What actions can I perform within the “details” tab?

To understand the functions of the details tab

See the numbers below that correspond with the screenshot.

  1. Customer Status:

    Here you can set if the vehicle is “dropped off” or the client is a “waiter”

  2. Inspection Sheet:

    Here you can select the Digital Vehicle Inspection sheet you want your tech to see (if different from normal default) when they open the DVI

  3. Send Text Message:

    This allows you to dissable texting for a client.

  4. Send a followup message:

    This allows you to dissable the automatic follow up message for this individual client.

  5. Assigned to Writer:

    This allows to you assign service writers to this ticket in Autotext.me ONLY. This does not alter assignments in any integrated SMS

  6. Assigned to Technician:

    Allows you to assign a technician to this ticket. You can assign multiple techs. It will stack with other priorities automatically.

  7. Click here to turn status into appointment:

    Click, and set the day then time. Customers will receive immediate confirmation via text and automatic 24 hour reminders.

Additional items are also available in details

  • Edit phone number or Email
    • Useful if you imported the wrong phone number from the SMS
    • Add email if missed on initial import from SMS
  • Set Estimate Time to Completion, (ETC):
    • Click the date, and select a time that the vehicle is promised or expected to be completed
    • NOTE:  ETC is not communicated to the customer in any automatic texts.  This is for INTERNAL purposes.

Reasons for the visit can be added from this menu manually.

  • You can choose three types of notes for visit reasons
    • Concern – Items that the client wants addressed
    • Service – Specific service requests, such as LOF, tune up, or any other pre-scheduled service item.
    • Info – This is for information relevant to the technicians task at hand.  Useful items that may aid the service process.

 

  • This information will appear for the technician on the top of their DVI or WO.  (See Below)

Need additional Help or have questions?

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