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Workflow Examples

Your Autoflow workflow is 100% configurable to the way your shop works today or how you want it to work. Here are some sample workflows to give you an idea of whats possible when dialing in your workflow. Simple Workflow Call-to-Action Workflow Keep in Touch Workflow...

Protractor User Mapping

User Mapping between protractor and Autoflow ensures everyone is properly assigned in both systems. Identify your Protractor Display Name Goto Setup (as admin in Protractor) Goto Employees Click the name of the employee you are mapping Confirm the employee display...

iDVI Admin Functions

Important Note: You must be logged in with the System Admin credentials to perform these tasks Adding Users (Claims Adjusters) From the admin menu in the upper right corner select Add/Manage Users. Select the blue +Add New User button in the upper right to open the...

iDVI Claims Adjuster Training

Create the Inspection Request From the Active Inspections dashboard, click on Create Inspection located in the upper right corner of the page. Enter the phone number of the repair facility and click the Submit button to open the Create Inspection screen. Enter the...

iDVI Report

Key Report Metrics iDVIs Sent – This is a count of the total number of unique iDVS Inspection Requests sent during the selected date range. This count does not include iDVIs that were resent during the period. iDVIs Completed – This is a count of iDVIs of...