Rainy Day Folder

Rainy Day Folder

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

Clients now have confidence with the validity of your marketing follow-ups. The attached Autoflow DVI assures your client that the items that your advisors recommendations are genuine.

Rainy Day Folder is based on unauthorized items in the DVI

Rainy Day Folder unauthorized items
  • Proper usage of the DVI involves tracking which jobs are approved and which are not.
  • Advisors use the Yes/NO toggle in the Autoflow DVI during the sales call or before closing a ticket
  • The Rainy Folder will include Yellow (!) or Red (X) items that are NOT marked “yes”

Advisors access the Rainy Day Folder from their user menus


Determine a frequency you would like to require your team to engage the opportunities waiting for you in the folder. Consider designating a “reservationist” and task them with generating appointments from these visits.
  1. Click your user menu
  2. Select the Rainy Day Folder

Determine a date range to review tickets with unapproved items


  • Click the yellow button to verify the items have not been sold already
  • Click the blue DVI Sheet button to view the DVI
  • Click the blue Add to Reminders Queue button to open directly to the sending modal without reviewing
  • If this has already been sent via the Rainy Day folder, the date of the last send will be shown in the last column

Audit the validity of the report before sending


  • Clicking the orange button opens a modal which allows you to audit, review, and send the report
  • Compare your unapproved Rainy items with your clients repair history to ensure you didn’t miss indicating prior authorization
  • It is important to review items to maintain the validity of your reminders.
  • If you performed a repair, you can click the “No” to turn it into a “Yes” A second prompt will ask you to confirm this irreversible action.

Send the reminder via text/email


  • Confirm the phone number and email for your client
  • Type a customized or personal message in the main body. Keep this short and concise to maintain deliver-ability via text. (longer messages should be emails).

Client receives text with link to DVI

You can customize your message template.
Rainy Day Folder Text Example
Shops can use Autoflow Scheduler/KIOSK or
embed their own website calendar link.
Rainy Day Folder inspection includes appointment link

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