How do I send the DVI to the client?

Sending the DVI to the Client

  • The DVI can be sent only after the technician has signed-off on the inspection.
    • This is indicated with a notification to the SA, and the DVI button on the dash turns orange.
      • To send, first you will open the DVI by clicking one of the two DVI buttons highlighted below.
  • Once you have opened the signed-off DVI, you can send it from the blue buttons on the upper right.
  • If the sheet is completed staisfactorily, go ahead and send it to the customer via Text of via Email
    • Note:  These buttons are disabled until a staff member signs off on the DVI.  If you cannot click these buttons, the DVI has not been marked completed.
    • Upon clicking the Text or Email button a second window will pop up.
      • Here you can change the phone number and send it to an alternate number
      • You can also edit the message.  Please do NOT edit the link, or else the client will not be able to open their inspection from you message.
  • Once sent, the buttons will turn green, so you will not have to question if you have already sent them.
  • Mouse over, and it will tell you when the inspection was sent as well.

Pro Tip:

Inspections sent via text are often viewed within a minute of sending. Inspections sent via email are less effective in most situations, but still valuable for record keeping. Send by both whenever possible.

Need additional Help or have questions?

Or contact us by using the Support menu in autotext.me