Frequently Asked Question

Integrated National account SOP

1. Greet customer and establish it is a national account which participates in Auto Integrate or Holman partner connect.
2. Record driver requests, go to the car, gather visual issues, VIN and Mileage.
3. Enter vehicle as “New Work Order” on Auto Integrate or Holman Partner Connect website.
4. If there is preventative or scheduled maintenance due based on mileage it will be given to you at this time.
5. Build ticket in Shop Boss with driver requests and any PM or SM.
6. Input fleet info in Vehicle Issue line remove tax and shop fee.
7. Have technician perform visual inspection in the bay and gather any other needs for the vehicle.
8. Build ticket in Shop boss with all needs and recommendations.
9. Build ticket on AI or HPC website and submit for authorization.
10. Once authorization is received update the driver on authorized repairs. (If RO is returned, find the reason and attempt to get what we can from them)
11. Perform authorized work.
12. Once work is completed go back to the website and mark work completed.
13. Once this is done go to TireHQ, under Transactions you will find Integrated Fleets.
14. There you will find a list of any integrated fleets that you have completed.
15. Select the RO and click submit. (make sure work matches what was approved in AI or HPC)
16. Within 24 to 48 hours you will receive a credit memo for the corresponding RO. This memo will have the discounts that TireHQ and TireHub takes off the ticket as well as the tire price they pay.
17. Match RO in Shop Boss to the dollar with the memo and Close Ticket.

Non-Integrated Fleets

1. Greet customer establish which National account they use and if they have their fleet material. ( card, passport, email)
2. Record driver requests, go to the car, gather visual issues, VIN and Mileage.
3. Build ticket in Shop Boss with driver requests.
4. Input fleet info in Vehicle Issue line remove taxi and shop fee.
5. Have technician perform visual inspection in the bay and gather any other needs for the vehicle.
6. Call national account and give them our findings and gain approval.
7. Once approved perform work.
8. Once completed, go to Tire HQ, under transactions. Select A for National Account.
9. There you will enter all billing info in accordance with the national account and all service codes for the work preformed and prices.
10. Once complete select submit.
11. Within 24 to 48 hours you will receive a credit memo for the corresponding RO. This memo will have the discounts that TireHQ and TireHub takes off the ticket as well as the tire price they pay.
12. Match RO in Shop Boss to the dollar with the memo and Close Ticket.