Rewards & Referrals

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

Technician Training Overview

Technician Training Overview Technician Training Page Links How do I set up Technician User Settings? How do I use the workflow? How do I open the DVI? How to perform a Digital Vehicle Inspection? How to use the Digital Work Order Technician Preferences QC Sheet...

Technician User Settings

Open User Settings Select the User tab to open drop-down menu. Select User Settings from drop-down menu. Note: User settings affect your user login, on all devices you use. Profile Picture and User Information Upload a professional photo to your account. You can edit...

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 open the DVI?

Access the Digital Vehicle Inspection Sheet There are two buttons that you can click: 1.) The DVI button under the client’s name. 2.) The DVI button attached to the workflow step on the “swim-lane”. From Desktop and holding a tablet in landscape/horizontal orientation...

How to Use the Digital Work Order

A Quick Start to Work Order Access the Work Order anywhere in the web-app: The Dashboard Click the WO button from the worksheet list. If the status associated with the work order is selected, the WO button will show. The dark blue buttons on the workflow (Desktop...