How to send a manual E-Confirmation Message

Using the “Today” or “Calendar” screen, select the customer you want to send the E-Confirmation message to, click on the “Print/ Remind” button to send a manual message.

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• E-Confirmation Tool - Overview

  This tool allows the repair center to send a text or email to the vehicle owner asking them to confirm their drop-off appointment. The tool also offers the vehicle owner the option to place a reminder on their calendar. The system can be configured ...

• Customer Message View

  As a part of the scheduling process, the shop’s employee will ask for the vehicle owner’s permission to send an electronic message to the vehicle owner’s preferred communication device.   After the parties agree on a drop-off date, tell the vehicle ...

• Choosing the vehicle owners preferred communication and setting reminder

  Sending the confirmation message is very simple- Just choose their communication preference: Phone – no message will be sent Text – you must provide a cell phone number in the top phone number field, and the system will send the confirmation request ...

• Setting the Reminder Days and Reschedule Options

  Located under the Settings then location tab you can make changes to if the customer can request a reschedule themselves and how many business days before the customer will receive the reminder message. The repairer may choose the number of days, 1 ...

• CR Auto Scheduler - Manually Creating an Estimate

  This tutorial covers how to manually create an estimate, in the case of a walk in. 1. In the 'Estimates' tab, click 'Create Estimate', then fill out the information and hit 'Save and Schedule'. 2. If you have an RO number, you can put it in here. ...