Autoflow Digital Repair Authorizations

Autoflow Digital Repair Authorizations

The New Repair Order Authorization utility is a simple way to secure authorizations digitally.


Additional integrations will follow in future releases.  This article is demonstrating the ability in Protractor.


See the video here:  Autoflow's Work Authorization in action!

To enable this feature for your shop - contact support@autoflow.com


NOTE:  Our support team is under instructions to NOT enable this feature for multi-shop operations unless directed to do so from a known account administrator.
We will log requests from multi-store-operations - but kindly request you channel your interest in this feature to your account administrators!  Thanks!

We appreciate your understanding as approval regulations vary by state, country, or region, and may pose liability questions.

Setup


  • Assign an associated status for the RO button.

  • Toggle if you want signatures required (you do)

  • Type a disclaimer

  • Set a confirmation message clients will receive when approval is submitted/received (Coming Soon!  Text confirmations will not be sent at time of the code release 5.14.24)

  • Customize your default message to share with clients to the approval form.





Usage:


  • Advisors generate the approval form from the items on the current WO.

  • Add / Remove jobs as needed

  • Regenerate as needed.

  • Send / resend as needed.

  • Clicking “Send Request” for Authorization opens preview.




Generate/Regenerate form: 


Send/Preview





Workflow Indicators:


Confirmation Capture:

Client View:




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