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Office Manager Workflow

Microsoft Edge | Setup​

  • Microsoft (MS) Edge Default Browser Settings
  • Audatex Internet Browser Settings

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Creating the Assignment​

  • Email assignment is received from AVIS
  • Create the AVIS assignment in the correct Alacrity office based on the vehicle location
  • Field notes will provide what brand/loss type will be inspected

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  • From the AVIS email - CREATE NEW ASSIGNEMENT

  1. AVIS MVA # is utilized for "Claim" # and "Insured Last" name

    • Drop the leading zero (0) from the MVA number prior to adding to FMS "Claim" # and "Insured Last"

  2. AVIS PO # is utilized for "Policy" #

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WebFMS | Assignment Creation​

  • Business Group
    • Automobile
  • Business Line
    • Commercial Auto Fleet
  • Service Type
    • Rental
  • Unit "Loss Type" must be identified
    • Select from the dropdown:
      • U-URW
      • X-Flexcar
      • Z-Zipcar

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  • Confirm the "Loss Type" if not included with the assignment information

    • Contact AVIS branch by phone or email

  • Facility Location

    • Must be completed
    • Must include the correct AVIS location
    • Address & phone # will be the inspection location

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  • Repair Facility
    • Will auto populate in MCE
      • Must match the Facility information in WebFMS
    • Must have the correct AVIS location

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ABG Workflow | Overview​

  • Vehicles are located at ABG facility
  • Three (3) AVIS brands:
    • URW
    • Flexcar
    • ZIPCAR
  • Typically, will not be repaired
  • Not the same as insurance assignments

Create Assignment | Audatex​

Status Update of Inspection | Request Validation​

  • As appraiser marks each assignment "Inspected" in WebFMS grid, open the assignment to review

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Audatex Valuation Request​

  • Office Manager will review the photos in each file to ensure the proper model, engine size, and all other options are confirmed to prepare for submission of the Audatex Valuation
  • If you need more details, please engage the appraiser or Avis's representative to confirm any options you have questions on

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  • Office Manager will go online to Audatex, enter the required information and submit the valuation request

    • Link to Creating a Valuation Request
    • The Office Manager will run the valuation in Audatex and add the valuation PDF to the "Attachments" tile

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Returning AVIS Assignment​

  • Review Appraiser's Estimate
    • AVIS Profile | Located at bottom of page

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  • Verify only OEM parts utilized
  • Ensure all required photos are properly labeled and attached
  • Review Appraiser's Estimate
  • On Page #1 of Estimate
    • Ensure ESV # in "Prior Damage Notes"
      • Must be entered as None; ID # 000000 #
      • Always 6 digits, no decimals, no cents

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  • Review Appraiser's Estimate
    • Valuation Audatex Request # in Remarks
    • Located directly above "Estimate Totals"
      • EXAMPLE FORMAT: Audatex #58353518

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Return of Assignment & Invoicing​

  • From the "Invoicing Tile", select "Send/Extract"
  • Select "Invoice Only"
  • Select "Send"
    • Verify the recipient(s) email address(es) are accurate

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Return of Assignment via Audatex​

  • Select "Send/Extract" again
  • Select "Portal"
  • Select "Include EMS?"
  • Select "Extract File"
    • Files will extract to your download folder

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  • Documents will be sent to your download folder after extraction
  • Move to "WEBUPLD" Folder
  • Once moved, files are now ready to be uploaded to Audatex

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Uploading Assignment to Audatex​