Workflow Setup

Workflow Setup

It’s your shop.  Set your workflow your way.
We made it simple.


Access Workflow Setup


Click your user in the top right, then the Workflow Setup menu, then Workflow setup

Add a Status

To add a status, click the blue Add New Status button on the Workflow Setup screen

The following screen will appear:

Graphic Title

  • This is the title that you see on the main dashboard in the swim lane. Make this a simple abbreviation.

Drop-down Title

  • This is a longer phrase that clearly labels the step.

Text/Email Message

  • This is the message that will automatically be sent when the status is selected.

Send Text/Email Update

  • If this is set to “No”, the message you setup will NOT be sent and the step will be bracketed in ( parenthesis )

Select Display Time

  • Count Down
    • Starts from a time that the user selects when moving to this status
    • Ends at Zero – Turns orange at 15 mins, red at 5 mins remaining.
  • Count Up
    • Counts up from 0 infinitely
  • Open
    • No time, simply highlights the step
    • Note:  Time is still recorded for each step for reporting purposes, whether it is displayed on the dash or not.

Customize existing steps to your preferences

Click the titles of the step to expand the options
  1. Associate DVI, Associate QC, and Associate WO, and Associate Parts Vendors can only be applied to one step in the workflow. If toggled on, wherever it was toggled on before will automatically toggle off.
  2. Allow Technician to Click when toggled on will allow the technician to select this status. When this is disabled, the service writer or other eligible user will need to advance the status.

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