Access + Edit Settings

Select this option to configure the settings that are needed to perform the different features of Mobile Manager Pro.

  1. Touch the Options Menu button to expose its menu option

  2. Select the Settings option from the menu


    Server Configuration

    These can be found using the Mobile Manager Config tool on your server.

    1. Open Windows Explorer

    2. Navigate to C:\BOT\

    3. Locate and Double Click the MobileConfig.exe (The Mobile Manager Setup Screen opens)

      1. First time only - Select the Install button

  3. From Mobile Manager Pro

    1. Select the Options Menu button to expose its menu option

    2. Select the Settings option from the menu

    3. Enter the info displayed for these two fields and you are connected to your shop management systems database


Local IP

Enter the Local IP address of your database host computer displayed in the Server IP Address: of the Mobile Manager Setup


Port

Enter the Port number displayed in the Server Port: of the Mobile Manager Setup


Status Automation

Automatically change the order status when certain actions are performed


Work Order Created

Automatically set the Status of the work order when it is created from Mobile Manager Pro. This helps to make the newly created orders easier to identify in the work in progress screen of your management system

  1. Select the lookup button to the right of the Work Order Created line

  2. Select the Status from your shop management systems status list that you would like to automatically set the order status to when you create an estimate from Mobile Manager Pro

  3. If you do not see an appropriate status, create one in your shop management system then return to step 1


Inspection Created

Automatically change the Status of the work order when a Digital Multi Point Inspection (DMPI) is created. This helps to make orders that have a DMPI created easier to identify in the work in progress screen of your management system

  1. Select the lookup button to the right of the Inspection Created line

  2. Select the Status from your shop management systems status list that you would like to automatically set the order status to when you create a Multi Point Inspection for the order

  3. If you do not see an appropriate status, create one in your shop management system then return to step 1


Work Order Completed

Automatically change the Status of the work order when all check boxes are checked on the Order tab in Mobile Manager Pro. This helps to make completed orders easier to identify in the work in progress screen of your management system

  1. Select the lookup button to the right of the Work Order Completed line

  2. Select the Status from your shop management systems status list that you would like to automatically set the order status to when you create an estimate from Mobile Manager Pro

  3. If you do not see an appropriate status, create one in your shop management system then return to step 1


Inspection Completed

Automatically change the Status of the works order when a Digital Multi Point Inspection is marked completed. This helps to make orders that need to have their DMPI's reviewed easier to identify in the work in progress screen of your management system

  1. Select the lookup button to the right of the Inspection Completed line

  2. Select the Status from your shop management systems status list that you would like to automatically set the order status to when you create an estimate from Mobile Manager Pro

  3. If you do not see an appropriate status, create one in your shop management system then return to step 1


Printers

This is the section where you give the tablet the ability to print lube stickers and Key Tags from Mobile Manager Pro

Lube Sticker Computer Name

  1. Go to the computer that has your lube sticker printer connected to it

  2. Select the Windows Start button

  3. Right Select Computer and Select Properties

  4. Scroll to the section "Computer name, domain, and workgroup settings

  5. Take note of the Computer Name then enter it to this field


KeyTag Computer Name

  1. Go to the computer that has your keytag sticker printer connected to it

  2. Select the Windows Start button

  3. Right Select Computer and Select Properties

  4. Scroll to the section "Computer name, domain, and workgroup settings

  5. Take note of the Computer Name and enter it to this field


ProDemand / ShopKeyPro

This is the section where you enter your credentials for ProDemand or ShopKeyPro for integration of the ProDemand/ShopKey Pro features from the Order tab in Mobile Manager Pro. In addition to the data being transferred to the repair order, pictures are also added for fast reference right from the Order tab in Mobile Manager Pro


Labor Estimator Parts Estimator Maintenance Fluids

TSBs

Tire Fitment Wiring Diagrams

  1. Select the Enter Account Credentials

  2. The Login screen opens

  3. Select the account that you have

    1. ProDemand

    2. ShopKeyPro

  4. Enter your Account ID on the first line

  5. Enter your password on the second line

  6. Select the OK button

  7. Optionally check off Automatically add recent TSBs to new work orders


Repair

This is the section where you check off what Repair information that you have a subscription to and would like to access from the vehicle tab of an order within Mobile Manager Pro. Functionality of the websites on mobile devices is not controlled by Mobile Manager Pro rather; it will deliver the vehicle data to the website for quick access to the right information.


ProDemand

Check this box if you have an active subscription and would like to access this data from Mobile Manager Pro


ShopkeyPro

Check this box if you have an active subscription and would like to access this data from Mobile Manager Pro


AllData Repair

Check this box if you have an active subscription and would like to access this data from Mobile Manager Pro



Access my management systems Schedule

This will provide access to the schedule in your shop management system with a by the day view with today as its default day. Auto scheduled appointments that do not have a linked order can be converted to an estimate by selecting it.

  1. Select the Schedule option from the Options Menu (A view of today's schedule is shown)

  2. Select the day you wish to view

    1. select the scroll arrows located near the top of the screen where the date is displayed in the middle to scroll one day at a time

    2. select the date displayed to expose the Jump To date option

  3. This is read only and details are displayed regarding the appointment

  4. Touch the appointment to step in to the associated order

    1. If no order exists for this appointment you will be prompted to convert the appointment to an estimate and step in to a New Estimate



Access my Work In Progress

Select this option to view the Work In Progress (WIP) items in your management system.

  1. From Mobile Manager

  2. Select the Options Menu

  3. Select the Work In Progress option from the menu



Access ProDemand - ShopKeyPro data Print a Lube Sticker

  1. From the Mobile Manager Order screen

  2. Select the Print Lube Sticker activity

  3. Select the Lube Sticker interval to apply

  4. Select the Print button to print a lube sticker or Cancel to return to the order



Access Repair Information

  1. From the Vehicle tab of an Order in Mobile Manager Pro

  2. Select the Activity Menu

  3. Select the Repair Information activity

  4. Select the appropriate repair site you wish to use

  5. You are directed to the site. First time you will need to log in



Add a Canned Job to an order

There are 3 ways to add jobs to the order from Mobile Manager Pro


From your Quick Menu

This is a list of jobs that are flagged in your management system to display in your quick list

  1. From the Mobile Manager Order screen

  2. Select the Activity Menu

  3. Select the Add Canned Job (Quick) activity. A list of jobs from your management system flagged for Quick Menu is displayed

  4. Check off each of the jobs that the vehicle needs performed today

  5. Select the OK button to add the selected jobs to the order or Cancel to return to the Order


Filtered By Canned Job Category

  1. From the Mobile Manager Order screen

  2. Select the Activity Menu

  3. Select the Add Canned Job (Category) activity. A list of Categories from your management system is displayed

  4. Select the Category from the list. A list of jobs with that category assigned in your management system is displayed

  5. Check off each of the jobs from that category that the vehicle needs performed today

  6. Select the OK button to add the selected jobs to the order or Cancel to just return to the order


From a List of All of your Canned Jobs

  1. From the Mobile Manager Order screen

  2. Select the Activity Menu

  3. Select the Add Canned Job (All) activity. A list of all jobs from your management system is displayed

  4. Check off each of the jobs from that the vehicle needs performed today

  5. Select the OK button to add the selected jobs to the order or Cancel to just return to the order



Add a Digital Multi Point Inspection to this vehicle

  1. From an Order in Mobile Manager Pro

  2. Select or swipe to the Inspection tab

  3. Select the Activity menu

  4. Select the Add New Inspection activity. (A list of your available inspections opens)

  5. Select the Inspection that you would like to add to this order



Add a Labor Line

  1. From the Mobile Manager Order Screen

  2. Select the Plus symbol in the Activity bar

  3. Select the Labor activity

  4. Enter the details for the Labor line

    1. Charged Hours

    2. Category

    3. Symptom

    4. Work Requested

    5. Work Performed

      4.6. + Add Technician

  5. Touch the Back arrow (Top Left Corner) to return to the Order Tab



Add a Note

  1. From the Mobile Manager Order screen

  2. Select the Plus symbol in the Activity bar

  3. Select the Add Note activity

  4. If you do not want this note to print on the order, uncheck the Print On Order checkbox

  5. Select the note text box to open the keyboard

  6. Type the note or if you do not like to type, select the microphone on the keyboard to have Android convert your speech to text

  7. Optionally select the camera icon to attach a picture to this note

  8. Touch the Back arrow (Top Left Corner) to return to the Order Tab



Add a Part

  1. From the Mobile Manager Order screen

  2. Select the Plus symbol in the Activity bar

  3. Select the Add Part activity

  4. Scan or enter the part number. Please note that when scanning, you are typically scanning the SKU number which means that your inventory will need to have SKU numbers stored as part numbers for the part

  5. Enter the reference number for the part

  6. Enter the Quantity for the parts

  7. Enter a Description for the part

  8. Select a Category for the part

  9. Select a Vendor for the part

  10. Optionally select the camera icon to take a picture for the part



Add a Recommendation

  1. From the Vehicle tab of an Order in Mobile Manager Pro

  2. Select the Activity Menu

  3. Select the Add Recommendation activity

  4. Select the date that the recommendation is needed by

  5. Select the Category for the recommendation

  6. Select the Work Recommended box and enter the description for the recommendation. Don't like typing….select the microphone on the keyboard and speak clearly in to the microphone. Android will convert your speech to text and enter it to the field

  7. Select the Activity Menu

  8. Select the Save activity



Add a Symptom

  1. From the Mobile Manager Order screen

  2. Select the Plus symbol in the Activity bar

  3. Select the Add Symptom. A list of symptoms from your management system is displayed. If you do not see the symptom you need, first add it as a symptom in your management system or look it up in Pro Demand for an OEM standard symptom

  4. Select the symptom you would like to add to the order or the Cancel button to just return to the order



Add Technician to Labor Line

  1. From the Mobile Manager Order screen

  2. Select the Labor Line you would like to assign to a technician

  3. In the Technicians section, Select the + Add Technician

  4. Touch in the Technician box to open the Labor Technician screen

  5. Touch in the Technician box to open the Technician screen

  6. Select the technician from the list

  7. Enter the Pay Hours

  8. Enter the Actual Hours

  9. Select the OK button



Assign a Tablet to a User

Setting this option is required for the Team Chat functionality and prepares the stage for additional "User Specific" activity

  1. From Mobile Manager

  2. Select the Options menu

  3. Select the menu option User. If tablet is already assigned to a user, touch the users name that the tablet is currently assigned to. A pick list of users from your management system is displayed

  4. Select the user that you would like to assign the tablet to



Capture a Signature

This feature will allow you to capture a digital signature on the tablet. When captured, it will remain with the Estimate, Order and Invoice and print on the Report Pro invoice as the signature. Pricing and individual event authorization is not yet available. Be sure to check your local laws as they pertain to digital signatures.

  1. From the Mobile Manager Order Screen

  2. Select the Activity Menu

  3. Select the Capture Signature activity

  4. Have the customer user their finger or a stylus to sign on the tablet screen

  5. Select the Save button to save the signature or the X button to erase and resign. Select the back button on your device to return to the order.



Change Technician on Labor Line

  1. From the Mobile Manager Order screen

  2. Select the Labor Line you would like to change the technician

  3. In the Technicians section, Select the technician you would like to change

  4. Touch in the Technician box to open the Technician screen

  5. Select the technician from the list

    1. Optionally edit the Pay Hours

    2. Optionally edit the Actual Hours



Change the Status of a Digital Multi Point Inspection

For ease of use, statuses are automated and you can optionally have the Invoice Status automatically updated. See Status Automation for configuration

When the DMPI is created the DMPI status is Waiting. When the first item is selected, the Status updates to In Progress and when 75% or more of the line items are completed, the tech will be prompted to mark it complete when the back arrow is selected

To manually set the status

  1. From the DMPI screen

  2. Select the Inspection Status

  3. Select the Status from the list of available statuses



Connect/Reconnect Tablets to Server

Things to Note

 

How To Reconnect Your Tablets:

  1. Tap on the Mobile Manager Pro menu on the left side of the screen and open Work In Progress.
  2. If your Work In Progress does not fill in tap on the vertical three dot menu at the upper right side of the screen.
  3. Tap on Refresh to have the tablet attempt to reload your information.
  4. If the Work In Progress loads, all is well. Stop here.  If not continue to the next step.
  5. Locate the MobileConfig.exe program on the server computer.  (A good idea is put a short cut to this application on your desktop for easy access.)
  6. Double click to open the application.
  7. A window will open with a QR code on the left side.  The right side of the window should show your management system and the computer's IP address and name.
  8. On the tablet go to the Mobile Manager Pro menu and tap on it.
  9. Tap on the Settings at the bottom of the drop down menu.
  10. Tap on the gray bar with the QR code that says Scan Settings Code.
  11. The camera will open.  Aim the camera at the QR code on the main computer screen.
  12. In a moment the camera will close and the settings for IP address and Port should now be the same on your table as that is on your main computer screen.
  13. Amessage will pop up on the tablet stating that Your Settings have been added succesfully.
  14. Open your Work In Progress to check that all is well.
  15. This may need to be repeated on additional tablets.
If you continue to have issues go to http://boltontechnology.com/support-team/ and Connect Your PC .  This will allow us to connect to your computer and take a look behind the scenes to see what may be causing your issue.


Create Templates for Sharing Inspections

When creating templates for sharing, there are merge tags available that dynamically merge Inspection specific data with the message body to personalize the message for the customer. Select the blue ? to see a list of available merge tags.


Via Text Message

  1. From Report Pro

  2. Select the Customize Tab

  3. Select the Customize M.P. Inspection button

  4. Select the Settings tab

  5. In the Share Via Text Message section, enter your preferred message body. Be sure to keep the number of characters less than 160 keeping in mind that the merge tags will add characters of variable lengths

  6. Sample:

Hi [CUSTOMER],

Here is a link [URL] to your [TITLE] report for your [VEHICLE]


Via Email Template

  1. From Report Pro

  2. Select the Customize Tab

  3. Select the Customize M.P. Inspection button

  4. Select the Settings tab

  5. In the Share Via Email Message section, enter your preferred message body.

  6. Sample:

Hi [CUSTOMER],

Here is a link [URL] to your [TITLE] report for your [VEHICLE]

A service advisor will call you to review the report and answer any questions you may have regarding it.



Decode a License Plate

  1. From the Vehicle tab of an Order in Mobile Manager Pro

  2. Enter the License (Plate and State)

  3. Select the Activity Menu

  4. Select the Decode License

  5. VIN will auto populate if the license is found and then auto decode

  6. Select the appropriate sub-model information for the vehicle



Filter and Sort the Items I see in my WIP


Filter and Sort the Items I see in my WIP

  1. In Mobile Manager Pro, From the Work In Progress Screen

  2. Select the Activity Menu (Three dots in the upper right corner)

  3. Select Display

  4. Check the item types you would like to show
    For Techicians, we recommend only displaying Repair Orders since Estimates represent unapproved work that should not be worked on and Invoices represent completed work that should not be worked on.

    1. Estimates
    2. Repair Orders
    3. Invoices
  5. In the Sort By option Select How you would like to sort the results
    For Technicians, we recommend sorting by Promised Date as this will cause the next due repair order to show at the top.

    1. Customer

    2. Vehicle

    3. Order #

    4. Order Type

    5. Status

    6. Promised Date

    7. Scheduled Date

  6. In the Filter By Technician, Select the technician that you would like to filter the results to.

HINT: Filtering To Repair Orders, Sorting by the Promised Date and Filtering By a Technician will help the technician be more efficient and be aware of what is coming due




Give the vehicle a profile picture

  1. From the Vehicle tab of an Order in Mobile Manager Pro

  2. Select the Activity Menu

  3. Select the Attach Vehicle Image activity (the camera app opens)

  4. Take a picture of the car

    1. Select the check to save it to the vehicle

    2. Select the Redo arrow to retake a new picture

    3. Select the X to cancel and return to the Vehicle tab



Manually Refresh my WIP Screen

Occasionally you may need to transition from a desktop to a mobile device quickly. Instead of waiting for the Mobile Manager WIP screen to auto-refresh, you can perform a manual refresh to retrieve the updates that you just performed from the desktop

  1. From the Mobile Manager Work In Progress

  2. Select the Activity Menu

  3. Select the Refresh Activity



Map the customers address

  1. From the Customer tab of an Order in Mobile Manager Pro

  2. Select the Activity menu

  3. Select the Map Address activity. Google maps will open with directions to the customers address from your current location.



Post in Team Chat

This requires that the tablet be assigned to a user since the message must be stamped with who is posting the message. See Assign a Tablet to a User

  1. From the Work In Progress screen of Mobile Manager Pro

  2. Select the Options Menu or Swipe from left to right starting off screen

  3. Select the Team Chat

  4. Type in your message

  5. Select the send arrow



Print a Key Tag

  1. From the Mobile Manager Order screen

  2. Select the Activity menu

  3. Select the Print Key Tag activity



Scan and Decode a VIN Code

  1. From the Vehicle tab of an Order in Mobile Manager Pro

  2. Select the barcode image next to the Vin field

  3. Focus tablet camera over VIN code sticker on the vehicle. HINT: Using one hand typically has less shaking. Start with the camera close to the barcode and slowly move away.

  4. If the VIN is not decoded quickly or is not decoded accurately via this method, do not waste time trying to force it by rescanning the barcode over and over. Instead, jump right to Decode a License Plate. (Note that vehicles not registered with the DMV are not available for license plate decode)



Search My WIP

  1. From the Work In Progress Screen

  2. Select the Activity Menu

  3. Select the Search activity

  4. Enter your search criteria

  5. Touch the magnifying glass to perform the search

  6. Your Work In Progress screen is filtered to the search results



Search Vehicle history

  1. From the History tab of an Order in Mobile Manager Pro

  2. Select the Activity Menu

  3. Select the Search activity

  4. Enter the text you would like to search for

  5. Select the magnifying glass on the keyboard to execute the search

  6. The history view is then filtered to your search results



Send a Text Message

Things to Note:

You want your customers to be aware that you will use texting to contact them on the status of their vehicle.  To make this work, it is suggested that you text the customer when they are dopping off their vehicle.  When the text comes through on their phone, suggest that they put your shop's text number into their contacts.  This way, when your shop sends a text to a customer, they will immediately see it is from your shop and look at it and respond.

This also allows for general texting of the customer right from the tablet.

How To:

  1. Tap on the Customer tab of an Estimate on the tablet.
  2. Tap on the Text Icon, second icon in from the right at the top of the tablet.
  3. Check that the proper customer text number appears in the window.
  4. Type in your text message.
  5. Tap on the Send arrow to send.


Share a Digital Multi Point Inspection

Via Text Message

  1. From the DMPI screen, select the share icon on the action bar. It's the less than symbol with three dots

  2. Select Share via Text

  3. Verify the phone number and message

  4. Select the send arrow


Via Email

  1. From the DMPI screen, select the share icon on the action bar. It's the less than symbol with three dots

  2. Select Share via Email

    1. If both Email and Gmail are configured on the tablet, select the App that you prefer to use from the prompt screen

  3. Verify the To and From email addresses and the email message

  4. Select the send arrow



Start New Estimate

Things to Note:

There are four methods to start a new estimate. Three of them begin from the Work In Progress screen, the other is from the Schedule screen.

How To:

For an Existing Customer and Vehicle

  1. From the Mobile Manager Work In Progress screen

  2. Select the + to start order

  3. Select which option you would like to search by clicking on arrow on right side of Search line.

    1. Search By Customer Name.  Search is by Last Name,First Name

    2. Search By Customer Phone

    3. Search By License

    4. Search by VIN

      Search results are listed showing by Customer name, followed by all vehicles owned by that customer.

  4. Tap to select the vehicle for the new estimate. The selected vehicle is indicated by an orange highlight bar on the left side

  5. Select the Start Order button at the bottom of the screen


For an Existing Customer wit a New Vehicle?

  1. From the Mobile Manager Work In Progress screen

  2. Select the + to Start Order

  3. Select which option you would like to search by

    1. Search By Customer Name.  Search is by Last Name, First Name.

    2. Search By Phone

    3. Search By License

    4. Search By VIN

      Search results are listed showing by Customer, followed by all vehicles owned by that customer.

  4. Select the customer you would like to create a new vehicle for. The selected wehicle is indicated by an orange highlight bar on the left side

  5. Tap the vertical three dot menu upper right of screen.

    1. Select New Vehicle from the drop down menu

For efficiency, you are taken immediately to the Order details screen to begin preparing the order. Input the correct mileage and Service Writer information. 

Next you can Scan and Decode a VIN Code or Decode a License Plate, after sliding or tapping on the Vehicle tab to ensure accurate vehicle data capture and entry.


For a New Customer and Vehicle

If no results are found, double check your search method before creating a new customer/vehicle to prevent creating duplicate records in your system.

  1. From the Mobile Manager Work In Progress screen

  2. Select the Vertical Three Dot menu upper right of screen for the drop down.

  3. Select New Customer

  4. This takes you to the Order screen.  Fill in correct Odometer, Service Writer and other required information.

  5. Swipe or select the Vehicle screen.

  6. Scan and Decode a VIN Code or Decode a License Plate from the Vehicle tab to ensure accurate vehicle data entry.

  7. Once the vehicle information is decoded and entered, swipe or tap on the Customer tab to enter the customer's personal infomation.

  8. NOTE: Once the Customer information is entered with the phone number that you will use to text the customer.  Tap on the Text Icon, second in from the right top screen, and send a text to your customer now.  When they get the text, explain how your shop now uses text to communicate the status of the vehicle to your customers.  Have the customer put your shop's text number in their contacts so they know your shop is texting information about their vehicle. 


Convert an appointment from the Schedule Screen

Things to Note:


Using Lube Sticker Pro and other Bolt On products will soon begin to fill your appointment schedule.

Mobile Manager Pro will allow you to turn those appointments into Estimates right on the tablet adding further to your efficiency.


How To:

Tap on the Mobile Manager main menu upper left side of the tablet.

  1. Select Schedule from the drop down menu.

  2. Today's date will appear at the top of the screen with any appointment.

  3.  Tap on the appointment you wish to convert into a Estimate.
  4.  Proceed with filling in needed information.



Vehicle history on tablet

    Things to Note

Mobile Manger Pro's imediate access to your shop management system allows you to have all your customer's infomation at your finger tips.  Use it to look up past work and any possible warranties that may exist on that work.


How To: Search

  1. With a estimate or work order open on the tablet, tap on the History tab to open it.
  2. The vehicle history opens displaying each item by date, mileage and invoice number.

Searching History

  1. Tap on the magnifying glass upper right side of the tablet screen.
  2. Type in the item you are searching for such as "brakes".
  3. Tap the magnifying glass on the right side of the tablet keyboard to search.
  4. The results of your search appear on the screen.
  5. Tap the X on the lower right side of the screen to leave the search function.




Vehicle Information

Things to Note:

The Mobile Manager Pro Vehicle Tab give you access to all the information you need to service a vehicle.

In the main Vehicle window, you will see the following;

VIN

License

Unit Number

Color

Vehicle Memo

Vehicle description with photograph

A list of currently due recommendations for the vehicle.


When generating an estimate, this screen allows for Decoding of the VIN by scanning it with the tablet camera or manually typing it in and decoding it.

Decoding vehicle information with the license plate is also possible.

Using either option will pull current customer's information from your shop management system or decode a new vehicle using one of two online services filling in the vehicle data automatically.

How To:

Tap on the Vehicle tab or swipe from another tab to the vehicle screen.

To scan a VIN;

  1. Tap on the bar code button to the right of the VIN space.
  2. The camera turns on with a red line across the screen.
  3. Align the VIN bar code image with the red line.
  4. Hold tablet steady until the code is read.
  5. Once read, vehicle information should self-fill in.

Decoding VIN;

Sometimes it is difficult to scan the VIN properly so manually adding it is possible.

  1. On the Vehicle screen, tap the VIN line.
  2. Input the VIN in the space provided.
  3. Got to the vertical three dot menu upper right side of the screen and tap on it.
  4. From the drop down menu, choose Decode VIN.
  5. If multiple options are given in a box, select the one that best represents the vehicle you are working on.

Decoding License;

  1. Type in customer's license number on the space provided.
  2. Tap the State space to the right of the license number.
  3. Choose the correct State from the drop down menu by tapping on it.
  4. Go to the three vertical dots menu up right side of table screen.  Tap for menu.
  5. Select Decode License from the drop down menu.
  6. A selection box may appear for you to further identify the vehicle by accessories or transmission type.
  7. Tap on the correct vehicle and its information will automatically fill in.




Vehicle Technical Information

Things to Note:

Mobile Manager Pro, with the proper subscriptions to service information, gives the technician live access to technical information such as Pro Demand, Shopkey Pro, and AllData Repair.  Everything one needs to repair today's complex vehicles right on the tablet in the bay, right away.


How To: Set Up

  1. Tap the Mobile Manager Pro menu at the upper left side of the tablet screen.
  2. Tap on Settings to access.
  3. Scroll down the Settings screen until you reach ProDemand/ShopKeyPro
  4. Tap to Enter Account Credentials
  5. Select either product by tapping the circle in front of it.
  6. Enter your credentials, tap OK to accept and set.


How To: Use

  1. While in Mobile Manager Pro, on the tablet, access the Vehicle Tab in a estimate or work order for the vehicle you wish to look up information on.
  2. Go to the right upper three vertical dot menu and tap on it.
  3. From the drop down menu, choose Repair Information to access the data you are looking for.


Verify Server Configuration


If your Work In Progress does not load within a few seconds, follow these steps to verify your Server Configuration.


  1. From you data host machine
    1. Launch C:\BOT\MobileConfig.exe. A window will open displaying the IP Address and Port Number that should be entered in Mobile Manager Pro
      1. Local IP address
      2. Port
  2. Verify that your tablet is connected to the same secure network that your workstation computers are connected to
    1. The first three series of numbers in your tablets IP address of should match the first three series of numbers of your data Server
      1. If your server is 192.168.1.15 then the tablet should have 192.168.1.{some number}
  3. Disconnect/Reconnect to your Wi-Fi
  4. Check notifications on your tablet to see if there is an Operating System update pending installation
  5. If all of the previous steps are verified to be correct, connect your management system host computer to a remote session via http://boltontechnology.com/support.html so we can verify the firewall and tcp/ip settings for SQL server


SQL Server may need an incoming rule to allow UDP connections on port 1434




View Customer Information

Things to Note:

The Customer tab in an estimate or RO on the tablet is where you can change and edit your customer's information.  Any changes made on the tablet will be immediately made in your shop management system.

Note:  If writing up a customer at the vehicle and introducing them to the fact that you will now use text to contact them.  You can text the customer right from this screen and set up your shop name in their contacts on the phone.

Note: A customer request a drop off at home or needs to be towed in from home.  Use Maps on the Customer screen to instantly see where they live.

How To Edit Customer Information.

  1. Select or swipe to the Customer screen.
  2. Tap on any line to edit the information.
  3. All info will be added or changed in the management system.


How To Text Customer

  1. Select or swipe to the Customer screen.
  2. Verify the customer's phone number to be texted to.
  3. Enter the number into your chosen field.  (Cellular)
  4. Upper right corner, tap on the Text icon.
  5. Text Message window opens.
  6. Place a short message in the Message field.  (Add ShopName to your contacts.)
  7. Tap arrow to send text.
  8. Assist customer with placing your shop's info in their phone's contacts so you get their attention when you send them a text.

How To Map A Customer

  1. Select or swipe to the Customer screen.
  2. Tap on Map icon upper right side of the Customer screen.
  3. This opens Google Maps to the customer's address.
  4. Follow proper steps to find what you need.



View Multi Point Inspections

Things to Note:

View, add or edit digital multipoint inspections right on the tablet.



How To Use: Inspections

Once you have chosen a estimate or repair order from the Work In Progress, follow these directions.

  1. Slide or tap the Inspections tab to access the Inspection window.
  2. If a inspection or inspections are assigned to the order, you will see them listed here.
  3. Tap on an Inspection to open it for use.
  4. Once you begin the inspection, you will see a note that the inspection is in progress.


Deleting a Inspection:

  1. Touch and hold the inspection you wish to delete until it becomes high lighted.
  2. The Delete Inspection window opens.
  3. Tap Yes to delete the inspection.

Adding Inspections:

  1. While in the Inspection window tap on the + symbol upper right side of the screen.
  2. The Inspection Type window opens.
  3. Select the Inspection you wish to add to the vehicle by tapping on it.
  4. When the second window opens, choose to add labor lines to the estimate.



View Order details

Things to Note:

Mobile Manager Pro allows you to go paperless.  Estimates and repair orders now are on the tablet.  All work for the tech to perform is listed just as it would be on a work order.

How To Use:

  1. From the Work In Progress screen on the tablet, tap on an invoice or RO to open.
  2. The Estimate or RO will open right to the Order screen.

From this point you can access;

Customer name and vehicle information.  Odometer, Service writer, Technician and the Status of the job.

Viewing Labor Lines:

  1. Tap one once on the line you wish to expand.
  2. The labor line opens with all the information for that job including;

           Category, symptoms, Work Requested, Work Performed, Technician assigned, charged hours and tech time.




View Release Highlights

Things to Note:

Bolt On Technology is constantly updating Mobile Manager Pro and other software on a regular basis. 

NOTE: To get the most from your software, allow each update to happen when prompted. 

Release Highlights can be accessed to see what new tools have been added to Mobile Manager Pro to make your service process work even more efficiently.


How To: View Release Highlights

  1. Tap on the main Mobile Manager Pro menu top left side of tablet screen.
  2. From the drop down menu, choose Settings.
  3. While is settings, tap on the right upper three vertical dots menu.
  4. From the drop down menu select Release Highlights.
  5. The Release Highlights menu opens with descriptions of all recent fixes and additions to the software.
  6. Tap Close to exit.





Working with the Order Screen

Things to Note:

Mobile Manager Pro gives you complete flexibility in the Order screen unlike paper tech work orders that cannot be changed.

You can add and delete jobs right on the tablet with the changes instantly occurring in the shop management system.



How To Use: Expanding a Labor Line

  1. Access the job you wish to modify in the Order screen.
  2. To expand the Labor line, tap once on the line.
  3. Once expanded, modify as needed by tapping on the lines and typing.
  4. Tap the Mobile Manager Pro Menu tab upper leftside of screen to navigate back to the main Order screen.

Deleting a Labor Line:

  1. On the tablet place and hold your finger in place on the job.
  2. The line will gray out.
  3. A "Delete Line Item" window will open.
  4. Choose Yes to delete.
  5. The line is now deleted.

Adding a Labor Line:

  1. While Order is open on the tablet, tap the + symbol.
  2. The Add New Item drop down menu appears.
  3. Select what you wish to add to the Estimate or RO by tapping on that line.
  4. If a second window opens, choose the action you need.
  5. That Item will be added to the Order.

Mark Labor Lines Complete:

  1. As the tech completes each labor line, he just taps on the box to complete individual lines.
  2. If all the labor lines are are completed, go to the vertical three dot menu upper right side of screen and tap.
  3. On the drop down menu, select Mark Complete.
  4. Answer Yes to the pop up window to complete all the open jobs on the estimate or work order.