How do I set my parts vendors?

Associate your parts vendors with your workflow Let your crew know who is bringing your parts, and when You can populate your vendors in the drop down menu in “Waiting on Parts” Go to “Associate Parts Vendors” from your admin menu Type the name of your supplier Click...

Managing the Customer Experience

Client Microsite Breakdown Client Facing Microsite The Micro Site is the view the customer sees on their personal phone or computer. This makes it easy to show the customer any items, photos, or videos on the worksheets you perform in Autoflow. The top section of the...

How do I setup my Quality Control Sheet?

Define your quality control process in Quality Control Setup Quality Control Setup involves three key functions Choose if you want to have the sheet begin with all green items checked, or if all items left blank Add a new item using the + Add Quality Control Button...

How do I setup Rewards and Referrals?

Managing customers rewards is done in three sections You can find these 3 sections in the Admin menu under R&R Setup Point Setup You can find these 3 sections in the Admin menu under R&R Setup Add Tier – See the chart to understand how referrals are...

Notifications

Autoflow has built in notifications to keep the users up to date with customer responses, DVI and WO completions, and more. Notifications populate in the top right corner of the Autoflow pages under the bell icon. A counter will appear when a new notification comes in...