Additional Features in Workflow Setup

Customize your scheduled and follow up texts Scheduled Messages These are unique appointment confirmations and reminders When the appoint is made, the message is sent immediately Includes date and time. Also includes greeting/signature One day before, the reminder is...

Auto Assign / Update

Autoflow will keep your status updated for you. Toggle your preferences for Auto Assign Update. 1: Click the “Admin” login 2: Select “AI Setup” 3: Select “Auto Assign & Update” Pro Tip: Using Auto Update on status steps will...

DVI Setup

DVI Setup is where the administrator can customize how the Autoflow Digital Vehicle Inspection will function. The Toggles Default Tire section to good/green: This is an option to default all tires to green on a new inspection. Default Tire section to good/green: This...

DVI Sheet Setup

Understand the layout of the page Select the sheet you wish to edit. Here you can create a new sheet, or duplicate the selected sheet. Import or export .json files. Useful for sharing sheets with other locations. Sheet Name – Click to edit sheet name. Use the trashcan...

How to Setup DVI Notes

Efficient inspections begin with predefined notes Three Note Hierarchies Initiate an effective note strategy in DVI Notes Setup Uncategorized Notes – These appear for any line item on any sheet where category or itemized notes are absent. Categorized Notes – These...