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record A SIN lt 2013 gt AMJ Logistics Inc Marketing 133 6 1 6 1 1 Marketing This chapter provides instructions for working with the eDirectGlass Marketing module The M
53. Calendar View AM PM You can also add Notes that will appear with the appointment both on the screen and on the print out These notes will only be available to your account and will not print on the final Invoice Just type the appointment notes in the Notes box and click on the button You can also use the Warranty check box to track if this Work Order was a warranty Repair Replacement Simply check off the Warranty _ check box enter in information in the Original Invoice box you must enter in something in this box if you check off the warranty box and click on the button Service Address The eDirectGlass system allows you to store a Service Address in addition to the Owner s home address which is recorded on the Owner tab This Service Address will appear on the Work Order print out 1 Open the Work Order to which you wish to add the Service Address 2 When you open the Work Order the button will appear in the Sub Menu Click on the bc button to display the Service Location Record window in the Work Area lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 93 3 4 4 3 4 4 1 First Hame Primary Phone Last Hara Secondary Phone Address Mek Phone Address Fax City State Delete Ena CE Hobes Service Location Record Window Fill out all of the pertinent information including any notes you can use the notes section for cross street information When you have finished
54. HS State AZ Invoice Code History Mileage 22380 Coler Green Description ty Unit List OSA Disc Net Tax n E 38H Teach 254 25 e TS 5358 fer 23h 8500 7 flat 135 00 7 ream man ema 1h 48 00 F7 fat 80 00 fr Sub Total 5248 58 Tax 5170 PaymentAdussmen Total Charges 25026 Deductible Disc 0 00 Deductible S000 Apply Cash Descount Overnde OLA Tobal 200 06 Rebate 2 Omaha Steaks ner Conven Quote 10 MO Quote Vehicle Window Convert Quote to Work Order 3 4 Work Orders The Work Orders module in eDirectGlass allows you to manage and schedule your jobs To start click on the Work Orders button in the Sub Menu The Find Work Order window will open in the Work Area Date insurance Year Claim Ho Make i YIO Ticket Hunter Model WO Codes You may enter partial data in one or mubple felda Gori by d WO Date C Schedule Date Find Work Order Window 3 4 1 Open Work Order To open and work with a Work Order click on the Work Orders button in the Sub Menu to open the Find Work Order window 1 In the Find Work Order window enter the search information to locate the specific Work Order Find Work Order you wish to work with and click on the button To see all Work Orders just 2013 AMJ Logistics Inc Quotes amp Invoicing 87 click on the button and the list of Work Orders will display in the Work Area naurance Phone Claim No Make zn WOfTieket Numer Model V WO Cod
55. J Logistics Inc Getting Started 35 you have to do is check off the Disable User _ box and then click on the button This will remove them from the drop down list used to assign commission to an invoice If you do not want to make any changes click the Qut Without Saving button Firs Name james Last Nae williams Postion comrmz Work Phone Mobile Phone Home Prone Emad Store GLASS SHOP R gion Southwest Display Name 3mesw comme Disable User Commission Salesperson or Writer Detail Window 1 10 4 Search Result Settings eDirectGlass allows the individual user to select and maintain which columns show when they search in each of the Quotes amp Invoicing sections e g Quotes Work Order amp Invoicing This features allows you to see at a glance the fields that you need to complete your work more quickly These settings only effect the Find results and not the record data itself 1 Click on the MEMENTO button then select the User Mig button and then the button 2 In the Find User panel that comes up enter the Username First Name and or Last Name and click on button 3 Double click on the name in the list to bring up the User Detail screen which will list the Quote Work Order and Invoice Search Results sections Date v Owner Quote Total v Year insurance v Make City Model Sales Person Y Veo Code Ml Model City Y Date J4 Owner Sales Person VI Year Tj nsurance WO Total
56. Logistics Inc Getting Started 13 f T The program will open outside of Protected mode interne xploner s Regie Editer Protected mode helps protect your computer If yeu do net trust this porteur BS PE pen Ei negra A dde inserts can uniia change er delete iuei and caute components Lo Hee Ergntry diter step working comecthy Hf you do not tous the source of this information in ili Lane Micrnactt Viandowy Cet Gar AD Lec MP eee Vies Tipperary bende Fes Les Content ESS BGEDERT EDGE Leg de not add it to the registry Do re ghee rre be ear for id meos ae oar iv Details Dont aloe a The keys and ador conire is Cum oan App les ah Macrose Mmes Temporary Intermed Files Lo Content ES GSEGKDBRT eDOIEE esf Lie have boon parerii added to TR regiriry Ase yea sune you vweant bo continue Security Warnings 3 Open up Internet Explorer and you can begin using the Attachments feature 1 9 Connecting to eDirectGlass Before you can connect to eDirectGlass you must first complete the following steps 1 Connect to the Internet Not required for broadband or LAN Internet services 2 Launch Internet Explorer NOTE eDirectGlass only supports Internet Explorer 3 Have your Account Login Information as delivered to you by eDirectGlass via Email Fax or Mail Once you have completed these three steps you may proceed to the eDirectGlass website to login 1 9 1 Login In order to
57. Managing Editor Gary Hart Technical Editors Maria lorio Team Coordinator Gary Hart Production Gary Hart Eighth Edition May 2013 AMU Logistics Inc 8687 E Via De Ventura 310 Scottsdale AZ 85258 Part Number Pub UG 1000 0405 00 l eDirectGlass Total Shop Management User Manual Table of Contents Foreword 1 Part 1 Getting Started 3 T NE 616 LE Lei 0 1 ii eee a A E 3 2 System Hegulremehls ica 3 S CTCE OCIS RETE 4 A TEX SIZO toc S 4 9 Security SEMINO S iS 5 6 Installing Crystal Report Viewer cccccceeesseessenseeeeeseeeeeesseeeeaseeeeenseeeoeaseesoeaseeeenseeseoeasesoeaseeses 10 7 Installing DBPIX Attachment Pl ge lh iioii nn inse eo urnes inerte ant ee nn enute 11 8 Configure the Registry of Attachments sccccecsessseeeeeeesseeseeeesseeeeeenseeeeseoeneeeseoeesseeeoeenseees 12 9 1Connecung 10 SDIFECIGIASS eee tT 13 LEOIN Re A en ne A ene eee since aE at PESE DE 13 2Log OM PR lo uuu nU EM IE 14 10 eDirectGlass Administration arial inician acne ei cp HE EE tees Rd as 15 1 SYst m AUMINISTFATION me te 15 D POT ANA ZO aca E 18 ANA EE ET LE a ia EE CI rates 20 a Multiple Tax IDS Sale Sits sccssccsvnaccaccttencnnahonnsattesttsenaga chien een ia 24 Ada TIDS EE EMT 25 2 View amp Maintain Tax IDs amp Rates sisi 26 GO A oo Po eesieveasec dteen aad 28 Sy CUSIOME Saltistactiari Nde a 28 L AddINAC
58. OICS COTES os tete ARN 45 2 View amp Maintain Invoice CodeS Et 46 S REDONS nia a A 46 bs MINE FRED ORS is ETT 48 A EXDOMING REPONS SR ti a o Mc cun e een CU eap idt 49 9 QuickBooks Selup 5 nn AL a aaa ae DOE UC FLU Dus acia 49 JNEIIpdiuUels Hupe r mE 49 11 CONACL EXPO Aem Im 50 Part 2 eDirectGlass Basics 93 jid c 53 1 Quotes amp Invoicing tts teet iii ibo OL cti tali LM EET 53 2M6 ssage CONRAD 54 3 C amp V Relationship Mgmt cidit LUE LIII ELE a didi eM utu 54 FALL EE 1022 1 La 0 RS RER RER SE A OR E EREe 55 9 ACCOUNMUNQ PRA RA o o AA DU et 55 Part 3 Quotes amp Invoicing 58 1 INEWASSIONIMENIES m 58 ULIS ECCE 59 2 ACCEDIASSIONMONEESS EE sn s ne ee 60 3 Reject ASSIONMENE Kee PRESE 60 A SNOW OSA UNS aD A A A E AA 60 Ae puede 61 1 Working with a NAGS Lookup m ls 63 2 Converting a Lookup to a QUOTE naa 64 3 QHUOIGS ue a a 65 eos 1 iter ane tice E cabin ecu cep ctii Ac A eva O E ame 66 1 QUGtES LIS Color COGING aA N AAA 66 2 Greate a New A An nt in ne 67 ft Entering Owner torna lO sad 67 I Gro d ACCOUIN NN DEPT 68 2 Entering BIII TO MOmMmatio Msn a a iones 69 1 Ch nde Insurance CON RUNDEN 70 o AON ANO lice SSSR tB RUD et aeta e teda ve inhalt rodeado hi na tien Ute dee arte uu sap and 70 Ma Vor TRA ot claves dri ic debe coe nn eut dott v
59. Remittance Box 3 4 10 eMinder eMinder is an email reminder system for all versions of eDirectGlass TSM Once you have setup and enabled eMinder all work orders that have a valid email address on the Owner Panel will be processed and an email will be dispatched with your appointment reminder Before you can take advantage of the eMinder system you must first complete the one time SMTP information setup as described in the System Administration section of this manual 1 Click on Quotes amp Invoicing Work Orders and then on the ellinder Settings button to 2013 AMJ Logistics Inc Quotes amp Invoicing 101 access the eMinder Settings panel Enable Reminder yes no Fram Address Record Tags ULLMAMEz Customer Full Home lt SCHDATE gt Schedule Date Time AMTZCOL Amount to Collect WEH gt Year Make Modal sSVCADDY Service Address ZIECHNAME Technican Name lt TECHBAAGE gt Technician image Reminder Holice days prior to schedule date Qua Wheat Saving eMinder Settings Panel 2 To enable the eMinder system click on the yes radio button If at any time in the future you wish to disable the eMinder service simply return to this panel and click on the no radio button 3 In the Reminder Notice section select the number in days that you would like the email reminder to be delivered prior to the scheduled date You may enter 0 so that the reminder is s
60. S oco ns anna 20 1 S e ATHE EMI nee 107 2 INVOICG A c S 107 3 Finalize an nile EN 108 T Submit an INVOICE scc ca aha as acca RC ud LL ee DL 108 S Prnt aN A A 109 6 D l te an INVOICE Moor 110 Message Center 112 CHECK MESSAGES iti iios icis ei Eee nn nes Estas tronco ne renta cest 112 Create Message me 112 ER Re 113 M 114 n 114 M M MX 115 117 2013 AMJ Logistics Inc Contents IV 4 SOWNMER 67 A m 117 1 Working with Owner Contacts A sees cree tte re re ranae eo ecu b eo its cus den dite aversive 117 2 Maintalning the Owner Record Perna Fake uten aen HE eu ane n pes EFEFMRUraeS Nis er ene ES a T SENSE EUR OENN ee Rate n se 118 3 Creating a New Owner Contact ss sang inner nine ist 119 A CUSTOMER TY DOS ES ai 119 2 Insurance Contact ica 121 1 Working with Insurance Contacts intenses dia 121 2 Maintaining the Insurance Ro si 122 3 Creating a New Insurance Contact ice cit esie cananea sen Se us nE e sE RE CURE 123 EMANAN O amp A ciii cc 124 3 Agent Contacta 125 1 Working with Agent Record reino coo dua ol oe cona ex saa da ie A tte 125 2 Maintaining the Agent Record ii di 126
61. a button to add the image to the record IMPORTANT NOTE Due to the nature of the database eDirectGlass uses the use of an apostrophe often causes problems when you are trying to save records In order to avoid 2013 AMJ Logistics Inc 96 eDirectGlass Total Shop Management User Manual lost data we suggest you do not use an apostrophe anywhere in the system at any time Image Attachment Lea Ces J TWAN __Atatch image J J Cue THE Logo Descnptian aDirectGlass Logo Image Right click for mare tools and info Use Ctrl and Shift to zoom Lt eDirectGlass gt Completed Image Attachment Window 3 4 5 1 2 Attach Image Directly from TWAIN Device 1 To attach an image directly from your TWAIN device click on the button in the Image Attachment browser window to bring up the Acquire dialogue box Microtek Seariwizard 5 Iw Show Lll Acquire Dialogue Box 2 Choose the correct TWAIN device from the drop down list this could be your scanner your digital camera your card reader etc Click on the button to import or scan the image If you have the v Show LIl check box checked off your normal User Interface for that device will come up and you can proceed normally from there 3 Once the image has been obtained click on the button in the Acquire dialogue box NOTE f you do not click on the button the image will not be available to you for attachment
62. above and beyond the information contained in Quotes amp Invoicing This is also where you will add and maintain the O amp A Rules associated with each of the insurance companies with whom you do business Note You can only have one Insurance Contact Record in the eDirectGlass system per insurance company Working with Insurance Contacts To work with an existing Insurance contact click on the MEIE ani button and the Find Existing Insurance Contact window displays in the Work Area Enter the search information for the contact you are looking for and click the L Find Existing Contact button to list a narrowed search or just click the L F nd Existing Contact button to list all of the contacts in your database You may enter partial daba in ore or multiple fields STATEMACE MUTUAL ECS TNNT 212 455 3787 Relieve Contact 1 Record Find Existing Insurance Contact Window When you locate the contact record you want to work with you can either double click it or single click the line to highlight it and select the button to open the contact record lt 2013 gt AMJ Logistics Inc 122 eDirectGlass Total Shop Management User Manual STATEVADE MUTUAL 1418 ROCKEFELLER PLAZA NEW YORERNYTOT234 i212 922 5255 FirsiName Rick Midas Primary Phone 480 346 1112 Secondary 1 rk mn Phone Harmen t Liob e Phone Lynx C Fax 480 522 3104 Scotts dale op 89258 Safeke
63. alde Ia ao ua del opes i Rene 71 2 Reletral OA 71 JAPPY COMMISSION AA Tee en Se N 72 A EMENGO LOSSI O irim E a a niet 72 S Entering Vehicle Informations e A EEE in Ere edv uus d E ASO 73 1 Custom Vehicle Mronmalo ps e es 74 No Vehicle Mona os adi a LM d e d ed da 75 do 19119 O er 1 E E PE OE O OE e Po Si ie ie ce 76 T Addire Additonal PANS AS AS AAA d eo t deae en AAA Set eue 77 T Additional Glass PASS sans As O O 77 2 Additional NAGS PalTS ue vexat Sn MM eee 78 SJAdditionab NOFSNAGOOD PaLS d astuces iust rct te ataca R 79 2 EUTANASIA a ossa i o uidet Prat ut Se A rede Vane hu nee 79 A hangra Venele ETT TD ELLA LIII EE LM 80 FISICO Informator rx ed reine acevo a ae dite en nn Se t 81 NO IUe MP E o nee han ete tee eed 81 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 4 Work Orders 5 Scheduling 6 Invoicing Part 4 a BO N Inbox Outbox Sent Items Trash Part 5 C amp V Relationship Mgmt 2 Ic Ke NUMDET dl el le MEME 82 F VoentilaHBrreelbo mer 82 TGA IVI OSA DUIS 10 T COLIDIG ca ofa desamor ennai dotes eee ace tbt tan ate o Ed 83 2 ApplyingiDedacuble Promotonal DISCOUN oran 83 LU ulnis a QUOTE ESS RU Ic 85 SUP TING a QU c ce 85 6 Converting a Quote toa Work Order c nent nel 86 PA RS RL tn 86 jEe Beide po 86 Worc Orders EISE COlOl GONE diem he ath been dia sides ste 87 pao MER lom er
64. appear in the Work Area Master invoice Number Custom kroka Number Ticket Humber ce Codes Model Glass id invoice Status WN Find Ino Hote vou may enter partial data in one or multiple Tekis Find Invoice Window 3 6 1 Open an Invoice To open and work with an Invoice 1 Click on the Invoicing button in the Sub Menu to open the Find Invoice window 2013 AMJ Logistics Inc Quotes amp Invoicing 105 3 6 1 1 Master invoice Number Custom voice Humber Ticket Humber invoca Codes Invoice Status E mna m Hote ou may enter partial data m ans gr multiple felds Find Invoice Window 2 Inthe Find Invoice window enter the search information to locate the specific Invoice you wish to work with To see all Invoices just click on the button and the list of Invoices will display in the Work Area 13 Records Invoice List 3 Double click on the Invoice you wish to open or single click on an Invoice and click on the button and the Invoice will open NOTE On the Invoice List you will notice a column marked Agt This column will contain an asterisk if the Invoice began as an Assignment sent to your shop through the eDirectGlass system If you place your mouse over the asterisk you will be able to see which Agency sent this particular invoice to you Any invoice that has a balance of 0 and or has been exported to QuickBooks using the eDir
65. arket module allows you to create and manage marketing campaigns Once marketing campaigns are established you can use them when creating new quotes so that you can track the return for each marketing campaign your company is participating in such as Yellow Pages Radio TV etc Clicking on the Maal button on the Menu Bar displays the following Sub Menu Marketing Owner Marketing Agent Marketing Fleetins Marketing Marketing Reports Marketing Sub Menu The Marketing module is very easy to implement and use After you have created the necessary Marketing Campaigns you can begin tracking your Marketing efforts In a Quote Repair Order or Invoice all you have to do is click on the button in the Task Menu as you are working in a claim In the Owner box click on the drop down box next to Campaign and choose the appropriate Campaign as it relates to the claim Remember to click on the button after you choose a Campaign First Name Tanner Middle Last Mame Prefix Suti Address 1413E 110th St Address City Scottsdale E State AZ Zp 85258 Emad Modified Store Pro Auto Glass Sales Person Tom Salesguy pato Fowner Cinssance Other Ces i i Campaign Drop Down Owner Marketing Owner Marketing allows you to create and manage marketing campaigns related to walk in or referral business Working with Owner Marketing To work with an existing Marketing Campaign click on the ESA LEUR button
66. at S 2 5 Kit Flat 3 0 Ki Flat Use this for level one cash qoutes only Remarks GutWihow Seng modified 1 10 5 6 Part Notes When looking up NAGS and or related parts the system will allow the user to review specific notes for a part that has been created in their local account NAGS is the registered trademark of Mitchell International 1 10 5 6 1 Adding Part Notes In order to add motes for a part in the system you must add the part to your Default Catalogue in the Parts Admin section 1 Click on MEET Parts Admin _ AdaPan For an existing part simply click on EEE Parts Admin FindPans 2 Complete the fields that are mandatory red boxes select a Catalogue Default Catalogue only and Category from the drop downs and enter any additional information including the part notes you wish to display in the Part Motes field Please Note o e You MUST check off the Inventory tem checkbox even if you are not going to carry the part in inventory in order for the notes to display in the system e The part MUST be added to the Default Catalogue ONLY lt 2013 gt AMJ Logistics Inc Getting Started 43 e f you are adding a NAGS part click on the button to easily create a part in your local catalogue Remember you must have the fully qualified NAGS part number in both the properly display the Part Notes Descripbon Part id Inventory tema Non inventory tems
67. aternton BON B 34 00 AM Request into pri56794 Alicia Moore BOO 2003 11 25 00 AM State mide Mutual ant ii bite edg2003 Tadiran Electric mu 12003 in AM i 3 Johnny Knoxville 8002003 325 00 FM To siabewide Mutual sent 21 2005 21200 JM 2013 AMJ Logistics Inc Message Center 115 Sent ltems Review 4 6 Trash The Trash folder contains messages that you have received and deleted To review the items in the Trash click on a message line and the message will open in the Work Area Tox Pro Auto Glass Sent 10 29 2002 10 48 00 AM Trash Folder Message Heview You can restore any of the messages in the Trash folder Open the message and click on the button and the message will be moved to the Inbox 2013 AMJ Logistics Inc C amp V Relationship Mgmt 117 9 1 9 1 1 C amp V Relationship Mgmt This chapter provides instructions for working with the eDirectGlass Customer amp Vendor Relationship Management module C amp V Management allows you to work with Customer and Vendor contact information Contact management allows you to keep detailed information on your business partners eDirectGlass has enhanced contact management for the automotive glass industry The C amp V Relationship Management module is also where you enter and maintain the O amp A Rules associated with the Insurance companies with whom you do business Clicking on the MEMBERS button on th
68. c ANO lack Jo 0 teach HMLO06980 893 845 121 G HMLO0G881 893 867 232 ROT HMLO06883 853 867 231 R01 Dorcas amp Kalam Mouldi Dorcas amp Kalam Mouldi Precision HMROUD484 443 857 511 MC Aud Mirror Resr View HPLOD0204 4A 845 543 ani z Retainer Mirror 7 HSCOU0418 443 845 237 B jc E Upper set of 4 HSCD00419 443 845 237 D aren Spacer Lower set of 3 HWED00002443 545631 A Discount Total 132 43 Lookup NAGS Line Item Build Quotes This eDirectGlass feature allows you to create and manage quotes In every case you must create a quote before you can create a Repair Order and Invoice When you click the GIUOTES button the following Sub Menu will appear Mew Quote Initial Quotes Sub Menu New Quote The Mew uote button will take you to the New Owner Record screen in the Work Area where you can build your quote lt 2013 gt AMJ Logistics Inc 66 eDirectGlass Total Shop Management User Manual 3 3 1 3 3 1 1 Quote Lookup When you click on the BE button from the Sub Menu the Find Existing Quote window is displayed in the Work Area Ow esr aurancos Pham Claim Ma Fa Quote Number VIN You may enter partial date in one or muliple felda Find Existing Quote Window e In this box you can enter any data in any combination to find an existing quote Once you have entered your search data simply click on the button If the s
69. choose the i button From the Export Report dialogue box choose the file format e g Excel Word for the file export from the drop down menu Export Report Rich Text Format Adobe Acrobat Export Report Dialogue Box 3 Next type in the file name and location in the File Name box or click on the L Erewse button to name the file and choose the location where you would like to save the file Once you have selected a file name and location click on the button 4 When you have finished click on the L___SK button to export and save the report 5 Once the export is complete the system will ask you if you wish to open the file Choose either thel Yes lor button 1 10 9 QuickBooks Setup The eDirectGlass system allows you to communicate with our existing QuickBooks company file They system allows you to send invoices with line item detail and payment information to your company file The QuickBooks Setup requires an eDirectGlass technician to enable and setup this feature Please contact your eDirectGlass sales associate for pricing and to schedule your setup appointment 1 10 10 Bulk Invoice Notes eDirectGlass allows you to add Invoice Notes to a range of invoices at one time 1 Click on the MEETS EM button on the Menu Bar to display the Administration Sub Menu 2 Click on the sisi button to display the Bulk Invoice Notes window in the Work Area 2013 AMJ Logistics Inc 50 eDirec
70. ck on the Invoice Codes button in the Sub Menu to display the Find Invoice Code window in the Work Area invoice od Description Find Invoice Code Window Add Invoice Codes To add a new Invoice Code to your eDirectGlass system click on the button in the Find Invoice Code window to display the Invoice Codes New Record window in the Work Area Quit Without Saving Invoice Codes New Hecord Window 2013 AMJ Logistics Inc 46 eDirectGlass Total Shop Management User Manual Fill in the appropriate Invoice Code up to 12 alpha numeric characters and the matching description then click on the button to add the new Invoice Code to your system or click on the L Buit without Saving button if you do not wish to save this record a soles Code RJO O Description Rejected Invoice lt CDS odred Completed Invoice Codes New Record Window 1 10 7 2 View amp Maintain Invoice Codes To view and maintain existing Invoice Codes in your system 1 Click on the MCE button on the Menu Bar 2 Click on the Invoice Codes button on the Sub Menu 3 Click on the L Eimd Invoice Code button in the Find Invoice Code window in the Work Area invoice Code Description Fie Ca Fa Find Invoice Code Window 4 The list of Invoice Codes and Invoice Code Descriptions will display in the Work Area Description Invoice Code List 5 To edit or delete a record c
71. cle 2 Ifyou have a VIN Number for the Custom Vehicle you are adding e g motor home enter it in the VIN Number box on the Add Custom Vehicle screen which will display in the Work Area once you have chosen Add Custom Vehicle from the drop down VIN Number 5B4MP67G 133367517 Add Custom Vehicle Screen 2013 AMJ Logistics Inc Quotes amp Invoicing 75 3 Ifthe system is able to decode the VIN you will get a dialogue box asking if you would like eDirectGlass to fill in the decoded information in the appropriate boxes If you wish the system to handle this click on the button in the dialogue box If you would like to fill in the information on your own click the ance button and enter the information manually Microsoft Internet Explorer JE The MAGS database was unable to locate the following vtl Workhorse Custom Chassis Forward Control Model 2003 Motor Home N A Do you want to use this data to create a custom vehide Custom Vehicle VIN Decoded Dialogue Box 4 Ifyou do not have a VIN Number simply fill in the appropriate fields manually Once the fields are filled in either through VIN decoding or manually and you have verified the information is correct click on the button to add the Custom Vehicle to the Quote VIN Number 5B4MP67G133367517 Completed Add Custom Vehicle Screen 5 Once you click on the button you will be returned to the Vehicle Tab in order
72. ctGlass a If you want to create cost plus pricing profiles b If you want to manage inventory without having to enter thousands of parts c If you want to see your costs on your most popular parts you sell In order to upload a pricing file you must first obtain a pricing file from your supplier Most suppliers are able to provide you with an Excel file that contains the part numbers and pricing for the parts you regularly purchase or for all of the parts they sell 2013 AMJ Logistics Inc Getting Started 39 The file that your supplier may send you will most likely not be formatted properly For example here is a view of a file that was provided by one of the suppliers D Current Price EI 3 a LEZ 4 Contract Number Iti s 3 3 BT 328 EE ME DENON EL Ti 7 a 14 aA 15 ii 16 pamon HAH Sheeti EJ Supplier Pricing File cee In order to import successfully in to eDirectGlass you must modify the Excel file first Please note you must have Microsoft Excel in order to accomplish this step If you do not have Microsoft Excel please contact eDirectGlass technical support for further instructions To modify the Excel file please follow these steps 1 Open the pricing file in Microsoft Excel 2 f the first row contains a header which are words in each column to identify what the column is you must delete the row Con
73. d the Sales Order select the Yes radio button 10 You must enter a statement that is the Terms Conditions you want the customer to agree to in the MyGlassClaim Mobile Sales Center Statement NOTE We recommend you use the following statement that will provide the best protection for you and your customer Please note this 2013 AMJ Logistics Inc Getting Started 21 statement does not guarantee any protection and as with all legal matters please consult an attorney CONTRACT FOR SERVICE ASSIGNMENT OF PROCEEDS AND AUTHORIZATION TO PAY have selected for the replacement or repair of the glass in my automobile assign any and all insurance claims and all policy proceeds owed by my insurance company in connection with my damaged glass to YOUR COMPANY NAMB authorize and direct my insurance company to release policy coverage and all other information related to my damaged automobile glass to YOUR COMPANY NAME 1 my gass has been replaced rather than repaired have insisted that where possible use original equipment parts and materials in the replacement of my automobile glass agree to pay my deductible if any myself If do not have insurance coverage agree to pay for the work myself 11 When you are finished selecting your options and completing the statement click on the button at the bottom of the screen Using MyGlassClaim The MyGlassClaim service will only be availab
74. d the claim Everything from inquires to exception requests can be made using this module Clicking on the MESS ERGISA button on the Menu Bar displays the following Sub Menu Message center Check Messages Create Message Inbox Outbox Sent tems Trash Message Center Sub Menu 4 1 Check Messages eDirectGlass automatically checks for new Messages every 10 minutes and will notify you if new mail arrives A New Messages text will appear under your login name in the upper right hand corner of the screen when you have New Messages At any time you can click on the button to check for and review new messages statewide Mutual RERequest Info 3211456 John Wayne 3710 2003 1 12 00 PM Check Messages Window To review a new message click on the message line and the message will open in the Work Area From Sinferwide Mutual Sent 3 1 002009 1712 00 PM subject RE Request Info Cim 3211458 John Wayne The information ts correct and the deductible is 100 Delete Review New Message Window You can either Reply to this message now or simply continue to work elsewhere in eDirectGlass Once a new message has been reviewed it is automatically moved to the Inbox 4 2 Create Message You may only create a message for an assignment that came down to your shop through eDirectGlass from an Insurance Company Fleet Company or TPA using eDirectGlass To create a new message you have two options The first option requires you to open a New Assignment Quote Repair Orde
75. display in the Work Area New Owner Contact Record 1 Enter all of the contact information First and Last names are required as indicated by the solid red boxes Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record UN 5 1 4 Customer Types eDirectGlass allows you to designate a type for any given customer This feature gives you the ability to build a list of Customer Types that will meet the needs of your shop To maintain the list of Customer Types 1 Click on the BEMREGE TENNIS tab to access the C amp V Relationship Mgmt sub menu From here click on the ESS EEE button to display the Find Customer Type panel Type Find Customer Type Panel 2 From here you can either add new customer types or maintain your existing list To add a new type click on the button to bring up the New Customer Type panel 2013 AMJ Logistics Inc 120 eDirectGlass Total Shop Management User Manual New Customer Type Panel 3 Simply enter the new type i e Fleet Company Commercial Municipality etc in the Type Description field and click on the button to add it to your list of Customer Types Type Description Municipality New Customer Type Panel Completed 4 To display maintain your existing list of Customer Types click on the button to sho
76. ductitle 250 00 Total 1 040 82 Vehicle Tab 2 Inthe Deductible Disc box enter in the amount by which you wish to reduce the customer s invoice Tickets WOR 313272524 YA JTHBFZ3DGT30113962 n t coded E Sets invoice Code History Teach 817 40 v 34hrs 4500 ff base 325300 v teach 548 00 F flat 530 00 v iesch 3288 32 88 v Sub Total 1 215 00 Tax 545 82 Cash Discouni Total Charges 31 260 82 Deductible Disc 5700 00 Deductble 250 00 Total 1 010 82 Deductible Promotion Discount Applied 3 Ifyou exceed the maximum discount allowed by your company this is set up in the Administration section of eDirectGlass you will get the following error Microsoft Internet Explorer 4 lf you do get this error simply change the amount you entered in the Deductible Disc field to be less than your company s maximum allowable discount 2013 AMJ Logistics Inc Quotes amp Invoicing 85 3 3 4 3 3 5 Printing a Quote To print a Quote in eDirectGlass please make sure you have followed all of the steps under Section 1 Getting Started before you attempt to print any Quotes pup lex Select and open a Quote Click on the Print Guate button The Quote Print Preview screen will open in a new browser window Click on the amp button on the report viewer toolbar located under your browser window address bar a i of 1 kk os amp crystal ss R
77. e Edit Campaign Agent Marketing Window 6 2 2 Creating an Agent Campaign To create a New Agent Campaign click on either the button in the Find Campaign Lookup Screen or click on the E sa ht button in the Agent Marketing Sub Menu After you click either button a blank New Campaign Agent Marketing window will display in the Work Area 2013 AMJ Logistics Inc Marketing 137 le j nein Ag ur bsc ting CampsgnCede 1 Campaign Name DuectMal Phone C T Sa Appt Other Compaign Start Campaign End r7 New Campaign Agent Marketing Window 1 Entera Campaign Code This code will be used for identifying campaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet descriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign 6 2 3 Close an Agent Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Campaign you wish to close by clicking on the butt
78. e Insurance NOTE You can change the Insurance Company information at any point in the process Quoting WO and Invoicing as long as the invoice has not been submitted If the assignment has come directly from an insurance company through the eDirectGlass system you will not have the option to make changes to the Insurance Company associated with the claim You are however able to update change the policy information at anytime before submission of the invoice Agent Information When an assignment is received from an Agency using the eDirectGlass system you will find the Agent s information listed under the tab 2013 AMJ Logistics Inc Quotes amp Invoicing 71 If this is not an assignment from an Agency or TPA you may use this tab in conjunction with the Agent Contact records in the C amp V Relationship Mgmt module to track referrals sent to you from outside sources e g car wash and or oil amp lube personnel 3 3 2 3 1 From Agency or TPA When an Assignment is received from an Agency using the eDirectGlass system you will find the Agent s information listed under the tab If an Assignment comes from an Agency you will not be able to use this tab to assign any other Agent or referral information You can only view the information for the Agency You will not be able to make any changes to this information 480 245 1112 Phone Agent Information Window You can view the O am
79. e Insurance company s state in the Find Insurance Company box NOTE If you check off the Show Contract Companies box it will only display the list of matching Insurance Companies for which you have set up both a C amp V Relationship Mgmt Record and an O amp A Profile This is help to ensure that the Insurance Company you are selecting on the Bill To tab of the Quote is the same one that has the Network correctly selected and will prevent billing delays by helping avoid records that are accidentally submitted to the printer and not sent electronically 2 Click on the button once you have the Company Name or State information typed in 3 Inthe Insurance Company Find list select the correct Insurance Company by either double clicking that line or single clicking the line to highlight it and then clicking on the Select Insurance button P O BOX 729 WISUKEGAN E 300 DELAWARE AVE STE 750 EINST STATEWIOE MUTUAL 1515 ROCKEFELLER PLATA TENGO qe Insurance Company Selection List 2013 AMJ Logistics Inc 70 eDirectGlass Total Shop Management User Manual 4 Now complete the Insurance record by selecting a Coverage Code Policy Number Deductible Claim No Authorization Referral No and Loss Date Don t worry if you don t have all or any of this information you can always enter it later If you do enter information make sure to click on the button The system will move you to the next Task M
80. e Menu Bar displays the following Sub Menu C amp Relationship Mort Owner Contact Insurance Contact Agent Contact Other Contact Customer Types C amp V Relationship Mgmt Sub Menu Owner Contact The Owner section in C amp V Relationship Management allows you to manage and store information about your customers that is above and beyond the information contained in Quotes and Invoices An Owner Contact Record is automatically created in the eDirectGlass system when a claim is initiated by either creating a Quote or Accepting an Assignment Working with Owner Contacts To work with an existing Owner contact click on the Owner Contact button and the Find Existing Owner Contact window displays in the Work Area Enter the search information for the contact you are looking for and or click the button to list all of the contacts in your database When you locate the contact record you want to work with you can either double click it or single click the line to highlight the record and select the button to open the contact record 2013 AMJ Logistics Inc 118 eDirectGlass Total Shop Management User Manual 5 1 2 Company Lest Name Fral Name Phone Find Existing Contact You may enter partial data in one or multiple fields 450 613 2545 304 698 7785 602 555 1277 460 555 5553 480 333 3333 602 555 5559 450 555 5555 574 554 5574 586 867 7745 480 445 1246 659 885 4444
81. e User F mage Sa O User Mgmt User Detail Technician 2 Near the bottom right of the User Detail screen click on the button and search your computer for the image you wish to upload for the technician Select the image and click on the button to attach that image to the technician selected Once you upload the image a thumbnail copy will display in the lower left corner of the User Detail screen Username phech Employee Code 123456 Password ses Level Technician Show Rights Store Region Fret Name Paul Last Name Tech Position Work Phone Mobi Phone 480 555 1111 Home Phone Email paul techgmyshap com Technica y Mabie i In House f l _ Daily Job e l sus 14904522083 tmomailnet Capaci E 1 10 2 3 User Rights This function allows the system administrator to assign the level of access for each user 1 Inthe Find User box enter a username first name or last name then click on the button To see all users for your account just click the button without entering any names lt 2013 gt AMJ Logistics Inc Getting Started 33 User List Window 2 From the User List window click on the name you wish to maintain to bring up the User Detail window in the Work Area Username ptech EE FS Employee Coda 123456 Password ssssss Level Technician bou Righ I Cod Store y First Name Paul Last Name Tech Position Work Phone Mobile Phone 480 555 1111 Home Ph
82. e Work Area 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual x amp amp Thon gt 1 ofi gt dh trystal oie ES Tee Gia Report AR 1045P PERIODIC PAYMENT REPORT Daw Oe Agri 2005 Frem 42004 Ta 40 2005 Time 1 38 07 PM Tangs lunrDaw sus coount Hama Santos Paid inv ll a amount 3338 5538 52 550 008 73 03 71 2004 AiaT STATEWIDE MUTUAL 538 92 J 50 001 TOTAL PAYMENTS Reports Window 1 10 8 1 Printing Reports With the report displayed in the Work Area click on the amp icon on the report viewer toolbar 1 located under your browser window address bar x amp expo gt 1 ofi gt M A crystals Report Viewer Toolbar 2 Aprint dialogue box will appear Select the printer you wish to print to and click on the Pin button 2 22A Auto Acrobat to Caron Auton Canon SE Cashier SO en e Lanes Jak ab on GELENZ w is nm Print Dialogue Box 2013 AMJ Logistics Inc Getting Started 49 1 10 8 2 Exporting Reports You can export any of the reports to another program to be able to further analyze your data 1 With the report displayed in the Work Area click on the icon on the report viewer toolbar located under your browser window address bar x Ba T E 1 ofi oh crystals Preview Report Viewer Toolbar 2 Inthe Export Report box
83. e in the upper right hand corner of the screen Clicking on this button will bring up the Report Issue window which will require you to enter information concerning your problem and the computer you were using when you experienced the issue 2013 AMJ Logistics Inc 152 eDirectGlass Total Shop Management User Manual Index ds Accounting 144 Adjustments Credits 145 Closed Invoice 148 CreditMemo 146 Invoice XML Export 149 Invoices amp Payments forQB 149 Overview 144 PostPayment 144 Reset Invoice Status 147 Add Time Off 31 Adding CSI Questions 29 Adding Part Notes 42 Additional Glass Parts 77 Additional NAGS Parts 78 Additional Non NAGS Parts 79 Administration 15 Invoice Codes 45 Parts Admin 36 Search Result Settings 35 Tax IDs amp Rates 24 User 29 WO Codes 44 Agent Contact 125 Create New 127 Maintain 126 Work With 125 Agent Contacts Add Agents 128 Agent Information 70 Agency TPA 71 Referral Agents 71 Agent Marketing 135 Close Campaign 137 Create New Campaign 136 Work With 135 Apply Commission 72 Assignment of Proceeds 20 Attachment Plug In 11 Attachments 94 Add 94 Saved Image 95 TWAIN Image 96 View 97 Authorization Numbers 69 B Bug Reporting 151 Bulk Invoice Notes 49 C C amp V Relationship Mgmt 117 Agent Contact 125 Insurance Contact 121 Other Contact 130 Owner Contact 117 Catalogues 38 Change Vehicle 80 ClaimHarbor 20 Closed Historic 148 Clo
84. e or Supplier Live Cost to calculate the part price 7 For the remaining boxes i e First Repair etc you may enter dollar amonts 8 If you wish to include Labor and Kite in the price select the check box next to Labor amp Urethane Included in Catalogue Price box 2013 AMJ Logistics Inc 42 eDirectGlass Total Shop Management User Manual 9 If you wish this profile to drive your eDirectGlass Web Quoter pricing select the check box next to Web Quote Module box You may only have one active Web Quote Module pricing profile at any given time 10 You may enter notes about this pricing profile in the Remarks box 11 When you are finished click on the button Message Center CAV Relations Mo ml Marketina Accounting administration i T Mes amp moin System Admin User Momi Dame a Paris Ademi Profile Hame Retail Cash A Profle Type C 3G off NAGS de Cost Plus Domesbe Windshield Pilkington select Catalogue Foreign Windshield Domesbc Tempered Invoice Codes Reports Cash Pro fia QuickBooks Setup EDI Status Bulk invoice Notes Foreign Tempered Conad Export First Repair 60 LAHA Additional Repair Parts Lator Fiat Catalogues EIE Pricing Profiles Pricing import F Labor Fist OEM m thet Fiat Labor amp Urethane included in Catalogue Price Using inventory OtherKit 5 35 My Work 1 0 Ka Flat 1 5 KR Fiat 2 0 Ka Fl
85. e text you wish to appear on the customer s deductible invoice in the D scount Text We recommend PROMOTIONAL as the Discount Text NOTE Even if you will not limit the amount of a discount your employees can give to a customer you must enter an amount in this field Just make it a large enough amount e g 900 so there will be no restrictions 5 The SMTP Mail Server User Name amp Password fields are your local email settings that will be used in conjunction with the eMinder Appointment Reminder feature of eDirectGlass and the invoice email feature Please Note Certain email services such as Gmail AOL Hotmail Yahoo or any SMTP server requiring a secure SMTP connection ARE NOT COMPATIBLE If you require a secure SMTP connection and cannot locate a non secure method to dispatch email you can upgrade your eMinder add on for an additional monthly fee 6 In order to use the Fax Invoice feature you must already have an existing outbound eFax account The email address you have entered above must be an approved outbound eFax email address T The Safelite Parent Id is a six 6 digit number that begins with a 09 and can be gotten from your Safelite representative It is required in order to be able to submit invoices electronically to oafelite Once you have that number highlight the Safelite Parent Id field hit the backspace button and type in your six digit number and Save 8 The Lynx Parent Id and Lynx Origination Id are fields
86. earch finds items that match your search data those quotes will be displayed in the Work Area e If you want to reset your search data for a new search click on the button e f you want to create a new quote you can click on the button in the Find Existing Quote window or click on the button in the Sub Menu e To retrieve a Quote simply double click on a quote line in the Work Area or single click the line and click on the button 0341 2004 2002 Mitsubishi 10 Records Quotes Retrieve Window Quotes List Color Coding Note The Quote Retrieve window is color coded for easy identification of items that require attention e Red indicates all Assignments that have been received by your shop from an Insurance Company or TPA Agent through the eDirectGlass system came in under the New Assignments module and are less than 7 days old e Yellow indicates items Assignments and or regular quotes that are older than 7 days lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 67 3 3 2 3 3 2 1 Retrieve Quote 10 Records Quotes List Create a New Quote To create a New Quote click on the CIUOteS button from the Sub Menu and then click on the DT button in the Sub Menu or click on the button in the Find Existing Quote window Entering Owner Information The New Owner Record window will display in the Work Area Address Motie Phone WT EUIS Address Ct ze Email S
87. ectGlass QuickBooks export feature will only be able to be displayed under Invoicing by entering search criteria in the Find Invoice Window and clicking on the tion Invoice List Color Coding The Invoice list is color coded for easy identification of items that require attention e Red indicates Invoices that have not been submitted e Yellow indicates Invoices that have a rejected status If you hover your mouse over the Insurance column of a rejected invoice you will be able to view the reject reason e Green indicates Invoices that have been submitted and do not have a rejected status 2013 AMJ Logistics Inc 106 eDirectGlass Total Shop Management User Manual 13 Records Invoice List In the Find Invoice window you may click on any combination of the color coding check boxes then clicking on the button to display only the invoices that meet those requirements e g display only Invoices that have not been submitted Master invoice Number insurance Custom Invoice Number Year HHI Ticket Number Wake haie Codes HU ndel Fr m voice Status Y IB CS M Note ou may enter partial dolo in one or makipis fields 13 Records Displaying Red Color Coded Invoices Only 3 6 2 Using Invoice Codes This section will discuss using and tracking the Invoice Codes you added during the eDirectGlass Administration set up These codes will help you keep track of your outstanding Invoices and
88. ed in the Discount box will be carried over to the Quote bone PWolteiGevNfeN MAGS Wadsned Pro FOOT OWOT1ISIGTYN GTN NAGS Windshei 12 3 he 700 50 GTr General Molora VWindshed 72 3hr 21455 HACS Adhesie 2 0 Urethane Dam Primer 1sach 28 00 RD Po En A O Fast Cure Urethans DamPrimer ijesch 48 00 HLUOODODM HLUODODO1 Lubricant Encapsulation Lubricant Teach 20 00 PE 7 TES ET Decount Total 535 75 Part Type Line Items 3 3 2 5 3 1 Adding Additional Parts Once you have made the initial selection of parts you have two ways you can add parts to a Quote The first deals with adding additional Glass Parts i e adding door glass to a Quote for a windshield The second deals with adding non NAGS parts to a Quote 1 Once you have made the initial parts selection on a Quote and have hit the button you may then add additional Glass Parts by first clicking on the button located under your parts list This will take you back to the NAGS part list You will notice that the part that you originally selected from the NAGS parts list in no longer available for selection Windshield encapsulated Solar Coabed Quarter Right Paint To Match encapsulated 157x328 Quarter Left Paint To Match encapsulated 157 x 328 Quarter Right Vil Painted Applique 157x328 Quarter Left YVO Painted Applique 15 7 x 328 Door Right Front 2 Holes 20x425 Door Left Front 2 Holes 20x 42 5 Back W
89. ed to assign the job Click on an End Time in the Day Calendar View also in the correct Technician s column Click on the button to add the appointment The appointment will be added to the production schedule and will appear in the Day Calendar View with the appointment details ON D lt 2013 gt AMJ Logistics Inc 90 eDirectGlass Total Shop Management User Manual 3 4 2 2 Techrici n Hank ich ds Completed Motes Please call the customer pros to Deis 01 28 2004 Albert Sands Service Address Start 8 00 AM WO Code History El End 11 30 AM OPEN w warranty Originalleveica modified Ven Schedule armed Appointment in the Day Calendar View Hourly You can also add Notes that will appear with the appointment both on the screen and on the print out These notes will only be available to your account and will not print on the final Invoice Just type the appointment notes in the Notes box and click on the button You can also use the Warranty check box to track if this Work Order was a warranty Repair Replacement Simply check off the Warranty _ check box enter in information in the Original Invoice box you must enter in something in this box if you check off the warranty box and click on the button AM PM Schedule Completed Motes Gary Address WO Code History OPEN Warranty Original Errante AM PM Schedule Window 1 Determine whether the job will be Mobile
90. ee how a campaign is performing click on the ELU se button and the Reports Sub Menu will be displayed Campaign Reports Agent Reports Fleet Ins Reports Marketing Reports Sub Menu Choose a report type from the Sub Menu Campaign Reports When you click on the button the Owner Report window will appear in the Work Area anenai ane Markebnmqeezsz R101 5 Pro ads 101 5 The Zone Tp ello Pages AU Agent Marketing THSF Tom Micha State Farm Agency Show Bepo Owner Report Window Select a Report Owner By Type or Campaign By O Select a date range Select a Status You can choose both open and closed if necessary Choose a Campaign You can only choose one Campaign at a time Heview the information selected to make sure it is what you want for your report Click on the button to build the report pu IT 2013 AMJ Logistics Inc Marketing 141 6 You can also print the report by clicking on the button which will open the report in another browser window Click on the button in this browser window The print dialogue box will appear Click on the Print button to send the report to the printer you have selected When you have finished click on the L_Llose window button ES gei TI xj a j Auto Ache Aut Canons Subo HP Caron O Debler on FR AA on GEEENZ Sista Besi Print tote Preferences Correri Frid Printer F A Number ol
91. efx Address A dresa2 Fax Cty Emad New Owner Record Window Bill To Other 7 lf you have setup any Marketing Campaigns you can use the drop down box to select the appropriate campaign See Section 6 Marketing of this manual for assistance with this module 8 When you are satisfied with the information entered click on the button 9 Next you will be taken to the Insurance screen on the Task Menu 3 3 2 1 1 Copy Account If you are creating a Quote for an existing customer you can pull up the customer s information and use that to create your new quote In the Last Name field or the Company Name field if the record is a commercial account type in the first three letters of the last name and at the bottom of the screen the Copy Account drop down field will appear First Name Address Mob Fie reg T Pa EE Address Fax Ciy SCOTTSDALE xt State AZ Emad Modified Store Sales Person select ona B io Owner Insurance Other Campaign Copy Account Copy Account Drop Down Simply choose the correct customer from the drop down list and the appropriate fields will be filled in then click on the button to continue NOTE If you have selected a record in error it is extremely important to leave the Quote Owner screen without changing or saving any information It is possible to overwrite the existing customer information and change historical records for that customer 2013 AMJ L
92. elect one Category select one ree IAN EEE meP O O OO O o o ooo O ki Type HAGS Position E Feature Color Lot Mo m Part Hobes GA Custom GL M Pricing Cutoff Loss Lookup ADD Parts Profile Detail New Record Window Use for Flat Glass Onhy 2 Enter part information The solid red boxes are required fields and must be completed before the record can be saved The Part Id is what will be displayed in the drop down list when adding the parts to a record so they must be unique NOTE You must select a Catalogue and Category from the drop downs as well as fill in all of the red boxes before the button will be active 3 After you have entered and verified that all of the information is correct click on the button to add the new record NOTE Make sure you check off the Taxable M button Part or Labor if the item is taxable lt 2013 gt AMJ Logistics Inc Getting Started 37 O amp amp M wrventory tem Taxable Part Taxable Labor er Catalogue Defaul catalogue Category Admin Fes Unt EA Part a ay 1 5 31 List Price I5 00 MFGPan DisposalFee ki Type Other Discount Posten Feature Net Pace 515 00 Color Lot No On Hand Description DHsposal Surcharge Reorder Pan notes Vendor Price GIL Account Use far Flat Glass Only A Cutoff Loss Completed Parts Profile Detail New Record Window 4 If you do not wish to add the record at this time click on the L But without Sa
93. elect whether they are Mobile In House or both and also enter in their Daily Job Capacity if you are a shop that is AM PM based The total Daily Job Capacity for all of your technicians will be used to determine the total daily job capacity for your shop Also if the user is a technician the SMS box will display This function allows the system to alert the user of jobs that have been added to their schedule on the same business day If you enter the correctly formatted SMS email address i e 4805551111 cellphoneemail com a notice will be sent directly to the technician s cellphone via text message telling them a job has been added and that they need to check their schedule for today Enter the First and Last name position phone and email information and click on the button Ag id js EF Username NewTech Employee Code 4551 Password ses Level Technician Siora Region First Hare New Last Name Tech Position Technician Work Phone 460 555 1212 Mobile Phone 480 555 1111 Home Phone Email newusergimyshop com Technician Monde h Houwse Ca r Job 10 sus 48055511116 cellphoneemail com Capacity Disable User Qui Without Saving modified Add User Window 1 10 2 2 Maintaining Users 1 In the Find User box enter a username first name or last name then click on the button To see all users for your account just click on the button without entering any names From the User List window click on the name you wish to mai
94. election Box TTT 2 Simply choose which of your private parts you wish to add from the Item Type drop down list adjust the List Price and Qty if necessary and click on the button 3 3 2 5 3 2 Editing amp Deleting Parts If you need to change a price you may only change a price on a dealer part or on a part that is listed as 0 in the NAGS database in the eDirectGlass system for a line item following the steps below 1 Highlight the part you wish to update and a new set of buttons will appear under the parts list 2013 AMJ Logistics Inc 80 eDirectGlass Total Shop Management User Manual Se eee Ticket Woe 33972506 vi 161JC124x27203594 natcodad Wi License ASADTS9 State AP involos Codes History iesch 777 10 777 10 7 23h 5000 115 00 teach 48 00 548 00 FF Teach 511 41 11 41 v Teach 181 80 S184 30 25h 50 00 laach M Pad Tax 4858 Apply Cash Discount Total Charges 1 355 98 Deductibie Disc 50 00 Deductibie 0 00 Total 1 355 90 2 Click on the button and adjust the price of the line item in the list price box Ticket VN 151407124x27203594 License ASADT839 Gate AZ teach ST77 30 23h 55000 115 00 v Adhesive eee RR teach 48 00 48 00 7 Mouri Mirror teach 511 41 511 41 m Back Window GTH each 5181 80 5181 80 er Back Window Labor 29hr 550 00 145 00 v rd 2 0 Urethane Dam Primer teach 28 00 528 00 CT NEM MEER UC 77 CCT ET 11 EEE
95. ement module to track your referrals You would also apply any Commissions amp Writers that you may have set up under User Mgmt on this panel Displays the Vehicle information including the parts and pricing information Schedule Displays the Schedule information for the claim Displays all of the previous Task Menu items in one screen view that is collapsible New Assignments The New Assignments feature is where you will find any assignments that have been sent to your company by Insurance Fleet or TPA companies Here you can choose to review accept or reject any of these assignments If you are an eDirectGlass Web Quoter customer your website quotes will also display under New Assignments New Assignment Sub Menu When you select or are reviewing an assignment the following Sub Menu will become active in the Sub Menu area Assignment int Assignment Accept amp Save l New Assignment Sub Menu lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 59 Print Assignment Allows you to print all of the Assignment information Allows you to accept the assignment and immediately convert it to a Repair Order to make changes to the record Accept amp Save Allows you to accept the assignment and convert it to a Work Order for later completion Allows you to reject an assignment A message box will display where you must enter a reason for rejecting the assignment This informati
96. end out without regard to the schedule date 4 In the From Address field enter a valid address that will be sent along with every email reminder Please Note This email address is critical as it will be the address that your customers will see and potentially reply to In addition this email address will serve as the bounce back address should delivery of an appointment reminder fail 5 In the text box area type your eMinder appointment message You may use the included Record Tags to construct your message For instance to address the customer by name you would type Dear lt FULLNAME gt You must type the Record Tag exactly as it appears on the screen Record Tags FULLHAME SCHDATE gt lt AMTEC L gt zWEHs TECHNAME Customer Full Name Schedule Date Time Amount to Collect Year Make Model SVCADOY Service Address Technecian Mame TECHIMAGE Technacian image eMinder Record Tags 6 Once you have made any changes to this panel click on the button 7 The eMinder system will automatically begin to process any applicable reminders based on your setup You do not have to do anything else to begin to use eMinder lt 2013 gt AMJ Logistics Inc 102 eDirectGlass Total Shop Management User Manual Enable Reminder yes no Reminder Holice days prier to schedule date From Address mnarma ioriagredirectglass cam Dear lt FULLNAME gt Thank yo
97. ent User Manual WOR 37403331641 Ticket Date VIN 161J0124X27203594 ns coded License ASAD7ZBS State AZ invoice Code History Mileage 22380 Color Green Save GBH leach 254 25 7 75 63 56 v Labor Z3hrs 8500 F fat 13500 2 0 Fast Cure l AN UrethaneamPrmer Tech 34800 fr fat 550 00 fe TT TURO Sub Total 5248 58 ECTS Cheat avery ve mes PaymentAdiustment Total Charges 5250 26 Deductible Disc 0 00 Deductible 0 00 Apply Cash Descount Ovende OLA Total 325026 Rebate 2 Omaha Steaks Completed Vehicle Information Window 3 3 2 5 5 2 Ticket Number On the Vehicle Tab screen you will find a Ticket field This is for you to enter in any manual invoice numbers you may use in your day to day business This field is for business tracking purposes only and is not required WON 37403331641 Tickat Date VIN 1G1J0124X27203594 mnebcoded License ASAD7BHS State AZ invoice Code History Mileage 22380 Windshield L leach 254 25 7 75 63 56 Windshield Labor Z3hes 8500 F fat 135 00 j 2 0 Fast Cure T Adhesie aii each 4800 F flat 50 00 7 Total Charges Rebate 2 Omaha Steaks eie MGC Convert Quote e WO Completed Vehicle Tab Screen 3 3 3 Applying Discounts The eDirectGlass system allows you to manage and apply different types of discounts to a Quote These discounts include O amp A Rules Cash Profile discounts promotional Deductible D
98. ents To add or maintain these records click on button and then click on the User Mgmt button This will display the button under the Administration Sub Menu 1 10 3 1 Adding a New Commission amp Writers Entry 1 Once you have clicked on the button in the Administration Sub Menu the Find Commission Salesperson or Writer window will display in the Work Area To begin adding a new entry click on the Add User button Username Farsi Name Last Nae Find Commission Salesperson or Writer Window 2 The Add Commission Salesperson or Writer window will now appear in the Work Area for you to complete Firs Hama Last Name Pesitien Work Phone Lote Phone Home Phone Email Bere Region Display Name Disable User Save Add Commission Salesperson or Writer Window 3 Once you have filled out all of the information click on the button 1 10 3 2 Maintaining Commission amp Writers Entries 1 Inthe Find Commission Salesperson or Writer box enter a username first name or last name then click on the button To see all users for your account just click on the button without entering any names 2 From the Commission Salesperson or Writer List window click on the name you wish to maintain Commission Salesperson or Writer List Window 3 Inthe Commission Salesperson or Writer Detail window make the changes required then click on the button NOTE If you need to disable a user for any reason all 2013 AM
99. enu tab NOTE The Safelite Referral number from the Safelite fax should be entered in both the Claim No and Referral No fields The insurance PID which is located in the insurance information section of the Safelite Referral fax this number is 5 digits long and usually begins with 09 needs to go in the Authorization box The LYNX Quest amp Harmon authorization numbers only need to go in the Authorization field 5 f you did not enter any information select the next tab you wish to work on from the Task Menu Policy 1785 STATEWIDE MUTUAL y 178558 3365 South Ad Deductibie 50 00 Sube VV shom L olior Chaim No 58895547f erede d ck Authorization 54758 450 345 1 i Referral No 596657 Loss Date 02 17 2004 Insurance Task Menu Detail 3 3 2 2 1 Change Insurance Company 3 3 2 3 If for some reason you need to change the insurance company that was originally selected click on the CEEI button in the Quotes Sub Menu to display the Find Insurance Company look up again Make your new selection and click on the button Coverage Code Pelcy 178559 Deductible 50 09 Custom Colison Clam Mo 589355471 _ Show O44 Insurance Companies repos Authernizatean 54258 Fed insurance Company Core a Referral Ho 528355 Loss Date 0217 2004 Logs Time Sale where occured Find Insurance Company Company Mare ciate Who was driving Insured the registered owner Ye No Descripban of ivcxdent Insurance Task Menu Window Chang
100. eport Viewer Toolbar A print dialogue box will appear Select the printer you wish to print to and click on the Print I button LI ri Genesi Options Select Portes 2 e amp Y Puro Aobx Auto Canon subo HE Caron S Bahia on Don Lapeer 45 an GALIN E Situs Beag Pusin e Preferences Decora Find Printer Page Range cM Number ol copar 1 a Ac FT Page fi F case Dn Enis ethes aons page number c 3 pr l paje rines fo tioa 512 Print Dialogue Box When you have finished printing just close the report viewer browser window Deleting a Quote To delete a Quote in eDirectGlass 1 B 3 4 Open a Quote Click on the Delete Quote button A dialogue box will appear asking you if you want to delete the Quote Delete Quote Dialogue Box Click on the button and the Quote will be permanently deleted 2013 AMJ Logistics Inc 86 eDirectGlass Total Shop Management User Manual 3 3 6 Converting a Quote to a Work Order Converting a Quote to a Work Order will allow you to schedule the job and move it toward Invoice status 1 Open a Quote 2 Open the L__ hicle window 3 Click on the button 4 The Quote will be converted to a Work Order and the screen will change to the Schedule view in Work Order VOS 37403331641 Ticket Dwie VN 161JC124x27203504 notcoded Chevrolet Cavaler 2 Doer Coupe License ASAD7B
101. es Date Make You may enter partial data m ome or multipie Tiekis o Model Owner City Owner City 54 Records Work Orders List 2 Double click on the Work Order you wish to open or single click on a Work Order and click on the button and the Work Order will open 3 4 1 1 Work Orders List Color Coding Note The Work Orders list is color coded for easy identification of items that require attention e Red indicates Work Orders that do not have a schedule date and time in the eDirectGlass system e Yellow indicates Work Orders that have not been marked as completed but are one or more days past the scheduled date e Green indicates Work Orders that have been marked as completed but have not yet been converted into an invoice 2013 AMJ Logistics Inc 88 eDirectGlass Total Shop Management User Manual Dais Ch fief amp urance Year Phone Claim No are ZP VOTES Number Model VER WO Codes Find Work Order Reset You may enter partial data in one or multiple fekis Sart by ip WO Date Schedule Date i Date Owner E Insurar E Total 05 28 2003 Acura 23CL TEDFOSTER SCOTTSDALE O 0514 2013 Ford Mustang 435 49 54 Records Work Orders List 3 4 2 Schedule Work Order eDirectGlass allows you to manage your production schedule very effectively In the Work Order module open a Work Order and click on the tab on the Task Menu The Schedule window will appea
102. escriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign 6 3 3 Close a Fleet Ins Marketing Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Campaign you wish to close by clicking on the button in the Find Campaign Fleet Ins Marketing window In the Edit Campaign Fleet Ins Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign 2013 AMJ Logistics Inc 140 eDirectGlass Total Shop Management User Manual Type Any r Campaign Code Campaign Hare Stotus Closed i YOU may enter partial daba in ore or milliple Theis Campaign Code ERAC o o o 1 Campaign Name Eriterprise Rent A Car Edit Campaign Fleet Ins Marketing Window Closed Campaign You may also close a campaign by highlighting the campaign line in the Find Campaign Fleet Ins Marketing listing and clicking on the L222 button in the Sub Menu NOTE Once a Campaign is closed it cannot be reopened 6 4 Marketing Reports If you want to s
103. essages Create Message nbox Outbox Sent tems Trash Message Center Sub Menu Check Messages Allows you to check for New messages Create Message Allows you to create a New message nbox Allows you to see all messages that have been sent to your account Outbox Allows you to see pending messages such as saved unsent messages Sent tems Allows you to see all messages that you have sent from your account Allows you to manage your Message Center trash folder similar to the Recycle bin The business partner must also be an eDirectGlass user C amp V Relationship Mgmt The Customer and Vendor Relationship Management feature allows you to manage all of your customer and business partner information This feature allows you to store information on your contacts and manage your relationships with each one 2013 AMJ Logistics Inc eDirectGlass Basics 55 C amp Relationship Mgmt Agent Contact Other Contact C amp V Sub Menu Owner Contact Manage your Owner contact records Insurance Contact Manage your Insurance contacts network delivery information and create maintain your private O amp A profiles Agent Contact Manage your Agent contacts e g Car Wash employees that send you referrals Other Contact Allows you to create and manage other contacts such as those that provide services to you 2 1 4 Marketing The Marketing fea
104. eted it must be converted to an Invoice so it can be billed appropriately You can make any modifications to the Work Order that you wish or make changes in the Invoice process prior to submission Once an invoice has been submitted no changes can be made 1 Open the Work Order and click on the tab button 2 Click on the Completed M check box and then click the button 3 Click on the tab button A Click on the button and the Work Order will be converted to an Invoice and will take you to the Invoice Vehicle window 2013 AMJ Logistics Inc Quotes amp Invoicing 99 WOS 37403331641 Ticket Daie VIN 16G1J05123xX27203594 Aet endad T Valid VIN License AGAD SEY State AZ invoice Code History Mileage 22380 Color Green Deductible Diac 50 00 Deductible 50 00 Apply Cash Discount Qverride OLA Total 5250 28 Rebate 2 Omaha Steaks Invoice Vehicle Window 3 4 9 Apply A Payment or Make an Adjustment Once the record has been converted to a Work Order you can also apply a payment or make an adjustment to the record directly from the Vehicle tab You can also may a payment or apply an adjustment from the record once it has been converted to an Invoice Payments and Adjustments can also be handled from the HERRIA 1 Onthe Vehicle tab E Work Order S Invoice record you wish to make a payment or adjustment to click on
105. f the Daily Job Capacity you have entered for all of your technicians divides that number by two and gives you that number of AM slots and that number of PM slots e g you have 4 Technicians each capable of doing 5 jobs a day giving you a total Daily Job Capacity of 20 the system will list 10 AM and 10 PM jobs for each day When you have scheduled all of the available slots the system will alert you that have reached your daily shop capacity You may continue scheduling jobs on that day even if you have reached your stated capacity this is merely an alert NOTE Once you determine which Schedule Type you will be using you should not switch back to the other type to avoid scheduling conflicts and lost jobs Also if you wish to use our Web Quoter feature your Schedule Type must be set to AM PM Start tens amp AM Monday v Tuesday v Wednesday v Thursday v Friday End tme E FM v Ol saturday Ol Sunday C Do not allow Assignment prescheduling Schedule Type Hourly Based Schedule C AMPH Based Schedule Total Shop Capacity 45 Shop Detail Hours and Days of Operation 20 See the Profit Analyzer section of this manual for the explanation and set up instructions for the Profit Analyzer section of the System Administration Shop Detail panel KE estimated cost 520 00 Rebate level 1 ValPak Book Tech estimated cost 520 00 Rebate level 2 Omaha Steaks Operations estimated cost 535 00 Rebate level 3 Delta Companion Ticket
106. here is now a direct route between shops vendors and insurance companies You no longer have to pay for or share your information with multiple parties You are in control of your own network e Integrated POS Management and FNOL system Stop paying for and using multiple services With eDirectGlass M you have all of the tools to manage your business in one place e Through the use of MultiLogic technology eDirectGlass automatically analyzes all claims and invoices to ensure they are formatted correctly This process allows the work and payment process to be greatly accelerated e eDirectGlass can work with non electronic vendors When you submit invoices to eDirectGlass you can mark non electronic vendors and we ll make sure it gets to the right place You will receive electronic notification that the vendor has received the invoice from eDirectGlass e AND MORE eDirectGlass is the only independent billing and management system eDirectGlass is built on proven technology and is easy to use We guarantee that eDirectGlass dramatically reduces the costs and time for glass replacement claims Built on open standards eDirectGlass is the first billing and management system that conforms to CIECA EDI and other industry and computing standards Everything you will need to know about configuring and using eDirectGlass is in this guide This manual will help you better understand the features and benefits of eDirectGlass It will explain how to c
107. hird party administrator you must select the proper Network from the radio buttons between the address and phone number fields If this is a Safelite Insurance Company you may enter the Insurance PID associated with the Safelite Insurance Company in the C amp V Relationship Mgmt record and it will pre populate the correct field on the Bill To tab of the Quote WO Invoice Either select the matching PID from the drop down list or click on the add new PID and enter the correct information listed in the insurance section of your Safelite referral fax 4 If you have any Notes enter them in the Notes box 5 Click on the button to save the modifications and new record 5 2 4 Maintaining O amp A Rules The Insurance Contact Record is where you will set up and maintain your O amp A Rules with each of the Insurance companies you do business with 1 Once you have created the Insurance Contact Record and have it opened click on either the EEE NNNM button or tho Ra RE CES button that appears in the Sub Menu to display the Private O amp A CRM Profile Detail window in the Work Area STATEVADE MUTUAL 1515 ROCKEFELLER PLAZA HEM TORETTO 1234 212 555 2555 Domeaste Wincd has Curert HAGS Case w HAAGS Foreign Windshield Domestic Tempered 10 fs Foreign Tempered First Repair 5 Agdhonal Repair Labor Flat 5 100 may be used with hourly Otherica Fiat s Otherk 5 1 0 Ka Fiat 5 25 00 35 00 2 0 Ke Fiat 5 45 00 2 5 Ka Flat
108. ifying campaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet descriptive 3 Select a Campaign Type If you select Other please fill in a description in the box that will appear 4 Select a Campaign Start and End date 5 Enter Promo Notes Use this area to note in as much detail as you wish the description of the Marketing Campaign 6 Click on the button to save the New Campaign 6 1 3 Close an Owner Campaign When your Campaign time period is over or at anytime during a Campaign you can close the Campaign so it is no longer displayed in the Quotes amp Invoicing module To close a Campaign find the Campaign you wish to close by clicking on the button in the Find Campaign Owner Marketing window In the Edit Campaign Owner Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign Type Are Campaign Code Campalon Marne Status Open 7 Closed Find Existing Campaign You may enter partial data in ore or multiple fields Create Mew Campaign Campaign Start 21112004 Campaign End 2 29 2004 Campaign Closed A 12 free dinners DEMENS o Edit Campaign Owner Marketing Window Closed Campaign You may also close a campaign by highlighting the campaign line in the Find Campaign Owner Marketing listing and clicking on the Close Campaign button in the Sub Menu NOTE O
109. ile you will receive a pop up box asking if you wish to overwrite the date already in the Catalogue If you answer yes it will delete all of the data in the Catalogue and replace it with the data in the pricing file you are attempting to upload This upload will replace any existing entries for this catalogue Proceed 1 10 5 5 Pricing Profiles Before you can create a Cost Plus Pricing Profile you must have created a pricing Catalogue and uploaded the pricing file from your supplier to that Catalogue or you must be enrolled in the eDirectGlass Supplier Live Cost Plus Pricing program You may also create pricing profiles based on the NAGS pricing but it is only available to price at a percentage based price 1 To create a Pricing Profile click on EEE Parts Admin click on the button 2 On the Pricing Profile Management screen click on the button 3 In the Profile Name box put in the name for the pricing profile you will refer to in the Quick Quote through Invoicing process 4 In the Profile Type area click on the radio box for e eff N amp GS Cost Plus or Cost Plus depending on the profile rules you wish to set 5 Now select the Catalogue you wish to use for this Pricing Profile 6 Next input a percentage for L off NAGS or Cost Plus or a dollar amount for Cost Plus 3 jn the Domestic and Foreign boxes This percentage amount will be used in conjunction with the uploaded cost or NAGS pric
110. indow Heated 37 8 x 45 9 Back Window Paint Band 37 8 x 483 From here you would choose another glass part and add it and it s associated parts to the Quote just as you did with the originally selected Glass Part Once you have selected the parts to add just click on the button and you will be returned to the Vehicle tab with the newly selected parts showing in list and calculated in the costs You may do this for as many Glass Parts as you need 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual Tickets VIN 1G1J0124x272035094 License ASADT ED Sube AZ invoice Code History feach 777 10 8777 10 Fr Zz3hrs 50 00 115 00 Teach 48 00 548 00 v feach 181 80 7 161 80 7 29hr 550 00 5145 00 each 52300 28 00 teach 0 00 500 00 V Sub Total 1 294 90 Tax 54817 Total Charges 1 344 07 Deductibie 0 00 Total 1 344 07 1 To add additional NAGS Parts e g adhesives mouldings etc to an existing Glass Part highlight the glass item you wish to add parts to and new buttons will appear under the parts list 2 Click on the button which will display the NAGS part list for the Glass Part you have highlighted You will not be able to add another Glass Part using this functionality just the related parts Tiie vin 161J0 124327203584 License ASADL S Sube AZ invoice Code i History 5115 00 fu 548 00 FF Back Window GTM Peach 5181 50 181 80
111. invoice number enter your Starting Invoice in the appropriate box The system will assign the next unused customer invoice number to each record as they are converted to a Work Order status or as they are created as a New Invoice You will not be able to renumber these records and this number will not be submitted with the electronic invoice it is an internal invoice number only 13 Select Track Inventory if you wish to identify and track Parts Admin parts inventory and current vendor prices within the eDirectGlass system You must also have the Track Inventory set to yes if you wish to enter Part Notes that will be available during the parts selection process 14 If the My Work Prompt is set to yes the system will ask you each time you leave a record if you wish to save it to the My Work Panel If My Work Prompt is set to No it will automatically be saved to the My Work Panel without prompting you 15 If you set Enable Fast Track to yes and then select the Adhesive Type from the drop down when you select a glass part on a record the system will automatically check the Adhesive Type you selected and if available the Precision moulding These items can be unchecked and alternates can be selected if needed on a per record basis 16 Setting Print CSI Link on WO to yes will print a message at the bottom of each Work Order asking your customer to visit the Your Feed Back Counts site enter their Survey Code and respond to the Customer Satisfacti
112. iscounts as well as an overall percentage discount to a cash quote The following section will explain how each of the different discounts can be applied to a Quote 2013 AMJ Logistics Inc Quotes amp Invoicing 83 3 3 3 1 Applying O amp A Rules to a Quote eDirectGlass has two methods for applying Offer and Acceptance rules to jobs By default any assignment sent to you through the eDirectGlass system from an Insurance Fleet or TPA using eDirectGlass is automatically calculated with O amp A rules When a quote is created from walk in business or for an Insurance company Fleet company or TPA who does not use the eDirectGlass system to initiate claims and you will be billing to an Insurance company Fleet company or TPA you can quickly and easily manually apply the O amp A rules you have set up in your system see C amp V Relationship Mgmt Insurance Contact of this manual for that company On the tab simply click on the O amp A check box in the Parts List and the line items will automatically convert and apply the O amp A discounts and pricing rules that you have previously set up in the Insurance Contact Record in the C amp V Relationship module of the eDirectGlass system If you have selected an insurance company that already set up O amp A rule for under C amp V Relationship Management these rules will already be applied Ticket 000 YH EHHWE25V ZAR227 034 Hyundai Sonata Licarga Lists 4 Doo
113. just The Adjustment window will display in the Work Area Enter a 0 zero in the Amount to Adjust box click on the invoice status to summen enter a Reason for the status change in the Reason box and click on the button wo N insurance Claim Ho Invoice Ho Adjustment Window 5 You will now be able to make and save changes to the invoice Closed Invoices Clicking on the ESSE button will bring up the Closed Invoices Find Panel This will display invoices that have been paid to 0 in the eDirectGlass system for historical information Closed Historic Invoice may also be found by entering search criteria on the Find Invoice Panel under Quotes amp Invoicing Invoicing Once the search criteria has been entered simply click on the button to display the record s 2013 AMJ Logistics Inc Accounting 149 7 5 Invoices Payments for QB The eDirectGlass system allows you to communicate with our existing QuickBooks company file They system allows you to send invoices with line item detail and payment information to your company file The QuickBooks Setup requires an eDirectGlass technician to enable and setup this feature Please contact your eDirectGlass sales associate for pricing and to schedule your setup appointment 7 6 Invoice XML Export The Invoice XML Export allows you to export data in a XML format in order to be able to import it into another progra
114. le during the Quote or Work Order phase Depending on how your shop wants to handle the process most shops will use the service in the Work Order phase after the job has been scheduled While this is the recommended method you can use the Service as your operation sees fit When in a Quote or Work Order on the Vehicle tab you will see a button called at the bottom of the Owner Inv or Ins Fleet Inv screen next to the if you are in a Quote or the if you are in a Work Order You can only click on the button once so make sure you are doing it at the right time in your process with the customer Once you click on the button the system will send an email to the customer via the email address provided on the Owner panel The system will display the date and time the MGC customer notification was sent Sent to MGC 2 12 2013 12 51 00 PM Convert Quote to WO The email the customer receives will contain instructions on how to access their service request by providing a link directly to the Sales Order Your Glass Claims Sales Order 3144319 From Shades Auto Glass En hbox x di ls gary edirectglass com 12 46 PM 6 minutes aga Thank you for choosing Shades Auto Glass Please go to http www myglassclaim conv edg Shop Quotes edgsSalesQOrder aspinvoicerd 31434 219 to review your request for senace and sign and submit your sales order If you have any questions regarding your automotive glass claim please contact us at the
115. lick on the line then either enter your changes and click on the button or click on the button to delete the record entirely 6 If you click on the button a dialogue box will appear To permanently delete the record click on the button Delete Invoice Code Dialogue Box 1 10 8 Reports The eDirectGlass has a number of reports that be able to assist your company in it s day to day operations 2013 AMJ Logistics Inc Getting Started 47 NOTE Please make sure you follow all of the set up items under the nstalling Crystal Report Viewer section of this manual and Print a Quote Repair Order or Invoice before you try pulling up any of these reports 1 To access the reports section of eDirectGlass click on the MEMES button on the Menu Bar to display the Administration Sub Menu 2 Click on the button in the Sub Menu to display the reports GroupName list 3 Select your report type from the GroupName list i e Accounting Scheduling Sales etc to display the ReportName list in the Work Area BS 1 PERIODIC PAYMENT REPORT 2 TRUE AGING 3 PAYMENT REPORT 4 ADJUSTMENT REPORT 4 Select the report you wish to view print from the ReportName list to display the report criteria in the Work Area 3 PAYMENT REPORT 4 ADJUSTMENT REPORT Date OS QE QUES To Date 041132005 5 Once you have entered the search criteria click on the button to display the report in th
116. llow you to add or assign a new NPS question for your company Acie Question is Het Promoter Score Based Me m em SC ee eee POINTER PTT NE TP dun TE Dur com AN et Promoter Score Based Question Already 5 nists 4 1 10 2 User Administration To add or maintain users for your eDirectGlass account click on the User Marmi button NOTE You must enter in a User for all technicians and sales people to whom you wish to assign jobs You must create a username for them even if you do not intend to give them access to the eDirectGlass system 1 10 2 1 Adding a New User 1 Inthe Find User box click on the button 2 Inthe Add User window enter a Username and Password NOTE The username must be a unique username to the eDirectGlass system not just your account Try using firstname lastname in order to avoid your user not being able to be saved 2013 AMJ Logistics Inc 30 eDirectGlass Total Shop Management User Manual 3 4 D 6 Select the User s level Training Manager CSR Admin Sales Person must be selected in order for the user to appear on the Sales Person drop down on the Owner Tab Technician must be selected in order for the user to appear on the Schedule Tab to have jobs assigned to them NOTE Until you modify the user rights see User Rights section of this manual they will not have access to any areas of eDirectGlass If the user is a technician s
117. logue Box Fleet Insurance Reports When you click on the L_ 2255 EN button the Insurance Report window will appear in the Work Area Insurance by Claims Date from Insurance by C Date to Insurance Report Window 1 Select a Report Insurance by Claims 2 or Insurance by 2 Select a Date Range 3 Review the information selected to make sure it is what you want for your report Click on the button to build the report 4 You can also print the report by clicking on the button which will open the report in another browser window Click on the button in this browser window The print dialogue box will appear Click on the ___Print button to send the report to the printer you have selected When you have finished click on the button es suns Genua Options Auth Acie Aute Canon Pas HE Debler on D ET LAA on GEEENZ Page Range fr A bie vr Enter isthe a angle page number q y pre pegeirampe fo tioa 512 Print Dialogue Box 2013 AMJ Logistics Inc 144 eDirectGlass Total Shop Management User Manual 1 1 7 2 Accounting eDirectGlass has a complete Accounts Receivable module that allows you to manage the billing process When you click on the ESS button on the Menu Bar the Accounting Sub Menu is displayed Accounting Post Payment Adivetments Credits Closed Invoices Invoices for QB Payments for QB Invoice XML Export Acc
118. lorer Ree curtom se tinge Brees to medium demai 1 6 Installing Crystal Report Viewer In order to be able to print from eDirectGlass you must first install the Crystal Report Viewer from either a Quote or an Invoice never a Work Order or Report IMPORTANT NOTE You must first set your Internet Explorer setting correctly before trying to install the Crystal Report Viewer See Security Settings When you first click on either the Print Quote or Print Invoice buttons in eDirectGlass it will prompt you to install the Crystal Smart Viewer for Activex F Crystal Reports Activex Viewer Windows Internet Explorer iom Merl hip im ediraciglass cajedojsha El 6 x WE SREP crystal Reports Actives Viewer fit deb ee gt ame igi This website wants to install the following add on Crystal Smart Viewer for Activel from Crystal Decisions Inc X TF you trust the website and the add on and want to install it dick here xx v Chck here bo install the following Actes control Cystal Smart Viewer for Actress from Crystal Decisions Ime Crystal Report ActiveX Viewer 1 Click on the yellow highlighted area and a drop down menu will appear 2 Click on the Install ActiveX Control in the drop down 2013 AMJ Logistics Inc Getting Started 11 ET petal Repaka Actes Viewer lla ida Int erret Explorer Install ActiveX Control 3 A pop up box may appea
119. m using that program s import feature insurance Claim No veis He Invoice XML Export Window 1 Enter the criteria you want for the export and click on the button 2 he Invoice XML Export Selection list will display in the panel Select the invoices you wish to export or click on the button and then click on to create the file STATE FARM FLORIDA INS CO No naurance ALLSTATE HS COMPANY STATEWIDE MUTUAL ALLSTATE INS COMPANY STATE AUTO B MARKET 17 invoices Select the invoices for XML export then press the Submit button Invoice XML Export Selection List 2013 AMJ Logistics Inc Help amp Reporting Issues 151 8 Help amp Reporting Issues On Line Help Manual On any screen you can find the i LA button located below the Sub Menu on the left hand side of the screen Clicking on this button will take you to our on line help manual to the section relating to the module you are in when you requested help Live Help l live isonline p If you require further assistance you can click on the button also located below the Sub Menu to discuss your issue with a technical support representative during normal business hours livahelpisoffline X You may also send an e mail to technical support via the BE rvenoici d button after normal business hours Reporting Bugs You can also report any issues with the program by clicking on the button located underneath your user nam
120. ment you can click on the CERRAR button and the O amp A Parameters if any will display in the Work Area When you are finished reviewing the rules click on button lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 61 Domestic Windshield 405 Foreign Windshield 40 Domestic Tempered 40 Foreign Tempered 40 First Repair 350 00 Additional Repair 35 00 Labor Flat 0 00 Labor Hourly 35 00 Other Kit Flat 330 00 1 0 Kit Flat 45 00 1 5 Kit Flat 455 00 2 0 Kit Flat 55 00 2 5 Kit Flat 70 00 3 0 Kit Flat 90 00 Please contact program adrninistratar for further pricing details for misc parts O amp A Parameters Screen 3 2 Quick Quote The Quick Quote feature allows you to quickly review vehicle parts graphics and parts pricing When you click on the Quick Quote button the Lookup Vehicle window appears in the Work Area VIN Number C o eee Glass Part Part Search Quick Quote Lookup Vehicle Window If you have a VIN Number enter it into the VIN Number Box The system will automatically decode the VIN and build the vehicle The vehicle may not build out all the way and you may have to select additional vehicle information before the button becomes visible If there is an issue translating the VIN to the NAGS breakdown the eDirectGlass system will display for you the decoded VIN information and you can simply select the correct corresponding informati
121. n to save this information or you may click on the L Huit without Saving button if you do not wish to add the record at this time 1 10 1 3 2 View amp Maintain Tax IDs amp Rates 1 Click on the view Tax ID button to display the Find Tax ID window in the Work Area um County AI Counties sts Hame Find TaselD Find Tax ID Window 2 Atthis point you have three options a enter in the In House Name of the record you are trying to locate in the In House Name box then click on the Find Tal button des AZMARTEMPE Mam Find T ax ID 2013 AMJ Logistics Inc Getting Started 27 b select the county from the drop down list then click on the Find Tax ID button or County AZ MARICOPA gt c just click on the Find T asl button to display all of the tax locations that have been entered Note You will need to scroll in the list to see all of the locations 51 D 55 SI4 5BAST T Find Tax ID List Window 3 To edit a location double click on the line containing the record you wish to maintain to display the Edit Tax Area window in the Work Area In House Mame AZMARTEMPE Stale AT County MARICOPA chy TEMPE Graa E J Quit Without Saving Delete T ax Profle Edit Tax Area Window 574 58457 TA 4 Your three options here are a to view the information without making any changes simply click on the L_ Bult without Saving button when you have finished reviewing
122. nce a Campaign is closed it cannot be reopened 6 2 Agent Marketing Agent Marketing allows you to create and manage marketing campaigns related to working with Agency s or Third Party Administrators 6 2 1 Working with Agent Marketing To work with an existing Agent Marketing Campaign click on the button and the Find Campaign Agent Marketing window will display in the Work Area 2013 AMJ Logistics Inc 136 eDirectGlass Total Shop Management User Manual Enter the search information for the Campaign you are looking for and or click the End Existing Campaign button to list all of the Agent Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record Campaign Name You may enter partial Gaia in one or mule Tiekis Retieve Campaign 1 Recard Retrieve Agent Marketing Campaign After you retrieve the campaign record the Edit Campaign Agent Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button Campaign Code Campaign Name Tom Marcha State Farmi Agency Phone Other Campaign Start D1701720104 Campaign End 04 30 2004 Campaign Closed For al reterrakz that ve recens trom the agency we will discount the job in Ehe for of a rebate to the Agency in the mount of 25 per referral Campaign Typ
123. nt User Manual 1 10 5 3 1 10 5 4 To review the information without making any changes or additions then click on the Quit without Saving button To completely remove this Parts Profile Detail Record from your eDirectGlass system by clicking on the Delete Parts Profile button NOTE Once you click on the Delete Parts Profile button you will see a dialogue box verifying your desire to delete the record if you chooselL 9 the record will be permanently removed from your eDirectGlass system Microsoft Internet x plore 2 Delete this Parts Profiles J c Delete Parts Profile Dialogue Box Catalogues Before you can upload a pricing file or add parts to a Catalogue you must first create a Catalogue in your eDirectGlass account 1 Clicking MEETS ISE click on the button to display the Find and Add Catalogue features of eDirectGlass 2 Click on the button 3 In the Catalogue Name box enter the name for the Catalogue you wish to create 4 When you have finished entering the Catalogue name click on the button Caisge Find Catalogue PRE EE mous Elmo iri ee ATT Catalogue Name modified Add Catalogue Window If you need to go back and update a Catalogue name simply go to MEME EN T NN Catalogues and click on the button to display the list of Catalogues Pricing Import Why would you want to upload a pricing file to a Catalogue in eDire
124. ntact your eDirectGlass associate for further information regarding these add on features NOTE Please make sure you follow all of the set up items under the Getting Started section of this manual before you use this function for the first time 3 4 5 1 Add Attachment 1 Click on the HEEE button on the Menu Bar 2 Select the appropriate Sub Menu button Quotes Work Orders Invoicing to find the record you need 3 Search and find the appropriate record and double click on the line 4 Once the record is open the and the buttons will be displayed in the Sub Menu 5 Click on the button and the Image Attachment screen will open in another browser window lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 95 Image Attachment Load Ces Twan J Atach mage J ee Does J Cese Tee Title Desenptien Description Image Right click for more tools and info Use Ctrl and Shift to zoom Image Attachment Window 3 4 5 1 1 Attach Saved Image 1 To attach a file that has been previously saved on your computer click on the L_Load__ button This will bring up the image find open window in the Work Area eee the folder where the image was saved highlight the image and then click on the Pen in the Image Attachment Screen Open mam Seen rive Image Find Open Window 2 Enter in a Title and Description for the image to help you identify the item later then click on the i
125. ntain User List Window In the User Detail window make the changes required then click on the button NOTE If you need to disable a user for any reason all you have to do is check off the Disable User _ box and then click on the button This will deny them access to the entire system If you do not want to make any changes click the Qut without Saving button 2013 AMJ Logistics Inc Getting Started 31 Username pach Employes Code 123455 Password ssssss Level Technician Show Rights Store Regen First Name Paul Last Mame Tech Position Work Phone Mobile Phone 480 555 1111 Home Phone Email paultechm imyshop cam Technician Mobis fe in Houss v sus 480555111 1 cellphoneemail com pan diet on Capacty Disable User Quit Without Saving User Detail Window 1 10 2 2 1 Manage Schedule The Manage Schedule feature allows you to block off time on your schedule for a particular technician when they will be available for jobs to be scheduled to them The Manage Schedule feature allows you to mark the technicians as unavailable for a specified time frame or for all day 1 Click on MGI User Mgmt then enter the technician s Username First Name and or Last Name and click on the L___Find User 2 button to bring up the User Detail panel Username plech Employee Code 123456 Password ssssss Level Technician Show Rights cas agb Firat Name Paul Last Name Tech Work Phone Mobis
126. nventory 15 U Upload Custom Logo 28 User Add New 29 Daily Job Capacity 29 Disable 30 Maintain 30 SMS 29 User Rights 32 W Warranty 88 Web Quote Module Pricing 41 WO Codes 44 Add New 44 Apply 93 History View 94 Using 93 2013 AMJ Logistics Inc 156 eDirectGlass Total Shop Management User Manual Total Shop Management User Manual 2013 AMJ Logistics Inc 2013 AMJ Logistics Inc Thank you for using eDirectGlass
127. o display the Find Existing Agent Contact window in the Work Area 2 Click onthe button to display a list of all of your existing Agent Records Note If you have already entered referral agents for a main contact they will be listed as separate lines but they are all part of the main contact record Company Last Name First Name Pron You may enter partial data in one or mukiple felds Dat Gone Car Wash H 100th St Dirt 8 Gone Car Wash Shea Dirt B Gone Car Wash Shea Dirt S Gone Car Wash Shea Quky Mart Lube amp Oil f Ur 480 554 1212 Tonys Lube amp Oi FLV bert 480 554 1221 Tonys Lube amp O4 FLW 480 554 1221 7 Records Find Existing Agent Contact Window 3 You may select the record you wish to add an agent to by either double clicking the line or single clicking the line and then clicking on the button to display the existing main Agent Record window in the Work Area 2013 AMJ Logistics Inc C amp V Relationship Mgmt 129 Company Contact Had Shiner Address 10425 H itih Si Address City Scotisdale Stale AZ Zip BS259 Email Notes 400 461 7514 Cesare Contact 1 Record Agent Record Window 4 To add an additional Agent Contact to this record click on the button to open the New Agent Contact window in the Work Area Primary Phone A 5 rm Fax 55H E nective 7 5 When you have finished entering the necessary information click on the button
128. ogistics Inc Quotes amp Invoicing 69 3 3 2 2 Entering Bill To Information Once the New Owner Record is created you will be brought to the Bill To window on the Task Menu Coverage Code Insurance Information Poly Custom Colson Deductible L1 Show Contract Companies eru Compr Chain No Find Company Reser Comprenensive Authorization Referral No Find Company Company Hame State Print customer payment details on invoice Loss Date Fleet Information Loss Time unit g Sate where occurred Card Who was driving Expiration Date hsured the regetered owner wires Criver Name Description of Incident Denver License Fleet PO Bill To Task Menu Window Note You do not have to enter any Insurance information You can move to any tab on the Task Menu at any time If you selected Bill To of Owner or a Bill To of Other on the Owner tab the system automatically assigns No Insurance to this claim If this is incorrect you will need to go back to the Owner tab select a Bill To of Insurance click on the button then return to the Insurance tab and follow the instructions under the Change Insurance Company section of this manual Owner BilTo Agent tossinfo Venice Schedule an Quotes and Invoicing Task Bar 1 Start by selecting an Insurance Company To do this enter the name of the Insurance company or at least the first three letters of the Insurance company s name or th
129. oice Codes Using 106 Open 104 Print 109 Submit 108 LL List Time Off 31 Login 13 Log Off 14 LYNX Authorizaton Number 69 Manage Schedule 31 Marketing 133 Agent Marketing 135 Fleet Ins Marketing 138 Marketing Reports 140 Owner Marketing 133 Message Center 112 Check Messages 112 Create Message 112 Inbox 113 Outbox 114 Sent Items 114 Trash 115 My Work Prompt 15 MyGlassClaim 15 20 Mygrant 15 N NAGS 61 Convert Lookup To Quote 64 Lookup 63 Net Promoter Score 29 New Assignments 58 Accept 60 2013 AMJ Logistics Inc 154 eDirectGlass Total Shop Management User Manual New Assignments 58 Reject 60 Review 59 Show O A Rules 60 No Vehicle 75 NPS 13 29 O O amp A Rules Maintain 124 Show O amp A Rules 60 Other Contact 130 Create New 131 Maintain 130 Work With 130 Overview 53 Accounting 55 C amp V Relationship Mgmt 54 Marketing 55 Message Center 54 Quotes amp Invoicing 53 Owner Contact 117 Create New 119 Maintain 118 Work With 117 Owner Marketing 133 Close Campaign 135 Create New Campaign 134 Work With 133 p Part Notes 42 Parts 77 Additional Glass 77 Additional NAGS Parts 78 Additional Non NAGS 79 Parts Edit amp Delete 79 Parts Select 76 Parts Profile Add New 36 Maintain 37 Payment 99 PGW Shipto Ids 15 Pilkington 15 Pricing Import 38 Pricing Profiles 41 61 Profit Analyzer 15 18 Q Quest Authorization Number 69 Quick Qu
130. om to me show details Nov 9 5 days ago Reply v Dear Tim Smithers Thank you for trusting us with your automotive glass needs This is a reminder that you have a sence appointment scheduled for 11 09 2010 to repair or replace glass on your 2008 Toyota Camry Please be advised that our technician will be amming at the following location to perform the work 1234 E Anywhere St HIGLEY AZ 85236 A typical installation takes up to one hour and you do not need to be present dunng this time Please be advised that our technician will need to collect 628 61 at the conclusion of the job Reply gt Forward 2013 AMJ Logistics Inc Quotes amp Invoicing 103 3 9 3 5 1 3 5 2 Scheduling The Scheduling module allows you to review your production schedule for a specific date or range of dates and allows you to see your entire In House and Mobile schedule Create Schedule The Create Schedule feature allows you to assign and or reassign technician for a specific date all on one screen It may also be useful to you to create a technician that is named Job Bucket or Unrouted and have all jobs initially assigned to that technician This will allow a routing expert within your company to later use the Create Schedule feature fully LE to access IMAGE and then on e EST To access create schedule click on MENESES the Create Schedule date selection panel Date 07052013 Once yo
131. omes active 3 If you do not have a VIN you can simply select a Make Model Year Body Style and Submodel instead 4 If this is a repair click on the button This will take you directly to the Add Line Item menu to select repair line items NOTE If you have selected the button but need to make this a replacement instead simply click on the button This will take you back to the 2013 AMJ Logistics Inc 74 eDirectGlass Total Shop Management User Manual Vehicle tab click on the L_Lsckup Vehicle button to take you to the NAGS Parts list 5 Otherwise click on the button to display a list of the NAGS and OEM parts Vehicle Build Window NOTE We recommend that you enter the VIN as in step 1 above This will validate the VIN before you go any further in the Quoting process If you enter in the VIN number after the vehicle has been built and the parts selected the eDirectGlass system will not be able to validate the VIN 3 3 2 5 1 Custom Vehicle Information If you happen to have a vehicle that is not a part of the NAGS Car and Truck database you can add a Custom Vehicle and select parts from your Private Parts Profile To add a Custom Vehicle to this Quote 1 From the drop down list next to the L_ Lookup Yehicle button on the Vehicle Tab select Add Custom Vehicle WOR 37403332161 vo Te ondad bi imss Code History Mo Vehicle Add Custom Vehicie Vehicle Tab Add Custom Vehi
132. on and want bo install it rete tive Control Image Attach Tile Description Image Right click for more tools and info Use Ctrl and Shift to zoom x Click here bo ictal the following Actives contrat dbpeciLocx from Ammara Internet Ltd Image Attachment ActiveX 3 A pop up box will come up asking you if you want to install the software Click on the Install button to being the installation process Internet Explorer Security Warming i E xj Do you want to install this software Name dbpixz ocx 5 More options While Fles From the Internet can be useful this File type can potentially harm your computer Ont install software From publishers you trust What s Ehe rek Install ActiveX Box 4 When the installation is complete you will see the Image Attachment interface screen 1 8 Configure the Registry of Attachments 1 Download the following file and when prompted choose Run http www edirectalass com downloads eDGIEKey re File Download Security Warning Do you want to nun or save this file Name eDGIEKey reg Type Registration Entries 402 bytes From weww edirectglass com an sue run or save this software What s the risk Registry Download Warning 2 Your system may prompt you to allow the update to the registry to occur Click Allow Yes or OK to any of these prompts until you get a message telling you that the update took place 2013 AMJ
133. on for the vehicle in question If you do not have a VIN Number you can simply select a Make Model Year Body Style and Submodel instead 2013 AMJ Logistics Inc 62 eDirectGlass Total Shop Management User Manual 1 AI mu A ut d Door Sedan 04610001 i E Complete Vehicle Build for Quick Quote When you are ready you can click on the button to work with the NAGS graphics and parts pricing Once you click on the button you will be taken to the glass part list At the top of the list will display any Pricing Catalogue and Pricing Profiles you may have set up under Administration Selecting from the appropriate drop downs prior to clicking on the glass part will apply those pricing rules to the prices displayed on the Quick Quotes screen Pricing Catalogue Pricing Profile M ygrant supplier cost LIVE Included Mygrant FW 0B42 Windshield Antenna ogas vers FOO3683 Quarter Right 158x217 Vew FO036E9 Quarter Left 158x217 2 FD03684 Door Right Front 22x38 View 1 FD03685 Door Left Front 22x38 FD03685 Door Right Rear 22x28 View Also if you have set up your supplier usernames and passwords under Administration System Admin once you click on the glass part the system will search all of the suppliers you have provided login information for and display your real time pricing and availability with those suppliers in the S
134. on in the Find Campaign Agent Marketing window In the Edit Campaign Agent Marketing window click on the Campaign Closed M check box and click on the button to close the Campaign Type Any Campaign Code Campaign Name Stotus Open 7 Closed isting Campaign Reset You may enter partial daba in one or multiple fields Edit Campaign Agent Marketing Window Closed Campaign You may also close a campaign by highlighting the campaign line in the Find Campaign Agent Marketing listing and clicking on the Ls button in the Sub Menu 2013 AMJ Logistics Inc 138 eDirectGlass Total Shop Management User Manual NOTE Once a Campaign is closed it cannot be reopened 6 3 Fleet Ins Marketing Fleet Ins Marketing allows you to create and manage marketing campaigns related to working with Fleet or Insurance companies 6 3 1 Working with Fleet Ins Marketing To work with an existing Marketing Campaign click on the Et hss button and the Find Campaign Fleet Ins Marketing window displays in the Work Area Enter the search information for the Campaign you are looking for and or click the End Existing Campaign button to list all of the Fleet Insurance Campaigns in your database When you locate the Campaign you want to work with you can either double click it or single click and select the button to open the Campaign record Campaign Name You may enter partial da
135. on questions you have set up 17 The selections you make for the Default Catalog and Default Profile will be what is automatically set when you are pricing a cash bill to Owner record A different catalog and or pricing profile may be selected during that time if needed ep Detail Company Name Shades Auto Glass Starting hvoces D Address 8687 E Via De Ventura Track Inventory yes no C Address STE 310 My Werk Prompt yes C no E Cry Scottsdale State AZ fp 852600 Enable Fast Track yas no C Phone 490 993 0915 Adheswe Type HAHOOO448 rax 490 422 9095 Print CSI Link an WO yas no C Main Contact Gary Hart Defaut Catalog Mygrant supplier cost LIVE Email adirectglas sggmail com Default Profile Included Mygrant Labor Rate hour 835 00 Deduetible Discount Max 50 00 Discount Text PROMOTIONAL SMTP Mal Server rriail yourmaileerver com Fax invoka 7 SMTP User Name gary hart SMTP Password sssssssse Sofele Parent Id 000000 Lynx Parent id 0000 Lynx Origination i 0000 PGW Shae ds 900001 Defaut Pingtan Cust ld 0000 Password 0000 hy grant Cust id COGOOOQU XXX Password DO Mygrant User i 0000 Shop Detail 18 In the next section make sure you enter your tax ID and rate information Please do not use a hyphen in the Federal Id number Tax Rates do not require a 96 as it is understood e g 796 should be entered as 7 00 not 7 and not 007 All amounts in the Parts columns will be added together to get your total tax rate The same for
136. on will not be sent back to the issuing party 3 1 1 Review Assignments eDirectGlass will notify you in the top center of the screen when New Assignments come in Once you see the notification follow the steps below to review and handle those records After selecting the ESLAS U button a list of assignments both new and previously read however if the assignment has been accepted it will no longer be listed here but under Work Orders are displayed in the Work Area 011082004 2003 Chrysler COCHES Manny Thomas 0128 2004 Lincoln Aves or Cori Rodney Fira Inzurance of Ganydand 2 Records New Assignments List Window You can open any one of the assignments in the list by simply double clicking on an assignment line or single clicking to highlight the line and then click on the button Reviewing Assignment After the assignment is opened you will see the assignment information in the Work Area and the Task Menu will become active Fest Mame Tom Address 10897 M 11231h Ave Address ciy SCOTTSDALE MA State AZ Modified Shore Sales Person select one Bil to insurance Campaign Assignment Review with Active Task Menu Clicking on each one of the Task Menu items will display the information as it pertains to each menu item This feature allows you to review the assignment information before making a decision to either 2013 AMJ Logistics Inc 60 eDirectGlass Total Shop Management
137. one Emad paullech myshop cam Technician v Mobla v n Housa SM mate elle Mal Cor SMS 4605551111 cellghongemail com Capacity zu Disable User User Detail Window 3 Click on the show Rights link next to the Level drop down list to display the User Rights window in the Work Area Hew Assignments E Find Cramer Repair Orders Scheduling InvolcinQ convert Quote to RO Convert RO To Invoice Create New invoice Delete Quotes Delete Repair Orders Delete Inveices ES ES ES ES ES S Es 9 9 S1 S Add Insurance S ES ES ES E Jaja Agent Contact E User Rights Window 4 The user will be able to access and change information in all areas which have a check mark in the Permission column To deny user access to a specific area e g Invoicing remove the check mark from the Permission column 5 When you have finished making the necessary changes to the user s rights click on the lt 2013 gt AMJ Logistics Inc 34 eDirectGlass Total Shop Management User Manual button If you do not wish to make any changes at this time click on the guit Without Saving button 1 10 3 Commission amp Writers The eDirectGlass system allows you to enter users to be used to track up to three different commission amounts on an individual invoice basis You will first need to set up the list of D who are eligible for commission paym
138. or In House If Mobile click on the check box next to Mobile v You will notice that the names in the Technician Box may change depending on whether or not a Technician was setup as Mobile In House or both 2 Click on the Date field to select an appointment date or click on the appointment is for the date already shown in the Date field 3 The Day Calendar View will display in the Work Area button if the lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 91 Service Address WO Code Histony warranty Orgesalkveice Frankie Virton 11000 E Shea Rd Scottsdale AZ 5259 Day Calendar View AM PM 4 Click in the first available field under the correct Technician s name in either an open AM or PM slot Note You need to have the correct radio box AM 2 or PM selected for this particular appointment and you must also click under the Technician s name in a PM slot for a PM job 5 Click on the button to add the appointment 6 The appointment will be added to the production schedule and will appear in the Day Calendar View with the appointment details 2013 AMJ Logistics Inc 92 eDirectGlass Total Shop Management User Manual 3 4 3 Mabie v Technican Maria Meadow Competed Motes Date 8 1 2004 icha a Service Address WO Code I History OPEN Warranty Origealinveice MATEO EZ 8 500 AM Scottdale AZ BE Appointment in the Day
139. ore Sas Person select one Bite Owner insurance C Other Campaign New Owner Record Window 1 Choose whether this is an Owner Record or a Commercial Record by selecting the appropriate radio box 2 Enter all of the contact information If this is an Owner Record First and Last names are required as indicated by the solid red boxes Commercial Records require the Company Name 3 You must enter the owner s zip postal code and then tab out of this field The eDirectGlass system will automatically fill in the City and State based on the zip postal code information Note The button will not be active if the zip postal code field is not filled out Enter at least one telephone number as indicated by the dotted line red boxes Select the Sales Person responsible for the job from the Sales Person drop down list if required Select the appropriate Bill to information Owner Insurance Other by selecting the appropriate radio box If you choose Other as the Bill to a second screen will appear in which you must add the appropriate bill to information p um 2013 AMJ Logistics Inc 68 eDirectGlass Total Shop Management User Manual FrstHae Primary Phone 5 L A Last nam 8 05 5015 1 A Address Mobi Phone Address cy state 27 Email Store Sales Person Tom Salesguy Biti Owner insurance Other Camoaign FirstNeme e Last arms 0 Pr
140. orrectly setup eDirectGlass create and work with jobs and assignments and communicate with your business partners This manual should answer any questions you may have and explain in detail all of the capabilities features and benefits of the software System Requirements This section discusses the hardware and software components your computer needs in order to run eDirectGlass The components described are the minimum items necessary eDirectGlass may run more efficiently with a faster processor more memory and a broadband Internet connection but in order to use our system your computer and network must meet the minimum system requirements Intel or AMD PC Computer 1GB of RAM or greater Windows XP Windows Vista or Windows 7 Microsoft Internet Explorer 8 or greater 32 bit version only Netscape Mozilla Firefox and Beta Versions of IE Are Not Supported We only support Internet Explorer 128k DSL Internet Connection High speed broadband connection recommended 2013 AMJ Logistics Inc 4 eDirectGlass Total Shop Management User Manual e Inkjet or Laser Printer e Valid email address for order inquiry and confirmation 13 Screen Settings To ensure the best possible screen display of eDirectGlass TSM you will need to check and adjust your computer screen settings Screen Resolution From your Desktop right mouse click on any blank area of the screen and select Properties from the menu Go
141. ose NOTE You may be given a separate URL to use to access your version of eDirectGlass Make sure you also add that URL to your Trusted sites list in addition to the ones listed above Internet Options nn lo damage your computer or Custom To change the settings cick Custom Level To use the recommended mattings cick Default Level You can add and remove websites from this zone All websites in this zone will use the zone s security settings edirectglass com Websites aagoffice com edirectalass ca EF ENUT TIN TS Require server verification https for all sites in this zone Security Settings 2013 AMJ Logistics Inc Getting Started 7 4 Still on the Security tab and on Trusted Sites click on Custom Level set all of the items as described below Once all of the items have been set close All IE windows Open a brand new one and log back into eDirectGlass 4 ActveX controls and plug re 4 Alow previgualy rad ActiveX controls to run withet pron d Binary and script behaviors a a Cerise Mdlan ani Bran uno ers Sin einer mnt Takes effect after you restart liberet Explorer Security Settings Trusted Sites Zor a Allow preveutty unused Acte controls to nun without prom C Densble Am E E a Sees meda ela Reet d Display video and animation on a webpage fut doe not ut a ak Enable
142. ote 61 QuickBooks Setup 49 Quotes 65 Agent Information 70 Apply Deductible Promotional Discount 83 Apply Discounts 82 Apply O amp A Rules 83 Bill To 69 Color Coding 66 Convert to WorkOrder 86 Create New Quote 67 Delete 85 Insurance Information 69 Insurance Information Change 70 Lookup 66 Loss Info 72 Owner Information 67 Print 85 Selecting Parts 76 Ticket 82 Vehicle Information 73 WOZ 81 Quotes amp Invoicing 58 R Rebate Level 18 Referral Agents 71 Registry Settings for Attachments 12 Rejected Invoices 105 Reports 46 Exporting 49 Printing 48 S Safelite Authorization Number 69 Safelite Parent Id 15 Safelite PID 123 Schedule 88 AM PM 90 lt 2013 gt AMJ Logistics Inc Index 155 Schedule 88 View amp Maintain 45 Hourly 88 WO Number 81 Schedule Type 15 WO Statement 15 Scheduling 103 Work Orders 86 View 103 Attachments 94 ocreen Settings 4 Color Coding 87 Security Settings 5 Convert to Invoice 98 Service Address 92 Delete 98 Shop Hours 15 Open 86 SMTP Mail Information 15 Print 97 Starting Invoice 15 Schedule 88 Supplier Center 61 Schedule AM PM 90 System Administration 15 Schedule Hourly 88 oystem Message 13 Service Address 92 System Requirements 3 WO Code History View 94 WO Codes Apply 93 T a WO Codes Using 93 Tax IDs amp Rates 24 Add 25 View amp Maintain 26 Tax Rates Single 15 Technician Image 32 Text Size 4 Ticket Number 82 Track I
143. ounting Sub Menu Accounting Overview When you submit Invoices in eDirectGlass you can manage the receivables process using the Accounting module In this module you can post payments adjust invoices and manage collections using accounting reports eDirectGlass does not contain any other accounting module such as Accounts Payable Payroll etc We recommend many different accounting packages for complete accounting such as QuickBooks Peachtree or MYOB Post Payment You can post a payment to any Invoice that has been submitted To post a payment to an Invoice click on the Post Payment button and the Post Payment window is displayed in the Work Area Date 090562007 Ameunt Find Invoice Isurance Claim Me Invoice No Post Payment Window 1 Select whether you are going to post a payment for a Single Invoice or for Multiple Invoices There are times when a TPA Network or Insurance company may send you a combined payment for multiple invoices therefore you would select Multiple Invoices 2 Enter the Amount to post against the Invoice s 3 Select the Payment Type from the drop down list and then enter the referral number of the payment check number or credit card approval code 4 Select whether the payment is from Insurance or the Owner 5 Inthe Find Invoice window enter the Invoice Number or one of the other fields and click on the button You can also just click on the button with no search criteria to list all of
144. our pricing adjustments and resubmit the invoice 1 Are you sure you want to issue a Credit Invoice for 48 72 Cancel Credit Memo Dialogue Box 7 3 2 Reset Invoice Status There may be times after you have submitted an invoice to an Insurance Company where you may need to make changes that do not effect the pricing that was submitted to the Insurance Company i e you need to update a VIN Number or change an address In order to make any changes to an already submitted invoice you must first change the submission status and then you can make changes to the invoice NOTE If you have already submitted the record electronically to the Network you must first receive a manual rejection of the invoice from them before you can unlock and resubmit the invoice electronically Failure to do so may result in a duplicate invoice rejection from the Network and charges from eDirectGlass and or the Network may be incurred To reset the submission status on an invoice click on the button and the Adjust 2013 AMJ Logistics Inc 148 eDirectGlass Total Shop Management User Manual 1 4 Invoice window will display in the Work Area Insurance Claim Ho Invoice No Paid By C insurance e Owner Only display F Adjustments Ll Credit Memos Adjust Invoice Window 1 Enter an Owner Insurance Company or Invoice Number and click on the button In the Find list click on the Invoice you want to Ad
145. p A Rules associated with this Agency by clicking on the C T 5 button in the Sub Menu The O amp A Rules will be displayed in the Work Area Domestic Windshield 505 Foreign Windshield 5056 Domestic Tempered 50 Foreign Tempered 50 First Repair 65 00 Additional Repair 10 00 Labor Flat 0 00 Labor Hourly 320 00 Cher Kit Flat 21 50 1 0 En Flat 30 00 1 5 kat Flat 440 00 2 0 En Flat 50 00 2 5 En Flat 60 00 3 0 En Flat 0 00 Show O amp A Rules Window 3 3 2 3 2 Referral Agents If the record you are working with did not come from an Agency or TPA through the eDirectGlass system you may use the Agent Tab in conjunction with the C amp V Relationship Mgmt module to track referrals from outside agents Note When you click on the button on the Insurance tab the system will automatically advance to the Loss Info tab You may go back to the Agent tab now and then proceed to the Loss Info tab when you have finished or you can come back to the Agent tab later Select agent MARTS Select Contact Baretts Byrd ne Ol Apply Commission 2013 AMJ Logistics Inc 72 eDirectGlass Total Shop Management User Manual Agent Tab 1 Select an Agent main location from the Select Agent drop down list to see all of the Contacts associated with that Agent Ho Agen Ct E Gams Sacr Contact 2022 Dit B Gone Car Wash Shea Quky Mart Lube 5 Od Tonys Lube amp O FLW Agent Selection
146. pany or Invoice Number and click on the button In the Find list click on the Invoice you want to Credit The Adjustment window will display in the Work Area Select the Credit Memo radio button this active for Invoices only and the parts list from that particular invoice will display on the screen Check all parts for a full credit or just individual parts for a partial credit enter notes in the Reason box and click on the button to apply the credit memo to that invoice 2013 AMJ Logistics Inc Accounting 147 test fest No insurance SCOTTSDALE AZ 85258 55512345657 Automob le nformaboa Insurance formation Year 1997 Sub Totat 451 40 Polcy Sub Totat 0 00 Wake Acura Taxes 16 55 Chim Taxes 0 00 Model 2 ZCL Gross Totat 3457 95 Agent Gross Total 50 00 Style 2 Door Coupe Deductible 50 00 Loss Date Deductible 0 00 VEE 1234557850 Cause Invoice 2656244 Owner Met Total 467 95 Ins Fleet Net Total 0 00 23 HRS LABOR Labor NITCINMITITHITICITCCCOOIDERENNNNNNNN NEL NE Onte 07 05 2013 Amount Adjusted 3 Reset rrecice sudmi status Credit Adjustmeni Negative Payment p C Adustment amp Credit Memo Reason Cred for ureihana 3 ise Cede Mere Credit Memo Window 5 Once you have clicked on the button you will get a dialogue box verifying that you wish to issue this credit memo Once you click on the button you will be taken to the new invoice to make y
147. part ais TS ES H Videos mfgpart next week button Homegroup S patita i 4 mi k File name logo Al Files e open Je cm 3 To use the selected image on your Quotes Work Orders and Invoices you must now click on the button Your logo has now been saved to your eDirectGlass account 1 10 1 5 Customer Satisfaction Index The Customer Satisfaction Index CSI module allows your shop to measure its performance with regards to customer feedback What is CSI Customer satisfaction a term frequently used in marketing is a measure of how products and services supplied by a company meet or surpass customer expectation Customer satisfaction is defined as the number of customers or percentage of total customer whose reported experience with a firm its products or its services ratings exceeds specified satisfaction goals In the competitive automotive glass repair and replacement marketplace where shops compete for customers customer satisfaction is seen as a key differentiator and increasingly has become a key element of business strategy especially with networks and their insurance company partners Within shops customer satisfaction ratings can have powerful effects They focus employees and technicians on the importance of fulfilling customers expectations Furthermore when these ratings dip they warn of problems that can affect sales and profitability 2013 AMJ Logistics Inc Getting Started 29
148. part by the NAGS part number to see which vehicles use that part Simply enter the glass part number in the Glass Part field and click on button to view the associated parts 1998 Chrysler Town amp Country Mini Van 1996 Dodge Caravan Mmi Van 1996 Dodge Grand Caravan Mini Van 18596 Plymouth Grand Voyager Mini Van 1996 Plymouth Voyager Mini Van 1997 Chrysler Town amp Country Mini Van 1997 Chrysler Town amp Country Mini Van SX 1997 Dodge Caravan Mini Van 1997 Dodge Grand Caravan Mini Van 1997 Dodge Grand Caravan Mini Van SE 1997 Dodge Grand Caravan Mini Van ES Glass Part Associated Vehicles Lookup NAGS is the registered trademark of Mitchell International 3 2 1 Working with a NAGS Lookup After you have clicked on the button the Vehicle Parts window will appear in the Work Area Before you select the Glass Part af xy 19 9 x 21 7 158 x 21 7 22x38 di x oo 2a x 28 Li X oe Initial Vehicle Parts Window From this display box you can click on any one of the line items to display the sub menu of components for that specific part If available you can also click on the button to review the part graphic 2013 AMJ Logistics Inc 64 eDirectGlass Total Shop Management User Manual 3 2 2 22 296 Part Graphic To return to the Vehicle Parts display box click on the button Converting a Lookup to a Quote From the Lookup NAGS parts sub menu you can select parts to build
149. perform an authenticated search Insurance Clam E or TPS AulhorizationfReferral ii QuvabeMiork Drderfinepice Humber Menace dentiicabon Number Owner ZIP Code VAA livanelpisontine y ClaimHarbor Portal Multiple Tax IDs amp Rates If your company is responsible for paying taxes using differing rates i e reporting to multiple city county or state agencies you can administer those rates in the Administration module of eDirectGlass This function allows you to ensure that the proper tax rates are applied to your 2013 AMJ Logistics Inc Getting Started 25 company s invoices based on the zip code entered on the Owner tab of the claim record Please keep in mind that any rates entered under Multiple Tax IDs will be added to the tax rates which you may already have set up under System Admin From the eDirectGlass Main Screen click on the MEME button 2 On the Administration Sub Menu click on the system Admin button 3 The button and the button will be displayed in the Administration Sub Menu NOTE If your shop pays only one tax rate you should only ever set up the tax information in the Shop Detail see the section on Shop Administration of this manual 1 10 1 3 1 Add Tax IDs amp Rates 1 Click on the button to begin adding your multiple tax ids and rates 2 From the drop down list choose the state then click on the button Enter a state where tax rates apply xz
150. priate WO Code from the drop down list and click on the button 2013 AMJ Logistics Inc 94 eDirectGlass Total Shop Management User Manual O Vee Schedue Mouse FF A Completed FF Motes this customermantsto have al Date 030362004 sinking imelallad Start 0745 AM End 1 45 PM NT WO Code Drop Down List 3 4 4 2 WO Code History View You can also view the history of the WO Code changes by placing your mouse over the WO Code History header to show the user name and date amp time stamp of the WO Code change s Mobile v Ce O3 362004 Start 10 45 AM End 1 45 PM Completed Iw Motes this customer wants to have tinting installed AGH by David Malone on 3 10 2004 11 46 AM by Gary Hart on 3 12 2004 7 16 AM AU so by David Malone on 3 14 2004 4 40 PM WO Code History View 3 4 5 Attachments eDirectGlass allows users to attach image documents directly to the claims record Documents such as customer signed work orders parts purchase orders and network paper authorization can become a permanent part of the electronic claim You can import the images directly from your scanner or other TWAIN device or attach image files that have been saved on your computer already The basic Attachment feature only allows you to attach image files to your records eDirectGlass also offers two add on features Attachment Plus and Attachment Pro which has greater capabilities Please co
151. r Sedan FWO2114 ndshi 34 3 x 60 6 PVG 14 Pam Sieh each 570295 i 40 421 77 fe Fra 14 Windshield Labor zaks 3500 F 112 00 A 0 Fast Cure HaHDODASG Adhesie UreinesiDamPrimer each 54800 fe Tat 30 00 fur HULOZ2OSOS Mouldng Reveal teach 553 34 553 34 i z Sub Total 517 11 Ta Naw Glass Fat oet r Apoh Cash Depend Total Charges 5540 96 Deductibie Disc 350 00 Deductibe 550 00 Total 5590 38 O amp A Rules Applied in Quotes 3 3 3 2 Applying Deductible Promotional Discount If you need to reduce the customer s portion of an Invoice either by applying a discount to the deductible or by applying a promotional amount you will enter either of those amounts in the following manner 1 Open the Quote Work Order or Invoice you will be applying the discount to click on the Vehicle tab to display the Vehicle and Line Item information in the Work Area 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual Wow 33972524 VA JTHBF 305130113965 Aat coded M License Stats Invoice Code History l age Eana Windshield Solar Coated 37 4 x 9 7 CU parta ese yt List OBA Des Het Tax Vindsheti GBH teach 517 40 fe 10 5599 14 e Windshield Labor Rahs 54500 4 base 5253 00 w 0 Fast Cure Adi manner each 548 00 4 fat 530 00 4 Moukding Teach 3285 32 88 M Sub Total 1 215 00 Tax 545 52 Apply Cash Discount Total Charges 31 260 82 Deductible Disc 0 00 De
152. r asking you to display the webpage again Click on Retry to refresh the page Windows Internet Explorer To deplay the webpage agan Internet Explorer needs bo resend the information you ve presdoushy submitted If you were making a purchase you should dick Cancel bo avoid a duplicate transaction Otherwise cick Retry to display the webpage again Rey o cn Retry Box 4 Another pop up box will appear asking you if you want to install the viewer Click on the Install button to begin the installation process Internet Explorer Security Warning Do you want bo install this software 2 More options While Filles From the Internet can be useful this file type can potentially harm your computer Onh install software From publishers vou trust What s Ehe risk Install ActiveX Box 1 7 Installing DBPIX Attachment Plug In NOTE Before you can use the Attachment feature in eDirectGlass you must first configure your computer and Internet Explorer 1 When you first click on the button a new browser window will appear asking you to install the dbpix20 ocx plug in 2 Click on the yellow highlighted area and a drop down box will appear Select Install ActiveX Control 2013 AMJ Logistics Inc 12 eDirectGlass Total Shop Management User Manual arts bo install the Following add on dbpixz ocx From Ammara Internet Lod TF you must the website and the add
153. r in the Work Area The way you have set your shop up in the System Admin will determine which schedule view you will see when you click on the tab in a Work Order 3 4 2 1 Hourly Job Schedule Mobile Technician Mara Meadow 7 Completed Notes Date 03 28 2005 Say Pokaia Service Address Start Alber Sands RO Coda History End OPEN s Warranty C orginal invoice i modified Mew Schedule Urde Hourly Schedule Window 1 Determine whether the job will be Mobile or In House If Mobile click on the check box next to Mobile You will notice that the names in the Technician Box may change depending on whether or not a Technician was setup as Mobile In House or both Select a Technician by clicking on the Technician s name Click on the Date field to select an appointment date The Day Calendar View will display in the Work Area and the Start Time field will be highlighted in the Schedule window PADY lt 2013 gt AMJ Logistics Inc Quotes amp Invoicing 89 Day Calendar View Hourly 5 Click on a Start Time in the Day Calendar View NOTE You must click on the Start Time in the Day Calendar View under the Technician for which you wish to schedule this appointment If you just click on the Start Time in the Day Calendar View in the first column you will be assigning that job to the Technician whose name appears in the first column and not necessarily to the Technician you wish
154. r or Invoice Once one of these is open you can click on the MIEESERSIEA button on the Menu Bar and then click on the button 2013 AMJ Logistics Inc Message Center 113 4 3 The second option also requires you to first open a New Assignment Quote Repair Order or Invoice Once one of these items is open you can click on the Mew Message button in the Sub Menu in the respective module Sub Menu Once you have clicked on the L S35 455 button or the Mew Message button the Create New Message window displays in the Work Area Create Hew Message Clam 3211486 2003 Cadillac Escalacio Ta STATEAAGE MUTLIAL WEW YORK MY BE Adjuster Ca Hia From Gary Hart Subject Request Info Y Create New Message Box The Claim To Cc and From fields cannot be changed These fields are populated with the information from the specific item Quote Repair Order or Invoice you have selected In the Subject field select the type of message you want to send There are 6 Subjects to choose from Request Info Price Issue Accepted Invoice Rejected Invoice Exception Request and Other In the message window type the message you wish the recipient to read When you are satisfied with your message and you want to send it click on the L__3end Message Now button and the message will be instantly sent If you are interrupted or if you want to finish the message later click on the send Message Later but
155. r sales order Claim Nr Insured Larry Renolda Vehicle 2010 Toyota Camry Amount due 0 5alesOrder31443190wner pdf 13K View Download The system will also place a copy of the signed Sales Order in the Attachments folder of their claim record in eDirectGlass Attachments for Job 3144319 SalesOrder3144319 pdf E v Sales Order In the eDirectGlass Quote or Work Order the system will also report the time and date the customer submitted the Sales Order Sent to MGC 2 12 2013 12 51 00 PM Complete 2 12 2013 1 20 00 PM Convert Quote to WO If you selected either the Transmit Sales Order to Network or Insurance Contact in your MyGlassClaim 2013 AMJ Logistics Inc 24 eDirectGlass Total Shop Management User Manual 1 10 1 3 setup MyGlassClaim will send a copy of the signed Customer Sales Order First Notice of Loss to the respective parties via email Message T salesOrder3144319Insurance pdf 8 KB Dear Third Party Administrator This email and any attachments hereto is to inform your company that the policy holder Larry Renolda has hired Shades Auto Glass to perform automotive glass repair replacement services on their behalf As a courtesy only we are informing you af this binding contractual relationship You may review the fully executed sales order at the ClaimHarbor website found at http www claimharbor com and any additional information pertaining to the claim
156. r that your company may use to identify invoices based on a manual ticket number and Mileage Remember you must click on the button if you make changes to any one of those fields When complete your Vehicle Information window will look like this Witt 37403331641 Ticket Date VIN 161J0124X272035 4 nei coded Chevrolet Cavaler 2 Doer Coupe License ASADTZBS State AZ Invoice Coda History Mieage 22380 Color Green Windshield encapsulated Windshield GEH Windshield Labor 23s 8500 F Adhesiy 2 0 Fast Cure T l T UrethaneDanPreer Teach 4800 Nes Glass Pan JL Check inventoniOrde Sub Tota Tax Total Charges Deductibie Disc 20 00 Deductible Apply Cash Descount Free OLA Total Rebate 2 Omaha Steaks Complete Vehicle Information Window NOTE We recommend that you enter the VIN as in step 1 of the Entering Vehicle Information section This will validate the VIN before you go any further in the Quoting process If you enter in the VIN number after the vehicle has been built and the parts selected the eDirectGlass system will not be able to validate the VIN 3 3 2 5 5 1 WO Number On the Vehicle Tab screen you will find an WO field This field contains the Store Number the first 4 digits and the system generated unique identifier for this particular Quote WO or Invoice You are not able to change the information in this box 2013 AMJ Logistics Inc 82 eDirectGlass Total Shop Managem
157. r the button in the Find Existing Agent Contact window or click on the button in the Agent Contact Sub Menu A blank New Agent Record window will display in the Work Area Primary Pho 8 5 5 Secondary Phone Fax Tax id Mo Tax uestes CEE New Agent Record Window 1 Enter all of the information for the agent location you will add each of the referral agents at a later time Company Name is required as indicated by the solid red box You may add a main contact under this record but if this person is a referral agent you will also need to enter that person as a contact for this record Enter at least one telephone number as indicated by the dotted line red boxes If you have any Notes enter them in the Notes box Click on the button to save the modifications and new record odi 2013 AMJ Logistics Inc 128 eDirectGlass Total Shop Management User Manual Company Quiky Mart Lube amp Oil Contact Bob Fender Secondary Phone sa Address 8956 M Pima Rd Fax 480 554 1213 Addressz Tax d 66 1313131 city Scottsdale Stale AZ Zip 85258 Emai fender bob quikymartiube amp oil_net Completed New Agent Record Window 5 3 4 Adding Agent Contacts Once you have added the main Agent Record you must now enter in all of your referral agents for tracking purposes i e if you are required to send the referral agents 1099 s at year s end 1 Click on the Agent Contact button t
158. rw a Eu Soler Coated FWOZ627 56101 06170 GEY Toyota 1223hm 1 010 04 E FWO02827 56101 06171 GBY Toyota Windshield 133hrs 1 031 28 FWO2627 S6101 06172 GEY Toyota Windshield 133h55 1 036 25 7 HAHO00004HAHOO0004 es Adhoeive 20 Ureihano Dam Primer leach 50 00 STATEWIDE Zi Fasi Cur PE D EAR TS EE ET HEB38684 GGW 1020 Geld Glass Group Blade Wiper ar 0 each HBB0338684 OETWB1120 OETech i 0 teach E HBBOS8584 PWE 1020 S Prec lade per 0 6 15 Discount W Calculate Labor Total 301 11 Lowest cost glass part cost assumptions from System Admin cost Invoice price cost margin Margin invoice price 100 sales margin FHOZ627C8 H M 13 FWOz627GBYN P 50 241 Parts Lookup Orde Le Or a ji Bii Tal ae rt Report a Part Issue Technician Tracker Omaha Steaks 556 70 15 Profit Analyzer will also calculate when creating a Quote or Invoice which is set as Bill To Insurance based on the steps above vehicle Scars Woe 37403321867 la Or m 50 00 7 Override O84 Rebate 2 Omaha Steaks Convert Quote ta WO lt 2013 gt AMJ Logistics Inc 20 eDirectGlass Total Shop Management User Manual 1 10 1 2 MyGlassClaim When automotive glass repair and replacement companies acquire a customer via telephone they have no way to obtain the customer s acknowledgement for the assignment of proceeds AOP and create an execu
159. s and Authorization to Pay Shades Auto Glass and or is representatives guarantees 1 THE USE OF NEW PARTS ONLY 2 THE USE OF ALL PARTS MEET MANUFACTURERS SPECIFICATIONS FOR THE VEHICLE The glass Es ed has been replaced or repaired Invoice Statement Assignment of Proceeds and Authorization to Pay shades Auto Glass and or Rs representadives guarantees 1 THE USE OF NEW PARTS ONLY 2 THE USE OF ALL PARTS MEET MANUFACTURERS SPECIFICATIONS FOR THE VEHICLE The glass isted has been replaced or repaired WO amp Invoice Statements 1 10 1 1 Profit Analyzer In order for the Profit Analyzer Rebate program to work you must first configure your rebate award levels and establish the cost basis for your company 1 Go to MEME click on system Admin and go to the Profit Analyzer section of the screen Kx estimated coat 520 00 Rebate bevel 1 ValPak Book Tech estimated cost 310 00 Rebate level 2 Omaha Steaks Operations estimated cost 35 00 Rebate level 3 Della Companion Ticket Other estimated cost 10 00 Rebate level 4 100 VISA Gift Card Shop Detail Profit Analyzer 2 Enter your cost assumptions These assumptions Kit Tech Operations Other will be added to the glass part selected based on the lowest price displayed by the vendors you have set up PGW Mygrant and or Pilkington to arrive at your cost 3 Enter your Rebate levels Rebate level 1 will be displayed if your sales margin falls between 0 25
160. sed Historic Invoices 104 Codes Invoice Codes 45 WO Codes 44 Color Coding Invoice 105 Quotes 66 Work Orders 87 Commission Applying 72 Commissions 34 Connecting to eDirectGlass 13 Contact Export 50 Copy Account 68 Cost Assumptions 18 Cost Plus Pricing 41 Create Schedule 103 Credit Memo 146 Crystal Report Viewer 10 CSI 28 CSI Questions Adding 29 Custom Logo 28 Custom Vehicle 74 Customer Satisfaction Index 28 Customer Types 119 D Default Catalogue amp Profile 15 2013 AMJ Logistics Inc Index 153 Disable User 30 Discounts 82 Deductible Promotional 83 Deductible Maximum amp Text 15 Maintain OSA Rules 124 NAGS Lookup Discount 64 O amp A Rules 83 Quote Part Line Item Discount 76 Display Properties 4 Displaying Part Notes 43 Es eMinder 100 Fast Track 15 Fax Invoice 15 Fleet Ins Marketing 138 Close Campaign 139 Create New Campaign 139 Work With 138 H Harmon Authorization Number 69 Help 151 Insurance Maintain O amp A Rules 124 Insurance Contact 121 Create New 123 Maintain 122 Maintain O amp A Rules 124 Work With 121 Insurance Information Change 70 Introduction 3 Invoice Codes 45 Add New 45 Apply 107 History View 107 Using 106 View amp Maintain 46 Invoice Statement 15 Invoice Status 147 Invoicing 104 Closed Historic 104 Color Coding 105 Delete 110 Finalize 108 Invoice Codes Apply 107 Invoice Codes History View 107 Inv
161. system Closed Invoices Allows you to view your closed paid to 0 invoices Invoices for QB Allows you to select invoice to send to your QuickBooks file Payments for GE Allows you to select Payments Adjustments Credits to send to your QuickBooks file Invoice AML Export Allows you to select invoices to create an file to export invoice data to be imported into your accounting system The QuickBooks export feature is an available add on for your eDirectGlass account and requires a set up 2013 AMJ Logistics Inc 58 eDirectGlass Total Shop Management User Manual Quotes amp Invoicing This chapter provides instructions for working with new assignments quotes repair orders and invoices In addition this chapter also covers production scheduling and advanced usage techniques In each of the Sub Menu features in this module the following Task Menu will appear when working with a claim Owner B ro Agen Lossinto Venice Schedue an Quoting amp Invoicing Task Menu Displays all of the Owner information both commercial and insured owned Bill To Displays the Insurance or Fleet information if any for the claim Agent Displays Agent or TPA information if this was an Assignment sent through the eDirectGlass system by an Agent or TPA Otherwise you may use it in conjunction with the Agent Contact records in the C amp V Relationship Manag
162. t Options 2 In the General Tab click on the Settings button under the Browsing history section 3 In the Temporary Internet Files and History Settings window make sure that Automatically is selected and click on the OK button E E General Security privacy content Connections Program Advanced a page Internet Explorer stores copies of webpages images and media a To create home page tabs type each address on iis een le for faster viewing later a E redire E Every time I visit the webpage C Every time I start internet Explorer E gt Delete temporary fies history Cones saved passwords rU o and web form nfermabon jack 50 250MB 7 Delete browsing history on exit C Leere User ippDlata V ocal Microsoft Windows Temporary Search intemet Files p Change search defacits mu Tabs a change how veeboages are deplayed in 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 4 In the Internet Options Panel Select the Security tab 5 Click on Trusted sites then Sites In the Add this website to the zone box type in edirectglass com and make sure the Require server verification https for all sites in this zone is not checked and click Add Then type in https live edirectglass com and click Add Click Cl
163. tGlass Total Shop Management User Manual insurance Company Dale From Date To a Bulk Invoice Notes Window 3 Enter your search criteria then click on the button to list the Insurance Company and or date range selected Insurance Company Statewide Mutual Date From Companys Address ity State STATEWIDE MUTUAL 1919 ROCKEFELLER PLAZA NEW YORK NY Bulk Invoice Notes Selection Screen 4 Double click on the Insurance Company to display a list of invoices that will have the notes added to them and to display the Invoice Notes box at the bottom of the list Insurance Company Statewide Mutual Date From 01 06 2007 Date To GB 05 2007 STATEWIDE MUTUAL STATEWDE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL STATEWIDE MUTUAL Bulk Invoice Notes List 5 When you have finished creating your notes click on the button to add the notes to all of the listed invoices 1 10 11 Contact Export eDirectGlass allows you to export your contact information for given parameters to an Excel spreadsheet for marketing administrative purposes To view and maintain an existing Cash Profile in your eDirectGlass system 1 Click on the 3 2 Click on the Area Administration i button on the Menu Bar to display the Administration Sub Menu SA button to display the Contact Export parameters window in the Work 2013 AMJ Logistics Inc Getting Started 51 Al Sales Fon FTT ar
164. ta in one or mulbipie Tiekis Enterprise Rent A Car BNC 1 Record Retrieve Fleet Ins Marketing Campaign After you retrieve the campaign record the Edit Campaign Fleet Ins Marketing window will display in the Work Area Make any modifications to the Campaign and when you are finished click on the button Campaign Code ERAC Campaign Name Enterprise Renta Car Releaed Campaign Type Ene Other Campaign Start 11112003 1 1 2003 Campaign End 12 31 2003 Campaign Closed This is zebup To track referrals trom local ERAC locations Edit Campaign Fleet Ins Marketing Window 2013 AMJ Logistics Inc Marketing 139 6 3 2 Creating a Fleet Ins Campaign To create a New Fleet Ins Campaign click on either the button in the Find Campaign Fleet Ins Marketing window or click on the LLAMAME button in the Fleet Ins Marketing Sub Menu After you click either button a blank New Campaign Fleet Ins Marketing window will display in the Work Area 2 eee ia eee eee a DPS ee eee Campaign code Campaign Name Relened Campaign Type Eram iter Campaign Start __ Campaign End Campaign Closed C New Campaign Fleet Ins Marketing Window 1 Entera Campaign Code This code will be used for identifying campaigns for reporting purposes 2 Enter a Campaign Name that will be associated to the Campaign Code This name should be short yet d
165. ted contract This process is the key to prevent steering either during the FNOL and or a possible inspection process by making available this contract electronically to all parties In addition by including the customer in the process of reviewing their scheduled job and agreeing to the shop s terms and conditions the shop will retain more control over their customer and the processes ahead of them Getting Started Before you can use MyGlassClaim you must first setup the parameters required to make this service work in your eDirectGlass account 1 Go to then click on the system Admin button 2 In the Shop Detail panel scroll down to the section labeled MyGlassClaim Enable Service Yes No MyGlassClaim Enable Panel 3 By default the service is not enables so to turn it on simply click on the Yes radio button NOTE In order to use the MyGlassClaim service you must provide your own SMTP mail server and email account credentials in your Shop Details SMTP Mall Server mail gourmailsemer corr Fax invoice S SMTP User Name gary hart SMTP Password eaaaeaaae 4 When you click on the Yes radio button the section will expand to show a set of features for the service Enable Service Yes Ho C Display Pricing On Sales Order Yes amp Ho C Show Sales Order on ClgimHarbor ves Mo Use Logo on Sales Order Yes No Transmit Soles Order ta Network Yes i Mo Transmit Sales Order to insurance Contact Yes
166. that eDirectGlass will fill in if needed for Lynx PowerSync Assignments You do not need to enter any information in these fields to send outbound electronic invoice to Lynx 9 The PGW Shipto Id s drop down list will only be populated once your PGW information is set up in 2013 AMJ Logistics Inc 16 eDirectGlass Total Shop Management User Manual the eDirectGlass system To have your PGW pricing and availability show in eDirectGlass please contact your eDirectGlass representative with your list of PGW Ship To numbers and indicate which is your default location 10 The Pilkington Cust Id and Password can be used to allow the eDirectGlass system to use your Pilkington information to access and display for you the current price and on hand quantity from your Pilkington warehouse directly in your eDirectGlass account NOTE Your Pilkington account must be set up with your Pilkington rep for ePOS The ePOS Cust Id and Password are the ones that you will need 11 Mygrant Cust Id Password and Mygrant User Id can be used to allow the eDirectGlass system to use your Mygrant information to access and display for you the current price and on hand quantity from your Mygrant warehouse directly in your eDirectGlass account NOTE Mygrant Cust Id must be formatted as Cxxxxxx xxx Mygrant User Id and Password will be the same as you use to access your Mygrant account via the Mygrant website 12 If you wish to maintain an internal
167. the button 2 Choose either Apply a a or n an Adjustment ROS 1012167809 1959 needed w Ford Fairiane 2 Door Convertible Loenie 3 Invoice Coda History cuss GERENS D5V00700 nds DEEE Please Choose as oC E aaa eda Apply a Payment DE eae Rl mue S25500 e HAH O0448 2013 AMJ Logistics Inc 100 eDirectGlass Total Shop Management User Manual Payment Adjustment Selection 3 If you selected Apply a Payment enter the payment amount select the payment type enter the referral number and choose whether the Paid By is Insurance or Owner and then click on the button Apply a Payment from Work Order 4 You will then be taken back to the tab of the Work Order record you were working with and will now see the Remittance box showing the payment you just applied Payment 55000 Hemittance Box 5 f you selected Make an Adjustment enter the Amount Adjusted if you are adding an amount you will need to enter a negative number and the Reason for the adjustment then click on the button Jwner Insurance Agent Date 09 06 2007 Amount Adjusted 10 00 Eu anton Stace po SUBMITTED Ir Reset Seracchesd cecal DE Cones Make an Adjustment from Work Order 6 You will then be taken back to the tab of the Work Order record you were working with and will now see the Remittance box showing the adjustment you just applied 866685 Owner Payment 50 00
168. their status 2013 AMJ Logistics Inc Quotes amp Invoicing 107 3 6 2 1 Applying Invoice Codes The Vehicle tab is the screen where you will update the Invoice Code for this particular Invoice Just select the appropriate Invoice Code from the drop down list and click on the button Save nace Notes Invoice Codes Drop Down List 3 6 2 2 Invoice Code History View You can also view the history of the Invoice Code changes by placing your mouse over the Invoice Code History header to show the user name and date amp time stamp of the Invoice Code change s Glass 10mm sel of 7 by David Malone on 3 17 2004 8 58 AM see Invoice Code History View 2013 AMJ Logistics Inc 108 eDirectGlass Total Shop Management User Manual 3 6 3 3 6 4 Finalize an Invoice Before you submit an Invoice for billing purposes make sure that you make any necessary modifications additions or deletions to the invoice Verify all of the information in the Owner Insurance Loss Info and Vehicle areas Pay very close attention to line item details and O amp A rules compliance NOTE If you are Dot submitting this invoice to an insurance company make sure you have clicked on the L Ho Insurance button on the Insurance tab You can add notes to the Invoice in the Notes Box located at the bottom of the Vehicle window Place any comments that you want others to
169. to add parts to the Quote from your Private Parts list Tickets WOOF 374033321841 Ticket Date 2003 VIN EB4MP67G133387517 feteoded WORKHORSE CUSTO FORWARD Valid VIN MOTOR HOWE License State Invoice Code History M Type NAGS Feature Discount HFG Part Color het Price Lot No a ona A 3 3 2 5 2 No Vehicle Information If you need to make a Quote for an item that does not require vehicle information or NAGS parts you can eliminate the need to enter this information in the eDirectGlass system 1 From the drop down list next to the L_ Lookup Yehicle button on the Vehicle Tab select Add 2013 AMJ Logistics Inc 76 eDirectGlass Total Shop Management User Manual Custom Vehicle Woe 37403332161 vo Ml Codec imss Code History Vehicle Tab No Vehicle 2 Once you have selected the No Vehicle you will be on the Vehicle Tab in order to add parts to the Quote from your Private Parts list T conc war idType NAGS Fasture Discount LetNe my o omr Seve Canea 3 3 2 5 3 Selecting Parts Once you have selected your vehicle and clicked on the button you will be taken to the Vehicle Parts window Quarter Right Paint To Match encapsulated Quarter Left Pani To haich encapsulated Quarter Right WO Painbed Applique Quarter Left VI Painted Applque Door Right Front 2 Holes Vehicle Parts Window 1 Choose the Part Type
170. to add this Agent Contact to the Agent Record First Hama Timmy logis Name Primary Phone 502 957 0135 gt Last Name Tayor Prefix l Address 3847 E Thomas Rd Fax Address 214 SSH F 999 993 9991 Cty Phoenix zip 85018 active 7 Lx Emi lodea Eme Notes Completed New Agent Contact Window 2013 AMJ Logistics Inc 130 eDirectGlass Total Shop Management User Manual 5 4 Other Contact The Other section in C amp V Relationship Management allows you to manage and store information about businesses that offer services such as telephone supplies rental car etc to your company 5 4 1 Working with Other Contacts To work with an existing Other Contact click on the other Contact button and the Find Existing Other Contact window will display in the Work Area Enter the search information for the contact you are looking for and or click the button to list all of the contacts in your database When you locate the contact record you want to work with you can either double click it or single click and select the button to open the contact record Last Name Fret Mame CE You mary enter portial data in one or multiple fields AAA Car Rental PS PR EEE 1 Record Hetrieve Other Contact Record 5 4 2 Maintaining the Other Contact Record After you have selected the contact record and have retrieved it the Other Contact Record window will open in the Work Area Company A
171. to the Settings tab and change or adjust the screen resolution Increasing the resolution will improve the screen view Each system is different your system s maximum resolution by differ from the example shown below The minimum resolution setting is 800 by 600 but we recommend 1024 by 768 for the best experience Ax Display Properties Themes Desktop Screen Saves Appearance Settir Drag ihe mondor icons lo match the physical anangement of your mordborz Display 1 Plug and Play Monitor on Mobile Intell S156 M MS 310GML Expl se Screen resolubion Cokx quality Less g Wee Highest 32 ba 1024 by 769 piteli Display Properties Screen 1 4 Text Size You should also double check the viewing text size for your Internet browser With Internet Explorer opened go to the menu bar and select Page From the Page sub menu select Text Size and then select Medium NOTE THIS MAY DIFFER IN INTERNET EXPLORER 8 AND BELOW 2013 AMJ Logistics Inc Getting Started rtico ID 1733 Send Page by E mail Last leve Dece Fr R ar 53 Send Link by E mail Ed Loom F roukd Text Soe b View Source oun Regan Web Page Prvecy Policy Rd Pe Pa Bsa TL Text Size Selection Screen fire al prom 15 Security Settings In order to use certain features in our website you must add security settings 1 Open a new Internet Explorer browser window Go to Tools Interne
172. ton and the message will be moved to the Outbox where you can work with it at a later time If you do not want to send the message at all click on the button Inbox The Inbox contains all of your received messages To review a message simply click on the message line item The message will display in the Work Area below the Inbox Message List From Subject Claim Stabeade Mulual Price sue 69561316 Patricia Hatteras 10 12 2002 24 00 AM Satewide Mutual Request Info 567262457 Wills Britton 10 7 2002 7 44 00 AM Babe wade Mutual RE Exception Request 6573737 AL 76 Paul Turner 10 27 72002 10 28 00 AM Slate wade Medal Exim 655557 Tom Rogers 10 29 2002 10 46 00 AM Slabeste Mulual 654897 ran Bvwfultch 1145 2002 3 17 00 PM Siatewide Mutual 85272897 Moria Marcus 11 9 2002 023 00 AM Statewide Mutual RE Reguest into 3211455 John Wayne 30 2003 1 12 00 PM Statewide Mutual RE Request info 3 045644 Marilyn Bullock 10 10 2002 2 44 00 PM Stabewide Mutual Request Into 382048877 Donald Barreta 1012 2002 5 33 00 AM Fron Statewide Mutual Sent 102 2002 5 33 00 AM Subject Request Info Clam 332048877 Donald Barretta Customer is on vacation Please schedule a rental car if necessary Reply with the rental car vendor s info and will set up a direct bill Inbox Message List and Message Review 2013 AMJ Logistics Inc 114 eDirectGlass Total Shop Management User Manual 4 4 4 5
173. tract Humber Contract Descnption PARFNHT ACCCOLINT 1 F 3 To delete the row simply highlight the row and then right mouse click and select Delete 5 CU AA t F tract Number BIBES 5 A c4 i gt AGR NorType Hn 4_ Contract Number Contract Description JA cut Ua copy E 228 HA Paste Paste Special T9000 IES SMOG TOON E Insert Clear Contents D 500F WXXN E Format Cells D 500SAXXN s Row Height D RO 38 d D 501HVFXXN A D 501HVHMFWXXN 381 4 Now that we have deleted the header row if applicable we now need to remove any unnecessary columns The only columns that should be in the file will be the part number and price columns In our example file we have two unnecessary columns we must delete 2013 AMJ Logistics Inc eDirectGlass Total Shop Management User Manual 5 To remove unnecessary columns select the columns so they are highlighted and then right mouse click and then click on the delete button iat k a a a Paste Paste Special Insert Delete Clear Contents N H Format Cells E Width VXXN Hut XN AF WI D 501HVHMXXN 6 Once you have deleted the columns your file should now only contain two columns The first column should only be part numbers and the second column should be only prices with no special characters will need to be removed in
174. ture allows your organization to measure all of its marketing efforts as they relate to the work you do Simply input the type of campaign s that your company is engaged in and be sure to select the applicable campaign when creating a new quote Marketing ner Marketing Agent Marketing Fleetins Marketing Marketing Reports Marketing Sub Menu Owner Marketing Allows you to create and manage marketing efforts as they relate to Owners walk in cash glass etc Agent Marketing Allows you to measure your efforts in marketing and working with Agents who refer business to you Fleetins Marketing Allows you to measure your efforts with your Fleet Insurance and TPA customers Marketing Reports Contains all of the reports for each of the Marketing modules 2 1 5 Accounting The Accounting feature included with eDirectGlass is a basic accounts receivable application You can use this feature to manage your accounts receivable to reduce the burden of a full or part time accounting person 2013 AMJ Logistics Inc 56 eDirectGlass Total Shop Management User Manual Post Payment Adjustments Credits Closed Invoices Invoices for OB Payments for OB Invoice AML Export Accounting Sub Menu Post Payment Allows you to post payments against invoices or work orders in the system Adjustments Credits Allows you to adjust or write off any amounts against invoices or work orders in the
175. u click on the date you wish to route click on the button to display the list of all jobs that are scheduled for the day you selected Date 071052013 dob Buchel Jon Euckel Joi Bucket AM Store E 1234 57th amp BH AM Store 1234 From this screen you only need to select the new technician from the drop down list and it will automatically update the record with the new technician name selected Viewing Schedule 1 Click on the scheduling button in the Quotes amp Invoicing Sub Menu 2 Select a Date Range by clicking on the Date field choosing the start date clicking in the To Date field and choosing the end date of the schedule you wish to display You can also choose to display the schedule for one particular technician the schedule defaults to All Technicians by choosing that Technician s name from the drop down list and clicking on the button 3 The Schedule for the selected dates will display 2013 AMJ Logistics Inc 104 eDirectGlass Total Shop Management User Manual Date 12 29 2003 To Date 01 26 2004 Shop Motte Al Technicians 10 00 AM Richard kirki 4015 AM 15115 N 99th St 65260 Schedule View 3 6 Invoicing Probably the most important module in eDirectGlass Invoicing allows you to directly bill your business partners or clients To work with the Invoicing module click on the Invoicing button in the Quotes amp Invoicing Sub Menu The Find Invoice window will
176. u for trusting us with your automotive glass needs This 5 a reminder that you have a service appointment acheduled for SCHDATE te repair or replace glass on pour eVEH Piease be advised that cur technician lt TECHHAMES wil be arrsimg at the following locabon to perform the work SVCADOY A typical instalation takes up to one hour Please be advised that our technician wil need to collect c AMTZCOL al the conclusion of the job TECHIMAGE TECHNAMEs Gu Without Seng eMinder Settings Panel Completed eMinder Notes When an eMinder is sent for a work order in the system you will see an indication on the tab of a work order showing the date and time that the eMinder was sent Please Note This time stamp is NOT an indication that the email was received by the recipient only that it was sent by the system You MUST check the email address you indicated in the From Address field of the eMinder setup for any email errors or replies Motie 7 an Completed M Date 11 09 2010 y E Service Address AM j PM amp r Warrants Original invoice Sota ENEMA Schedule Tab with eMinder Date amp Time Stamp If there is no Service Address provided in the work order the system will use the address information found on the Owner tab Here is a sample email of an actual eMinder sent to a Gmail account Reminder of Glass Service From Shades Auto Glass 1abax garyi edirectglass c
177. uarter Lett encapsulated Solar Coated 13x14 DD11058 Door Right Front Solar Coated 235x335 0011059 Door Left Front Solar Coated 235x335 0011060 Door Right Rear Solar Coated 231x283 0011061 Door Left Rear Solar Coated 3x283 View Hags i z EP 22 A Pre T r poten DWOIE4DGTYN GTN 2 0 Urethane Dam Primer 2 0 Fasi Cure Urethane Dam Primer E Wiper 22 set of 2 OETech E Wiper 22 sat of 2 Preceenn Wiper 22 set of 2 HMLO35421 n General Motors Moulding Garnah HMLO3E481 15216748 General Motors Movidng Garnish HMIL035481 15860024 General Motors Mo amish HMLO035481 25554457 General Motors Gamah HMLO35482 15316745 General Motors 4 Garnsh HMLO3E482 158186747 General Motors Mouldng Garnsh Discount V Calculate Labor Total 0 00 OOOO NNN MNOS o 1 10 6 WO Codes 1 10 6 1 The eDirectGlass system allows you to add and maintain Work Order WO Codes to help you keep track of your outstanding WOs and their status To access the WO Codes section click on the ORNE WEL button on the Menu Bar to display the Administration Sub Menu Click on the button in the Sub Menu to display the Find WO Code window in the Work Area Find WO Code Window Add WO Codes To add a new WO Code to your eDirectGlass system click on the button in the Find WO Code window to display the WO Codes New Record window in the Work Area WO Codes New Hecord Window Fill in the appropriate WO Code up to
178. upplier Center M Mygrant P Pilkington and W PGW gt gt OpeniCiose upplier Lente sW b64zGGHN M 3 106 40 a zWOD642CGNIM 3 106 40 sW D64zCcGHY P 28 1357 85 HOC P 28 357 85 When the sub parts list is displayed any parts that are found in your pricing Catalogue or matched 2013 AMJ Logistics Inc Quotes amp Invoicing 63 with a Supplier Live Cost Plus Pricing profile will be shown with the Price highlighted in the color blue and in the Vendor column it will display the name of the Pricing Profile used to calculate the price New Assaiqaments a ug z uote ELT TE Mies Quotes Windshield Electrochromic Mirror WiThird Visor Fri Solar Coated 39 x 58 3 Work Orders F2 Vent Right Rear Solar Coated 11x145 scheduling Pues Vent Left Rear Solar Coated 11x 14 5 D22929 Door Right Front USA Buit Solar Coated 20x 36 5 Door Left Front USA Buit Solar Coated 20 x 36 5 Door 17 x 24 5 3 FWO2627 FWOZS2TGBYMGBN Retail A Windshield 133hrs DE Fr FWO2627 56101 06170 GBY Toyota Windshield 133hrs 100854 HAHOGO004HAHO0O004 Retail A Adhesive 2 0 Urethane Dam Primer m 2 0 Fast Cura 40H54H000448H4H000448 Retail hese Urethane DanvPrir HBB038684GGW 1020 HE Blade Wiper 20 0 deach 865 HBB035684 PWB 1020 5 Precision Blade Wiper 20 D deach 815 HBB038659GGW 1024 God GSS biade Wiper 24 0 deach 1325 _ You can also look up glass
179. ving button Custom GA You may also add a part from the Part Detail screen by clicking on the this will open a vehicle search that will take you to a list of NAGS parts to select from for that particular vehicle 1 10 5 2 Maintaining Parts Profile 1 Inthe Find Parts Profile window click on the to display the list of all of the custom special parts you have added to your eDirectGlass system If you are looking for a specific part and know the tem Type Description or Pati id you can enter this information before clicking on the button to narrow your search Parts Profile List Window 2 Highlight the Item you wish to review maintain to display the Parts Profile Detail window in the Work Area O amp A inventory tem T Taxable Part 7 Taxable Labor Catsiogue DefauR cafslogue Category Tires Ung EA PatM TINT oy List Price 525 00 wer li Type Other Discount 20 Position Uninown Feature Mei Price 20 00 Color Lot Ho Qn Hand 0 Reorder 0 LT Vendor Price 0 00 Pari Notes Cusiam GL GIL Aecourr select GIL Atei Use for Fiat Glass Only Pricing Method Cutoff Loss Parts Profile Detail Window 3 You will have three options at this point To make changes and or additions to the information contained in this record and click on the button to record the changes 2013 AMJ Logistics Inc 38 eDirectGlass Total Shop Manageme
180. w the entire list or enter information in the Type field and click on the button to show only records that will match your search criteria Find Customer Type List 5 To disable a Customer Type either highlight the line and click on the button or simply double click on the line you wish to maintain to bring up the Edit Customer Type panel Edit Customer Type Panel 6 For the purpose of historical data you can only disable a Customer Type you can t change the Type Description or delete a Customer Type you can only disable it To disable the Customer Type check the Disabled box and click on the button to remove it from the drop down list 7 To assign a type to a customer simply open the contact record by click on CAV Relationshi EPIA search for the record and bring up the Owner Contact Record Select the Customer Type from the drop down menu and click on the button to apply the Customer Type to the Owner Contact Record First Name Ryan mise Primary Phone 852 741 8562 Last Name Fort Secondary Phone Address 12 Henry Way MobePhone 8h Addressz Fax Cty BALTIMORE State MD Zip 21222 AAA Emai ee EE gt Notes A Erel lt 2013 gt AMJ Logistics Inc C amp V Relationship Mgmt 121 5 2 5 2 1 Insurance Contact The Insurance section in C amp V Relationship Management allows you to manage and store information about your business partners that is
181. your outstanding Invoices The Invoice Lookup screen will display in the Work Area Select the Invoice and the Payment Amount will be added to the Post Payment Field 8 Click on the button to post the payment E 2013 AMJ Logistics Inc Accounting 145 7 3 Date OST 2007 Amount VISA M Pad By C insurance Owner insurance Clam Me Invoice No 32096 1 Record Apply Payment Window 9 After the payment has been posted the Apply Payment window will update and reflect the new balance Updated Apply Payment Window If you choose the Multiple Invoice button at the top of the screen you will need to choose the Paid By from either Network Insurance or Owner The Payor list will be based on this selection e g Paid By Network will give you a listing of Safelite or LYNX Paid By C Melwork C insurance C Owner m A LT ri mE L 04102005 Available Amount 0 00 Multiple Invoice Screen Adjustments Credits Situations will arise from time to time that will require you to adjust an Invoice For example you may need to waive a deductible or agree to discount an Invoice to meet program requirements after an Invoice has been submitted It is important to track these adjustments for accounting and management reasons To adjust an Invoice click on the button and the Adjust Credit Invoice window will display in the Work Area insurance Claim No hors No Pad By C

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