Management Toolbox

What's New

• What's New: Preferences, Faster User Activation and More (October 2026)
• What's New: A Safer, Easier Sign-In (October 2026)

Sign-in and Security

• Management Toolbox: Lost Your Device? Recovery Codes for Passkeys
• Management Toolbox: Add, Name or Remove a Passkey
• Management Toolbox: Sign In With a Passkey

Clear Billing Solutions (Jiffy Lube Fleet)

• Clear Billing Solutions: Frequently Asked Questions
• Clear Billing Solutions: Pay Your Invoices
• Clear Billing Solutions: Set Up AutoPay
• Clear Billing Solutions: Fleet Manager Guide
• Clear Billing Solutions: Find Your Invoices (Dates, Open/Paid, Search)
• Clear Billing Solutions: View Invoice Details

See all 16 articles

Getting Started

• Management Toolbox: Change Your Email Address
• Management Toolbox: Your Preferences (Profile and Settings)
• Management Toolbox: Which Report Should I Use?
• Management Toolbox: Using a Report Page (Stores, Dates and Formats)
• Management Toolbox: Sign In and Find Your Way Around
• Management Toolbox: Guide for Franchisees and Managers

Sales, Fleet and Rankings

• Sales: Find Missed Opportunities (Turned Down Services, Sales Mix and More)
• Fleet: Track Fleet Sales, Stats and Leads
• Compare Stores and Teams: Rankings, Trends and Role Performance

Operations Overview

• Operations Overview: Sales, Vehicles, Ticket Average and Labor % Details
• Operations Overview: Your Home Dashboard

Report Catalog

• Report Catalog: Invoices, Worksheets and Other Tools
• Report Catalog: Fleets
• Report Catalog: Inventory
• Report Catalog: Payroll and Custom Reports
• Report Catalog: Employee
• Report Catalog: Audit & Loss Prevention

See all 12 articles

Audit, Cash and Inventory

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

Payroll, Labor and Employees

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

Store Management

• Management Toolbox: Manage Store Groups
• Manage Store Information
• Adding New Stores to Management Toolbox

User Management

• Management Toolbox: Delete a User
• Management Toolbox: Edit a User, Change Access or Deactivate
• Management Toolbox: Features and Store Groups Explained
• Management Toolbox: Reset Your Password
• Management Toolbox: Add a New User
• Management Toolbox: User Registration

See all 7 articles

Reports

• How KPI Insights Are Determined
• Schedule Audit Report
• Editing or Duplicating a Scheduled Report
• Deleting a Scheduled Report
• Scheduling a Report

Clear Billing Solutions for Franchisees

• Clear Billing Solutions Reports for Franchisees: AR Aging, Adjustments and Payment Transactions
• CBS Invoices for Franchisees: Find and Review Your Fleet Invoices
• Ask CBS to Review a Fleet Invoice (Adjustment Requests)
• Clear Billing Solutions for Franchisees: Overview

Integrations

• QuickBooks: Export Fleet Invoices and Sales Journal Entries
• Connecting to QuickBooks Online
• Management Toolbox Accounting Integration Setup
• QuickBooks Integration

Power BI/Excel

• Accessing the Management Toolbox Data Warehouse (Excel)
• Connecting Excel to Management Toolbox
• Refreshing GROW Data in Excel
• Refreshing GROW Data in Excel (Automatically)