Miscellaneous Admin Settings

In addition to creating and editing users, there are a few miscellaneous settings a user with admin permissions should set in the beginning and keep in mind as their location evolves.

• Email Templates and Display Name
• Hours after check-In to schedule follow up
• Reset Follow-Up Time
• Post Estimate with Quick Action Button
• Platform API Settings
• Parts Quotes

Email Templates and Display Name

Users with admin permissions, can choose their company Display Name for system emails and modify the templates for those system emails from the Email Templates screen. 

By default, the Display Name is set to Decisiv.

To open the Email Template screen, click Admin from the menu bar, then click Email Templates.

NOTE: When changing this name, be sure to use only letters, numbers, and white space. Special characters are not supported.

To learn more about editing email templates, watch this video:

Hours after check-In to schedule follow up

You can use the Hours after check-In to schedule follow up setting to set automatic Follow-Up Times for a case after check-in.

The Follow-Up Times are determined by the number of hours you enter added to the time the user clicks the Check-In button.

For example, if you set it to 24 hours and a user clicks Check-In at noon on a Tuesday, the Follow-Up Time is set to noon the following day.

To set automatic Follow-Up Times:

1. Click Admin from the menu bar, then click Location Information.
2. Select the Features tab, and look for the Hours after check-In to schedule follow up field.
3. Enter a whole number for the number of hours, and click SAVE FEATURES.

Reset Follow-Up Time

By default, when users click the Asset Ready or Asset in Service quick action button, the follow-up time is also automatically set based on the Hours after check-In to schedule follow up setting on the same screen.

If there’s no real follow-up action required by your location, you can disable this setting so that the Follow-Up Time is cleared.

This is especially helpful if your cases do not automatically close from their DMS, and your cases frequently turn red due to expired Follow-Up Times.

To change this setting:

1. Click Admin from the menu bar, then click Location Information.
2. Select the Features tab, and look for the Reset Follow-Up Time dropdown.
3. From the dropdown, select a value, then click SAVE FEATURES.
   
• Yes - reset the follow-up times when users click the Asset Ready or Asset in Service quick action button
  
  
• No - clear the Follow-Up Time users click the Asset Ready or Asset in Service quick action button

See also: Use Quick Actions

Post Estimate with Quick Action Button

By default, when users click the Asset Ready or Asset in Service quick action button, the most recent estimate is posted to the fleet customer for viewing and approval.

If you disable this setting, users need to click Request Approval to send the estimate to the customer.

To change this setting:

1. Click Admin from the menu bar, then click Location Information.
2. Select the Features tab, and look for the Post Estimate with Quick Action Button dropdown.
3. From the dropdown, select a value, then click SAVE FEATURES.
   
   
• Yes - send the most recent estimate to the fleet customer when users click the Asset Ready or Asset in Service quick action button
  
  
• No - require users to click Request Approval to send the estimate to the customer

See also: Use Quick Actions

Platform API Settings

The Platform API screen allows you to manage settings and configure the notification endpoints or bearer tokens.

To open the Platform API screen, click Admin from the menu bar, then click Platform API at the bottom of the Dealership Profile section.

 If no profiles are generated, click CREATE A NEW PROFILE to configure a new one. 

Parts Quotes

The Parts Customization section of the Admin Tools allows you to se up pricing by customer, pricing by price codes, or simple markup. 

To begin configuration of any of these, click Admin from the menu bar, then go to the Parts Customization section at the bottom of the screen.

If you have different prices for specific customers, click Pricing by Customer or Price Code, then click ADD NEW to add a price for a customer. Add as many as needed. Once added, click the name from the list to edit it.

When adding a new price for a customer, you'll need to enter the pricing source name. A description will help describe in more detail what the pricing source name is and will benefit other users when seeing this screen.