Using the Newsfeed in Account Management

An overview of Newsfeed in Account Management Portal (AMP)

Things To Note

• It may take up to 24 hours for your initial information to load to Account Manager from initial registry

• Newsfeed displays all current repair orders from your shop management system

• Supported shop management systems for this feature are; Mitchell1 Teamworks/ShopKey Pro, NAPA Tracs Enterprise, RO Writer SQL, and MaxxTraxx

How To

1. Log in to dashboard.boltontechnology.com

2. Select Newsfeed from the top toolbar.

   OR

3. Log into your Account Management Portal, Click here for steps to log in.

4. Upon log in you will be directed to the Settings page

5. To access the Newsfeed, click the three lines in the Upper right corner.

   1. Select Newsfeed from the menu

6. When accessing the Newsfeed module, you will see all current repair orders from your shop management system. The following information is displayed:

   1. Shop Name

      1. If you have multiple locations you can ensure you are viewing the correct location

   2. Date/Time

      1. The last time the ticket was updated

   3. Vehicle Profile Picture

      1. Profile photo associated with the Bolt on Software

   4. Customer name

      1. Clicking on the customer's name will open a new tab with information on the customer. This information includes the following:

         1. Customer Name

         2. Address

         3. Phone Numbers

         4. Email

         5. Customer Notes

         6. Vehicles Under the Customer

   5. Vehicle Information

      1. Clicking on the vehicle information will open a new tab with information on the vehicle. This information includes the following:

         1. Vehicle Year, Make, and Model

         2. License Plate

         3. VIN

         4. Exterior Color

         5. Transmission

         6. Engine

         7. Body Style/Unit Number

         8. Vehicle Profile Picture

         9. Outstanding Recommendations by Most Recent

   6. Ticket Number

      1. Clicking on the invoice or order number will open a new tab with additional details on the order. This information will include:

         1. Repair Order #

         2. Customer Name

         3. Vehicle

         4. Order Date (When Order was Created)

         5. Status

         6. Service Writer

         7. Technician

         8. Open/Posted

         9. Odometer

         10. Total Hours

         11. Order Total

   7. Dollars

      1. Hover over the Dollar Amount for a breakdown of Parts, Labor, and Tax

   8. Hours

   9. Technician

   10. Service Advisor

   11. Inspection Name

       1. If no inspection is performed, the name will show “NO INSPECTION”

   12. Inspection Breakdown

7. To return to the Settings page click the three lines in the Upper right corner and select Settings from the menu options.