Admin Menu items, summary

Admin Menu items, summary

The admin user menu

where you make this YOUR software

  • User Settings: This is where you can specify your notification preferences and several other user specific toggles.
  • Change Password:  This allows you to update your password
  • Wall Message: This option allows the administrator or service advisors to send a message to all users for important announcements or daily objectives.
  • Manage Users: Go here to make edits to the user accounts you create in your system.  Suspend, activate, change user passwords, or delete them
  • Add New User: Create a login and password for each member of your staff.  Choose to add Service Advisors or Technicians
  • Company Setup / Billing: Review company phone numbers, emails, greeting preferences, text signatures, add a logo, and set your billing information here.
  • AI Setup: Access AI Setup-related options in this submenu
    • AI Setup: Toggle and customize the AI auto-text responses.
    • Auto Assign & Update: Toggle on or off the various smart functions, such as automatic status update when a tech clicks on inspection items.
  • Workflow Setup: Access items related to workflow setup in this submenu
    • Workflow Setup: Customize your workflow, enable/disable texting for each status.  This is a key page for making the shop function match your software.
    • Assoc. Parts Vendors: Add vendors so that you can specify who you are waiting on parts from in the workflow.
    • Tags: Customize your own Tags like Waiting or Drop-off.
  • R&R Setup: Access items related to rewards points setup.
  • Setup Rewards: Set up your rewards that are associated to the points your clients earn
  • Setup Levels: Configure the number of points required for each rewards/loyalty tier.
  • Setup Points:  
    Establish the parameters for how your clients can gain points.
  • QC Setup: Access items related to Quality Control setup in this submenu.
    • Quality Control Setup:  Add / remove / edit lines on your QC sheets here.
    • QC Notes Setup: Create predefined notes that complement your QC process
  • DVI Setup: Access DVI setup-related options in this submenu
    • DVI Setup: Key toggles to alter how your DVI sheets work (universally across all sheets)
    • DVI Sheets Setup: Create your own DVI sheets, or edit existing sheets.  Key menu.
    • DVI Notes Setup: Setup your pre-defined notes to keep your techs fast with inspections.  Develop your own, or look to your rep to suggest strategies.
  • WO Setup: Access items related to work order setup in this submenu.
    • WO Notes Setup: Configure predefined work order notes here.
  • Rainy Day Folder: Quickly access a list of declined services and utilize this to drive business when slow.
  • Reminders: Access items related to reminders in this submenu.
    • Appointment/Follow up: Configure your appointment reminders and follow up messages here.
    • Service reminders: Configure your interval-based service reminders here.
  • Work Order Parts List: Only available if WO is active and generated.  This is a tool to check off parts as arrived or missing to complete a job.
  • Read Only View: Not limited to Admin login.   A non clickable view of the dash, ideal for waiting rooms.
  • Timeline View: Not limited to Admin login.  This is a view that shows workflow steps engaged over time in various scales.
  • Slim View: Mobile-oriented view.
  • Scheduler Setup:  Setup and customize your Kiosk or scheduler.
  • Event Feed: Review activity within Autoflow here.
  • Log Out: Log out of the session.  Useful after significant admin changes that require a session refresh.

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