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Welcome
Contact Motasoft support
Planner
Technician planner overview
Creating a new booking in the planner
Booking Diary
Creating a new booking in the booking diary
Managing and configuring your booking diary tabs
Moving a booking in the booking diary
Blocking out time in your booking diary
VGM Technician (App)
Technician App Overview
Customers
Finding and merging duplicate customers
Customer statuses
Customer contacts
Vehicles
View the history of a vehicle
Remove a customer as the current owner of a vehicle
Messaging
Automated MOT reminders
Adding slot types to jobsheets & creating reminders
Message merge tags
SMS Manager
Send SMS Messages longer than 160 characters
Automatic cc for messaging
Communication consent & GDPR
Change which automated Messages a customer receives
How to add unsubscibe links to messages
GDPR & Communication
Configuring communication consent for VGM & the booking system
Consent types
The consent management grid
Managing a customers communication consent
Export a spreadsheet of customers with consent
Dashboard
Creating and editing user dashboards
Creating a dashboard from a template
VHC
Configuring VHC Checklist Templates
How to assign VHC checklists to jobs and technicians
View, editing and sending vehicle health checks to customers
Managing your VHCs
Jobsheets
Quoting additional work from a jobsheet
Creating multiple invoices for a single jobsheet
Using job templates with jobsheets
Using custom jobsheet statuses
Accounts
Payments
Allocating payments to multiple documents
Purchase invoices
Adding items to an existing purchase invoice
Assign a payment to a purchase invoice
Creating a new purchase invoice from a purchase order
Creating a new purchase invoice from scratch
How to delete a purchase invoice
Posting a purchase invoice
Searching through existing purchase invoices
Viewing relationships between purchase orders & purchase invoices
Purchase credits
Assign Refunds to Purchase Credits
Adding items to a purchase credit
Searching through purchase credits
Creating a purchase credit
Purchase orders
Editing purchase orders
Finding purchase orders
Deleting purchase orders
Navigating to the ‘Add Stock from Purchase Order’ window
Automatic purchase order numbers
Purchase returns
Find a part by barcode
Merge parts & tyres
Making a stock adjustment
Add a part to a new purchase return
Resolve parts on a Purchase Return
Suppliers
Merge suppliers
Parts
Adding temporary parts to a sales invoice
Tyres
Tyres Quick Start
Setting up your tyre markup (web pricing)
Setting up your tyre markup (local pricing)
Ordering tyre stock manually
Ordering tyre stock with GroupTyre
Creating and editing tyres
Receiving tyre stock – adding tyre stock to a purchase order
Searching for tyres in your local stock & browsing available tyres from GroupTyre
Viewing the history of a tyre
Searching for tyres from a jobsheet
Running a tyre stock report
Printing a tyre label
Slot Types
Slot type addons
Integrations
take
payments
An introduction to our takepayments integration.
Setting Up Physical Payment Terminals
Using takepayments Transaction Gateway
takepayments Transactions Overview
takepayments Transaction Detail Page Overview
Xero
Getting started with the Xero integration
VGM to Xero data flow diagram
Sending sales and purchases from VGM to Xero
Frequenty asked questions about the Xero integration
Reporting
Email a report to a customer
Set the default report email message template
Run a report
Sales Documents
Sales documents
Sales document grid overview
Adding text to the footer of sales documents
Print sales documents with a different template
Sales document messages
Add a new sales document message
Create a sales document message template
Reset or delete sales document messages
Schedule a sales document message
Technical Data
Searching for a vehicle’s technical data
Getting a vehicle’s service schedule
Job times, technical data and jobsheets
Types of technical data available
Users & Technicians
Users
Reset a user password
Online Booking
Add / Edit an Online Booking Special Offer
Taking online bookings for quotable work
Setting up online payment with PayPal
Configuring service checklists
VGM to Xero data flow diagram
Table of Contents
Data Flow Diagram
This diagram shows what data will be sent to Xero from the Company Portal.
