Quoting Integration - Advisor Training

Soon we're releasing integration between iService + Lightyear so that you can quote without any double entry. This 7-minute training is for Advisors already using iService to quote, and explains the 4 things you'll need to know. Then, you'll also watch a demo of 1 end-to-end quote so you understand how the work passes between yourself, technicians + parts.

For advisors already quoting through iService, the 4 things to remember are:

1. Check-in and check-out from Lightyear
   Pre-approvals will pull over to iService automatically. Parts will get the printed work order so they know to pre-sell their parts to the RO. iService will pull those parts in (during step #3 below).
2. Send to Parts
   Usually technicians click this after they add recommendations. But if they're still on paper at your dealership, you'll need to click it after you put them in. It creates an Estimate in Lightyear so Parts knows to do their thing.
3. Pull Parts
   You'll get a notification in Lightyear when Parts is finished. Open the RO in iService and click Sync with DMS to pull the parts over. 
4. Approve work
   After the customer makes their selections, clicking Approve Work syncs those decisions to Lightyear's Estimate. That's Parts' cue to transfer the approved job & parts to the RO.