Learning Center

Logging In

Overview: Here all participants will go to the same login page to access their portals. There are 3 portals depending if the user works for an insurance company, works for an auto body shop, or if they are a customer (insured or owner). The username and password are retrieved from an email after being invited to the system.

1. Click on the drop down box to select either (shop, insurance, or customer).
2. Use your username and password.

Manage Employees

Overview: You can manage your shop's employees in the users settings page. Here you will add employees and change their personal information. You must be a user with Admin access. This person will be whoever signs up for the shop.

Add an Employee:

1. Click on the menu button on the top left.

2. Click on the users link.

3. Click add Employee.

4. Put employee's email in the system. This email can't be used by any other shop, or it will stop the process.
5. Add username for the employee. Example might be jsmith123 (if the employee's name was john smith for example). The username has to be one that is not used by anyone else in the system.

6. Click save and refresh your web browser.
7. Now you can fill in the employee's personal information.

Manage Subscription

Overview: You can start and stop your subscription at any time. View when it's due and when it will renew. Subscriptions will renew every month. You must be an admin to see this page. Here you can add payment options or stop/start a subscription. You will be redirected to a stripe customer account when you click on the manage subscription button. At no point will your payment information exist in Repair Bay Evolution.

1. Click on the top left menu.

2. Click on the manage company link.

3. Click on Manage Subscription.

Jobs Display

Overview: The Jobs view will list all your jobs. Click on any row to open up the details of the job. You can see there are some controls like adding a job or settings where you can change the general layout of the jobs view.

Settings

This will let you choose what columns to be displayed. These settings are saved on your device so you only have to change it once.

1. In the jobs view, click on the "Settings" button.

2. You will see some categories like Vehicle, Owner, and Insured. Click on a category.

3. Now you will see columns that can be toggled. Either adding or removing columns from the jobs view.

Add a Job

1. Click on the "Add Jobs" button.
2. You will notice that there is a blank line in the jobs view. This new job can now be used.

Add Parties to a Job

Overview: A party is anyone associated with a job. Insured customer, owner, insurance agent, adjuster, shop employee, or organizations like rental companies. Add any number of parties to a job.

• Add person will add an individual to a job. This person can be an insurance agent, insurance adjuster, a vehicle owner or the insured person for the vehicle.
• Add Organization - This party member can be any company associated with the job.

Create a Communication Method for a Party

Overview: There are two data types for contacting a party. Either an address or other (phone number or email).

1. Click on the Job.
2. Click on Contacts.
3. Find your contact you wish to add a contact method for.
4. Click on either Add Address or Add Other Communication.

Give Insurance or Customer Access to a Job on Their Portal.

1. Select a job.
2. Click on contacts.
3. Find the person you wish to give access to the job.
4. Find the contact method with the type of "Email" or create one if none exist.
5. Verify that the type is either agent/adjuster for a person working for the insurance company or owner/insured for a person that the vehicle belongs to. You switching between customer and insurance will change what portal they can log into.
6. Make sure the email is valid. They need your verbal or written consent before you move to the next step.
7. Click "Invite". This will generate an email with a username and temporary password. If no invite button is visible, you can skip this step because they are already in the system or have opted out of all emails.

8. Click on "Customer Portal Access" or "Insurance Portal Access". This label is determined on the contact type.
9. Now we can choose what chatrooms they will have access to for this job. There might be no chats to select if there were no chats created for this job.

Create a Chatroom

Overview: Chatrooms are places where users will communicate with each other. A job can have as many chat rooms as you please.

1. Click on the Job you wish to add a Chat room to.
2. Click on chats.
3. Click on add ChatRoom.
4. Add a name for that chat. This name will be available to all participants.

Get In-App Notifications for Unread Chats

1. Click on the job.
2. Go to the chats section.
3. Click on your chat.
4. In the drop down, click on employee names you wish to get an in app notification.

Media

Overview: You can add photos to the media section to be viewed by anyone that has access to the job.

Adding Media

1. Click on a job.
2. Click on the media tab.
3. Click on Add Media.
4. Either drag and drop a photo or browse on your device to the image.
5. Click upload and wait for upload finalization.

View the Gallery

Overview: This section is available in all portals but Insurance users and customers can only see media that they are given explicit viewing privileges for a job.

1. Click on a job.
2. Click on the media section.
3. Click on "Gallery".

Give Customer/Insurance Users Access to Media

1. Click on a job.
2. Click on the media section.
3. Find your photo you want accessible outside the shop employees.
4. Click on the drop down to select one or more user types that will have access.