Account settings
Route-card pricing
Import this account's route card (.xls) to plug retail parts + labor into the price list wherever a BG part # matches. Additional parts map into the next open slot. The master list stays the fallback for anything not on the card.
Data
Everything saves automatically in this browser. Use Export (top-right) to download a backup of all accounts, or export just this account to hand off.
Vehicle types for
Name them however fits — usually by fuel + oil capacity. Order = the order the advisor sees them.
Suggested — click to add
| Part 1 | Part 2 | Fluid | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Op | Description | Comment | Time | Labor $ | Part # | Qty | $ | Part # | Qty | $ | Part # | Qty | $ | Total | |
Present (advisor view)
Ported in Stage 5.
Ported in Stage 5.
Users & logins
Each person gets a login with a role. Email is captured now so we can route completed menus to advisors later.
| Name | ID | Role | Account |
|---|