How to Send an iMPI to a Customer

In order to present the opportunity to sell additional service repairs found on a Technician's Inspection, it is always a good idea to send the information to the customer for their input. The following steps describe and depict the process of sending a live estimate to a customer.

Once a technician has found an additional service request (ASR) that was not included on the original writeup of a vehicle, and the parts needed for the service have been identified, the RO will be placed in Authorization Hold status for the advisor. The Advisor's Work in Progress (WIP) screen will look similar to this:

When the advisor opens the RO, they scroll down to the ASR section and confirm the proper opcode is associated with the line. Once selected, the labor associated with the repair will automatically be inserted into the RO Line*:

* Opcodes are normally preconfigured with the proper labor hours in the Dealer's DMS. Dealerlogix applies these values automatically based on the specific opcode.

Once the opcode and pricing are validated by the advisor, the advisor will send this information to the customer for review. To accomplish this, select Share on the top line of the user interface: Select Text Live Estimate or Email Live Estimate to send the ASR authorization form to the customer.

Example of a Live Estimate Text (configurable by dealer):

Click this link to approve services. Thank you - Dealerlogix Dealer CDK Demo. HTTPS://DEV.DEALERLOGIX.COM/REVIEWSERVICES/3492/9523392/H2BSD4H2?MEDIUM=SMS.

Opening the link presents the customer with the ability to A pprove or Decline the additional service request:

Once the customer selects and acknowledges the additional repairs, the advisor automatically receives notification of the response.

Opening the RO pops open the message which contains a link to the customer's approval or declining of the services:

Once reviewed by the advisor, they acknowledge receipt and clicks Next to forward the RO over to the Parts department for ordering or pulling the parts required.

Once the parts have been pulled, the Parts user clicks Next and forwards the RO over to the technician can complete the service repair.

If this process is followed, the RO with an iMPI sent associated with it.