NAPA TRACS Enterprise Appointment Sync

Appointment Sync allows NAPA TRACS Enterprise users the ability to create an appointment in NAPA TRACS Enterprise and have it transfer to Autoflow.

Year/Make/Model of vehicle

Add your appointment in NAPA TRACS Enterprise

  • Add required information
    • First and last name
    • Cell number in the “Phone” field
    • Year/Make/Model of vehicle
  • Select the time and date
  • Add reason for the visit in the notes (This will transfer to the DVI as the RVH)
  • Select “OK”
Appointment appears in Autoflow

Appointment appears in Autoflow

  • Customer is added to the active customer page and Autoflow Calendar
  • If it is an appointment for today, it will appear directly on the main screen tagged with a letter “A”
  • If it is an appointment for a later date, it will also be tagged, but will be found under “Future Scheduled Appointments” until the day it is scheduled.
    • You can interact and text from the future scheduled appointments tab per usual.
Autoflow Appointment Text Notifications

Autoflow Appointment Text Notifications

Auto-Sent immediately:

  • “[Hello FN], you are now scheduled for an appointment on (date time). Please reply Y to confirm. [Company Signature & Phone Number]”

Auto-Sent day before appointment:

  • “[Hello FN], this is a reminder, you have an appointment with us tomorrow at (date time). [Company Signature & Phone Number]”
  • Appointment messages can be modified but will always include greeting/signature as specified in company setup.
  • The initial confirmation also by default includes a confirmation request.
When the appointment arrives

When the appointment arrives