Service Advisor
Quick Start
Technician
Quick Start
Video Quick Start Guides
Administrator
Administrator Training Links
- Logging in as the administrator
- Admin Menu items, summary
- Manage Users
- How do I add new users
- Company Setup
- Workflow Setup
- Additional Features in Workflow Setup
- Auto Assign / Update
- DVI Setup
- DVI Sheet Setup
- How to setup DVI Notes?
- How do I set my parts vendors?
- Managing the Customer Experience
- How do I setup my Quality Control Sheet?
- How do I setup rewards and referrals?
- Notifications
- Kiosk Checkin-Scheduler
- Kiosk Setup
- Review Page Setup
Service Advisor
Service Advisor Training Links
- How do I use the workflow?
- How do I send and receive text messages?
- What do I need to know about user tabs?
- User Settings
- What actions can I perform within the “details” tab?
- How can I assign a service advisor?
- 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 clients / new clients that are not in the shop?
- How do I reset my password?
- Digital Work Order Creation
- TECHFLOW
- Groups / Multiple Numbers
- Rewards and Referrals How-To
- QC Sheet Usage
- Merging and Transferring Clients and Vehicles