Service Advisor Training Overview
Service Advisor Training Page Links
- 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
- How do I manage and leverage groups or multiple numbers?
- Rewards and Referrals How-To
- QC Sheet Usage
- Merging and Transferring Clients and Vehicles