Service Advisor Training Overview

Service Advisor Training Overview Service Advisor Training Page 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...

How do I use the workflow?

Use Workflow Steps to Update the Customer How does the view look for a service advisor and technician? Technician View Service Advisor View The technician login displays a unique view of the workflow (Shown Above – Top).  This will appear different than the...

How do I send and receive text messages?

Send and Receive Texts From Clients Automatic workflow notifications are just one way to send texts.  Inbound texts will result in frequent text conversations with clients particularly inclined towards texting. You will be notified of inbound  texts in five ways.  ...

What do I need to know about user tabs?

Each user has their own tab.   When clicked on, the user will only see vehicles assigned to them.   This helps service advisors in high volume shops sort their screen without having to filter through vehicles assigned to other staff members. Any user can...

User Settings

User Settings Page Overview Getting Started with User Settings Select the User drop-down in the top right. Select User Settings User settings only affect your user login, not others. Please note. These toggles will affect your login on all devices you use. Upload a...