New to Manager SE?
Start by asking Yaseen for setup guidance. These lessons help you configure an installed, licensed system.
MANAGER SE · CUSTOMER LEARNING CENTER
YOUR SHOP.
SET UP TO WORK.
Get comfortable with Manager SE, one setting at a time. Watch Mitchell 1’s official setup lessons here, then return whenever your team needs a refresher.
WATCH THE SETUP PLAYLIST Find a specific lesson ↓Learn at your pace.
Play the complete setup playlist or search for one setting below. Lessons play here on this page. If a video is unavailable, contact Yaseen for help.
Need a hand?
For installation, activation or data migration, contact Yaseen for help finding the appropriate support. For a product-fit question, talk with Yaseen.
WATCH & LEARN
Manager SE setup playlist
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FIND YOUR NEXT STEP
THE SETUP LIBRARY.
51 lessons available
Complete SETUP workbook playlist
27 lessons · official playlist order- 01Database Backup & ValidationBackup & updates3:25
- 02Electronic Payment ProcessingRates, fees & accounts1:17
- 03Vendor Setup [catalog link]Vendors & parts3:31
- 04Creating a User ProfileShop basics & security2:13
- 05Setup Shop Data 1/2Shop basics & security2:09
- 06Setup Default SettingsShop basics & security5:25
- 07Shop Supplies SetupRates, fees & accounts1:51
- 08Setup Haz Mat ChargesRates, fees & accounts2:05
- 09Screen View OptionsInvoices & screens3:09
- 10Setup DisclaimersInvoices & screens1:06
- 11Setup Standard Labor RatesRates, fees & accounts1:46
- 12Std. Tables - Price LevelsRates, fees & accounts1:55
- 13Tax Rates / Compound TaxesRates, fees & accounts2:32
- 14Income Accounts / Payment TypesRates, fees & accounts2:17
- 15Standard Accounts / Account ClassesRates, fees & accounts1:14
- 16MarkupRates, fees & accounts2:49
- 17Price Markup MatrixRates, fees & accounts2:29
- 18Tire Matrix + Tire FeesRates, fees & accounts2:13
- 19Catalog Part Pricing OptionsVendors & parts1:11
- 20Scheduler OptionsScheduling & team3:33
- 21Add/Edit Schedule StatesScheduling & team1:58
- 22Schedule ResourcesScheduling & team1:21
- 23Technician SetupScheduling & team3:59
- 24Configurations - Reports & PrintersInvoices & screens3:24
- 25Setting Starting Invoice #Invoices & screens0:46
- 26Auto UpdaterBackup & updates1:36
- 27Scheduler- Status MappingScheduling & team1:08
More setup & configuration
24 additional lessonsAdditional settings from Mitchell 1’s official training library, beyond the setup playlist.
- +Program Security OverviewShop basics & securityVideo
- +Program Security DemonstrationShop basics & securityVideo
- +Time Manager Setup + SecurityShop basics & securityVideo
- +WIP Screen OptionsInvoices & screensVideo
- +9.x WIP Order Grid Appearance OptionsInvoices & screensVideo
- +Order Screen - OptionsInvoices & screensVideo
- +Setup - Std. Descriptions: NotesStandard descriptionsVideo
- +Configurations: Vendor Setup (basic)Vendors & partsVideo
- +Setup - Std. Descriptions: Vendor TypeVendors & partsVideo
- +Setup - Std. Descriptions: CategoryStandard descriptionsVideo
- +Setup - Std. Descriptions: Part CodeVendors & partsVideo
- +Setup - Std. - Descriptions: LocationStandard descriptionsVideo
- +Setup - Std. Descriptions: ManufacturersVendors & partsVideo
- +Marketing / Referral SetupStandard descriptionsVideo
- +Setup - Std. Descriptions: PhoneStandard descriptionsVideo
- +Setup - Std. Descriptions: TitleStandard descriptionsVideo
- +Setup - Std. Tables: Zip Code MappingRates, fees & accountsVideo
- +Setup: Late FeesRates, fees & accountsVideo
- +Setup: EST/RO/INV ValidationsRates, fees & accountsVideo
- +Setup - Std. Descriptions: SymptomsStandard descriptionsVideo
- +Setup - Std. Descriptions: StatusStandard descriptionsVideo
- +Setup - Std. Descriptions: FollowupStandard descriptionsVideo
- +Toggle Demo ModeInvoices & screensVideo
- +Configurations: End Of Day ReportsRates, fees & accountsVideo
No matching lessons. Try a shorter search or clear the filters.
The 27-lesson playlist above is complete as checked on October 29, 2026. Mitchell 1 may add or change videos. For help with additional lessons and other workflows, use the contact page for help finding a lesson →.
KEEP THIS PAGE HANDY
ONE PLACE FOR YOUR TEAM TO LEARN.
Bookmark this page for setup questions and new-team-member refreshers. You can watch the training without filling in a form.