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...

How do I send the DVI to the client?

Sending the DVI to the Client The DVI can be sent only after the technician has signed-off on the inspection. This is indicated with a notification to the SA, and the DVI button on the dash turns orange. To send, first you will open the DVI by clicking one of the two...

How do I open the DVI? Work Orders? QC sheets?

How do I open the Digital Vehicle Inspection? The Quality Control Sheet, or the Work Order? To open the various worksheets, you can click on them in the workflow . The dark blue buttons are NOT workflow steps.  Click on the work-sheets and you will open the...