GEM-CAR

Initial Configuration of GEM-CAR

• Configure the Mailbox to Set Employees’ E-mail
• Create a New Department
• Configure Tags
• Configure Attributes
• Define the Default Unit of Measure to Imperial or Metric
• Access the Platform Using Your Email Address
• See all 25 articles

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

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 7 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

User Account Management

• 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

Payment Methods: Configuring Terminals and More

• Authorize.net
• Moneris
• Nuvei/Till Payments
• Clover
• PayPal

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

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

Import/Export of Datas

• 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

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

Inspection

• 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
• Consult Inspection History
• Create an Inspection
• See all 7 articles

Management of Used Cars and Courtesy Vehicle

• 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

Windshield and Insurance Billing Management Module

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

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

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

Human Resources

• 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
• Edit the Real Time on a Punch Clock
• See all 10 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

• 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
• Configure Payment Terminals
• Create and Manage a Subscription
• See all 34 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

Printing in GEM-CAR

• Order Labels for Tires and Oil Changes in Quebec
• Consult the Printer Model for Oil Change Stickers and Tire Labels
• Configure Invoice Printing in Coupon Format
• Configure Default Printers on GEM-CAR
• Print Labels for Products

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 36 articles

Vehicles

• Activate the Mandatory VIN Option
• Add a Feature on the Vehicle Options
• Add Information in the Vehicles Files
• Consult a Vehicle's File Modification History
• Consult the Maintenance History
• Create a Maintenance Program
• See all 18 articles

Accounting

• Understand Why Deductibles No Longer Automatically Generate a Receipt
• Understand How Bank Synchronization Works
• Selling Your Company: Ensuring a Smooth Business Transition
• Adjust the Sale Transaction for a Used Vehicle
• See Vehicle Purchase Transactions in Quebec
• See Vehicle Purchase Transactions in the General Ledger with GL Codes and Account Types
• See all 78 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

GEM-LINKS EN

• Propartsnet
• Gulf Stream
• Marius Garon
• AutoZone
• Macpek Camions
• SS Tire Wholesale
• See all 398 articles

Point of Sale

• Delete an Estimate
• 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 80 articles

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 62 articles