The Summary Report has crucial information for our customer to make an informed purchasing decision at the point of sale. The Service Writer can assist the customer when reading the vehicle profile Summary report. Here we will discuss how to use the ...
This article explains how to add a vehicle owner's email to SMS and CRM for Service Intelligence. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION Click here to learn how to email reports in Service Intelligence STEP-BY-STEP FOR THE DESKTOP APPLICATION ...
This article explains how to change the opt in or opt out status of a customer or vehicle. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION To opt in or opt out a customer or the customer's vehicle, click the down arrow next to the customer's name to ...
This article explains how to override the estimated odometer in Service Intelligence for a customer's vehicle. STEP-BY-STEP FOR THE CLOUD-BASED APPLICATION This action is not applicable for this version! STEP-BY-STEP FOR THE DESKTOP APPLICATION Left ...