Rainy Day Folder

Rainy Day Folder is based on unauthorized items in the DVI

• Proper usage of the DVI involves tracking which jobs are approved and which are not.
• Advisors use the Yes/NO toggle in the Autoflow DVI during the sales call or before closing a ticket
• The Rainy Folder will include Yellow (!) or Red (X) items that are NOT marked “yes”

Advisors access the Rainy Day Folder from their user menus

1. Click your user menu
2. Select the Rainy Day Folder

Determine a date range to review tickets with unapproved items

• Click the yellow button to verify the items have not been sold already
• Click the blue DVI Sheet button to view the DVI
• Click the blue Add to Reminders Queue button to open directly to the sending modal without reviewing
• If this has already been sent via the Rainy Day folder, the date of the last send will be shown in the last column

Audit the validity of the report before sending

• Clicking the orange button opens a modal which allows you to audit, review, and send the report
• Compare your unapproved Rainy items with your clients repair history to ensure you didn’t miss indicating prior authorization
• It is important to review items to maintain the validity of your reminders.
• If you performed a repair, you can click the “No” to turn it into a “Yes” A second prompt will ask you to confirm this irreversible action.

Send the reminder via text/email

• Confirm the phone number and email for your client
• Type a customized or personal message in the main body. Keep this short and concise to maintain deliver-ability via text. (longer messages should be emails).