CompleteShop Quiz Module 7: Screens in CompleteShop
Multiple-choice exercise
Choose the correct answer for each question.
Of all the CompleteShop Main Screen buttons, which five are considered the most dynamic and helpful in monitoring production "live" in the shop?
(Hint: These constitute the "Control Center" in Rome Training)
Repair Order, Estimating, Schedule, Calendar, and Parts Status.
Schedule, Customer Service, Vehicle Heads-Up, Dispatching, Parts Status.
Schedule, Calendar, Customer Service, Dispatching, Parts Status.
Repair Order, Calendar, Customer Service, Dispatching, Parts Status.
What are the functions of the five pull-down menus above the Main Screen buttons in CompleteShop?
File: Connects to other areas and functions of CompleteShop; Reports: Takes you to Management and Accounting reports; Marketing: Same options as with the Main Screen toolbar button; Accounting: Quick Books, AccPac, and ADP GL accounting interfaces; Set-Up: Takes you to set-up options.
File: Create new RO, Open Existing RO, Print Options, Save and Close RO, Management Options; Edit: Change, delete, copy files; Print: Print Estimates, RO's and reports; Marketing: Same as the toolbar button options; Set-Up: same options as with the Main Screen toolbar button.
File: Pre-close and close RO's/ files; Reports: Global Reports for all of CompleteShop; Accounting: Accounting interfaces with Quick Books, AccPac, ADP GL; Marketing: Creates advertising pieces - interfaces with desktop publishing; Set-Up: setup options for CompleteShop.
None of the above
From within the RO, what screen would you use to import a supplement written in a 3rd party estimating program like Mitchell Ultramate, ADP Shoplink, or CCC Pathways?
From the Main Screen buttons, click on estimating; then click desired system to import supplement; then select estimate; click convert.
From the Main Screen drop menus, click File; then Estimating; then click desired system to import supplement; then select supplement; click convert.
Open RO; click Supplement from RO drop-menu; then click desired system to import supplement; then select supplement; click convert.
None of the above.
Within the Repair Order, which tab displays the repair order like the original estimate with all of the description lines, labor units and prices?
Open RO; click on Worksheet Tab; view lines as in original estimate.
Click on Estimating button on CompleteShop Main Screen; click Estimating Program; click on desired RO; click on display.
Both A and B
Neither A nor B
How do you access the Parts screen to Receive Parts?
Open desired RO; click on Parts button at lower left of Customer Screen; click Receive; enter invoice information.
Click on Parts Status button on the CompleteShop Main Screen (upper right); select desired RO; click on Parts button at lower left of Customer Screen; click Receive; enter invoice information.
Both A and B
Neither A nor B
What screen is used to Assign, Un-Assign, and Re-Assign Labor? and how do you get there?
RO Labor Screen: Click on File drop-menu on CompleteShop Main Screen; point to Payroll; point to Commission; click on Payroll Assigned; click on desired function (assign, un-assign, re-assign etc).
RO Labor Screen: Open RO; click on Labor button at lower left; click on desired function (assign, un-assign, re-assign etc).
Both A and B
Neither A nor B
What is the meaning of the colors of the Status Bar, Cost Bar and Note Bar on the Customer Screen of the RO?
Status: Red = Work to Do; Green = Work Done; Yellow = In-Process; Cost: Red = Not Costed Out Yet; Yellow = Partially Costed Out (%); Green = Fully Costed Out (100%); Notes: Blue = A note of the type indicated is in the RO
Status: Red = Stop - there is a HOLD on this work; Yellow - Proceed with CAUTION; Green = OK to go with this category of work; Red = Not Costed Out Yet; Yellow = Partially Costed Out (%); Green = Fully Costed Out (100%); Notes: Blue = A note of the type indicated is in the RO
Status: Red = Work to Do; Green = Work Done; Yellow = In-Process; Cost: Red = Over Budget; Yellow = Approaching Budget; Green = On Budget; Notes: Blue = A note of the type indicated is in the RO
None of the Above
What screen is used to post payments for the original bill plus two supplements and how do you get there?
The RO Payments Tab - Open RO, click on Payments Tab; click "Levels" box at top right; click "Insert"; select level to post payment to; enter payment information; continue with all three payments, selecting appropriate level in which to post payment.
Click on "Accounting" button on the CompleteShop Main Screen; click on "Payments" Tab; select RO number; click "Levels" box at top right; click "Insert"; select level to post payment to; enter payment information; continue with all three payments, selecting appropriate level in which to post payment.
Both A and B
Neither A nor B
Estimator A says that you can Order and Receive Parts by accessing the RO Parts Screen through the Parts Status Screen on the CompleteShop Main Screen. Estimator B says that you can Order Parts by accessing the RO Parts Screen through the Parts Status Screen on the CompleteShop Main Screen, but you must enter the RO directly to Receive Parts in the RO. Who is right?
Estimator A
Estimator B
Both A and B
Neither A nor B
If your imported estimate shows $89 as a Sublet for Four Wheel Alignment, what screen gives access to quickly change this dollar amount to Labor Units in order to Pay your technician for the work, and how is it done?
RO Worksheet screen, change the line from Dollars to Hours in Labor column.
Open RO, click on Sublet/Misc. button at bottom, highlight $89 sublet line, click "Make Labor" button.