Video Training
In this video, we cover how the internal chat functions can be used to communicate from technicians to advisors, vice versa, group chats, or even to AutoVitals Tech Support.
0:00 - Intro
0:21 - Vehicle chat
1:07 - Inspection or Job is complete
1:50 - All jobs are done
2:40 - Team chat
3:05 - AV Support chat
3:30 - Build canned messages
4:00 - Outro
Chat Bar
The primary method of communication is a chat bar on the right side of your Today's Vehicle Page.
There's are three different chat tabs
- Team chat
- Vehicle chat
- AutoVitals Support chat
Team Chat
From the Team chat tab, you can take the following actions:
- Select a team member or group
- Review a message (click a message to mark it as Read)
- Type and send a new message
- Add an attachment
- Mark all messages as Read
- Edit the chat audience (add/remove team members from this chat)
- Create a new group channel
Vehicle Chat
From the Team chat tab, you can take the following actions:
- Sort messages
- Search by YMM or Repair Order #
- Select a Repair Order
- Review a message (click a message to mark it as Read)
- Select a Canned Message
- Type and send a new message
- Leave this chat channel
- Add an attachment
- Mark all messages as Read
- Access the Repair Order
- Leave all non-assigned chat channels
AutoVitals Support Chat
From the Team chat tab, you can take the following actions:
- Sort messages
- Search by Subject
- Select a Ticket
- Review a message (click a message to mark it as Read)
- Type and send a new message
- Add an attachment
- Mark all messages as Read
- Close a Ticket
Tablet Chat
The tablet has the same chat tabs and functions as the Today's Vehicle Page
Smart Chat Button
If a technician needs to quickly send a job-specific alert to a service advisor, they can click the Smart Chat button to send a message with one click.
Submitting a Repair Order
When the technician has completed all approved Jobs and marked them 100% complete, they will press the Submit button to alert the service advisor that the vehicle is finished and ready for pick-up or waiting for additional work to be sold:
Message Pop-ups
When a service advisor receives a message from another team member or a vehicle chat, a temporary pop-up will appear in the bottom right. It can be clicked to access the chat pop-up for that communication channel.
The technicians will also see a pop-up alert on their tablets. They can Dismiss the alert or Open the related chat or Repair Order.
Next Steps
To move to the next training Session, click here:AutoVitals Basic Training 6 - Inspection Editing
If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.