Create your account

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From your home screen (dashboard), Click "user account settings" and add your shop info.

‍This will be used to generate your call scripts and will be included in email updates sent to customers.

‍Next, add your shop logo. Your logo also gets embedded in emails to customers.

‍You must have your logo (or some image) uploaded for your PDF document generation to work.

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If you bought Dent Shop Manager annual subscription, you will now be able to download your essential documents.

You must fill out all fields of your account settings AND add a profile image in your dashboard or you will see an error on the PDF generator.

If you have added all the fields, you should be able to click "download pdf"

From there you can print the entire PDF and use a copier to make copies of just the forms you need.

Of you "select pages" on your printer and print only the pages you want to use.
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Coming soon

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Click Employees, and then add your employees.

Select if they are techs or salespeople. Be careful because there is no way to undo this if you make a mistake.

‍If you include an email, your salespeople will automatically get cc'd on any customer email updates if they are assigned to a job.

‍Once you add your employees, you will be able to assign them to jobs and use the payroll features of the app. ‍

Note the "employee ID number" thats generated when you add an employee. If you want to sync up the app to a spreadsheet you will need this employee ID number.
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See the detailed import guide. www.dentshopmanager.com/dataimport
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‍Use the provided Google Sheets template. Copy it into your own Google Drive.

Copy and paste your existing customer data into it, then download it as a .csv (comma seperated values).

The order of the columns in the template has to match exactly or the sync will not work.
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Upload your .csv file into dent shop manager in account settings -> Import.

If you made a mistake click "undo import"

Syncing up your employee assignments, payments, and customers insurance claim status requires additional steps
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‍Adding customers to the app from scratch:

‍Add a new customer from dashboard, click "Add new customer".

Add the customers contact/vehicle/insurance information and click submit.

‍You don't need to fill out all the fields if you don't want to, You could just add a name if you want to keep things really simple.

‍You can go back in later to any customer and edit their data fields. Click on the customer and click "EDIT" in the top right hard corner.

The insurance phone call scripts, and email updates are generated with claim number, vehicle info, customer contact info.
So without adding this info, the call scripts and email updates will have blank spaces.

Once you add a customer, the app will take you back to the "garage" screen and you will see the new customers record on the top of the "new" category.

Click on the record to view customer info, adjuster claim status, etc

‍To edit/add customer info or assign salesperson & tech, just click "edit" in the top right. Or scroll down and click "assign employees"

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From your home screen (dashboard), Click "my garage"

This will let you scroll through all the stages of insurance claims and see which cars are in each stage

Or from dashboard, click "all claims"

This will bring up a searchable list of all your claims. Search by insurance company, sales rep, or customer info.

Click on the customer you are searching for to bring up all their info

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When you click on a customer record you can see the customers status, notes, and claim information.

Scroll down and you will see some buttons that let you update the status of the customer.

When you update the status, the app will exit the customer record and navigate back to the My garage screen.

As you update customers through different status, the app will filter them in the correct place in your garage.

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Next to the purple claim status update buttons, are the blue "send email" updates.

Each button will send a different email letting customers know whats going on.

Try it out by adding yourself as a customer and take a look at the email sequence.

You can send some, all , or choose not to use this feature.
Anytime you want to give a customer an update, you just click the button next to the stage of the claim they are on, and they will get an update with your shop logo, their vehicle's image, customized with their name, vehicle info, etc

Dent Shop Manager will also CC the sales rep if you assign one, so your reps will get updates as their customers cars are moving through the shop.

There's even a button you can click to ask the customer to leave a review and provide them with a link.
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From the customer info screen, you can navigate to the financial screen for that job by clicking "Job $$$" button.

Here you can add the insurance pay amount, rental bill, parts invoice total, plus another field for miscellaneous fees.

Here you also set the % of net for your tech and sales rep for that job.

‍Then the app will calculate your net profit on the job and how much your employees are owed based on the percentage you customize for them.
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From your dashboard click "$$$" button to view your shop financial overview.

This screen will show you how much you have paid to each employee, your totals for income, expenses, net profit, etcT

his screen also shows you which cars you are still waiting on checks so you can stay on top of them.

As you mark vehicles "checks received" the calculations will adjust automatically.

From the customer info screen, you can mark "parts ordered" or "payment confirmed" and then finally "check received" whenever you get the check in the mail.

Dent Shop Manager will warn you if you are about to release a vehicle but haven't checked confirmed payment.
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Once a customers status moved to "approved" or later, you will see the job appear in payroll, along with a breakdown of the income and expenses for that job and how much everyone is owed.

If you have assigned an employee to that job, a button will appear that says "pay sales" or "pay tech".

When you click pay, a payment record will be added to your employees payment history.

Click on the employees name to access their payment history record where you can search through all their past payments.

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In the Customer record, click on estimate & photos

Here you can store 2 PDFs and also preview the PDFs

Compress all your inspection photos into a PDF and upload it,

Or upload an estimate for easy reference later.

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Click the export CSV button on your Accounting page to export a CSV of all your apps data.

This is important if you are letting multiple people use your account.

If one rouge actor decides to delete all your data or mess with the numbers you will need to be able to restore your account from a backup.

You can upload the .csv file in google sheets or your spreadsheet program of choice, then manipulate it however you want.
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Depending on the stage of the claim, a different insurance call script will be presented to you at the bottom of the customers record.

If you left any customer info blank, or your shop info blank, there will be blank spaces in the script.

Use the insurance call script to train an office person to make calls and request adjsuter callbacks.

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