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This page holds recipes for common tasks. Pick the one that matches what you need to do. To understand what DVI is for, start with the overview. To look up which notification goes to whom, see the reference. Your notification addresses live in Location settings, which you reach from the gear beside your shop name in the DVI form. See getting started if you have not found it yet.

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Add someone to your notification emails

When: A new service writer joins, or you want a manager copied on approvals.
1

Tap the gear beside your shop name

2

Choose Location

3

Scroll to Notification Emails

The list shows one field per address.
4

Tap Add email

A new field appears below the existing ones.
5

Type the new address

6

Save

Save appears only after you edit a field. The change applies to the next report you send.
The new address appears in the list after you reload the page. DVI includes it when sending report confirmations and approval emails.
You can list up to five addresses. If you need more people involved, use a shared inbox or a distribution list as one of the five.

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Choose who receives customer replies

When: Replies are landing with the wrong person, or your service desk address changed. Report emails normally use a conversation reply address. DVI forwards replies through that address to every address in your location’s notification list. If DVI cannot set up the conversation, the report email uses the first notification address for replies. If the list is empty, it uses your location’s email instead.
1

Open Location settings

2

Find Notification Emails

The first field has a Customer replies go to this email note. Replies through a conversation address use the whole list.
3

Put the fallback address first

Retype the first field with the address you want as the fallback.
4

Keep every address that needs replies in the list

Keep the old address in another field if that person still needs forwarded replies.
5

Save

Save appears once you have changed something.
The Customer replies go to this email note sits under your fallback address. The list also contains everyone who needs forwarded replies.

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Stop notifying someone

When: Someone leaves, or a manager is getting more email than they want.
Keep at least one notification address for report-sent confirmations. An empty list uses your location’s email, without an account-list fallback.
1

Open Location settings

2

Find Notification Emails

3

Remove their address

Use the X beside their field.
4

Save

Save appears once you have changed something.
Staff can also receive notifications through separate channel preferences. Removing an address from this list does not change those preferences.

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Text the report instead of emailing it

When: A customer never answers email, or gave you a mobile number but no address. Choose the delivery methods for each contact when you send the report.
1

Tap Review & Send Report

If DVI asks Add a Walkthrough Video?, select Continue Without Video to proceed to AI Inspection Report.
2

Review the summary and services

3

Select Send Report

If DVI asks about a missing summary, Send Anyway continues without one. The Recipient list shows the customer’s email address and mobile number, each with its own checkbox.
4

Clear the email checkbox

5

Select the phone number checkbox

The selected checkboxes choose the delivery methods.
The Recipient section of the send step. A card shows the customer name Maria Rodriguez with an edit pencil. Below it are two selected checkboxes, one beside the email address and one beside the phone number.

Each contact's address and number has its own checkbox.

6

Send

The button counts your recipients: Send to 1 contact, or however many you selected.
The text arrives with your shop name and a link to the report. Text needs a mobile number on the customer’s record. Email needs an address.

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Send the report to someone else as well

When: A spouse, a parent, or a fleet manager is the one who approves the work.
1

Tap Review & Send Report

If DVI asks Add a Walkthrough Video?, select Continue Without Video to proceed to AI Inspection Report.
2

Review the summary and services

3

Select Send Report

If DVI asks about a missing summary, Send Anyway continues without one. The Recipient list opens.
4

Choose Add Contact

5

Enter the contact's name

6

Enter an email address or mobile number

You can provide both.
7

Select Add Contact to save the contact

8

Pick how to reach them

Each contact gets their own checkboxes, so you can email one person and text another.
9

Send

The button counts your recipients: Send to 1 contact, or however many you selected.
DVI sends the same report link to each selected address and number. Check any send errors before assuming everyone received it.

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A customer says they never got the report

When: You sent a report and the customer says nothing arrived. Work through these in order:
  1. Check any delivery error DVI displays.
  2. Check the customer’s address or number in the Recipient list.
  3. Correct any wrong details with the customer’s edit pencil.
  4. Select Update Contact to save your corrections.
  5. Select the checkbox beside the address or number you want to use.
  6. Send the report again.
The report can reach the customer even if the shop confirmation fails. Check Notification Emails in Location settings if your confirmation is missing. For help with a missing confirmation, contact support.

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Check notification recipients

When: You want to confirm your setup before you rely on it.
1

Open Location settings

2

Read the Notification Emails list

The list supplies recipients for report-sent confirmations.
3

Run an inspection on any vehicle

4

Send the report to your own address

5

Confirm the Report sent email arrives

It lands in every address on the list.
The confirmation reaches everyone you expect. If it is missing, check the notification addresses. For help with delivery, contact support.
For exactly which notification goes to whom, see the reference.

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Where to go next

Reference

Every notification, who receives it, and when it sends.

Overview

Why the customer approves on their own screen.