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10/4/18 – System Improvements
– Added 360 Payments integration
9/27/18 – System Improvements
– Fixed incorrect calculation of %opened & %viewed DVIs in reporting
9/17/18 – System Improvements
– Added integration with Textbox
– Changed icon package for new & improved look
New to autotext.me? Start here.
Administrator Training Topics:
Logging in as the administrator
Admin Menu items, summary
How do I add new users
Additional Features in Workflow Setup
DVI Sheet Setup
What are DVI Notes?
How do I set my parts vendors?
How do I setup my Quality Control Sheet?
How do I setup rewards and referrals?
Service Advisor Training Topics:
How do I use the workflow?
How do I send and receive text messages?
What do I need to know about user tabs?
Can I default to the “All” tab?
What actions can I perform within the “details” tab?
How can I assign a service advisor?
How do I assign a technician so vehicles show on their tablet?
How do I use the Digital Vehicle Inspection?
How do I send the DVI to the client?
How do I open the DVI? Work Orders? QC sheets?
What do the letters W, D, A mean on the leading edge of the workflow?
How do I change a customers status to an appointment?
How do I review history of text messages?
How do I receive texts from clients / new clients that are not in the shop?
How do I reset my password?
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