Settings & Configuration

To turn this setting on or off, follow the steps below:

• Open shop settings

• Select Workflow

• Select General

• From the Shop tab, select ON or OFF

 

 

Waiting for Pickup Prompt is ON

When this setting is ON, the Service Advisor will receive a prompt indicating there are incomplete jobs on the work order and asking if they want to move the vehicle to Waiting for Pickup.

 

Select NO

When a user selects NO, the following will happen:

• This will return the user to the TVP screen and will not complete any jobs or change the RO’s workflow status.

• Depending on shop settings and the shop’s AutoVitals package, the workflow status notification will be NOT BE SENT to the customer (if applicable)

 

Select YES

When a user selects YES, the following will happen:

• All jobs on the RO will be automatically completed

• The RO will be moved to Waiting for Pickup

• This information will be logged in the Vehicle Event Log

• Depending on shop settings and the shop’s AutoVitals package, the workflow status notification will be sent to the customer (if applicable)

Waiting for Pickup Prompt is OFF

Note: This is the default setting for all existing shops and for all NEW shops.

When this setting is OFF, the repair order will move to the pickup workflow step and any incomplete jobs will be automatically completed without any prompt to the Technician or to the Service Advisor on the TVP.