Apply the basic settings

  1. From your data host workstation

  2. Open MobileConfig.exe

    This will display the settings code to be scanned later

  3. Download or locate your shop logo to the data host computer Recommended size for the logo is 750 x 250 in pixels

  4. Using the power cord for your tablet, connect it to the tablet and to a USB port on you data host computer. You can then browse the tablets directories in Windows Explorer from your data host computer.

  5. Copy your shop logo to the Downloads folder of your tablet

  6. From Welcome Station home screen

  7. Select the Tap Screen To Continue button

  8. Long Press the Have you been here before? Label

  9. Enter your PIN and select OK

  10. Select the Scan Code button

  11. Scan the code displayed in MobileConfig.exe on your data host workstation

    This will populate the IP address and Port number needed to connect to your shop management systems database

  12. Touch the Select button

  13. Select your shop logo from the list of logos

  14. Note your Admin PIN number

    We recommend changing it to a PIN that you can easily remember

  15. Select the Save button



Seasonal Upsells

Add new

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    The Customize Welcome Stations screen opens

  4. Select the Seasonal Upsells option in the left panel menu

    The right panel will display a list of your canned Seasonal Upsell notes grouped in tabs by the seasons available

  5. In the right panel of seasonal upsell notes, select the season that you would like to add upsells to

  6. Select the Add button

  7. Enter your title and description

  8. Select the Save button to save or Cancel button to cancel your new entry

    Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  9. When finished adding your seasonal upsells, select the close button


Edit existing

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    The Customize Welcome Stations screen opens

  4. Select the Seasonal Upsells option in the left panel menu

    The right panel will display a list of your canned Seasonal Upsell notes grouped in tabs by the seasons available

  5. In the right panel of seasonal upsell notes, select the season that you would like to edit

  6. Double-click the canned seasonal upsell note you would like to edit

  7. Edit your title and/or description

  8. Select the Save button to save or Cancel button to cancel your edit

    Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  9. When finished editing your seasonal upsells, select the close button



Select Popular Jobs

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    The Customize Welcome Stations screen opens

  4. Select the Popular Jobs option in the left panel menu

    The right panel will display a list of your canned jobs from your management system

  5. In the right panel of canned jobs, check each of the canned jobs that you would like to appear in the list of items for your customer to select from.

    Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  6. When finished selecting the Popular Jobs, select the close button



Weather Upsells

Add new

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    The Customize Welcome Stations screen opens

  4. Select the Weather Upsells option in the left panel menu

    The right panel will display a list of your canned Weather Upsell notes grouped in tabs by the weather conditions available

  5. In the right panel of weather upsell notes, select the weather condition that you would like to add upsells to

  6. Select the Add button

  7. Enter your title and description

  8. Select the Save button to save or Cancel button to cancel your new entry

    Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  9. When finished adding your weather upsells, select the close button


Edit existing

  1. From Report Pro

  2. Select the Customize tab

  3. Select the Welcome Station button

    The Customize Welcome Stations screen opens

  4. Select the Weather Upsells option in the left panel menu

    The right panel will display a list of your canned Weather Upsell notes grouped in tabs by the seasons available

  5. In the right panel of weather upsell notes, select the weather condition that you would like to edit upsells in

  6. Double-click the canned weather upsell note you would like to edit

  7. Edit your title and/or description

  8. Select the Save button to save or Cancel button to cancel your edit

    Note that these items are currently added as notes to the Estimate in your management system in which the Service Advisor can then build the complete jobs from.

  9. When finished editing your weather upsells, select the close button