June 21, 2024
Generic Forms to Use During this Time
Here at One View, we understand the impact of your business being down. We want to be your trusted partner to help provide any assistance you may need during this difficult time.
Below please find generic template overlays that you can use to keep your business running while your system is down. You can print these to provide to your team so they can hand-write on the forms until the DMS is back up and available to post.
- Check Template
- Parts Invoice Template
- Purchase Order Template
- Repair Order Estimate Template
- Service Invoice Template
*A few recommendations:
- Use the last 8 of the VIN as the temporary RO number to keep things clean and avoid employees from forgetting what sequential order these invoices are in.
- Use an Excel spreadsheet to keep track of any transactions to ensure these can be easily posted once the DMS is back up and running.
- Hand-written tickets can be easily lost – have your team use One View’s Web-Scan function in Vault to scan these hand-written tickets into Vault so they can be found later for back-entry. If you need this feature turned on, contact our support team ASAP!
Contact our support team at support@one-view.com or 1 (800) 923-8439. Our team is here to help!
About One View
One View is a leading provider of document management solutions for automotive dealerships. The company’s suite of software solutions streamline document management processes and improve efficiency, accuracy, and compliance to drive dealers to a paperless future. For more information, visit www.one-view.com.