Advisor Review

Reviewing the RO and Parts Quote before sending to the customer

How to Review the RO and View the work before sending to the customer.
In the Advisor Review step, it's a way for Advisors to review the MPI and media before sending it to the customer for their approval and review. 
Each Store may have this step named something different, but it's typical that this step is simply called “Advisor Review”.

Start by going to the “Inspect” tab. 

Open the customer MPI by clicking on their name.

 

Here you can review the following: 

  • Inspection Video 
  • Original Customer Request and any notes there 
  • MPI recommendation and any custom recommendations 
  • All associated media for the MPI and custom recommendations

     
Once you review the MPI and Inspection Video you can Preview and Send the MPI, Inspection Video and Recommendations to the customer to approve. 

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