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A Step-by-Step Guide on How to Use the TVP Search Tool

Iliaenid Gandia
  • Updated

The TVP Search Tool is an essential feature designed to help TVP users quickly locate active work orders or review previous visits. By efficiently accessing client information via RO numbers, last names, company names, license plate numbers, VINs, key tag numbers, or vehicle YMMs your team can deliver top-notch customer service.

 

What's in This Article:

How to Use the TVP Search Tool

Simply enter the client's RO numbers, last names, company names, license plate numbers, VINs, key tag numbers, or vehicle YMM into the search bar on the TVP screen and press enter. The search results will display the client's most recent active or previous RO in a convenient pop-up window.

Overview of Search Tool Functionality

  1. RO Number: Opens the work order pop-up window for the specified RO.
  2. Inspection: Directly opens the work order pop-up window to the inspection report tab for the specified RO.
  3. Key Tag: Displays partial or exact matches of a key tag number entered in the search bar.
    • Key Tag must be enabled in System Settings to see this column in the search results.
  4. YMM: Opens the vehicle info pop-up, allowing edits to vehicle details such as make, model, year, VIN, etc.
  5. Workflow Step: Displays the current workflow step of the vehicle for quick reference.
  6. Client Last Name: Accesses and edits customer communication settings, contact details, and notes.
  7. Active Vehicles Only: When selected, filters the search results to display vehicles currently in the shop.
  8. Not on TVP (not pictured above): Retrieves specific data edited in the point of sale but not transferred to AutoVitals.

Tips

  • Utilize the last visit search result to access the client's service history:
    1. Search using RO number, last name, license plate or VIN.
    2. Click the RO number to open the work order pop-up window.
    3. Navigate to the "Service History" tab to view previous service records. 

Troubleshooting

Incorrect Data Display

  • Users may encounter discrepancies or inconsistencies in the data displayed by the search tool, which could result from various factors such as data entry errors, outdated information, or incorrect system configurations. To address this:
    1. Verify that the correct VIN number has been scanned by the technician. If not, instruct them to rescan it or manually edit the VIN on the TVP.
    2. Utilize the vehicle driver directory to rectify any discrepancies in the driver's user information.
    3. Update the driver's texting number and email in the customer details section for accuracy.

Frequently Asked Questions

This section addresses common questions and concerns about using AutoVitals.

  1. Why aren't all previous ROs populating when searching by a client's last name?
    • The search tool returns the latest RO only for a specific customer and vehicle combination. If a customer has multiple vehicles, separate results will display for each vehicle.

Additional Resources

 

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