
Set up auto accept rules to control which orders you accept, using client and lien holder filters, VIN criteria, SIP codes, and mileage or flatbed fees.
Navigate to the auto-invoice report in the RDN Pro app, then filter by service name, log type, and subtype, and view case number, client, status, and log date.
Enable manual archive in Clear Data Pro, then archive single or multiple VINs and releases by selecting done, confirming, and initiating the 24-hour archival process.
Enable sync photos to RDN on upload in Clear Data Pro to automatically transfer photos from Clear Data to RDN after upload, and verify photos on the RDN case page.
Unlock the full potential of your RDN Pro upgrade. Designed specifically for Full Version Pro subscribers, this course provides deep-dive training on RDN’s powerful automation suite. You will learn how to configure and utilize Auto Accept, Auto Invoicing, and Cleardata Pro to streamline your daily workflow and reduce manual administrative tasks.
What You Will Learn
Auto Accept (24/7 Case Management): Make RDN work for you around the clock. Learn to set specific rules based on order types, clients, lien holders, and coverage areas to accept cases automatically. We will also cover how to automate flatbed/mileage fee requests and plate purchasing.
Auto Invoicing (Office Optimization): Increase office efficiency by automating the creation and delivery of invoices. You will learn to establish guidelines for auto-invoicing based on case status, disposition, condition reports, and order types.
Cleardata Pro (Post-Recovery Streamlining): Master your post-recovery processes. Topics include customizing text and email communications, managing manual archiving, integrating RDN forms, and setting up contactless appointments. (Must have an active Cleardata account please contact support to get started.)
If you are ready to optimize your workflow through automation, this course is the perfect starting point. For questions regarding Pro subscription upgrades, please reach out to our support team.