Rewards & Referrals

Easy-to-use rewards program with a built-in innovative referral tool

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...

What actions can I perform within the “details” tab?

To understand the functions of the details tab See the numbers below that correspond with the screenshot. Customer Status: Here you can set if the vehicle is “dropped off” or the client is a “waiter” Inspection Sheet: Here you can select the...

How can I assign a service advisor?

Assign service advisors from the details tab Click on Details under the customer name/vehicle. The menu pops open, and give you multiple options, among which are setting the SA or Tech Now select the newly assigned SA or Technician you wish to assign Click Update What...

How do I assign a technician so vehicles show on their tablet?

There are two methods to assign technicians. One is identical to how you assign a service advisor.   Click on details, and click on the technician you wish to assign. The best method of assigning a tech is by using “Set Priority”     Drag...

How do I use the Digital Vehicle Inspection?

Performing a Digital Vehicle Inspection: Step 1:  Review the vehicle profile If this is the first time the vehicle has been in your shop, you will want to fill out the vehicle profile. Profile pictures are highly encouraged, and you can take multiple photos of the...