Draft: this guide shows the next app release (1.1.55) and may not match your phone until that version is in the App Store and Google Play.
Refer a customer who is here
The customer is at your shop: scan the invoice, add their details, and send the referral.
The customer
1Tap Refer a Customer
On Home, tap Refer a Customer.
2Scan the invoice
Customer is here is already picked. Tap Scan invoice and take a photo of the invoice to fill in the form for you. Or type the details yourself.
3Check the customer’s details
First name, last name and phone number are needed. Email is optional. Then tap Next.
4A customer you’ve referred before
If your shop may already have a referral or inspection for that phone number, the app says so. You can fill empty fields from that referral, or just continue.
The vehicle and the issue
5Add the vehicle
Tap Scan VIN barcode or Capture VIN number, or type the plate. Every vehicle field is optional.
6Ask the customer (DVI shops)
At a shop with digital inspections turned on, this step lists a few questions. Ask the customer and note their answers. Each answer is optional.
7Describe the issue
Write what the customer needs in plain words. This is what the customer will be told.
Review and send
8Submit, then choose how to reach them
Tap Submit referral. Before anything is saved, the app asks how to reach the customer: Text, Email or Both. Or tap Just record it — don’t send, and nothing goes to them.
9Ask about a text
To text them, ask if they’d like a text about their referral. Show them the wording on the screen, or read it to them word for word, then tick “I showed or read the wording below to the customer.” Tick the box below it only if they say yes. If they don’t want texts, pick Email.
10Check what they get, then Send now
The app shows the exact text and email the customer gets. Tap Send now. The email goes right away. A text goes between 8 am and 8 pm the customer’s time; outside those hours it goes at 8 am their time. Tap Not yet to send it later: it shows Not sent to the customer yet until you do.
11Done
The app shows what was sent. Tap Refer another customer, or Done.
Afterwards
12Find it in the Tracker
Every referral you send shows in the Tracker, with how far it has got.
13Open a referral
Tap a referral to send it to the customer again, see the messages sent to them, or Preview what the customer gets.
- Pictures show the offline demo. Customers and vehicles are made up.
Questions? Email info@AINcollective.com or call (719) 463-0050.