SmartFlow Initial Boost Training Series

The following ten part series covers the fundamentals of preforming a digital inspection with AutoVitals. Learn how to move a vehicle through the work flow steps, complete an inspection and send an inspection report to the customer.

Part 1 – What you need to get started

Part 2 – Goals of the training series

Part 3 – Vehicle Tiles

Part 4 – Assigning Vehicles to Technicians

Part 5 – Performing an Inspection

Part 6 – Completing the Inspection

Part 7 – Editing Images

Part 8 – Sending the Customer Inspection Results

Part 9 – Training your Staff

Part 10 – Next Steps

Part 1 – What you need to get started

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.

Part 2 – Goals of the training series

The goal of this interactive training series is to give you an understanding of the SmartFlow program so that you are able to train your staff throughout the process change. In this series we will cover:

How to preform a digital inspection with AutoVitals
How to edit pictures in your inspection to add notes and markers
How to release your inspection to the customer via text or email

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

Part 3 – Vehicle Tiles

In part 3, we will cover how to navigate the technician view page and explain the functions of the markers on the vehicle tile.

Part 4 – Assigning Vehicles to Technicians

In part 4, we cover how to assign a vehicle to a technician using “drag and drop”. When you are ready to assign a vehicle to a technician in AutoVitals

Go to your tech view page in AutoVitals
Left click and hold on the double dotted line to drag and drop “Blue Steel” from the “no tech” column to one of your technicians

Part 5 – Performing an Inspection

Once the vehicle has been assigned to a technician, it is time to begin the inspection. In part 5, we cover the basics of performing a digital inspection in AutoVitals. Learn how to take a vehicle profile picture, how to navigate the digital inspection sheet and how to mark conditions and actions.

Before moving to part 6, practice performing an inspection:

Open the inspection sheet on your tablet
To mark conditions as “good” click on “Topics”
To mark conditions as “not good” click on “Conditions and Actions”
Take inspection pictures and add notes
Click on the work order button to save the inspection

Part 6 – Completing the Inspection

Once the inspection is completed, the technician marks the job as done. This will alert the Service Advisor that the inspection is complete. In part 6, learn how to move the vehicle tiles through the workflow and how technicians complete jobs in AutoVitals.

To complete an inspection and move a vehicle from the “Inspect” to “Estimate” workflow step:

Mark the job as done on the tablet
Click on the smartchat icon
Go to your workflow view page
Drag and drop your “Blue Steel” vehicle tile from the “Inspect to Estimate” step

Part 7 – Editing Images

In Part 7, we cover what happens in the estimate workflow step and the importance of taking pictures during an inspection. Additionally, learn how to edit images to increase job approval.

To edit images taken during the inspection:

Go to your workflow view
Click on the magnifying glass in the “Blue Steel” vehicle tile
Click on the inspection report tab
Click on the thumbnail of the inspection picture which will open the image editor
Drag and drop arrows and circles into the picture to add emphasis

Part 8 – Sending the Customer Inspection Results

In part 8, learn how to move a vehicle from the estimate to approval step and how to email or text your customer a copy of the inspection.

To email or text a copy of the inspection report to your customer:

Go to the workflow view page and drag the vehicle tile from the “Estimate” to “Approval” step
- Once this action is completed, you will be prompted with a pop up verification
Review the inspection in the pop up
If the inspection is complete and ready to send, click “OK”
A text or email report of the inspection will be sent

Part 9 – Training your Staff

We recognize that going paperless is a huge process change for your shop. This training series is designed not only to help you get the most out of SmartFlow, but also to empower you to train your staff during this process change.

Part 10 – Next Steps

In the final segment of the Initial Boost Training Series, learn about upcoming training and engagement opportunities. If you have any remaining questions, go to the Digital Shop Talk Facebook Forum to get quick feedback from the AutoVitals team and collaborate with other shop owners using AutoVitals. Additionally, your Digital Shop Team meetings will provide a collaborative environment to learn more about SmartFlow. To learn more about Digital Shop Teams click here.