What's In This Article

• Service Reminder Types
• Maintenance & Emissions Visits
• Next Service Date
• Service Reminder Settings
  
  • Enabling Service Reminders
  • Configure Service Reminder Frequency

  • Configure Request Appointment Call-to-Action 

  • Configure Recommendations for Next Visit
  • Configure State Inspection / Emissions Test Service Reminders
• CRM Next Visit and Exit Scheduling
• Service Intervals

Service Reminder Types

Three types of service reminders exist in AutoVitals:

• Maintenance Reminder: Triggered when the vehicle is due for regular maintenance service (i.e. Lube, Oil and Filter Change) based on the vehicle's last maintenance visit date/mileage, configured service interval and expected annual mileage.
• Repair Reminder: Triggered when the vehicle has a specific recommended service due. The recommendations can come from the vehicle's last inspection or your PoS. If a vehicle is due for regular maintenance and specific repair recommendations, the Maintenance Service Reminder will be sent and include all recommendations due. 
• State Inspection Reminder: Triggered when the vehicle is due for an annual or biennial state emissions or safety inspection. 

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Maintenance & Emissions Visits 

When you were onboarded for AutoVitals CRM the canned jobs used for maintenance, emissions inspections and safety inspections were identified in your PoS. AutoVitals detects these jobs on past and future repair orders in your PoS so these visits are automatically identified. It's very important that you notify your AutoVitals product advisor if any new canned jobs are created for maintenance or state inspections so your configuration settings can be updated to ensure that AutoVitals can correctly detect all maintenance and state inspection visits. 

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Next Service Date 

The date of the next recommended maintenance visit is calculated from the date and odometer of the last maintenance visit, the service interval, and the annual mileage of the vehicle. The annual mileage is calculated based on the last 2 visits or the shop default value is used (13,000 miles per year). In order to determine the correct Next Service date, AutoVitals needs to be able to detect all maintenance visits, including past maintenance visits.

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Service Reminder Settings

Enabling Service Reminders

Please contact your AutoVitals product advisor if you wish to enable/disable any type of service reminder.

Service Reminder Frequency

By default, Service reminders are sent on the 1st and 3rd Monday of each month for vehicles due or overdue (less than two service intervals).

Reminders continue until the customer schedules an appointment, opts out, or the vehicle is more than two service intervals overdue.

Configuring Service Reminder Frequency

To change the frequency and maximum number of reminders visit: 

• Shop Settings 
• Select Communication 
• Select Post Visit 
• Select the Service Reminders tab
• Select a frequency setting from Change Service Reminder Frequency
• Select Submit Changes when complete. 

Configure Request Appointment Call-to-Action 

• Shop Settings 
• Select Communication 
• Select Post Visit 
• Select the Service Reminders tab
• Select your Call-to-Action setting
• Select Submit Changes when complete

Configure Recommendations for Next Visit

To change Recommendations for Next Visit settings:

• Shop Settings 
• Select Communication 
• Select Post Visit 
• Select the Service Reminders tab
• Select settings under Recommendations for Next Visit
• Select Submit Changes when complete.

You can choose whether recommendations come from inspections or your PoS.

Available options may vary based on your PoS, as not all support both declined jobs and vehicle recommendations.

Configure State Inspection / Emissions Test Service Reminders

Select the State Inspection Reminder tab to configure and enable service reminders for annual or biennial state inspections/emissions inspections. You will need to select the canned job(s) from your PoS that are used for these inspections so Autovitals can process your service history and identify motorists with past visits who are coming due for their state inspection. 

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CRM Next Visit and Exit Scheduling

From your Today's Vehicles Page (TVP) you can look up open recommendations for current or previous visits on the CRM Next Visit section of the Work Order window. Before closing out each RO in your PoS, please review the CRM Next Visit tab to ensure that the visit type is set correctly, the next service date is correct and all specific repair recommendations are correct. 

CRM Next Visit shows all recommendations for the vehicle from all enabled sources so you can see what specific recommendations will appear on the next service reminder. The NEXT SERVICE date will be configured when the vehicle is due for its next Maintenance Visit. TIP: If only the NEXT SERVICE date is modified the vehicle will only receive a service reminder when it is due for its next maintenance visit so if the vehicle has never had a maintenance visit before then no service reminder will be sent. To trigger a service reminder to be sent about a specific repair recommendation without a previous maintenance visit, manually set the Due Date for that specific service.

Here is the link for how the Nex Visit Date is calculated: CRM Next Visit Date Calculation on TVP.X