Introduction

• Welcome
• Logging in to Rome Management

User Guide

• User Guide
• Welcome to Rome Management
• Sublet/Miscellaneous
• Scheduling Calendar
• Reports
• Repair Order
• Payroll
• Parts
• Marketing
• Labor
• Event Manager
• Electronic File Jacket
• Customer Service
• Big Board
• Atlas
• PBS User Guide

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2023 Workbook

• Bodyshop Basics
• Vehicle Designation
• Balancing and Closing Tickets
• How to Run Payroll Properly
• Daily Reports
• App Guide
• Canons of Success Field Report

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Tips and Tricks

• Big Board Tips and Tricks
• Parts Dispatch Tips and Tricks
• Text Recognition Conversion Tips and Tricks
• Screen and Column Sizing Tips and Tricks
• PPD Exports Tips and Tricks
• Comparison Summary Sales Report Tips and Tricks
• Calendar Search Tips and Tricks
• Balancing RO’s Tips and Tricks
• CCC1 User Labor Tips and Tricks
• Holiday Tips and Tricks

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Rome Tutorials

• Express Tutorials

  • Express Video Tutorials
  • Creating A Repair Order
  • Express Searching Repair Orders
  • Express Main Screens
  • Express Calendar - Finding/Filtering the Calendar
  • Express Calendar - Creating an Appointment
  • Express Calendar
  • Logging Into Express
  • Rome Express Tutorials
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• Tutorials

  • Creating A Repair Order
  • Express Searching Repair Orders
  • Express Main Screens
  • Express Calendar - Finding/Filtering the Calendar
  • Express Calendar - Creating an Appointment
  • Express Calendar
  • Logging Into Express
  • Rome Express Tutorials
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Training Webinars

• National Webinar Oct 2020
• Parts Webinar 2019
• Customer Service Webinar 2019
• Big Board Webinar 2019

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New Features

• November 2022 Release Notes
• October 2022 Release Notes
• May 2022 Release Notes
• April 2022 Release Notes
• March 2022 Release Notes
• February 2022 Release Notes
• January 2022 Release Notes
• December 2021 Release Notes
• November 2021 Release Notes
• October 2021 Release Notes
• September 2021 Release Notes
• August Release Notes
• June - July 2021 Release Notes
• May 2021 Release Notes
• April 2021 Release Notes
• March 2021 Release Notes
• February 2021 Release Notes
• January 2021 Release Notes
• Release Notes – December 2020
• Release Notes - November 2020
• Release Notes - October 2020
• 2019/2020 New Feature List
• Task Efficiency Report
• Parts Management Screen - NEW LOOK!
• Day Clock - NEW FEATURE!
• Critical Parts TRT (Text Recognition)
• New Feature - RO Review Assistant
• New Feature - Column and Screen Enhancements
• User Screen Display Preferences
• Idle Time Out

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Mobile Apps

• Logging In

  • Mobile App Login Directions

• Android Apps

  • Easy Technician for Android
  • Easy Image for Android

• Windows Apps

  • Easy Check-In for Windows
  • Easy Walk-Around for Windows

• Apple Apps

  • Easy Walk-Around for Apple
  • Easy Technician for Apple

CSR/Writer

• Customer Service Screen

  • Do Not Call Customer
  • Making Call-Backs
  • Tickler
  • Display ROs will Display ROs Under the Following Criteria:
  • Customer Service Call-Back Task List
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• Calendar Review

  • How to Maintain Your Calendar
  • Responsibilities for Updating the Calendar
  • Scheduling Drop-Off and Delivery
  • Convert an Appointment to an RO
  • Create an Estimate Appointment
  • Calendar Filter Colors
  • Calendar Screen
  • Calendar Overview
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• Taking Payments

  • How to Take a Payment

• TS Print

  • How to Use TS Print

• Collision Center Standard Operation Procedures
• Importing An Estimate into an RO
• Parts Price Differences to CCC1/Mitchell Connect
• Moving Part to Sublet/Misc.
• Move Sublet to Labor or Parts
• Moving Labor to Sublet/Misc
• Sending Emails in Rome
• Add/Change/Delete Custom Scan Folders
• Deleting RO Lines - Total Losses
• Scanning
• Add/use a pre-defined note
• Changing Appointment Times (Estimate/Scheduled In)
• Do Not Call Customer
• Users in RO
• Updating Date Due
• Insurance Add/Change/Delete(Not Active)
• Adding Rental Car Information
• Add Notes in a Repair Order
• Moving Multiple Items from Sublet to Labor
• CSI Report
• Customer Service Webinar 2019
• RO Creation Cheat Sheet
• How to Find Tablet Credentials
• How to Create an Estimate Appointment
• Memorial Day Date change

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Manager

• Payroll

  • How to Run Payroll Properly
  • ADP Payroll Guide

• Absorbing Cost
• How to Draw Labor
• Tech Pay Rates
• Rome Management Tutorials
• How to Void an RO in Rome
• How to Add a New Employee
• Genrating KPI Reports
• Balancing and Closing Tickets
• 2021 App Guide
• Accounting Best Practices
• How to Run Payroll Properly
• ADP Payroll Guide
• Terminating Employees in Rome

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Parts

• Vendor Part Reconciliation
• Parts Management Screen - NEW LOOK!
• Parts Dispatching
• Part Credit on Closed RO's
• Critical Parts TRT (Text Recognition)
• Vendor Invoices
• Deleted with Cost
• Vendor Set-up
• Part Changes
• Moving Parts to Sublet/Misc
• Damaged Part - Clean up time
• Back ordered Part
• Part Splitting Quantities
• Adding to a Purchase Order (PO)
• Parts - PO Button
• Part Receiving Credit
• Part Returns
• Core/Freight Charges
• Receiving Parts
• Parts Webinar 2019
• Parts Ordering - Email an Order
• Parts Ordering
• Parts Screen Display Columns
• Parts Screen Tabs
• Parts Ordering Screen Pull Down Menus - Tools and Notes
• Parts Basics
• Parts Ordering Screen Pull-Down Menu- Order Status
• Parts Ordering Screen Pull-Down Menu- Print
• Part Status Task List
• Parts - Deleted with Cost Transaction Matching

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Accounting

• UCS

  • UCS User Guide - Exporting to UCS
  • UCS User Guide - Importing to UCS

• CDK

  • Troubleshooting

    • CDK Troubleshooting - Reconciling CDK
    • CDK Troubleshooting - Stock Type
    • CDK Troubleshooting - Service History
    • CDK Troubleshooting - Exporting ROs
    • CDK Troubleshooting - Special Characters
    • CDK Troubleshooting - VIN Missing from RO
    • CDK Make Model Error Fix
    • CDK Troubleshooting - Mileage
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  • CDK User Guide - Linking RO to CDK
  • CDK User Guide - Overriding the Default A/R
  • CDK User Guide - Exporting the RO to CDK
  • CDK User Guide - Exporting Payments
  • CDK Make Model Error Fix
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• DealerTrack

  • DealerTrack User Guide - Linking a Repair Order
  • DealerTrack User Guide - Overriding the A/R account
  • DealerTrack User Guide - Exporting a Repair Order

• R&R

  • R&R Troubleshooting - GoG Code not found
  • R&R Troubleshooting - Sending Information to ERA
  • R&R Troubleshooting - Exceeded Max Number of ROs

• Accounting Tab Reports

  • Monthly WIP Report
  • Monthly Sales Goal Report
  • Shop Reconciliation Report
  • Payables Report
  • Sales Journal Report
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• Absorbing Cost
• Change Tax Rates
• Change Billing Profile on a Repair Order
• Small Balance Write-Off
• CDK User Guide - Linking RO to CDK
• CDK User Guide - Overriding the Default A/R
• CDK User Guide - Exporting the RO to CDK
• DealerTrack User Guide - Overriding the A/R account
• Accounting Best Practices

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Production

• Assigning Tech Priority
• Task Efficiency Report
• Big Board Webinar 2019

Other

• Older Webinars (2015 - 2018)

Files

• File Downloads Available

Rome Express Videos

• Express Video Tutorials

Archive

• 2022 Workbook

  • Welcome
  • Body Shop Basics
  • Balancing and Closing Tickets
  • App Guide
  • Daily Reports
  • CDK User Guide
  • Dealer Track User Guide
  • Canons of Success Field Report
  • Reynolds and Reynolds
  • Vehicle Designation
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