The admin user menu
where you make this YOUR software
- User Settings: This is where you can specify your notification preferences and several other user specific toggles.
- Change Password: This allows you to update your password
- Wall Message: This option allows the administrator or service advisors to send a message to all users for important announcements or daily objectives.
- Manage Users: Go here to make edits to the user accounts you create in your system. Suspend, activate, change user passwords, or delete them
- Add New User: Create a login and password for each member of your staff. Choose to add Service Advisors or Technicians
- Company Setup / Billing: Review company phone numbers, emails, greeting preferences, text signatures, add a logo, and set your billing information here.
- AI Setup: Access AI Setup-related options in this submenu
- AI Setup: Toggle and customize the AI auto-text responses.
- Auto Assign & Update: Toggle on or off the various smart functions, such as automatic status update when a tech clicks on inspection items.
- Workflow Setup: Access items related to workflow setup in this submenu
- Workflow Setup: Customize your workflow, enable/disable texting for each status. This is a key page for making the shop function match your software.
- Assoc. Parts Vendors: Add vendors so that you can specify who you are waiting on parts from in the workflow.
- Tags: Customize your own Tags like Waiting or Drop-off.
- R&R Setup: Access items related to rewards points setup.
- Setup Rewards: Set up your rewards that are associated to the points your clients earn
- Setup Levels: Configure the number of points required for each rewards/loyalty tier.
- Setup Points:
Establish the parameters for how your clients can gain points. - QC Setup: Access items related to Quality Control setup in this submenu.
- Quality Control Setup: Add/remove / edit lines on your QC sheets here.
- QC Notes Setup: Create predefined notes that complement your QC process
- DVI Setup: Access DVI setup-related options in this submenu
- DVI Setup: Key toggles to alter how your DVI sheets work (universally across all sheets)
- DVI Sheets Setup: Create your own DVI sheets, or edit existing sheets. Key menu.
- DVI Notes Setup: Setup your pre-defined notes to keep your techs fast with inspections. Develop your own, or look to your rep to suggest strategies.
- WO Setup: Access items related to work order setup in this submenu.
- WO Notes Setup: Configure predefined work order notes here.
- Rainy Day Folder: Quickly access a list of declined services and utilize this to drive business when slow.
- Reminders: Access items related to reminders in this submenu.
- Appointment/Follow-up: Configure your appointment reminders and follow-up messages here.
- Service reminders: Configure your interval-based service reminders here.
- Work Order Parts List: Only available if WO is active and generated. This is a tool to check off parts as arrived or missing to complete a job.
- Read Only View: Not limited to Admin login. A non-clickable view of the dash, ideal for waiting rooms.
- Timeline View: Not limited to Admin login. This is a view that shows workflow steps engaged over time in various scales.
- Slim View: Mobile-oriented view.
- Scheduler Setup: Setup and customize your Kiosk or scheduler.
- Event Feed: Review activity within Autoflow here.
- Log Out: Log out of the session. Useful after significant admin changes that require a session refresh.
