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Service Advisor Training Overview
How do I use the workflow?
How do I send and receive text messages?
What do I need to know about user tabs?
What actions can I perform within the “details” tab?
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 new clients that are not in the shop?
How do I reset my password?
Digital Work Order Creation
Manage and Leverage Groups or Multiple Numbers
Rewards & Referrals
QC Sheet Usage