Authorizing Repair Orders | ALLDATA

1. Click Setup >> User Options >> Twilio Text Service.

2. Verify Twilio is enabled.

   

   • Note: See Enabling Twilio Text Messaging Service for information on how to get started with a new Twilio account.
3. Click Enable Sending Link via Text.
4. Verify or update your Company Information.
5. Under Options, choose the number of days that authorization links will remain active once they have been sent.
   • Note: The Authorization Status Report will display authorizations for the active link timeframe plus and additional 7 days.
6. Click Save.

Repair order authorizations can be sent if the following requirements are met:

• A customer with a mobile phone number is selected.
• The Repair Order has at least 1 Line item with the total dollar amount greater than $0.
• The document has been saved as an Estimate or Repair Order

send an Authorization Text

1. Click the Send Authorization via text button from one of the following locations:
   • The Work document
     
   • The Repair Order Authorization popup screen
     
2. A text message will be sent to the listed phone number and the Pending Authorization notification will appear. 
3. Your customer will complete the following tasks:
   • Open the SMS message and click the authorization link that was included.
     
   • Review the document and select Approve or Decline.
     
4. After your customer has made a decision and the next time your page reloads, you will see the following notifications:
   • The authorization status notification on the work document will be updated to reflect the customer's authorization decision. 
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   • The Authorizations button will be updated to show the total number of all new customer authorizations.
     

1. Click the Send Authorization via text button >> choose the option to Cancel Authorization Link or Resend Authorization Link.
   

Note: The Authorization Status Report will display authorizations for the active link timeframe set on the Twilio Text Messaging Service settings page, plus an additional 7 days.

1. Click the Authorizations button in the header.
   

2. Search the Authorization Status Report or filter by any of the following:

   

   • Document State:
     • Estimate
     • R/O
   • Authorization Status:
     • Pending
     • Approved
     • Declined
     • Expired
     • Cancelled
3. Click a checkmark in the Select column to open the associated work document.