How do you make a ticket for an appointment in HITS & get it to populate in Autoflow (autotext.me)?
- Create a work order in HITS
- Add the customer, vehicle year, make and model, license plate number (tag #) and lines to the ticket.
- Once you've added the customer, open the Appointment/Status tab
What to Do Within the Status/Appointment Tab
- From the “Vehicle Status” drop down menu, select “On Lot”.
- Select “Save” or “Save & Return” from the bottom of the page.
- Open Autoflow and the ticket will now appear on the Active Customers page in Autoflow
When customer arrives for service
- Create a matching customer and vehicle in HITS at the time of service.
- Start the repair order
- When moved to Check In or On Lot status, the appointment in Autoflow converts to an active visit.
Confirm Ticket in Autoflow
- To confirm the ticket has transferred open autoflow and confirm that the appointment is appearing in the system.
How to Text a Customer
- From HITS BPOS while in a work order, select “Text Customer” from the bottom.
- This will take you to your Autoflow page and open the text dialog box for that customer.
- Video Reference to this Resource Document