From NAPA TRACS Enterprise
To your Autoflow Dashboard
For a transfer to occur, your ticket must contain these items:
- Client first and last name or business name.
- Cell number in the “Phone” field. (marked as primary number)
- Vehicle Year/Make/Model.
- Ticket must have a “Created” date showing current date.
- You must select a mapped status.
- You must select “Save”.
Step 1: Customer Information & Vehicle Info
- Verify the clients information.
- If the client has multiple numbers the cell number must be marked as “Primary”.
- Verify the vehicle is the one that you will be working on during this visit.
- Verify the “Created” date is the current date.
Step 2: Adding Reason Vehicle is Here (RVH) – Option A
- In the “Work Order Notes” field.
- You can select an RVH from the “Symptoms List”.
- You can manually type one in the box.
- You can add multiple RVH’s to the repair order.
Step 2: Adding Reason Vehicle is Here (RVH) – Option B
- Add a note to the WO
- Use RVH as the item (1)
- Enter a description: i.e. “Customer Concern”
- Type the details of the issue in the Notes (2)
- The information in the notes field will be represented in Autoflow
Step 3: Selecting the Status and Saving
- From the “Status” field drop-down select “Repair Order”
- Saving the repair order will transfer the information to Autoflow if all the criteria were met.
Success!
You now know the basics of adding a ticket into Autoflow from Napa Tracs!
