Overview
As of Mitchell version 9.2.0.4481, changes were made to the revisions functionality that affected the AutoVitals SmartFlow Add-On. Previously, the SmartFlow Add-On would present a list of sub-estimates and a user would select which one to import recommended jobs from the AutoVitals Inspection to. Now, the SmartFlow-Add on requires a user to select the sub-estimate first, and then import recommended jobs from the AutoVitals Inspection.
Using the SmartFlow Add-On
Once updated, you should follow the steps outlined below to use the SmartFlow Add-On with Mitchell:
- From the Work in Progress screen, or the Repair Order...
- Select the EST button on the SmartFlow Add-On
- Select Import for the Repair Order you'd like to import recommended jobs to
- Select the Sub-Estimate you want to use to import recommended jobs
- Select the Import button on the SmartFlow Add-On
- Recommended jobs will be imported to the selected sub-estimate
More information on the Mitchell and AutoVitals Integration can be found here: Mitchell 2-Way Integration
Updating the SmartFlow Add-On
Depending on your settings, your SmartFlow Add-On may automatically update.
See What Version You're On
You will see what version of the SmartFlow Add-On you're using by checking either location described below:
or on the About section:
Update the SmartFlow Add-On
If you do not have automatic updates on, you will need to (manually) update the SmartFlow Add-On following the steps below:
- Launch the SmartFlow Add-On on your host (server) computer
- Check the version on the SmartFlow Add-On widget. If the version is 7.5 or older, it requires an update.
- Locate the SmartFlow Add-On icon on the system try on the bottom right side of the desktop and hover over it to right click
- Select Check for Updates from the pop-up window
Turn On Automatic Updates
To turn on automatic updates for future versions, follow the steps below:
- Launch the SmartFlow Add-On on your host (server) computer
- Check the version on the SmartFlow Add-On widget. If the version is 7.5 or older, it requires an update.
- Locate the SmartFlow Add-On icon on the system try on the bottom right side of the desktop and hover over it to right click
- Select Options
- Check the box labeled Automatically update SmartFlow Add-On