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...

How do I change a customers status to an appointment?

How do I change the status into an appointment? Click to turn the status into an appointment Select date Select time Click update Client will be immediately texting the appointment confirmation with the date and time. Clients will also receive a 24 hour reminder,...

How do I view history?

You can view text, and vehicle history for clients by clicking on the “search” button on top of your screen. The Search button is between “Add Customer” and “Reports. 1.) Click the search button at the top of the page This search will...