Service

Open RO - Welcome Message

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1 day Closed RO - Review Invite

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Declined Service (10 days)

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Open RO - Excluding these OpCodes (85, Oil, Matador, OBRPORT)

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12 month service Interval (OpCode = JOSH)

Only Toyota Vehicles

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90 day Post Service Follow-Up

Only for Customers who had ONE of these three operations done: (JOSH, AI, FIXOIL)

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For which DMS do we not receive Service Advisor First and Last Name? (Meaning we have to add the ID on the main platform users page)

• DealerTrack

• Reynolds

• CDK

To set up a service automation. What Template do I choose and what screen do I check to see if ROs are coming?

• Template: Repair Orders

  Screen: Repair Orders

• Template: Repair Orders Engagement

  Screen: Repair Orders

• Template: Repair Orders

  Screen: Repair Orders WareHouse

• Template: Repair Orders Engagement

  Screen: Repair Orders WareHouse

What is the purpose of enabling the “Last Closed RO” toggle in Matador Service automations?

• To send a message every time a new RO is opened.

• To prevent messages from sending if a new RO opens, restarting the follow-up timer.

• To cancel all messages scheduled to send for the customer

• To prioritize older ROs for follow-up