Workflow & Text
Follow Up Configuration
One of Autoflow's best features comes in the form of Follow Ups for a customer that has visited your shop. These messages are sent automatically after a customer visit has been closed in your Autoflow shop instance, and can be sent via either text ...
How To Show Stock, Keytag, and RO Numbers on Active Customer Dashboard
If you are wanting to be able to view the Stock, Keytag, and RO numbers on the dashboard for additional search options, please use the following steps below: 1. This setting is at a user level. This will need to be done through each individual login. ...
Marketing Module/Google Docs Templates
While we are working to insure no errors will occur with non-standard characters, it has been discovered that some default settings have been changed causing a replacement of grammatical symbols to be replaced automatically by Google Docs, and future ...
Scheduled Message Setup
The Scheduled Message section found within the Workflow Setup is where you can customize your appointment confirmation and reminder messages to be sent to the customer, both at time of booking and 24-hours prior to the scheduled appointment time. We ...
How To Re-Opt Customer's Into Receiving Text Messages
If you have found that your customers are no longer receiving your shop's text messages, they may have opted out of receiving your messages. This can be verified by looking at the customer's visit on the Active Customer Dashboard or on the Text ...
Using Auto Assign and Update
Auto Assign and Update is a grouping of setting within ATMe designed to help automate certain status updates and user assignments To access the Auto Assign and Update menu, you will need to be logged in to ATMe with an admin type account. Click the ...
Text Filtering FAQ
New protocols implemented by AT&T are expected to go into effect April 1st. Our team at autotext.me will be closely monitoring for any changes in deliverability from this date and determine more clearly what our businesses can expect moving forward. ...
Why are Customers not Receiving Messages from my Autotext.me Account?
The Purpose of Twilio & Why Your Texts are Getting Blocked What is Twilio & why do we use it? Twilio is a cloud-based platform that allows our software to programmatically send and receive text messages, phone calls, and perform other communication ...
Why is my status automatically updating when a tech or SW modifies the ticket in ATMe?
Inside of your admin log in, ATMe dashboards drop down menu has the "Auto Assign & Update" tab. Inside of this page you will find two grouping of options. We will be looking at the second group, " Auto Update Status". It is self explanatory as far ...
Red statuses in the workflow swim-lane
Sometimes you may run across a status in your workflow thats red or orange. It means that the countdown timer that was selected under that workflow step is 10 minutes (orange) from expiring. Red is expired. In this example, service was given a limit ...
DVI, WO and QC colors Legend.
As you have noticed, we have different colors associated with these buttons to quickly be able to tell the status of that particular sheet. Blue represents that no work has been done yet on the sheet. Orange represents that the sheet is complete, ...
Why is the ticket auto assigning a tech or SW to a vehicle?
Under the admin login, in the drop down menu there is a selection for "Auto Assign & Update" Clicking this option will bring up the associated page where you can toggle various options ; For the most part, it is relatively self-explanatory. If you ...