Overview:

The RO tile and header in TVP.x house a plethora of useful information, controls, and functionality that you depend on to serve your customers. We have streamlined the tile and header to make it easier to get information at a glance, perform your daily activities, and drive adoption when new hires join.

Who to contact during Beta:

Should you have questions during the beta period, please direct all questions to:

Robert Allen - Director of Product

robert.allen@autovitalsinc.com

805-201-9156

Beta Period:

The Beta will run from Monday, 10/30/2023 to Monday 11/13/2023. A survey will follow on Tuesday 11/14/2023 to capture feedback.

What's New:

There are several changes to the tile, header section, and settings page. We have made it easier to identify inspection progress at a glance, whether a RO is active, idle, or open on a technician's tablet, made job progress easier to see, eliminated some unused icons, and added or updated icons to enhance functionality.

Please note, the new RO Tile will only be visible to those shops participating in the pilot until further notice.

How it Works:

Recording:

Settings:

When the new RO tile is enabled, there will be a new section in the settings app. It can be found by navigating to Workflow > General and scrolling down to mid-page to RO Tile Settings. We have consolidated the settings in one location for ease of use. The changes to the settings are (Numbers correspond to numbers in the screenshot):

Key Tag - It can now be disabled entirely. The last 3 digits of the RO number or Entered by the shop are still options
Promised Time - There is a high-visibility option for when promised time has passed. When Promised time is enabled, and the time is passed, the tile will be outlined in red
Vehicle Marker - Can be disabled
Customer Marker - Can be disabled
Call Countdown Timer - You can now change the default time for all tiles from 20 minutes to a number that better reflects your processes.
Smart Markers - Can be disabled
Job Progress - The Job Progress bar (new feature) can be disabled
RO Open on Tablet - High Visibility - This is a new setting. When enabled, it will display a light blue shade, and blue border to the tile when the RO is open on a technician's tablet

To save all changes, you must click the 'Submit Changes' button at the bottom of the page

Header:

In the header, we have improved the user experience and moved some existing settings around. What you'll find in the header is (Numbers correspond to numbers in screenshot):

Incoming messages in the conversation center
Expand/Collapse all tiles
Search - You can enter last name, RO number or plate number
Toggle between Workflow and Tech View
Add Vehicle
Help Mode
Users Initials - Clicking on it will launch a drop-down (screenshot below)
1. Name
2. View
3. Done for today
4. Settings
5. Sign Out

Tile:

The RO Tile received several updates, new features, and design improvements. The below items correspond to the number on the screenshot. In addition, there are a few other screenshots below to showcase additional features

RO Number - Clicking the RO Number opens the work order tab
Key tag Number - Clicking the Key Tag number allows the user to edit the field
Service Advisor’s initials - Clicking the Service Advisor’s initials allows the user to reassign the RO to another service advisor
Vehicle Marker - Clicking the Vehicle Marker allows the user to select from several pre-created vehicle statuses, or create a custom status. For example
1. Towed in
2. All Maintenance work done on time
3. Wheel Lock Location in Center Console
Year Make Model (YMM) - YMM displays vehicle information. Clicking it allows the user to edit the vehicle info, and/or attach relevant images or documents
Vehicle Chat - Clicking Vehicle chat opens an internal chat with fellow team members related to the vehicle
Customer Marker - The customer marker allow the user to quickly select an icon, and mark the customer with a pre-created status, or create a custom status. Some examples are:
1. Other Person paying the bills
2. Disgruntled
3. Company
Customer Name - The customer name displays the name of the customer. Clicking it will open the conversation center for the customer
Customer Communications - Clicking the envelope icon will open the conversation center for the customer
Inspection progress - The green status bar shows the progress of an inspection in a highly visible format. The statuses are:
1. INSPECTION: Not Started - No green bars are illuminated
2. INSPECTION: In Progress - One green bar is illuminated
3. INSPECTION: Sent - Two green bars are illuminated
4. INSPECTION: Viewed - Three green bars are illuminated and a timer showing customer research time (CRT) is displayed
  1. CRT is displayed in Hours: Minutes: Seconds
Call Countdown Timer - The call countdown timer is triggered after an inspection has been viewed. Once the timer hits 0, the service advisor should call the customer to discuss their options.
1. The call countdown timer default setting for all tiles can be adjusted in settings
2. The call countdown timer for an individual tile can be adjusted on the tile
3. Once a countdown timer reaches 0, clicking on it will allow the user to select
  1. Left voicemail
  2. I called the customer
  3. Customer called
  4. Reset timer
Job Progress bar - The job progress bar will display a grey section for each job on the RO. They will turn dark grey as jobs are completed
Job Progress numbers - These numbers correspond to the Job Progress bar and display how many jobs are complete out of the total number of jobs
Finished hours vs. Total Billed Hours - Displays the total number of completed hours out of the total number billed
Smart Markers - Smart Markers can be used to signify many different scenarios. Clicking on the marker, or the plus next to it, allows you to change, or add a marker. They can be used to signify that the customer has certain behavioral characteristics, or there are specific care instructions for their vehicle, or they are waiting on a particular service. Ultimately, their limitation is determined only by the shop’s creativity
Workflow step - In tech view, the bottom of the tile displays the current workflow step. Clicking it will allow the user to move it to another step.
Payment - When 360 Payments is enabled, and a payment is in process the payment icon will show in the top of the tile
1. When the payment is request sent a dollar sign will show
2. When the payment request is sent, opened, but not paid a dollar sign, with incomplete pie will show
3. When the payment request is paid, an icon with a dollar sign and check mark will show
Promised Time Passed - There are 3 conditions that may be present for Promised Time Passed
1. The promised time has not been passed - The RO number field , and promised time will be black
2. The promised time has been passed, and high visibility is disabled - The RO number field and border will be black, but the promised time will be flashing red.
3. The promised time is passed and high visibility is enabled - The RO number field, and border will be red, and the promised time will be flashing red
Open on Tablet and Active/Idle
1. If a RO is open on the technician’s tablet and the Active/Idle high visibility feature is enabled, the border of tile will be blue, and an ‘Active’ icon will appear. Additionally, the background of the tile will have light blue shading
2. If an RO is open on the technicians tablet, and the Active/Idle high visibility feature is disabled, or the promised time has passed a red, or black border will appear, but the Active icon will be present in the upper right hand corner. Additionally, the background of the tile will have light blue shading
3. If a technician has authorized work on an RO the active icon will be present in the upper right hand corner. Additionally, the background of the tile will have light blue shading
4. If a technician has an RO assigned to them, but no authorized work, an ‘Idle’ icon will show in the upper right hand corner.