New to Autoflow? Start here.
Administrator Training Topics:
Logging in as the administrator
Admin Menu items, summary
Manage Users
How do I add new users
Company Setup
Workflow Setup
Additional Features in Workflow Setup
Auto Assign / Update
DVI Setup
DVI Sheet Setup
What are DVI Notes?
How do I set my parts vendors?
How do I setup my Quality Control Sheet?
How do I setup rewards and referrals?
Notifications
Review Page Setup
Administrator Training Video:
Service Advisor Training Topics:
How do I use the workflow?
How do I send and receive text messages?
What do I need to know about user tabs?
User Settings
What actions can I perform within the “details” tab?
How can I assign a service advisor?
How do I assign a technician so vehicles show on their tablet?
How do I use the Digital Vehicle Inspection?
How do I send the DVI to the client?
How do I open the DVI? Work Orders? QC sheets?
What do the letters W, D, A mean on the leading edge of the workflow?
How do I change a customers status to an appointment?
How do I view history?
How do I receive texts from clients / new clients that are not in the shop?
How do I reset my password?
Digital Work Order Creation?
TECHFLOW
Groups / Multiple Numbers
Service Advisor Training Video:
Technician Training Topics:
Technician Training Video:
