Auto Integrate User Guide

Transcription

1 Auto Integrate User Guide Table of Contents Auto Integrate User Guide... 1 Getting Started... 2 Registration... 2 Login... 3 Forgotten Password... 3 Forgotten Username... 3 Repair Order Manager... 4 The Filter Panel... 4 Repair Order Status... 5 Repair Order Manager... 6 Step 1: Select Vehicle... 6 Step 2: Enter Odometer Reading... 7 Step 3: Shop Details... 8 Preventative Maintenance... 9 Adding Repair Items Adding Quick Repair Items Adding Repair Packages Adding Tires Adding items from Catalog (National account billing) Quick-reference icons Item Rejection Resubmitting a Repair Order Credit Card payment (EMKAY) Reconcile Payment Manager Repair order details Status Icon Guide

2 Getting Started Registration When invited by a Fleet Management Company you will receive an invitation to register . Click the link within the to proceed. Example After clicking the link in the you are taken to the registration page. Here you enter all the details required to use Auto Integrate Registration Form 2

3 Login Enter the username and password details you entered whilst completing the registration form. Check the Keep me logged in box to avoid having to enter your login details each time. Forgotten Password If you forget your password, you can request a new one be sent to the address associated with your account by clicking the Forgotten Password button on the login screen, and completing the small form you ll be taken to. If you do not know the address linked to your account, then you can support at support@autointegrate.com for further help. Forgotten Username Enter your details to have Auto Integrate support contact you to reset your username and password. 3

4 Repair Order Manager Once you are logged in, you will be taken straight to the Repair Order Manager page. This instantly gives you an overview of all current and completed Repair Orders. The navigation is available on every page, so no matter where you are in the system, you can always return to the Repair Order Manager page. The Filter Panel Filtering out certain Repair Orders, or searching for specific ones can all be achieved via the filter panel? It allows you to search for specific repair orders using the filter criteria. To see all repair orders, click View All. 4

5 Repair Order Status Quick-reference icons To get you started quickly, there are a series of icons in the status column provided to speed up the process. The key to the status icons are at the back of this document. Information is provided by hovering over the icon. Click View to see the full detail of each Repair Order. 5

6 Create New Repair Order Repair Order Manager Gaining approval for a repair order is quick and simple. From the Repair Order Manager screen, click the Add New Repair Order button. Step 1: Select Vehicle Choose the Fleet Management Company which manages the vehicle, then enter a minimum of the last 8 characters of the VIN. Click Search to find the vehicle. Once you have put in the detail, and clicked Search, a list of vehicles will appear below. From the list displayed, select the correct vehicle by clicking on the full VIN 6

7 7 Step 2: Enter Odometer Reading Enter the vehicle s odometer reading into the field provided and click Next. You can cancel the Repair Order by clicking Cancel. If you are repairing a medium to heavy duty truck you will be requested to enter the Engine Hours along with the odometer. More details on the vehicle, Fleet Management Company and client are available by selecting the tabs.

8 8 Step 3: Shop Details Having selected the vehicle and entered the mileage information, you now need to provide some more detail about your shop and the driver. Shop Contact Name is you or the person responsible for the repair. (Required) Shop Reference is for your internal reference e.g. invoice number. Driver Card Number, some Fleet Management Companies require this information, the form will show a warning if this is required. Driver is Waiting, check this box if the driver is present and waiting for the repair. Driver Complaint, enter brief details as to why the driver brought the vehicle to you. Click Continue to finish creating the repair order and to start adding items to the Repair Order.

9 9 Preventative Maintenance Some Fleet Management Companies provide the ability to select items from their Preventative Maintenance Programs, the Fleet Management Companies would like you to provide these services. If you do not charge for any of these items add them with zero cost as this is recorded in the vehicle maintenance history. Some items are fixed cost and other require a parts and labor breakdown. Once you have filled in the boxes, click Add Items to add these to the Repair Order. If your shop is unable to provide any of the items listed, just click Cancel. Don t forget to add your $0 items

10 10 Adding Repair Items Once in the repair order you can see the repair order number and status. Any items you added via the Preventative Maintenance screen will be displayed here. There are a number of ways to add service items to the repair order. Some buttons may be unavailable to you depending on the vehicle and Fleet Management Company and if you are billing through a National account. The PM Button displays the Preventative maintenance screen

11 The Repair/Service button displays the service code search and selection screen. If you wanted to add an "Intake Manifold" repair item, enter "Intake" in to the search box and click Search. Select the correct item from the search results displayed. If you do not find what you are searching for first time, try other words within the description. For example, if you are searching for the intake manifold gasket try just searching for gasket. 11

12 If you cannot find what you're looking for using the search box, you can click Browse All Service Codes to display a hierarchy of all codes within the system. Click on one of them to drill into a more granular level. Next, select the appropriate Labor correction task. Some codes display many options here; you can select multiple depending on the type of work you intend to carry out. From the Part section, add the parts required for the job, if the parts are not listed check the Non Listed Part, this way you can add the details in the next step. 12

13 Once the part and labor items have been selected you are now required to add the details. A Labor Correction description is required. Labor Time (hrs) - this is where you add the labor time required. The labor rate is pre-populated with the labor rate you entered in the registration form. Enter the part name, code and manufacturer if required/ Measurements that may need to be collected (for example brake rotors) are entered here. 13

14 Select the cause that best describes the cause of the work. A notes area is provided for any specific notes and observations you d like make to the Fleet Management Company aware of For high value repair we recommend letting the FMC know the reasons for the work being carried out. Item Navigation Buttons Back: takes you back to the previous page Cancel: returns you back to the repair order Confirm: adds the item to the repair order Add Another: adds the item to the repair and takes you back to the service selection screen 14

15 Adding Quick Repair Items To speed up the process of finding and adding some items, the Quick Repair list contains 21 of the most common items to add. Adding Fee Items: The fees window allows you to enter fee related items to the repair order. Adding a Discount Item: Discount allows you to add a line item which displays as a discount against the repair order. Adding a Damage Report Item: In this area you can view or comment on any damage to the vehicle you feel should be brought to the attention of the Fleet Management Company. 15

16 Adding Repair Packages To speed up the process of adding multiple items to a repair order the Repair package list show the packages that can be added to the repair order. Selecting a repair package will show the following screen with all the items included in the repair package. Select all the items you wish to add to the repair order and click next. 16

17 From the next screen check the box next to every labor and part item you wish to add. 17

18 Now select the labor correction, add the pricing, labor time and labor rate for each selected item and then select the cause that best describes the cause of the work, and add any notes. Click confirm at the bottom to finish adding all the items to the repair order. 18

19 Adding Tires Using the Tire button, you can add tires that you are replacing, tire related services and enter the depths of the existing tires on the vehicle. You can choose between imperial and metric to record your measurements. If the vehicle is medium to heavy duty, then you may select the twin axel configuration. 19

20 Once you have selected the tire positions and entered the readings you can now select the tire manufacturer, model and size. Once selected add the cause for replacement, tire code (if available), Tire unit price and any labor for fitting. 20

21 Next use this screen to add any tire related items to the Repair Order. Once completed click the Save button to add the items to the repair order. 21

22 Adding items from Catalog (National account billing) If you are billing through a National account, then the catalog button may be available. Clicking the catalog button, and entering the applicable code(s). Selecting the item(s) that ARE applicable and clicking finish. 22

23 Quick-reference icons There are a series of icons in the line item provided to give you further information. KEY History Tire Depths Info Audit Notes Add Another Labor Line items display the type of Job, Service Code, Operation, Reason and the Authorization Status. Cost information is displayed on the right hand side of the screen, split into Hours, Charge per Hour, Unit Cost, Qty and Total Cost. Further information can be found about the line item by clicking on the icons provided, and a new window will appear with this detail. Tires Line items display the type of Job, Service Code, Grouping Manufacturer, Model, Size, Tire Code, Reason and the Authorization Status. Cost information is displayed on the right hand side of the screen, split into Unit Cost, Qty and Total Cost. Further information can be found about the line item by clicking on the icons provided, and a new window will appear with this detail. All items that are connected are grouped together, to clearly show the different forms of maintenance being done to that vehicle. 23

24 Once submitted to the Fleet Management Company you will see one of the following messages. Approved (Auto) will instantly display if the repair order meets the required criteria the system will issue instant approval. When the repair order requires Fleet Management Company approval the Awaiting Approval message is displayed. The Fleet Management Company will process the repair order and the status will change. Once the Fleet Management Company has approved the repair order the status will change to Approved. You can now commence work on this vehicle. Once the work has been completed on the vehicle click the Work Complete button (at the bottom of the repair order details page) to claim payment. 24

25 Item Rejection If the item is rejected the following will show. The item can be removed from the Repair order by clicking the delete button, or can be edited by clicking the edit button. Clicking the edit button allows the price and quantity to be changed, the item can then be set ready for resubmission by clicking the resubmit button. If an item(s) has been rejected for the Reason More information required then the following button will appear. Clicking Add more information will display a notes popup and entering a note will set all the items so they are ready for resubmission. Resubmitting a Repair Order Once completed you need to gain authorization for the repair from the Fleet Management Company, by clicking Submit for Authorization. 25

26 The Validate and Submit screen requires you to enter your estimated completion times, this must be a date in the future. In the tax field you are required to enter the amount of tax you are adding to the repair order. Click the Submit for Authorization button to submit the repair order. 26

27 To complete the repair order and claim payment you need to confirm time of completion, tax and enter a reference (Invoice) number. If you elected for credit card payment, and are performing work on an EMKAY vehicle, the status of the repair order changes to Awaiting Payment, this allows you to claim the credit card payment. 27

28 Credit Card payment (EMKAY) The credit card icon is now visible at the bottom of the repair order details screen, and clicking this will take you to the payment collection screen. Please note this is specific to EMKAY repairs, for all other fleets please follow your usual payment process. The credit card payment is One time only so you must be prepared to either process this payment immediately or write down the payment information. When you are ready to claim payment click the Accept Payment button to continue. 28

29 Reconcile Payment Manager The Reconcile Payment Manager is an optional tool used to keep a record of which RO s you have received payment for. To begin click New reconcilation on the reconcline payment manager screen. Next select the date range for which you wish to reconcile payments. (Up to a month) Then select the checkbox of each of the Repair orders you have received payment for and click Reconclie. Finally give the Reconciliation a reference and click Reconcile or Reconclie and export. Clicking Export will download a spreadsheet containing data for all the invoices you have reconciled. (Data can be exported at any time after a period is reconciled. 29

30 Repair order details As the repair order processes these icons become visible. Repair Order Information - Shop Contact, Driver waiting etc. Credit Card Payment (EMKAY specific) Repair Order audit trail displays the history of the Repair Order Print Repair Order Downtime manager - the ability to add notes if work exceeds the original estimated time or if parts are on order or you have experienced a delay. Vehicle maintenance history Repair Order notes - this area contains the line item and repair order notes to and from the Fleet Management Company 30

31 Status Icon Guide Approved Awaiting Fleet Requires attention Autoapproved Completed/ Paid Awaiting payment Canceled Downtime 31