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Client Tips

13Mar
2014

Inspection Consistency Results Template

Posted by Manuel Soto

[button link="http://knowledge.autopoint.com/wp-content/uploads/sites/4/2014/03/AutoPoint-Inspection-Consistency-Results-Template.zip" size="medium"  color="orange" lightbox="false"]Download Worksheet[/button] ..


13Mar
2014

Know Your Vehicle Report Tracker - Ongoing

Posted by Manuel Soto

This tool allows a manager to periodically role-play Know Your Vehicle Report delivery with Service Advisors. ..


13Mar
2014

Action Plan Review Tracker - Ongoing

Posted by Manuel Soto

This tool allows a manager to periodically role-play Action Plan delivery with Service Advisors. ..


13Mar
2014

Action Plan Review Tracker - First Month

Posted by Manuel Soto

A Service Manager tool used to track the development, improvement, and consistency of Action Plan Delivery.  When the Action Plan is a new tool for a Service Advisor it is critical that they become familiar with it and its delivery.  This tool allows a manager and Service Advisor to role play the delivery of an Action Plan.  The manager then lists a score and a style of delivery (w=waiter delivery, e=email/phone delivery) as a grade for the Service Advisor. ..


13Mar
2014

Daily Routine Document

Posted by Manuel Soto

Observe and coach the Service Advisors in the exection of: ..


13Mar
2014

Service Processes

Posted by Manuel Soto

Introduction ..


04Mar
2014

Service Advisor Quick Start Card - MultiPoint v3.19

Posted by Manuel Soto

Introduction

This informative reference tool is a quick guide for the Service Advisor features of the AutoPoint software. Complete instructions are available by accessing the help files in AutoPoint. Tutorials and exercises are available by accessing web based training at http://www.autopoint.com

This tool is designed to help Service Advisors be more effective. The topics covered in this reference guide are:

 ..


04Mar
2014

AutoPoint Notifier Quick Start Card

Posted by Manuel Soto

Introduction ..


27Feb
2014

Administrator Quick Start Card - MultiPoint 3.19

Posted by Manuel Soto

Introduction

This informative reference tool is a quick guide to the administrative features of MultiPoint™. Complete instructions are available by accessing HELP from the SA RO List.  Tutorials and exercises are available to help your dealership reach its full potential.

[responsive]Admin_Options-Users[/responsive]As the MultiPoint administrator, you have the ability to control and customize many aspects of MultiPoint your shop.  Specifically you can manage and make changes in the following areas by selecting the appropriate tab:

  • Shop - Customizing Shop Settings
  • Users - Users and their rights
  • Shop Flags – Edit shop flags
  • Estimate - Customizing the estimate
  • Packages - Creating and Customizing Inspection & Maintenance Packages
  • Shop Reports - Generating Shop Reports and Options
  • Customer Reports - Modifying and Creating Customer Reports
  • Customer Report Archives – Search for archived customer reports

Accessing the Administrator Options

  1. Login to AutoPoint from the desktop by double-clicking the icon.
  2. Enter your Login Name and Password and click the Login button.
  3. From the SA RO List, click Tools | Admin Options.

 Note:  After making any changes, you can apply them and keep the Admin options open by clicking the Apply button.  When you are finished, click the OK button to exit the Administrator Options.

 

Users

The Users tab allows you to a set the password options, add/edit and deactivate the user accounts.

Passwords

[responsive]allow_quick_login[/responsive]You may allow users to have their passwords to be remembered by the system by utilizing the “Allow Quick Login” feature.

Users

Each user must be assigned at least one role. Each role has specific permissions to access different screen within the AutoPoint Platform and on which reports the user is listed by default. The three roles are:

  • Technician: Technician default view is Tech View.  Here they can load ROs onto their screen and use all of its associated functions including access to OEM websites (must have username/password), access to aftermarket data providers (must have username/password), Quick Specs, and inspection packages.
  • Service Advisor: In addition to the rights given to technicians, Service Advisors (SA) have access to the SA RO List. This allows the Service Advisor to work with Estimate and the ability to print/email the Action Plan and Know Your Vehicle reports.
  • Manager: The manager has access to Tech View, SA RO List and the administrator functions.
  • Other:  The Other role is designed to be used by the Parts Department and anyone else who needs access to AutoPoint but does not fit within one of the other roles.  Users in this role have access to all Service Advisor and Add, Edit or Delete a user

 

Add a user

[responsive]add_user[/responsive]From the Users tab:

    1. Click the Add button.
    2. The Add User dialog box requires affixing a DMS use ID number to the new user before allowing name, role, and login details to be input. There are two ways of adding a new employee number.
      • In the By DMS  User ID input the new user’s DMS number and choose OK
      • Choose the DMS number from the list of unused numbers that have been imported from the DMS
      • The DMS number will not be available in the drop down list until it has been used on an RO in your DMS system.
      • If the employee will be using a number that was previously assigned you will need to edit the user from the Active or Inactive Users list (see below).
    3. Enter the user’s First and Last name in the appropriate fields.
    4. Choose the user’s role.
      • Notes:
        • Only check the role(s) that corresponds with the role of the employee. (A manager does not need a check mark Technician as the Manager role has Tech View rights.)
        • Verify that the DMS User ID for SAs and Techs is accurate. This is how AutoPoint connects a name to the employee number from your DMS.
    5. Enter a Login Name (stay consistent for the entire shop as it reduces confusion; first and last name work best)
    6. Enter a Password and confirm it in the appropriate fields.  If they don’t match, you will see a flashing alerticon.
    7. Click the OK button when you are done.
 ..


11Jan
2014

EDGE Report Center Update, January 2014

Posted by Manuel Soto

Overview ..


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