How to add a service writer or technician account

From the Administrator Account, find the admin dropdown menu in the top right corner of the page Select the option Add new user Select whether it is a Service Writer or Technician account Service Writer account – Service writers can add customers, move them...

How to move a customer along the workflow

Find the customer you wish to update the status of Click on the desired stage of the workflow you wish to move them to If prompted, enter the amount of time that stage should take, then click the checkbox (Example: Waiting on parts – 1 Hour) The customer will...

How to schedule an appointment

Click Add Customer on the top menu bar Type in the phone number of the customer you wish to add and click Start Fill out any needed information, then click the Status dropdown and find the option Scheduled for appointment Enter the date and time, then click Add to...

How to send a custom response

From the active customers page, click the +text button under the customers name you wish to send a custom response to Type a message in the box or attach a picture and click Send The text message will be sent to the customer and the shop signature will be...

How to suspend, delete or change the password for a user

From the Administrator Account, find the admin dropdown in the top, right corner Select the option Manage Users From this page, you will find all information and options for technicians and service writer accounts in your shop. The actions on the right can perform the...