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autotext.me Quick-Start

Workflow and Communications – Administration

How to customize your workflow and text updates

How to setup your workflow

Step by Step:

  1. From the Administrator account, find the menu in the top, right corner and select the option Workflow Setup.
  2. Add a new status at the top or modify any of the existing statuses by clicking in the gray area to expand the section
  3. Definitions –
    1. Graphic Title – Name of button
    2. Drop-Down title – Brief description
    3. Text/Email message – Message sent out to the customer
    4. Send text/email update – Choose if this step sends an update to the customer
    5. Associate inspection button – Choose where the “DVI” button is placed in the workflow
    6. Allow technician to click – Choose what stages your technicians can click
    7. Associate parts vendors – When clicking on this step, user will be prompted to select a parts vendor from the list. This vendor will then be displayed in the workflow step until that vehicle moves to a different step.
    8. Display times
      1. Count up – Starts at 0:00 and counts minutes, hours and days until car is moved to next stage
      2. Count down – Starts at user-specified time and counts down until it hits zero
      3. Open – No time associated

Note – You will need to logout and log back in on all devices to see changes take effect.

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How to add parts vendors

How to add parts vendors

Step by Step:

  1. From the Administrator account, find the menu in the top, right corner and select the option Assoc. Parts Vendors.
  2. On this page, Type a parts vendor’s name, then click Add. A new vendor will be added to your list.

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How to edit company information

How to add change company settings

Step by Step:

  1. From the Administrator account, find the menu in the top, right corner and select the option Company Setup.
  2. On this page, you can modify company information and toggle settings globally for your shop.
    1. Administrators can change the business email address that reports and notifications are sent to, change the signature attached in messages and other settings for the shop’s autotext.me account.

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How to add new autotext.me users

How to add new users

Step by Step:

  1. From the Administrator account, find the menu in the top, right corner and select the option Add New User.
  2. Start by selecting the Job Role for this employee (Service Writer or Technician)
  3. Fill out name and email address (Required)
  4. Create a password for this user that is easy to remember
  5. The new user will receive an email to activate their account at the email address provided.
  6. To view all active users, chose the Manage Users option from the top, right menu.

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How to suspend, delete or change the password for a user

How to add manage existing users

Step by Step:

  1. From the Administrator account, find the menu in the top, right corner and select the option Manage Users.
  2. From this page, you will be able to see all autotext.me users, including their name, email, job role and status.
  3. To change the password, delete or suspend a user, choose the option from the right Action column.

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How to view usage reporting for your shop

How to add view reporting

Step by Step:

  1. From any page, click on the Reports tab in the top menu.
  2. Select Text Usage ReportDVI Report, or Quality Control Report
  3. On each report, select a date range and click Go

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