General
Video Presentation
New Feature! Video Playlists are now available for the client view of the DVI Micro Site. You can custom-tailor your client's playlist before sending them their DVI! What is this? The Video Presentation feature is designed for client engagement. When ...
Build Your Own DVI Sheet
Digital Vehicle Inspections in Autoflow are what you make them. Whether you want a simple checklist - or a comprehensive inspection with predefined selection criteria - this guide will help you build DVI's to your unique needs. Administrators: At ...
Rainy Day Folder Message Template
In order to edit the Rainy Day Folder Message Template: 1. Go into the Rainy Day Folder 2. Select "Message Template" 3. Follow the instructions in the template page and replace the default message, if necessary. We have provided an alternate Message ...
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 ...
Turning off HEVC (High Efficiency Video Coding)
If videos uploaded to the DVI or WO will not play within the browser or will play audio, but no video. These videos are more than likely an HEVC, more commonly known as a High-Efficiency Video file. These video types are not always compatible with ...
How To Update Your Business Signature for Text Messages
If you wish to update your text/email signature, this can be done on the "Company Setup/Billing" page from the admin drop down menu. Once on the page, in the company header, you will see an option for "Business Signature", this is the signature used ...
How To Setup Service Reminders
Autoflow is now capable of setting up automatic and manual service reminders for your customers! To get started with setting up your service reminders, please read the following. 1. Make sure you are signed in as an admin. 2. From the admin drop down ...
How To Enable Push Notifications for Windows
If you are wanting to enable notifications on your Windows browser for additional Autoflow communications, please follow these steps: WITHIN WINDOWS 1. To ensure your desktop is able to use notifications, you will need to go to your desktop settings. ...
Techflow - Tech Hours Explained
As long as a technician has available work hours assigned (Set up from individual User Settings or from admin Add/Manage Users) the assigned, clocked, and completed work hours will display beneath their name on the Techflow for each technician's ...
Customer Microsite - Vehicle Visit History
If the Show Customer History option is enabled in the DVI Setup using an admin profile for SMS History capable integrations (Tekmetric, Protractor, Omnique, Tireshop, etc): The option to access the Service History for the current visit will be ...
Customer Microsite - Communication Settings
Customers using the microsite after being sent a DVI, Work Order, or QC link are always able to customize their communication preferences without a hard opt-out of sending a stop command to the main text number. This option can be found in the top ...
Adding a Customer Without an Active Visit
This process can be completed by any service writer or admin level profile, and must be done using the Add Customer option from the top navigation bar. This process cannot be completed using the Quick Add feature. Once you've selected the Add ...
Difference Between Search Functions on Active Customers Page
As you can see above, there are two separate search functions within your autotext.me Active Customer Dashboard. Takes you to the Customer Search where you can search for all customers by first or last name, phone number, VIN, or RO/Invoice number. ...
MotoVisuals Integration - Auto Attach
Once MotoVisuals integration setup is completed* you will be able to access the auto attach feature within your autotext.me Digital Vehicle Inspection. The selected video on a line item will automatically be attached to any inspection item that is ...
How to create predefined outbound text messages
Add your predefined out bound texts for common conversation points, or answers to frequent inquiries Navigate to the message setup menu through the Workflow setup Simply click + Add Text, and compose your message The final results will be available ...
Importing and Exporting a DVI Sheet
If you wish to duplicate the entire sheet, including line item notes, you will then want to select the option "Export Sheet". This will download a .json file to your computer. Once the download has been completed, you will then need to select "Import ...
Mass Close Feature
Customer records that have been re-added, or no-show appointments that may be filling up your active customer dashboard can be closed en masse by any Admin profile. This can be done from the Workflow Report page, as found in the screenshot below. ...
Groove Glove Integration - autoflow
How it works: Capture license plate information. Scan all 4 tires. Send scan data to Autoflow integration. Scan data compiles into History report within Autoflow DVI page. How it looks – For the Shop Visible from DVI Sheet, Advisors will see a link ...
How Do I Update My Billing Information?
If you are wanting to update your billing information, please follow these steps. 1. Make sure you are logged in as Admin. 2., You can then click on your menu icon and select "Company Setup/Billing" 3. Now, either select the "Billing Page" button at ...
Auto Update
The Auto Update feature in Autoflow will update a vehicle's status in the workflow for certain actions. To enable or change the Auto Update functions, navigate to the Auto Assign & Update sub-menu in AI Setup. Toggling the Yes/No toggles will enable ...
Auto Assign
The Auto Assign function in Autoflow will automatically assign a Service Advisor or Technician to a active service visit if no other user is currently assigned. To setup Auto Assign in your shop navigate to the Auto Assign & Update sub-menu under AI ...
Groove Glove Sales/Support
Groove Glove does have integration with autoflow.com and details regarding the function with autoflow.com can be found here. Autoflow.com is not involved in sales or support of the Groove Glove devices itself, however Tire Profiles can be contacted ...
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 Vehicle 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 vehicles from the dropdown menu Search ...
Using Talk to Text to save time filling out a DVI
This article will help you start using talk-to-text on a DVI to help you fill them out faster. You can use Speech-to-Text on any note fields throughout the application that allow you to type. This feature is not a part of the application, it is ...
How to Reduce Image/Video Sizes for Faster Uploads
Android 11 Phone - One UI 3.1 (Samsung) 1. Open the Camera Application and look for the ratio size in brackets. 2. Tap the icon and it will give you your device compatible image ratios. 3. Click on [1:1] as this will give you the smallest image size. ...
How to Adjust DVI Image Markups via Touchscreen
Within the DVI Image 1. As you would on a desktop, select the color and shape you want to add as a marking to the DVI picture. 2. Once you save the note and tap on the shape with your finger, you will be given 9 dots. 3. With ONE finger tap and HOLD ...
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.
Using CTRL+ENTER for a line-break for better organization of text.
When entering notes into the DVI's "add notes" field, along with anywhere you may need the use to use another line, we have added the ability to use CTRL+ENTER to add in a line-break. This will help organize items for anyone modifying that field and ...
How to use Gravity Payments
An incredible feature we have is the ability to accept payments over text. Here is a brief introduction on how this feature is used. 1. First, to send the invoice to the customer to be paid, on the ATMe dashboard under the specific customer to be ...
Notifications issues
If you are having issues with notifications not appearing the way they should or if you simply want to find where to change the settings, please follow the steps below. NOTE: By default, admin and service writers/advisors typically have the necessary ...
Update the ATMe adapter to work with a different labor category in R.O. Writer.
If your shop uses a different labor category other than "AAA" for a customer concern and you want to be able to pull that information over to match how you enter it in from R.O. Writer, follow these steps! 1. First, to determine the labor category ...