In the majority of scenarios you can only create Assistance Request Forms from the lead. However some dealerships will have access to create an Assistance Request Form directly from the Assistance Requests screen. This is restricted to Demo, ...
At the bottom of the screen there is a red 'Submit' button. Clicking this will automatically trigger the email to your brand/group OEM as well as make the record appear in their corresponding screen for approval. If you need to trigger the email ...
Your customer will sign the T&C's by clicking on the 'View & Sign' button in the Terms & Conditions section. This loads the Write Up T&Cs you have loaded for the yard, and a signature box to get signed by the customer.
Only approved users can submit Assistance Requests. In addition the Assistance Request button will not be visible unless the primary listing is one of the approved brands set up for Assistance Requests.
The Assistance Requests screen is controlled by the Assistance Request role. If you can't see the screen but need to please ask your manager to email support@autoplay.co.nz with the request.