Configure My Preferred Workflow View in Report Pro

How to Configure your Workflow Manager View in Report Pro

Things To Note

• Workflow Manager filters can be adjusted as needed

• Changing from one view mode to the other will change the current work order prioritization and the display appearance on ALL computers, not just the one where the setting is being changed.

How To

1. Open your Report Pro software

2. Select the Workflow tab at the bottom of your Report Pro software

3. From the Workflow Manager

   1. Select the SETTINGS tab at the top of Report Pro

   2. Select the WorkFlow Settings icon from the Report Pro header menu

   3. From the Workflow Settings pop-up

      1. Technician & Status

         1. This view gives you an overall view of your shop and its workflow.

         2. The technician & status screen displays the most workflow information so you can easily drag and drop technicians onto jobs while identifying where any issues maybe hindering your workflow

         3. This screen is compatible with Status Tracker, allowing customers to monitor the progress of their vehicle throughout the service process. A link can be sent via text early in the service visit, providing real-time updates for your customers.

      2. Technician Only

         1. This screen displays the basic information you need to monitor the technician’s workflow and does not integrate with Status Tracker.