Getting Started

How to Use myKaarma

• ★ Where can I check the status of myKaarma?
• Looking Up or Adding a Customer
• Benefits of myKaarma
• How to reset the myKaarma system by clearing the cache
• Sending/Responding to texts or emails
• How to CC Someone on a Message Thread

See all 16 articles

Setting Up myKaarma

• ★ On-Boarding: Dealertrack & myKaarma Integration
• ★ How to install the latest myKaarma Desktop from an unsupported version
• How do I add, remove, and manage users?
• On-Boarding With myKaarma
• Why Does myKaarma Need A Conference Call With The Business Manager?
• Download and Install the myKaarma Desktop Application - Links and instructions

See all 16 articles

Preparing for myKaarma

Provisioning Checks and Information

• myKaarma Desktop Validation Help
• What URL's need to be "whitelisted" on Dealership firewalls?

Administrative/Account Settings

MyKaarma Support Troubleshooting

• I created an RO in the DMS but the RO did not pull into myKaarma

Self Administration (Self-Admin)

• How do I add, edit, or remove text and email templates?
• How do I access the myKaarma Administration Portal?
• How do I give users access to multiple stores in my group?
• How do I receive all payment receipts?
• How do I receive text messages as emails?
• How do I edit ability to view all messages in myKaarma?

See all 9 articles

Manage Your Account

• How do I edit my profile?
• Out-of-Office Features
• General Settings
• What are the different permissions attributed to "roles" in myKaarma?
• How do I recover my password if I have forgotten it?

Communications

Course

• Auto Delegation
• Communications: Course Introduction
• Communications, Section Seven: Best Practices
• Communications, Section Six: The Mobile Application
• Communications, Section Five: The Messages Tab
• Communications, Section Four: The Notifier

See all 9 articles

Calls

• Why did my phone number change in myKaarma?
• Calling a Customer
• How to Ensure Calls are Recorded
• Are customers aware that the phone calls are recorded?
• Is myKaarma able to recognize a cellular number if it is in the "Home" number or "Main" field?
• Why does myKaarma need "direct-dial" phone numbers?

Managing Your Customers

• What is customer merging?
• Color Change for Messages With No Response
• Do I have to enter the customer contact info into myKaarma for customers that are having their vehicle serviced at the dealership for the first time?
• How do I make the sure my customers contact information is correct?

Texts

• What is TextDirect?
• TCPA Compliant Texting / Opt-In: How it Works
• Emailing a Customer
• Texting a Customer
• TCPA Compliance OPTOUT / OPTIN with myKaarma
• How to Clear the Notifier

See all 16 articles

Text Templates

• How do I edit the welcome message sent to customers when a repair order is opened?
• How do I edit the request for payment sent to my customers by text message?
• Available tags for text templates

E-Mails

• Why am I not receiving emails from myKaarma?
• What email address do customers see when I send an email to them in myKaarma?

Payments

Payment - FAQ

• FAQ - PAYMENTS

Security and PCI

• Chargebacks
• Payments: Card Fraud Prevention Tips

Making Payments

• ★ How to Prevent Online Parts Payments Fraud
• ★ How to take payments using myKaarma Desktop EMV Swiper
• Payments, Part 9: Processing a Credit Card
• Payments, Part 7: Before Taking Payments
• Payments, Pt. 6: Why In Lane Payments?
• Payments: Course Introduction

See all 22 articles

Merchant and Processor Information

• Why does Kaarma need a Retail and a MOTO account?

Reporting and Receipts

• Automatic Payment Receipt Printing
• Printing Payment Receipts
• Verifying a Payment
• How to Print Receipts (Charges/Refunds)
• What kind of payment reporting does Kaarma provide?
• How Do I Run A Closing Report?

See all 7 articles

Swipers

• Lane 3000 Troubleshooting / Why is my Lane 3000 giving a blank screen?
• How do I install the Lane 3000 Swiper?
• Can I still accept payments if my swiper is not working?
• Ipp 320 Troubleshooting / Mykaarma Swiper says "Initializing" or "Lane Closed"
• ChipDNA Start Errors

Inspection

ServiceCart

• ★ Service Cart FAQ
• ServiceCart Feature Updates 9/7/22

Integrations

• Why isn’t my RO pulling into myKaarma?
• Hunter Engineering Tire specs did not pull into ServiceCart
• How do I add Hunter Tire Integration to myKaarma?
• What Does Integration with Hunter Engineering's Quick Check Drive Mean?

Mobile App

General

• ★ myKaarma Mobile Device Compatibility Chart
• How do I download the DSD mobile application ?

Video Walkaround/Technician Inspection

• How to Minimize Video Upload Failures in iOS & Android Devices
• Performing a Video Walkaround/Technician Inspection Video

iPhone App

• How to download and login into the myKaarma iOS app for iPhone
• How to send a photo using the myKaarma iPhone App
• How to send a text message to a customer using the myKaarma iPhone app

iPad App

• How to set up a MIURA device for Payments
• How to Download the myKaarma Service Tab iPad Application

Scheduler

Scheduler Administration & Settings

• Setting Up Recurring or Weekly Repeating Schedules

Course

• Scheduler, Section Four: The Customer Scheduler
• Scheduler, Section Three: Scheduler Basics
• Scheduler, Section Two: The Appointments Tab
• Scheduler, Section One: Overview
• Scheduler: Course Introduction

Using the Scheduler

• Recall common configurations
• Scheduler and Scheduler plus common issues and configurations
• Why am I getting an appointment push failure?
• How do I add a vehicle to a customer while I am making new appointments?

Pickup and Delivery

Course

• Pickup & Delivery common configurations and issues
• Pickup and Delivery: Promotional Video (Downloadable)
• Pickup and Delivery: Ensuring a Healthy Environment
• Pickup and Delivery: Driver-Specific Training (Webinar)
• Pickup and Delivery: Course Introduction

Integrations

• What Does Uber Integration Mean?

Videos

Webinars

• ★ myKaarma Basics Webinar
• myKaarma Online Payments Webinar
• myKaarma Payments & EMV: What, When and How?
• Deferred and Group Texting

Video Products

Technician Videos

• ★ Video Upload Troubleshooting
• Tech Videos: Course Introduction
• Tech Videos, Pt. 4: What is CCI?
• Tech Videos, Pt. 3: Best Practices
• Tech Videos, Pt 2: Recording and Uploading
• Tech Videos, Pt. 1: Logging in and First Steps

Insights (Reporting)

Top 5 Insights Questions

• Why is the tech video count so low?
• How do I create a custom report?
• Why are some of the video walkarounds or ROs not showing up on the report?
• Why are there so many technician videos for Default Users [Unassigned]? Is there a way to fix this?
• I didn’t get the closing payment report. Can you send it to me?

myKaarma FAQ's

myKaarma FAQ

• Why can’t I find a customer in myKaarma after I added the customer to the DMS?
• If a Historical Pull was completed, why is myKaarma missing customers that exist in our DMS?
• Where can I access the help center?
• Payments - FAQ
• Mobile Service: Frequently Asked Questions (FAQ)
• DMS - FAQ

Product News and Updates

Announcements

• myKaarma/MDL Integration Overview
• Parts Payment Reporting Tab
• The Parts Ready-to-Send Tab
• Parts Self-Cashiering

Release Notes

• myKaarma Desktop application RELEASE NOTES for version 5.0.0.12

Contact

How to Reach Us

• How do I submit feedback or feature requests?
• How do I contact myKaarma support?