OPUS IVS Mobile CoPilot™ Training Documentarion
MOBILE COPILOT: DECEMBER 2023 UPDATE Version 12.30.2023
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MOBILE COPILOT OVERVIEW
This guide provides users with a general overview of Mobile CoPilot's seven (7) different Modules.
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Customer (Shop) Portal Overview
This guide provides users with an overview of the Customer (Shop) Portal is where a shop can request and schedule services from their mobile, calibration, glass or other service provider, they manage these requests, as well as automatically receive any documentation and invoices from their service provider.
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How to Request a Service with an ADAS MAP Generated File
This guide provides users with the steps and workflows when requesting a service from an ADAS MAP generated Pending file in their Customer Portal.
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Service Provider Business Configuration Guide
This guide provides business owners and managers with the steps and information on how to configure Mobile CoPilot so they and their employees can properly operate and manage their ADAS and Calibration focused business.
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Configuration Checklist Association Guide
The objective of this guide is to assist companies and their implementation teams understand how the setup of the Checklists Tab affects their desired workflow, pricing, quality control, documentation and invoicing processes and results.
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Understanding the Repair Order Grid
The objective of this guide is to help Service Provider users understand how to "navigate the Repair Order grid.
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CUSTOMER (SHOP) PORTAL: REQUESTING A SERVICE MANUALLY
The objective of this guide is to help shops (customers) understand how to create a manual service request.
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BUSINESS (PROVIDER) PORTAL: HOW TO CREATE A MANUAL SERVICE REQUEST/REPAIR ORDER
There will be situations where your business will receive service requests via the telephone, email, text or other ways other than from customers that have a Mobile CoPilot portal. This guide will show you how to create a Repair Order manually.
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THE DISPATCH MODULE
The objective of this guide is to help organizations understand, setup and utilize Mobile CoPilot's powerful Dispatch Module.
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THE TECHNICIAN MAP VIEW
The objective of this guide is to help understand and utilize Mobile CoPilot's technician RO Map View.
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MOBILE COPILOT: Proper Usage of Descriptions, Results, Notes and “Other” Category
The objective of this guide is to ensure users truly understand how to use and benefit from Mobile/Calibration CoPilot's powerful Descriptions, Results, Notes and "Other" categories.
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MOBILE COPILOT: Address & Location Validation
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's Address Validation Module
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MOBILE COPILOT: Branding Configuration
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's branding opportunity and configuration.
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MOBILE COPILOT: Platform Communication Blog
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's platform communication blog module.
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MOBILE COPILOT: Upgraded Portal Chat Module
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's new, powerful Chat Module.
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MOBILE COPILOT: Service Checklist Sort .csv
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's new way to use a .csv file for services and pricing checklists to match the portal
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MOBILE COPILOT: Technician Auto-Filter by Assignments
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's new way for technicians to view their assigned service requests.
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MOBILE COPILOT: Service Request Auto-Email to Customer (Shop)
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's new auto-email that is sent to shops (Customers) when they submit a service request.
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MOBILE COPILOT: January 2024 Miscellaneous Updates
The objective of this guide is to ensure users understand how to use and benefit from Mobile/Calibration CoPilot's January 2024 updates
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