Level Up with RDN Pro: Efficiency Tools for Pro Subscribers

Enable RDN Pro features from the home screen by configuring Pro settings and enabling auto accept. Log out and refresh to use QuickBooks Online sync and auto invoicing.

Enable pro branches by navigating to management functions and branch zip code setup, selecting pro, and updating to save. Resolve duplicate zip codes to unlock pro reporting and auto accept.

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.

Set up pro reporting dashboards with 90 widgets, using the Repo Operations starter. Save changes, customize date ranges and filters, adjust colors and widget styles, and resize or rearrange widgets.

Access pro reporting from the graph icon to pull data from RDN and ClearPlan, customize filters, download reports, and track assignments, recoveries, and client and branch scorecards.

Automate invoicing with RDN Pro by configuring rules and metadata (condition report, status, disposition, photos) to auto-create or send invoices based on rate, taxes, and client settings.

Configure tiering for auto-invoicing by creating service rules, enabling tier-specific rates, and disabling the base rate for tiered items like involuntary recovery and repossession, while handling non-tiered items.

Learn to use internal fee approval in RDN Pro to approve fees internally, generate invoices based on the fee approval rate, and track statuses with the fee approval search.

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.

Create custom global client fee schedules with RDN Pro by selecting a global client, viewing details, and adding services like involuntary repo with rate and tax settings.

Enable auto-invoice to automatically bill services from a client profile by selecting an order type, choosing items like repo and bonus repo, and generating invoices from selected items.

Connect QuickBooks Online to your RDN Pro and map services and clients using exact names and case sensitivity. Save settings to enable bulk invoicing, date-range transfers, and automatic payments retrieval.

Enable the appointment queue to view a quick list of upcoming appointments and requests, filter by lot, and search by the last six of the VIN.

Enable the customized text and emails feature in Clear Data Pro, save a pre-populated message (up to 50 characters), and attach it to an appointment type for confirmation emails.

Level up with RDN Pro shows how pro users disable the Clear Data watermark by adjusting permissions and saving the setting, then sending photos to RDN to view watermark-free results.

Enable kiosk scheduling for contactless appointments, schedule and sign forms, capture a photo ID, collect initials and signatures, and complete the appointment with optional email delivery and fee checks.

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 Add RDN Forms to CD feature, select a form from the RDN forms dropdown including custom office forms in the forms tab, then generate in Clear Data for signatures.

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.

Enable save post-recovery searches in clear data pro, save a search for uploads, and use the post-recovery menu to review pictures set to upload before sending to RDN.

Enable the scheduler VIN limit to cap VINs per appointment, set the maximum in the transport calendar, and save changes to enforce it on future bookings.

Enable the Clear Data Pro feature 'Disable Sync Release Notes to RDN' to prevent overwriting release notes in RDN, then update VIN disposition and deliver to client without losing notes.