SmartFlow Initial Boost Training Series

These training videos are designed to be interactive so that you can get up and running with SmartFlow as soon as possible. Before beginning the series, make sure you have access to a technician tablet and that your Point of Sale and AutoVitals dashboard are both open so that you can follow along through the training series.

Additionally, if you have not already, make sure to watch the Technician Tablet Training Video before beginning this series. Click here to watch the Technician Tablet Training Video.

For today’s training you will need: 

• Your Today’s Vehicle Page (TVP) open
• Your Point of Sale (POS) open
• A tablet with your SmartFlow app open, logged onto your shop and assigned to a technician of your choice
• Test vehicle “Blue Steel” created 

To begin the training series create a new work order in your Point-of-Sale and

• Set the customer name to “Blue Steel”
• Put your cell phone number for the phone number
• Copy and paste WMWSU3C50CT541264 and use this as the VIN #
• Create a labor line: inspection
• Do not assign a technician in your point of sale

To assign a vehicle to a technician in AutoVitals:

• Go to your tech view
• Drag and drop “Blue Steel” from the “No Tech” column to one of your technicians
• If you assign Blue Steel to the technician that the tablet you are currently using is assigned to you will hear and audible alert and receive a pop up message on the tablet. 

In part 5 you will learn how to mark a job as done and how to move vehicle tiles through the workflow.  

To move test vehicle “Blue Steel” from the Inspect to Estimate workflow step

1. Go to your workflow view
2. Move test vehicle “Blue Steel” from the “Inspect” workflow step to the “Estimate” step
   1. you can use the “drag and drop” technique
   2. or use the status drop down in the work order  

After the technician has completed the vehicle inspection, you will have the opportunity to review the inspection before it is sent out to the customer. In part 7, learn how to review the inspection to ensure that it is ready to be sent to the customer and how to text a copy of the inspection results to your customer.

To send an inspection to the customer:

• Go to your workflow view page
• Move your test vehicle from “Estimate” to “Approval” step
• Review the inspection after receiving the pop up verification
• If the inspection is complete and ready to send, click “OK”  
• Then you will receive a text of your inspection  

In part 9 of this training series learn how you can effectively measure and monitor success in your shop to ensure that you are either meeting or exceeding your goals.

After you have finished this training webinar spend some time looking at your Inspection Metrics Report so that you can define your shops goals. To do this:

• Go to the toolbar on your TVP
• Click on Reports
• Click on the “Inspection Metrics Report” link
• Define your shops goals based on the data provided to you  

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