Can I transfer DVIs from one customer to another?
At this time, the system does not allow for moving an inspection to another ticket. The technician must re-fill out the DVI on the correct vehicle.
Related Articles
Transferring a Vehicle From One Customer to Another
Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Select Transfer a vehicle from one customer to another customer ...
Merging Customer Records
Getting Started Select Search at the top of the dashboard. Once on the Search page, select Click here to transfer/merge vehicles and customer in the top right corner highlighted in blue. Next select Merge two customer profiles from the dropdown menu ...
HITS BPOS Ticket Transfer
How To Transfer A Ticket From HITS BPOS Into Autoflow Add the customer, vehicle year, make and model, license plate number (tag #) and lines to the ticket. Open the “Appointment/Status” tab. From the “Vehicle Status” drop down menu, select “On Lot”. ...
MaddenCo Cash/Retail Customer
If using the Cash/Retail Customer to check in or schedule a visit the customer phone number will be merged with any existing customer record used previously that did not also follow the steps below. This can be used to create individual customers in ...
Managing the Customer Experience
Client Microsite Breakdown Client Facing Microsite The Micro Site is the view the customer sees on their personal phone or computer. This makes it easy to show the customer any items, photos, or videos on the worksheets you perform in Autoflow. The ...