Guide for Franchisees and Managers

Management Toolbox gives you dashboards and reports about your stores, plus the tools to manage who can see them. These articles are written for franchisees (owners), district and regional managers, and the people who handle payroll, accounting and inventory. Pick the goal that matches what you want to do.

Start here

• Sign In and Find Your Way Around
• See and Manage Your Notifications
• Use Management Toolbox on a Phone or Tablet
• Your Preferences (Profile and Settings)
• Change Your Email Address
• Using a Report Page (Stores, Dates and Formats)
• Which Report Should I Use?

See how your stores are doing

• Operations Overview: Your Home Dashboard
• Operations Overview: Sales, Vehicles, Ticket Average and Labor % Details
• Report Catalog: All Reports at a Glance
• Compare Stores and Teams: Rankings, Trends and Role Performance

Payroll, labor and people

• Payroll: Export Employee Hours for Excel or Your Payroll System
• Payroll: Track New Hires, Rehires, Terminations and Pay Changes
• Labor: Stay on Top of Breaks, Overtime, Schedules and Timesheets
• Payroll: Commission Reports
• Settings: Set Up Commission Plans

Cash, audit and inventory

• Money: Reconcile Deposits, Over/Short and Paid In/Out
• Loss Prevention: Invoice, Promotion, Warranty and Policy Checks
• Inventory: Usage, Re-order, Receiving, Transfers and Adjustments
• QuickBooks: Export Fleet Invoices and Sales Journal Entries

Sales and fleet

• Sales: Find Missed Opportunities (Turned Down Services, Sales Mix and More)
• Fleet: Track Fleet Sales, Stats and Leads
• Clear Billing Solutions for Franchisees: Overview

Administration (Client Admins)

• Features and Store Groups Explained
• Edit a User, Change Access or Deactivate
• Delete a User
• Manage Store Groups
• Manage Store Information

Need help? Choose Contact support from your account menu, or email Support@MGTechGroup.com.