From RO Writer
To your Autoflow Dashboard
Transfer Criteria:
For a transfer to occur, your ticket must contain these items:
- Client first and last name or business name
- Mobile number in the “cell” field
- Vehicle Year/Make/Model
- Ticket must have an “Arrived Date” showing current date.
- You must select a mapped status.
Step 1: Customer Information & Vehicle Info
- Navigate to the parts and Labor tab to verify your client information is complete
- Phone 1 is the best field for a mobile number, if your shop is different inform Autoflow during setup
- Fill in any missing information
Step 2: Verify the Arrival Date / Add Reason Vehicle is Here (RVH)
- Navigate to the Service Requests tab
- Verify the arrival date is today’s date. (If you created it today, you shouldn’t have to worry about this.)
- Optional – Enter the customers concern using the Customer Request field. – This information will transfer to your technicians DVI sheet and be included in the clients report later. (This must be done prior to step 3.
Step 3: Update the status to send the ticket to Autoflow
- Navigate to the “Other Information” tab.
- Click Change Status
- Select the Status mapped to your Checkin step. (This may vary by location, Autoflow will ID this during setup.)