AutoIntegrate is a third-party software company used by rental car companies to approve/deny maintenance on the cars in their fleets.
To invoice via AutoIntegrate within Omega, first configure an account to use AutoIntegrate as its invoice method. Please ensure the Fleet Company ID field is populated with the appropriate ID given you by the AutoIntegrate team. This field identifies the fleet the account is associated with to AutoIntegrate.
Once an account has been configured with the appropriate Fleet Company ID, create a job using that account. After the job has been created, you'll need to submit a Repair Order (RO) request by clicking the "SEND TO FLEET" option for the job via the Jobs screen.
(Please note that the "SEND TO FLEET" option only appears for jobs whose account uses AutoIntegrate as its invoice method).
This will open a dialog outlining the information that will be sent to the fleet as a part of the RO request. You'll also have the option of adding notes to the overall request or to individual line items to help the fleet understand what work is going to be done and why.
Once you are satisfied with the information that will be sent, click the "SUBMIT REPAIR ORDER" button. The fleet will then have the opportunity to review the job and approve or deny the RO.
You can see the status of the RO by clicking the "SEND TO FLEET" option again. If your RO is denied, you'll need to review the reasons listed by the fleet in the Fleet Communication section of the job. This is access by clicking the "FLEET COMMUNICATION" button next to the SIGNATURE button, just below the line items on the job, or by clicking the three dots to the right of a line item and selecting the "FLEET COMMUNICATION" option from the dropdown there.
The main "FLEET COMMUNICATION" button shows all notes added by you or the fleet (including line-item-specific notes), whereas the line-item FLEET COMMUNICATION option only shows notes specific to the selected line item.
Once you have had a chance to review the feedback from the fleet, you can resubmit the RO by simply saving the job. Note that the save button now reads "SAVE AND SEND TO FLEET" rather than just "SAVE JOB".
When approval has been granted, you can schedule appointments and continue on with the job as normal. However, if any changes are made to the job that alter the approved RO, approval will need to be granted by the fleet again.
AutoIntegrate jobs are invoiced the same as any other invoicing method. Once the work has been completed, simply select the job on the jobs screen and click the "Invoice" option at the top of the screen. If the returned information is correct, selecting "YES" will invoice the job immediately. If the RO has been approved, the invoice will be as well.