1 Get Started Training

Hello and welcome to your BodyShop Booster Training. Your Customer Success Team has created a step-by-step series of videos to guide you through the BodyShop Booster Application. Follow along with a pen and pad or if you're more adventurous log into your back office and test out what you learned.   

Step #1: Introduction

Key Takeaways

• Much more than simple photo estimating

• Communication and marketing tools powered by intelligent automation

• Web-based application – access from anywhere with a data connection

Next Steps

• Grab a pen and paper or log in and jump into the training!

Step Two: Access 

Key Takeaways

• The Back Office is your online portal to your BodyShop Booster information.

• What you can do in your Back Office:
  • Add new customers
  • Communicate with customers
  • Review customer information
  • Sell your estimate
  • Manage Shop Users
  • Manage Templates and Automation
  • Access reports

Next Steps

• Log into your Back Office

• Familiarize yourself with basic navigation

Step Three: Adding Users

Key Takeaways

• Estimators, CSRs, managers – anyone who will be communicating with customers in the sales process

• SHOP Users for shop access

• If you have multiple stores HQ Users can see all stores

• Customize alert settings and Do Not Disturb hours

Next Steps

• Add your Users

Step Four: Exploring BodyShop Booster

Key Takeaways

• Difference between the back-office and dashboard
• Exploring and understanding the back-office & dashboard is key for all users
• Select icons on the top and the side to create new profiles for customers
• Explore the horizontal customer profile row

- Updated 4/22 - New Survey reporting. Check out the update here.

Key Takeaways

• A continuation of our exploration in BodyShop Booster.
• Adding Customers
• Exploring the customer's horizontal profile
• Statuses & Life cycles

Next Steps

• Get familiar with the dashboard and the back office
• Add new customers to your back office and get an understanding of the customer profile row

Step Five: Share Estimate Tool

Key Takeaways

• Fill out the information on the form so your customer doesn’t have to

• Retail, Insurance, and Dealer options

• Text or Email to the customer

Next Steps

• Send the Estimate Tool to yourself

Step Five b): Using the Estimate Tool

Key Takeaways

• Verify information – name, contact, vehicle

• Identify the damage location and take at least two photos. The damage should be easy to see in the picture, so make sure you have:
  • Good lighting. Please ensure your photos are taken in well-lit areas, with minimal glare or shadows.
  • Clear visibility. Make sure the damaged area is dry and not covered by any objects, such as snow, dirt, leaves, drop cloths, boxes, etc.
  • Proper distance. The online guide helps you with taking each picture from the right distance. Some photos will need to be of the entire vehicle, and some will only need to be of a specific area.
  • Full vehicle access. Give yourself room to move around your whole vehicle so you can take pictures from all sides.

• Take video

• Add notes, submit the tool to back-office

Next Steps

• Use the estimate tool you sent to yourself previously to take some photos and a video of your cars in the shop, your keyboard, your coffee cup – really anything.

Step Six: Reviewing Information

Key Takeaways

• Information can be added/edited in the Customer Info section

• Use the Quick-copy tool to copy information quickly

• Use the filters to see the damage you cannot see on raw photos

• Zoom in/out and download/upload images

• Grab still images from the video

Next Steps

• Review your photos
• Practice applying filters and downloading

Step Seven: Communicating with Customers

Key Takeaways

• The Omni-Comm hub combines text, email, and voice communications

• Use templates to save time

• Add attachments to your messaging

• Send now or schedule to be sent later

Next Steps

• Practice communications

Step Eight: Template Basics 

Key Takeaways

• Create templates for commonly sent messages

• Saves time and creates a consistent message from the shop

• Use the Auto-Fill fields to personalize

Next Steps

• Create/edit necessary templates

Step Nine: Boost My Estimate

Key Takeaways

• Unique sales experience for the customer

• Send: Estimate, a sales video, repair scheduling, a rental reservation, an upscale and e-sign forms all at one time

• Allow the customer to move through the process

• Auto-follow-up for customers that do not move through the process

• Estimate tracking

• Send a sample estimate to yourself

Step Ten: BME Walk-in Customers

Key Takeaways

• Use when the estimate is created before the client is in BSB (such as in a walk-in situation)

• BSB reads the information off of the estimate to save you from keying it in

Next Steps

• Try using Boost My Estimate (BME) with customers and colleagues to get a feel for the program and fine-tune it to your needs.

Step Eleven: Customer Experience with BME

Key Takeaways

• The customer has the ability to move through the process
  • Branded with your logo
  • Influencer video
  • View estimate
  • Book Repairs
  • Opt-in/out of up-sale opportunities
  • Sign e-sign forms

Next Steps

• Run through this process a time or two to become familiar with the tool

• More training sequences coming soon

Step Twelve: Sharing Links

Key Takeaways

• Add different BodyShop Booster tools to your website in order to direct customers and clientele right into BodyShop Booster.

Step Twelve b): Sharing Links - AI Estimate booster

Key Takeaways

The AI Booster allows users to send estimates directly from CCC, Mitchell & Audatex and still have the customer profile created automatically in BodyShop Booster and trigger follow-up automation.  

Next Steps:

• Take these links and get them on your website so that customers can utilize the different tools offered by BodyShop Booster.