Shop Management Help Center

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Successful Installation of Manager SE is best ensured by following our field-proven Steps to Success:

PREPARE: Install the software and read the information included with your software, then fill out the SE Info Gathering Pages as best you can. This will greatly expedite the Shop Setup process.

Updated Dec. 2024 - SETUP: Work through the SETUP: Configuring Your LIVE SE Software (pdf) document. Hyperlinks to relevent Training Videos are provided in many sections. Simply Click on a link to view the video.

Updated Dec. 2024 -LEARN: Complete the tutorial in the LEARN: Manager SE Management Software document. Be sure to put Manager SE in demo mode before attempting the tutorial.

More Document Resources:

Installation Guide	Manager SE Installation Guide
Install/Setup Checklist	Manager SE Setup and Orientation Checklist
Scheduler Users Guide	Schedule Configuration and User's Guide
Top 20 Tips	Best Practices from experienced users!
SE Report Pack	Contains 227 Document & Report Samples
SE Shortcuts	Comprehensive listing of SE Keyboard shortcuts
Adding Shop Logo	Knowledgebase article on how to add a shop logo to your reports
Lube Sticker Printer	Setting Up and Using the Lube Sticker Printer
ProSpect Setup and User Guide	Setting Up and Using the ProSpect Application
Online Appointments User Guide	Setting Up and working with Online Scheduled Appointments
Time Manager User's Guide	Setting Up and using the Time Manager

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Help Contents
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