The AutoSoftWay workflow platform is an interactive tool that helps you coordinate your clients’ requests with your repair team. You can drag-and-drop requests from different phases of the service cycle!
First, ensure that you have created an estimate and registered your employee information on AutoSoftWay.
Step 1
Starting from the ‘Getting Started’ page, navigate to sidebar menu, and click on ‘Job Board’ tab.
Step 2
Newly made estimates will appear under the estimates column.
The left side of the workflow table will display the name of the mechanic to whom this job is assigned to.
You can also create a new estimate from this table, by clicking on the ‘Generate Estimate’ button at the top of the page.
Step 3
Once your assigned mechanic begins working on the client’s vehicle, update the order by dragging it from the scheduled into the in-progress column.
Step 4
When the technician is waiting for parts, drag the order from the in-progress column into the waiting on parts column.
Step 5
When the technician needs to call the client, drag the order from the waiting on parts column to the need to call column.
Step 6
When the client request has been completed, drag the order from the need to call column into the complete/invoice column.
