How Do You Use Quick Actions in Report Pro Workflow?

You can right click on a tile in Workflow to access the Quick Actions.

How To

1. Open your Report Pro software

   1. Select the Workflow Tab from the bottom of your Report pro software

      1. Right click a customer object tile, you can choose from the following options on the pop up list:

         1. View Inspection - View any inspection connected to the current ticket.

         2. View Invoice - View the current status of the invoice in Report Pro

         3. Print Lube Sticker - Print a sticker from Lube Sticker Pro

         4. Send a text message – A menu will appear allowing you to select a prebuilt text message or compose a new one to send to the customer.

         5. Send Text To Pay – From here you can send a customer a text message with their invoice allowing them to pay via text.

         6. Change Tile Color- Choose one of 12 colors to apply to your tile.

            1. You can decide what each color represents to you and your staff. Maybe assigning red to a tile means that the customer needs extra handling and applying black can mean that the vehicle is ok to stay overnight.