Training

Our easy to follow instructions and helpful how-to videos will help you get up and running quickly with Autoflow

Training Quick Start

Training Quick Start Overview

Service Advisor Quick Start, Technician Quick Start

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Service Advisor Quick Start

As soon as you login – Everything is ready for you to begin using Autoflow.

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Technician Quick Start

As soon as you login – Everything is ready for you to begin using Autoflow.

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Setup Training

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.

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Company Setup

Company Setup contains shop and billing information in addition to communication preferences.

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Workflow Setup

It’s your shop. Set your workflow your way. We made it simple.

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Additional Features in Workflow Setup

Customize your scheduled and follow up texts

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Administrator Training

Edit the New Customer Micro Site

Learn how to navigate and edit your Autoflow Customer Micro Site. The perfect customer experience is possible with the Customer Micro Site!

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Administrator Training Overview

Administrator Training Overview, Administrator Training Page Links

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Logging in as the administrator

Logging in as the administrator. Autoflow is a true cloud based system.

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Admin Menu items, summary

The admin user menu. Where you make this YOUR software

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Service Advisor Training

Service Advisor Training Overview

Service Advisor Training Overview, Service Advisor Training Page Links

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How do I use the workflow?

Use Workflow Steps to Update the Customer. How does the view look for a service advisor and technician?

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How do I send and receive text messages?

Send and Receive Texts From Clients

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What do I need to know about user tabs?

Each user has their own tab. When clicked on, the user will only see vehicles assigned to them.

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Technician Training

Technician Training Overview

Technician Training Overview, Technician Training Page Links

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Technician User Settings

How To Edit User Settings

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How do I use the workflow?

Use Workflow Steps to Update the Customer. How does the view look for a service advisor and technician?

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How do I open the DVI?

Access the Digital Vehicle Inspection Sheet

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MSO Training

MSO Training Overview

MSO Training Page Links

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MSO DVI’s / Group Sheets

Manage the inspection sheets for your organization from a single spot.

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MSO Reporting

Any size enterprise requires timely, relevant, and clear data. Multi-Shop Reporting in Autoflow provides everything you need to manage efficiently.

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DMS Integration Training

CDK Integration Training

Ticket Transfer, User Mapping, Appointment Sync

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CDK Ticket Transfer

How to transfer a ticket from CDK to Autoflow

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CDK User Mapping

User Mapping between CDK and Autoflow ensures everyone is properly assigned in both systems.

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CDK Appointment Sync

Sync your CDK appointments into Autoflow

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SMS Integration Training

Tekmetric Integration Training

The Tekmetric API is fast and effectively enables instant data integration. Autoflow / Tekmetric Integration supports the following features.

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Tekmetric Ticket Transfer

The Tekmetric API is capable of automatically sending Client, Vehicle and Invoice information over to Autoflow instantly and seamlessly, with no extra steps for a service advisor.

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Tekmetric Appointment Sync

Appointment sync is an optional feature which, when enabled, will automatically set appointments in Autoflow based on appointments created in Tekmetric.

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Other Integrations

MOTOR

Learn how to use MOTOR with Autoflow utilizing the current integration with the Autoflow tool in your auto repair shop.

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1stMILE

Integrating 1stMILE with Autoflow Text-to-Pay is a simple solution to taking credit card information over the phone!

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Other Integrations Overview

Expand the power of your Autoflow system with these third party integrations.

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Expanded Features

Expanded Features Overview

Don’t wait for the phone to ring, follow up on missed opportunities using the Rainy Day Folder.

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Contactless Check-In / Scheduling

Expand and automate your Contactless Service program with Autoflow’s Calendar and Kiosk features.

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Calendar

Schedule incoming work and events within Autoflow. Make scheduling simple by managing appointments in a single application.

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Kiosk Setup

Kiosk setup is an intuitive process that can be completed using the four tabs at the top of the setup screen.

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Follow Up Management

Follow Up Management Overview

Consolidate your follow up messages into one system.

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Customer Score

Go ahead and focus on great customer service, Autoflow will gather and track your feedback! Not everyone wants to leave a review, but many clients will provide you feedback. Autoflow makes it simple to gather and present feedback in useful ways.

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Rainy Day Folder

Don’t wait for the phone to ring, follow up on missed opportunities using the Rainy Day Folder.

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Reminders

Autoflow Reminders are a great way to keep business flowing through your bays.

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iDVI Training

iDVI Training Overview

iDVI is a digital inspection platform created for Third Party Administrators and Automotive Repair Shops designed to speed up the claims adjudication process and repair through virtual inspections.

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iDVI Admin Functions

Admin Functions within iDVI.

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iDVI Claims Adjuster Training

Claims Adjuster Navigation within iDVI.

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iDVI Report

iDVI’s Reports show KPIs and Inspection Usage at a glance.

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