Automatic ticket creation in Autoflow from Protractor.
Transfer Criteria:
For a transfer to occur, your ticket must contain these items:
- Customer first and last name (or a business name)
- Customer Phone number: Autoflow will use any number, but will pull first from the mobile field.
- Service Item: Year Make and Model
1. Ensure all ticket criteria is met
- Gather Service Item Year, Make, and Model
- Enter client name or business name
- Enter Cell or Mobile number
2: Save the Ticket
- Save the ticket in Protractor
- Autoflow can be mapped to any status. Best practice is to start in “Vehicle on Site”
- See Status Mapping for more details.
3: Checkin!
- The instant the ticket is saved, the ticket will appear in Autoflow
- Concerns added to the ticket in Protractor will be shown in Autoflow as the RVH (Reason Vehicle is Here)
- Inspections can be mapped to Autoflow: see details on inspection integration
