The Search Tool is a feature designed to help your shop quickly find customer information about recent visits and more.
Table of Contents
- Product Benefits
- Key Features
- General Functionality
- When to use the "Not on TVP?" Button
- How do you email/text a customer whose vehicle is not in the shop?
- How can you send an inspection result for a vehicle that is not in the shop?
Product Benefits
- Faster navigation for high-volume shops to provide instant updates to customers as well as to expedite assignment of work to technicians
- Use the search tool to locate a vehicle tile that is not found on TVP to activate it
- Retrieve important customer information after an RO has been closed out
- e.g., resending an inspection result
Key Features
- Use the search tool to provide a more comprehensive search result rather than just using CTRL + F
- Use the "Not on TVP" button to retrieve delayed or restored data from your shop's point of sale system (PoS)
- Communicate with a customer when their vehicle has left the shop
General Functionality
- Search by specific RO #
- Search by last name
- Search by license plate
- RO #: Click to open the work order popup
- YMM: Click to open the vehicle information including any images and documents saved to the vehicle (you can add/edit information here as well)
- Workflow Step: View the workflow step the vehicle is in for quick reference
: Use this button to retrieve specific data from your PoS 
: Click to open the conversation center to reply to previous messages or create a new one - Last Name: Click to view or edit the customer communication settings (email address, phone number), customer details, or notes.
When to use the "Not on TVP?" Button
- When a vehicle or appointment has been voided or cancelled in AutoVitals or in the PoS the vehicle may not appear on the TVP. If you need it to appear because you have restored the appointment or RO in your PoS, you can click this button.
- This button does not appear for search results that are closed out vehicles in your PoS. In those cases you should create a new work order.
- Try the "Not on TVP" button initially when experiencing a delay with an RO not coming over from the PoS or with additional jobs not showing up on the expected RO.
- If this button proves unsuccessful please submit a help ticket for assistance from AutoVitals Tech Support
How do you email/text a customer whose vehicle is not in the shop?
Starting at the Vehicle Search
- Click on the magnifying glass icon
- Search for the customer by last name, previous RO number, or license plate number
- Click the "" symbol next to their last name
- This opens the conversation center which allows you to:
- respond to a previous conversation by clicking on the message you want to respond to or start a new one
Starting at the Conversation Center
- Search for the customer name
- Respond to a previous conversation
-
- Start a new conversation
How can you send an inspection result for a vehicle that is not in the shop?
1. Click on the magnifying glass icon
2. Search for the customer by specific RO number, last name, or license plate number
Note: The magnifying glass returns the result of the latest RO only for a particular customer and vehicle combination.
3. Click the RO # in the first column
A. Click "C View" to navigate to their inspection result
Note: To send an older inspection result (completed prior to their last visit)
B. Click the "Service History" tab
C. Click the inspection result you would like to send
4. Click "send" from the view inspection results page
Frequently Asked Questions
- Why is the search tool not pulling up all past ROs when searching a customer last name or license?
- This is expected behavior as the magnifying glass returns the result of the latest RO only for a particular customer and vehicle combination.
- If a customer had multiple vehicles then there would have been one separate result for each of their vehicles.
- This is expected behavior as the magnifying glass returns the result of the latest RO only for a particular customer and vehicle combination.