auto xtion communication platform | member user manual...auto xtion communication platform | member...

Auto Xtion Communication Platform | Member User Manual Bringing Independent Mechanics Together

AUTO XTION COMMUNICATION PLATFORM �1

Auto Xtion Communication Platform | Member User Manual 1Bringing Independent Mechanics Together 1

Welcome to Auto Xtion ! 4

Chapter 1. 5Member Registration 5

Sign Up to Auto Xtion 5

Log In to Auto Xtion: 7

Logout from Auto Xtion: 9

Chapter 2. 10Dashboard 10

Chapter 3. 11CRM - Customer Relationship Management 11

Lead Generation 12

Lead Qualification 14

Customer Creation 14

Chapter 4. 16Promotions 16

Promotion’s Management 17

Chapter 5. 20Service Request 20

Service Request Management 20

Chapter 6. 22Appointments 22

Manage Appointments 23

Chapter 7. 24Feedback 24

Customer Feedback 24

Chapter 8. 26Profile Management 26

Manage Profile 26

Enrolment Details 27

Business Card 27

Chapter 9. 29


Common Platform Features 29

Search 29

Sorting 29

Pagination 30

Chapter 10. 31Member Role 31

Chapter 11. 32Header 32

Footer 32

Contact Us 32


Welcome to Auto Xtion !Auto Xtion Communication Platform is a feature-rich platform built to enhance the channel between Independent Mechanics (Members) and their Customers, built on open-source technology that provides online members & Customers with unprecedented flexibility to schedule Appointments, Service Requests and many more modern day features. Designed to be completely scalable, Auto Xtion Communication Platform offers its Users a stable, secure and enhanced solution.


Chapter 1.

Member RegistrationFor accessing the system, an Independent Mechanic (Member) needs to register to the Auto Xtion Platform by giving a certain amount of Membership fee and preceding every month service fee for availing the platform services.

Sign Up to Auto Xtion

1. For a new Member, do the following: a. In the address bar of your browser, enter the URL of the site.URL looks like this:

http://www.portal.autoxtion.com.au/registration/member-sign-up b. You will view the following screen on your browser:


http://www.mystore.com/registration/member-sign-up

c. Click on Auto Xtion Subscription plan to view it, following pop up window will open in your browser:

d. Click Close button on the bottom right of the pop up. e. The registration form has two sections namely, Registration your personal details and

Payment section. f. Enter all the mandatory fields marked in asterisk in the Registration section and enter

your credit card or debit card details to process the payment according to the subscription plan.

g. Kindly take a note of your password, as it will be used for signing into the platform.

h. Appropriate error message will be displayed if anything is missed or any wrong data is entered. For example:


i. After filling the details, Click Register button to process your payment and save your details to the system.

j. Post register, following are the things that happen: ✓ Redirected to succesful registration page. ✓Click on Login link, you will be redirected Log In page.

✓An welcome mail is sent to the email you mentioned at the time of filling the registration form.

Log In to Auto Xtion:

2. For a Registered Member: a. You will see the the above section (1- i.) after successful registration or you can

access Log In page by using the below mentioned url in the address bar of your browser, URL looks like this:

www.portal.autoxtion.com.au/registration/login b. You can log in to the platform by entering your registered email and password which

you used at the time of registration. c. Appropriate error message will be displayed if anything is missed or any wrong data is

entered as shown in section (1 - h.). d. If you enter wrong email or password the following error message is displayed on your

screen:

e. After filling in the correct information on the Log In page, Click Log In button, you will be redirected to the below screen. We will discuss this in details in the course of this document.


http://www.portal.autoxtion.com.au/registration/login

f. In case you have forgotten your password, Click on Forgot your password? link, you will be redirected to the below screen:

g. Enter you registered email id and Click on Recover my password button, following actions will be performed: ✓ A recovery email will be sent to your registered email id ✓ You will be see the following screen:

✓ Click on the recovery link given in your email, you will see the following screen in the browser:


✓ Enter your new password, Click Submit button.

✓ You can Log in to the platform with you new password.

Logout from Auto Xtion:

You can logout of the platform by clicking on the Logout button in the right drop menu as shown:


Chapter 2.

DashboardOnce you have successfully logged In to the system, you will see your Member Dashboard. Dashboard will give you a holistic view of the important features of the application. Presently the dashboard shows you the Number of Leads, the Number of Customers, the Number of today’s appointments and request, etc. Below shows how the dashboard will look on your screen:

You can directly navigate to the list screen from clicking on any of the column. The features of dashboard will be evolving over the time you use this platform and will give you a better understanding of your customers and their needs.

More Features Coming Soon !!


Chapter 3.

CRM - Customer Relationship Management

Customer relationship management (CRM) is a term that refers to practices, strategies and technologies that companies/small business use to manage and analyse customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth.

Presently the CRM contains the basic features for a business to onboard its Customers to the system. We will show you how CRM will work and how you benefit from this for your business.

❖ Lead Generation : Lead generation refers to the capturing of consumers interest toward purchasing products or services. These sales leads are captured through various sources, including promotions, exhibitions, referrals, phone calls and branding.

❖ Lead Qualification : The lead qualification process is essential to lead generation. This is that stage where you gather most important information of the lead and see that if he/she will qualify your on certain basis to become a customer of yours.

❖ Customer Creation : Once the lead is qualified , the lead is converted automatically into your customer. Once this is done, then you and your customer is in a state of availing your services.

You can manage your customers, see their activities,have follow-up’s, reminders with them which will lead to customer retention and driving your sales to a higher point.

1. From the navigation menu, Navigate to CRM and click Lead Generation.


2. You will be navigated to the following screen:

This will show the list of lead’s once you have added them into your platform.

Lead Generation

a. To add your first lead, click Add Lead button and you will be redirected to the following screen:


b. Add the personal detail of your potential customer in the text columns into your system as shown below:

c. Click Submit button to save the details of the lead. ✓ A confirmation email with the customer’s username and password. ✓ A link to platform where customer can communicate with its member.

d. Multiple Vehicle can be added once one request is submitted. e. Once the data is submitted, the following lead will be available in the list of all lead’s

available as shown:


f. You can click on the Name column to view and edit the details of the lead.

Lead Qualification

a. Lead will be qualified automatically to become a customer once he successfully books a service request with you.

Customer Creation

a. You can see the list of qualified leads in the customer list page.


b. You can deactivate a customer by using Change status Action. Once the customer is deactivated, he/she will not be able to log In to the system.

c. For loading your previous customers into the platform, Click Existing Customer button. A pop up window will open in your screen.

d. Enter name and email id or phone number (Its highly recommended to enter the customer email address if you have both)for the customer and Click Generate Credentials. The following actions will be occur: ✓ This will generate a random password and email as username for the customer. ✓ A confirmation email with the customer’s with his credentials ✓ You will be redirected to customer list page with a newly added customer.

e. More Feature’s Coming Soon !!


Chapter 4.

Promotions

Promotions is special feature of the platform that lets you create unlimited amount of specials and offers for your customers.

Promotions will be made according to Make - Model - Year basis for a car. So the best part is customers will be able to see promotions only for their car plus any additional offers applicable to all cars.

1. For adding a new promotion , navigate to Promotions link in the navigation bar as shown:

2. You will be navigated to the list of promotions screen:


Promotion’s Management

a. To add new promotions, Click Add Promotion button you will be navigated to the following screen:

b. You can create a promotions according to different service types available in the drop down list as show

c. For all the service type available , except Others, discount is nessacary.

d. A random coupon code will be generated for every discount, which the customer can avail at the time for requesting the service from you using Service Request Module.

e. From Date and To Date are mandatory as it suggests from which time duration this promotion offer will be valid.

f. For Others , price field needs to field and a description if you wish to promote for any other services apart from the list. This is shown in the next screen.

g. Once you fill in all the details, Click Submit button.

h. You will be redirected to the list of promotions with newly created promotion added.


i. To Edit a Promotion, Click on the first column highlighted in Orange colour, as shown:

j. You can view and edit the existing promotions you just created.


k. You can delete an existing promotions by clicking on delete Actions in front of every promotion you created on the list of promotions page.

l. You will be prompted with the following screen, to delete a particular request.

m. Click Yes, to delete a promotion and No to cancel it.


Chapter 5.

Service Request

Service Request shows you the list of requests requested by your customers. Using this you can fix an appointment with your customers on given day and time.

1. For seeing your service request, Click Service Request, as shown:

2. You will be navigated to the list of service request page as shown:

Service Request Management

a. Click on the Schedule Appointment in the Action column highlighted in Orange to view and fulfil the request by the customer.


b. You will be redirected to the schedule appointment page as shown:

c. You will be able to see all the details of the request send by the Customer. d. You can now schedule a date and time Interval in which the customer can bring his car

for service. e. Fill the date, from time, to time and Click Submit. f. An email will be sent to the customer with the details of his appointment. g. You will be redirected to the list of appointments page as shown:


Chapter 6.

AppointmentsYou can manage all your appointments from a single location.

1. For seeing your all your appointments in Scheduled and Completed state, Click Appointments, as shown:

2. List of all appointments will be shown:


Manage Appointments

a. You can view the scheduled appointment by clicking on the customer column in the list. b. Once the job is completed , you can click on Job Completed button to complete the

job. c. Deleting an appointment. Click on delete Action on the list of appointments, following

screen will be shown:

d. Click Yes, to delete an appointment and No to cancel it. e. Once the appointment is canceled, an email will be sent to the customer giving the

reason for cancelling. f. Member can reschedule an appointment, an email will be sent to the customer giving the

reason for cancelling. g. Re-Schedule appointments and More Feature’s Coming Soon !!


Chapter 7.

FeedbackThis will contain the list of feedback’s that your customer has given to you service. Customers are provided a list of questions for feedback which they will answer and help you improve your customer service in an efficient way.

You can view all your feedbacks from a single location.

1. For seeing your all your feedbacks, Click Feedback, as shown:

2. List of all feedbacks will be shown:

Customer Feedback


a. You can view the customer feedback by clicking on customer name.

More Feature Coming Soon !!


Chapter 8.

Profile ManagementOnce your account is created with Auto Xtion, you can manage your profile details, Enrolment details and Business Card.

1. Navigate to the top right corner where your name appears, you will see the drop menu as shown:

Manage Profile

a. You can view your personal details by Clicking on Profile in the drop down menu. b. You will be navigated to the following screen which will show your details.

c. To update your details, change the details in the screen shown above and Click Submit. Your details will be updated.


d. To change password, click on change password tab.

e. Enter your Old password and new password twice, Click Submit. Your password will be updated.

Enrolment Details

a. You can view your enrolment details by Clicking on Enrolment in the drop down menu. This will show the details of your Auto Xtion Subscription Plan.

Business Card


a. You can view your business card by Clicking on Business Card in the drop down menu.

More Features Coming Soon !!


Chapter 9.

Common Platform Features1. On every list page, you can see the following screen using which you can do searching,

sorting and pagination.

Search

a. It is represented by 1. in the above image. This is a smart searched in which you can type any of the column parameters available in the list and it will search the whole list of values.

b. Examples of search shown:

Sorting a. Sorting is done as shown 2. in the top image in the ascending and descending order on a

particular column


1.

4.

3. 2.

Pagination

a. Pagination is done as shown in 3. in the top image. As the list values increases the number of pagination pages increases automatically.

b. You can choose on how many items you want to see on the list page as show.


Chapter 10.

Member Role

FEATURE ADD EDIT VIEW DELETE / CHANGE STATUS

Dashbaord

Lead Generation

Customer Management

Promotions

Service Request

Appointments

Feedback

Profile

Enrolment

Business Card

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Chapter 11.

Header Header contains the Menu items using which you can navigate to different features of the Auto Xtion Platform.

FooterFooter contains the links to different features of the Auto Xtion Platform

Contact Us You can get information about Auto Xtion and email us for any queries regarding platform and other related issues at [email protected]


auto xtion communication platform | member user manual...auto xtion communication platform | member...

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