Autoflow Digital Repair Authorizations
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
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