What's In This Article

What's NEW???

We've redesigned the TVP header and Repair Order (RO) tiles to make it easier to use and provide more important information at-a-glance.

See here for New RO Tile Quick Tips

Settings

Many elements of the Repair Order Tile (RO Tile) are customizable per shop. In order to view or update settings for the RO Tile, a user will:

Navigate to their shop Settings
Select Workflow
Select General
View and customize options in the RO Tile Settings section

ROTileSettings (1).png

From here, the following Settings can be changed or updated. Select Submit to save changes. See more here: TVP RO Tile & Header Settings.

RO Settings.png

Today’s Vehicle Page Header

Item	Description	Description
1	Hamburger Menu	Use the Hamburger Menu to navigate to other areas of the AutoVitals platform
2	Hours**	**Only available with AutoVitals SmartFlow, SmartFlow.X, or DS.X packages
3	Conversation Center	Click here to go to the Conversation Center. Any new, incoming messages will be indicated using a red badge icon.
4	Task Manager**	Task Manager will be visible here. If Task Manager is OFF and no Production Manager is logged in, a warning icon will appear. **Only available with AutoVitals SmartFlow, SmartFlow.X, or DS.X packages
4	Expand/Collapse All RO Tiles	Use this button to quickly expand or collapse all RO Tiles on the TVP view
5	Search	Use this search bar to search any last name, RO number, or plate number
6	Workflow/Tech View Toggle**	Use this to toggle between Tech View and Workflow View quickly and easily (and without opening a new browser tab) **Only available with AutoVitals SmartFlow, SmartFlow.X, or DS.X packages
7	Add Vehicle	Use this button to manually add a vehicle if necessary Non-integrated shops will use this button to add all new vehicles to the TVP
8	Help Mode

When a User selects their initials in the top right corner, they’ll have the option to:

View their name
Select Done for Today **Only available with AutoVitals SmartFlow, SmartFlow.X, or DS.X packages
Select Settings to open their individualTVP settings (for Tech View, Workflow View, Notification Sounds, etc)
Sign Out

Repair Order, Customer & Vehicle Elements

Below are the descriptions and settings implications for the different elements of the RO Tile, related to the repair order, customers, and vehicle:

Item	Description	Description
1	RO #	Displays the Repair Order number (from POS) N/A for non-integrated shops
2	Key Tag	Displays the Key Tag number, editable from RO Tile A shop can configure settings for Key Tag # to one of the following: Last 3 digits of RO number: Shows only the last 3 digits of the RO number Entered by Shop: Shop will manually click into the Key Tag field on the RO Tile and enter a Key Tag number Disable: No Key Tag field will show. This is the default setting.
3	Service Advisor	Displays the assigned Service Advisor's initials
4	Vehicle Marker	Displays the Vehicle Marker icon next to the vehicle YMM on the RO Tile This is often used for shops to indicate something specific to the vehicle. The currently selected icon for that vehicle will be blue. Examples: A shop can turn this feature ON or OFF in Settings. When OFF, the icon will not be displayed on the RO Tile.
5	Vehicle YMM	Displays year, make, and model of the vehicle
6	Vehicle Chat	This icon will open the Vehicle Chat for the vehicle associated with that RO. If the icon is blue with a red badge icon, there is an unread vehicle chat for that vehicle.
7	Customer Marker	Displays the Customer Marker icon next to the Customer’s name on the RO Tile This is often used for shops to indicate something specific to the customer. The currently selected icon for that vehicle will be blue. Examples: A shop can turn this feature ON or OFF in Settings. When OFF, the icon will not be displayed on the RO Tile.
8	Customer Name	Displays Customer’s name A shop can determine how they want names to display on the RO Tiles, see Customer Name Displays on RO
9	Customer Communication	This icon will open the Conversations tab for the customer associated with that RO. If the icon is blue with a red badge icon, there is an unread vehicle chat for that vehicle.

Promised Time

The Repair Order’s Promised Time is used to indicate when a Service Advisor committed to having a Customer’s vehicle completed. A shop can turn this setting ON or OFF.

Promised Time OFF

Promised Time will not show on the RO Tile

Promised Time ON

Promised Time will always show on each RO Tile
Time will be in black font until Promised Time is overdue
If Promised Time is overdue, text will turn to red font and begin blinking

Promised Time ON - HIGH VISIBILITY

Promised Time will always show on each RO Tile
Time will be in black font until Promised Time is overdue
If Promised Time is overdue, text will turn to red font and begin blinking
RO Tile will be outlined in red

Inspection Progress

The Inspection Progress bar will show the current status of the inspection and other key elements to make Service Advisors successful in selling more work.

Item

Description

Notes

Inspection Progress

Progress bar will show the key steps related to the inspection (in order):

Not Started
In Progress
Viewed
- CRT starts at this stage

Customer Research Time (CRT)

The Customer Research Time (CRT) shows how long a customer has spent looking at their inspection results, including watching educational videos.

Only shows after the customer has opened the inspection
Displayed in HH:MM:SS

Call Countdown Timer

The Call Countdown Timer will start a countdown once the Customer opens their inspection. This will help the Service Advisor know when they should call a Customer to discuss recommended work, options, and get approvals.

AutoVitals' best practice is to set this countdown to 20 minutes.

A shop can determine how many (minutes) they would like the countdown to start from.

A shop can also turn OFF the Call Countdown Timer.

Job Progress

The Job Progress bar on the RO Tile will show the number of Jobs on the RO and indicate which Job(s) are Complete.

Item

Description

Notes

Job Progress

Completed Jobs will be shown in dark gray as shown below; incomplete Jobs will be light gray
There is a section on the progress bar for each Job. If there are 7 Jobs on the RO, there are 7 sections. If there are 2 Jobs on the RO, there are 2 sections.
When an RO Tile is collapsed, the Job Progress bar will not be visible

A shop can turn this feature ON or OFF in Settings. When OFF, the progress bar will not be displayed on the RO Tile.

Billable Hours

This shows the total completed/finished billable hours on the RO / Total billable hours on the RO

When the Job Progress bar is OFF in Settings, this does not display.

Other RO Tile Features

Item	Description	Notes
1	Cancel/Reschedule/Close Out RO	This allows a Service Advisor to quickly Cancel, Set to No Show, Reschedule, or Close Out an RO Tile
2	Drag and Drop	To dispatch an RO, a user can click anywhere on the RO Tile to drag and drop the RO to a Technician
3	Move Tile to Top/Bottom	A Service Advisor can quickly and easily reprioritize ROs by selecting the shortcuts to move an RO tile to the top or bottom: The Up Arrow will move that RO to the top of the Technician’s column The Bottom Arrow will move that RO to the bottom of the Technician’s column This works the same way on Workflow View
4	Workflow Step**	A Service Advisor can quickly and easily see what Workflow Step an RO is in on the bottom left corner of the RO Tile. They can also select the Workflow Step name to select a different Workflow Step. The gray shading will indicate how far along in the workflow steps the RO is based on the number of columns on the user’s Workflow View The number of completed workflow steps / total workflow steps will also be visible and is based on the number of columns on the user’s Workflow View **Only available with AutoVitals SmartFlow, SmartFlow.X, or DS.X packages

RO Open on Tablet

This option will allow a Service Advisor to see when an RO is open on a Technician’s tablet and whether it’s being actively worked on.

Unassigned	Idle	Active	RO Open	High Visibility ON
The RO is not yet on a Tech’s tablet (unassigned)	The Idle icon will appear when the RO is in the Tech’s “Idle” column and does not have authorized work	The Active icon will appear when the RO is in the Tech’s “Active” column and has authorized work	The RO Tile will have a blue background when the RO is open on the Tech’s tablet	When High Visibility is ON, the RO Tile will also have a blue outline and blue RO number when the RO is open on the Tech’s tablet.