GEM-CAR

Accounting

• Create a Credit Note for a Client
• Understand the Costs Associated with the Cost of a Vehicle Sold
• Create a Sales Report by Department for Income Statements
• Understand Why Deductibles No Longer Automatically Generate a Receipt
• Understand How Bank Synchronization Works
• Selling Your Company: Ensuring a Smooth Business Transition
• See all 81 articles

Act 25

• Apply Law 25 in Quebec in Mechanic Shops
• Conform an Enterprise to the Law on Private Matters
• Protect Personal Information (Law 25)
• Consumer Protection Act

Basic Concepts

• Understand the Changes to the "Heavy Vehicle" Status
• Understand Financing with Signature as Guarantor and Co-Lessee
• When is a system deleted?
• Understand Why V16 Cloud (AWS) Costs More Than V14 Desktop
• Create a Warranty Invoice
• Display the Point of Sale in Full Screen in GEM-CAR
• See all 65 articles

Calendar

• Assign Jobs to Bays or Technicians
• Customize Schedule Availability by Bay
• Change the Job Status: Color and Icon
• Assign Multiple Technicians to a Specific Bay or Function
• Find the Marketing Follow-ups
• Confirm Appointments in Batch via Email and Text Message Based on Client Preferences
• See all 20 articles

CARFAX

• Correct a Mileage Error on CARFAX
• Read the License Agreement with CARFAX
• Activate/Deactivate CARFAX
• Choose CARFAX to Consult a Vehicles' History
• Compare Incident Dates with CARFAX
• Consult a Vehicle's Details with CARFAX
• See all 15 articles

Clients

• Add a Client's Name to a Business File
• Add a Contact to a Client's File
• Add a Group Discount to a Client's File
• Add or View Client Notes in the Point of Sale
• Apply Administration Fees
• Configure a Price List
• See all 30 articles

Communications

• Configure the Email Address for SMTP with Gmail and Outlook
• Set Up Satisfaction Review Emails
• Connect my Calendar with Google Calendar
• Program an Alert in the Notification Center
• Configure Outlook
• Create a Memo and Assign it as Product Note
• See all 21 articles

Dashboard

• Verify the Financial Indicators - General Liquidity Ratio
• Verify the Financial Indicators - Debt/ Equity Ratio
• Download GEM-CAR on a Tablet
• Download the Desktop Version of GEM-CAR

GEM-LINKS

• GEM-LINKS Configurations
• TigerAuto Montreal
• Trail Tire B2b
• SHANNON TIRE WHOLESALE
• Propartsnet
• Gulf Stream
• Marius Garon
• See all 412 articles

GEM-PIC

• Start Using GEM-PIC

Human Resources

• Restrict Technicians' Access
• Configure the Email Address for SMTP with Gmail and Outlook
• Calculate Profit in the Time Control Report
• Verify the Employee Categories and Payroll
• Understand How a User Can Log In From Another City
• Use the Time Bank in the Human Resources
• See all 11 articles

Import/Export of Data

• Export Clients from DTMax/Taxprep
• Export Data to Excel
• Export Data: Client, Supplier, Human Resources, Vehicles
• Export Inventory in a CVS File
• Export Quantities in Inventory
• Import Data from Acomba
• See all 12 articles

Initial Configuration of GEM-CAR

• Verify the Priority of Logos Displayed on Invoices and Estimates
• Check the Minimum Technical Specifications
• Solve a Problem with Batch Printing of PDFs
• Configure the Mailbox to Set Employees’ E-mail
• Create a New Department
• Configure Tags
• See all 30 articles

Inspections

• Create an Estimate from the Inspections Menu
• Print or Send an Inspection Report by Email or SMS
• Add Drawings to Photos Imported from Inspections
• Create a Customized Inspection
• Draw on Photos Imported on Inspections
• Send an Inspection Report
• See all 9 articles

Inventory

• Modify the Prices for Jobs
• Create a Tire Product
• Configure the Environmental Management Fee
• Transfer Inventory Between Branches
• Create an Insurance Type Product
• Configure a Price List
• See all 38 articles

Management of Payment Methods

• Other Payment Methods
• Initial Configuration
• Stripe

Management of Used and Courtesy Vehicles

• Create a Category for Used Vehicles
• Use the Courtesy Vehicles Module
• Deactivate or Delete the Link Between a Vehicle and the Current Owner
• Create a Product Code for Car Rentals
• Create an Used Vehicle
• Configure the Company as the Owner of the Used Vehicles
• See all 7 articles

Management of User Accounts

• Assign or Modify a Role or Access for a Human Resource
• Configure the Two-Factor Authentication
• Create an Access from the Human Resources File
• Create or Reset a Human Resource Access
• Create an Access from the Account Management Module
• Deactivate a Human Resource Access
• See all 9 articles

Management of Windshield Repairs and Insurance Billing

• Understand Why Deductibles No Longer Automatically Generate a Receipt
• Manage Taxes on Insurance Deductibles
• Manage Deductibles and Insurance Invoicing for an Accident Claim

Marketing

• Configure Marketing in the Client File
• Create a Missing Client Information Report
• See the Reminder History in Marketing
• Create Coupons in Marketing
• Find the Marketing Follow-ups
• Send Marketing Campaigns
• See all 7 articles

Mobile App

• Use GEM-SUITE on the iPad with Chrome
• Install GEM-CAR on Your Android Device
• Take Pictures and Associate Them in an Estimate or a Clients' File

Payroll

• Choose ADP for Payroll Management in the United States and Canada
• Calculate the Compensation for a Public Holiday
• Configure Direct Deposit Recipients: Employees
• Configure and Process the Payroll
• Configure Commission Payments to Sellers
• Generate Employee Payroll Report
• See all 20 articles

Point of Sale

• Delete an Estimate Manually
• Access the Client's File from the Point of Sale
• Add a Package to My Estimate (Sale)
• Add a Product's Photo to an Invoice
• Add a Supplier
• Add a Verbal Authorization
• See all 81 articles

Printing in GEM-CAR

• Solve a Problem with Batch Printing of PDFs
• Order Labels for Tires and Oil Changes in Quebec
• Print Documents Directly Without a Preview
• Consult the Printer Model for Oil Change Stickers and Tire Labels
• Configure Invoice Printing in Coupon Format
• Configure Default Printers on GEM-CAR
• See all 7 articles

Punch Clock

• Edit the Real Time on a Punch Clock
• Add Internal Jobs in the Time Control
• Differentiate the Ways to Calculate Time
• Generate a Time Control Report
• Measure the Performance of Technicians
• Modify an Employees' Control Time
• See all 8 articles

Purchases

• Define an Automatic Quantity to Order for a Product
• Receive Products
• Generate Reports/Filter Purchase Orders
• Configure Parts to Be Ordered Automatically
• Create a Purchase in the Purchases Tab
• Manage Purchase Discounts
• See all 9 articles

Sales

• Make the General Ledger Transaction to Report the Details
• Associate Product Sales to Different Departments
• Display the Appointment Date on Estimates and Invoices
• Hide the Proposed and Rejected Statuses on the Invoice
• Add the Default Category in the Point of Sale When Creating an Item
• Change the Term of Estimates to One of Your Choice
• See all 42 articles

Suppliers

• Add a Job to the Estimate When Importing Products from GEM-LINKS
• Configure the Options in the Supplier Terms Tab
• Pay an Employee by Check by Creating a Supplier for Each Employee
• Activate the Translation of GEM-LINKS
• Configure the Default Supplier
• Add or Remove Taxes for Specific Suppliers
• See all 18 articles

Tire Management: Sales, Storage, Labels

• Configure a Category for Tires
• Generate the Storage Report
• Generate the Report of Specific Duties Paid
• Take a Client's Tires Out of Storage (Return)
• Print a Tire Storage List
• Deactivate a Tire Storage
• See all 13 articles

Vehicles

• Activate the Mandatory VIN Option
• Add a Feature on the Vehicle Options
• Add Information in the Vehicles Files
• Calculate the Interest on the Floor Plan by Vehicle
• Consult a Vehicle's File Modification History
• Consult the Maintenance History
• See all 19 articles