Workflow Setup

It’s your shop.  Set your workflow your way. We made it simple. Access Workflow Setup Click your user in the top right, then the Workflow Setup menu, then Workflow setup Add a Status To add a status, click the blue Add New Status button on the Workflow...

Additional Features in Workflow Setup

Customize your scheduled and follow up texts Scheduled Messages These are unique appointment confirmations and reminders When the appoint is made, the message is sent immediately Includes date and time. Also includes greeting/signature One day before, the reminder is...

Auto Assign / Update

Autoflow will keep your status updated for you. Toggle your preferences for Auto Assign Update. Click the admin login Select Auto Assign & Update Pro Tip: Using Auto Update on status steps will result in a real-time knowledge of where each vehicle is at in the...

How to Setup DVI Notes

Efficient inspections begin with predefined notes Three Note Hierarchies Initiate an effective note strategy in DVI Notes Setup Uncategorized Notes – These appear for any line item on any sheet where category or itemized notes are absent. Categorized Notes – These...

How do I set my parts vendors?

Associate your parts vendors with your workflow Let your crew know who is bringing your parts, and when You can populate your vendors in the drop down menu in “Waiting on Parts” Go to “Associate Parts Vendors” from your admin menu Type the name of your supplier Click...