LEASE PLAN / E-REPAIR CLIENTS

erepair.leaseplan.com

tutorial to learn how to navigate the E-Repair portal

• When a (Lease Plan) client needs a vehicle serviced, they will call you or let you know when you stop by their school for your monthly follow-up.
• Pick up the vehicle by Lyfting one of your staff to their location.
• When the vehicle arrives to your shop, do a quick PMI and diagnose any issues so you know what to tell Lease Plan.
• Build your estimate in Shopboss.
• Call Lease Plan (1-800-323-0108) if not set up with their online portal E-Repair, to get authorization. Just follow the prompts.
• Once set up in E-Repair, you will have to login into erepair.leaseplan.com. You cannot use Chrome with this and if you fail to login more than 3 times, it will lock your account so you'll have to call Lease Plan.
• Here is the E-Repair tutorial to learn how to navigate the portal.
• When repairs have been authorized, complete the work and then submit for payment

7.a.)you will either have the option to get paid by a credit card or ACH.

• If your account is ACH, that means your set up on Net30 terms and your accounting team will be paid in 30 days. In Shopboss, simply make sure your mileage is correct and in the top right corner hit Close RO.
• If your account is set up for a credit card, you will receive a credit card number and then be able to run the credit card by going to the bright green button on your Shopboss work order labeled (Revisions/Payments/Fees) then select Manual Payment.
• The vehicle can now be delivered. Once your staff member delivers the vehicle, Lyft them back to your shop.