How To Process a Customer That Has Booked With CarAdvise -
Step-by-Step Instructions

CarAdvise is a Fleet Acount

STEP 1:

Check customer in through national account (”CarAdvise” or “Car Advise”) via Auto Integrate

STEP 2:

Input the Vehicle VIN#

STEP 3:

Submit “Request for Approval” of services via Auto Integrate

STEP 4A/B:

For Pre-made APPOINTMENTS: If no Additional Suggested Services - BEGIN WORK

For Drop-In APPOINTMENTS: See Below

STEP 5:

Your Shop Begins the Work For Approved Services ONLY

If Your Shop Suggests Additional Services or Drop-In Appointments

STEP 1:

Submit the same ticket in Auto Integrate For “Approval of Additional Services”

STEP 2:

Customer will approve or decline requested services they recieve via text.

STEP 3:

Your Shop Begins the Work For Approved Services ONLY

Instruction Sheet for Printing

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