Reference Tab
This main purpose of this tab is to store images with the estimate or repair order. In addition, ALLDATA Bookmarks are stored here.
Buttons in the Left Column
The buttons on the left function as follows.
Buttons | Name | Becomes Active When… | Click to… |
---|---|---|---|
|
iShop |
The computer is integrated with an alignment machine. |
See iShop information. |
Signature |
When a signature has been captured during finalize. Only active in History. |
See the final signature. |
|
Customer |
A customer image has been added. |
See the customer image. |
|
Vehicle |
A vehicle image has been added. |
See the vehicle image. |
|
Invoice |
An invoice image has been added. |
See the invoice image. |
|
Add Image |
You click the Reference tab. This button is always active. |
Add an image. |
To Add Images
You are able to add images with the extensions JPG, JPEG, or GIF to the estimate or repair order. Images do not print at this time but are retained in History.
Complete these steps:
- Open a repair order and click the Reference tab.
- Click the Add Image button.
- Complete the fields as required:
If you select… | The image is always… | This button becomes active on this tab… |
---|---|---|
Customer |
Linked to this customer |
Customer |
Vehicle |
Linked to this vehicle |
Vehicle |
Invoice |
Linked to this invoice |
Invoice |
If the image is attached to an estimate, it transfers to the repair order when converted.
These images are stored in History with the repair order.
- Enter a Description.
- Click the Next button.
- Browse to the location in which you've saved the image file and select Open.
To Open Attached Images
Open images by clicking the Customer, Vehicle, or Invoice buttons. These buttons are only active if an image has been attached to them. If not, these buttons are grayed out.
Storing Electronic Signatures
If you Capture and Save Electronic Signatures… when Finalizing Repair Orders, an image of the captured signature is stored on the Reference tab when the repair order is stored in History.
When you open a repair order from History where a signature was captured during finalize, the Signature button is active. When you click it, an image of the captured signature appears in the center of the window.
The captured signature prints if you print the repair order from history.
ALLDATA Bookmarks
When using the ALLDATA Connect Catalog, you are able to bookmark pages. ALLDATA Bookmarks are stored here on the repair order or estimate.
Double-click on the bookmark to open the ALLDATA Connect Catalog to the selected bookmark.