AutoVitals typical implementation process:
Initial Consultation: AutoVitals consults with the shop to assess its goals, current processes, and integration needs.
Solution Customization: The AutoVitals team designs a tailored implementation plan, choosing and configuring the right modules (DVI, CRM, workflow, etc.).
Account Setup & Integration: The software account is created. Integration with POS/shop management systems and data migration (if needed) is performed.
Training Sessions: Shop owners, service advisors, and technicians receive comprehensive onboarding and hands-on training from AutoVitals experts.
System Configuration: Workflows, inspection templates, customer communication settings, and websites are set up to match the shop’s preferences.
Go-Live: The platform goes live for daily operation, with support present to assist during the initial transition.
AutoVitals offers significant customization options that allow it to fit the specific needs of various auto repair businesses. Here are the key data points regarding its customizability:
Customizable Workflow Management: AutoVitals provides a workflow management system that can be tailored to the unique processes and structure of each shop, giving them complete visibility, better communication, and flexible job management. Enhanced workflow notifications can also be tailored to suit a shop’s preferred operations and communication preferences.
Multiple Product Packages: AutoVitals offers several product packages—such as DVI.X, SmartFlow, SmartFlow.X, DigitalShop.X, and Web. X—enabling shops to select a solution that best aligns with their business needs, from fundamental digital inspections to full-scale workflow and CRM integration. These packages are designed to give shops flexibility in feature selection based on their requirements.
Feature Customization: The platform allows customization of various settings, such as service intervals for individual vehicles, customer information, and reminders. For example, shops can adjust service intervals, odometer tracking, and personalized maintenance reminders—ensuring recommended schedules align with customer driving habits.
Integrated CRM and Communication Tools: Shops can tailor customer engagement using automated follow-ups, marketing campaigns, and reminders, with messaging that draws on previous inspections for personalized outreach. This customization helps increase loyalty and fill appointment slots.
Customizable Digital Inspections (DVI): Shop owners can configure digital vehicle inspection templates, image editing tools, and canned notes. This allows for transparency that matches each shop’s communication style and technical needs.
Custom Websites and Digital Marketing: AutoVitals develops mobile-optimized, SEO-driven websites customized for each shop to attract and convert local customers, and manages business listings to ensure accurate online presence.
Integration with Existing Systems: The platform supports integration with major point-of-sale (POS) systems and other shop management software, ensuring that shops can add AutoVitals’ capabilities without leaving their trusted tools.
AutoVitals provides training and robust support options for new users to ensure a smooth onboarding and effective use of their platform. Here’s what new users can expect:
Video Training Courses: AutoVitals offers detailed video-based training, including step-by-step guides on essential functions like using the Today's Vehicle Page, organizing workflow, dispatching and prioritization, internal and external communication, and editing inspection reports. Specialized videos address tablet usage and integrating with point-of-sale systems.
AutoVitals Academy: New users have access to AutoVitals' Academy, which features a library of instructional videos and best-practice guides designed to help shops get the most out of the system at their own pace.
Hands-On and Workshop Training: There are in-person workshops and best practices training sessions available periodically for more intensive, hands-on learning.
Onboarding Process: AutoVitals provides a structured onboarding process and timeline for new users. This includes guidance on setting up the system, adding employees, and customizing workflow steps to suit the individual needs of a shop.
Support Channels: Multiple support options are available, including:
Phone support (toll-free number),
Email and help desk services,
Live chat,
Direct communication tools inside the application for quick help and troubleshooting needs.
AutoVitals implements several security measures and data protection policies to safeguard customer and vehicle data:
Data Encryption: Sensitive information, such as credit card numbers, is encrypted during transmission using Secure Socket Layer (SSL) technology. This ensures that personal data transferred over the internet is protected from interception.
No Storage of Credit Card Data: Credit card information is never stored on AutoVitals servers, reducing the risk of financial data breaches.
Secured Servers and Firewalls: All account information is stored on secure servers protected by firewalls, providing a barrier against unauthorized access.
Role-Based Access and Authentication: Only authorized personnel are granted access to personal information for support or troubleshooting. Any company or third party involved must meet security standards consistent with AutoVitals' policies, and their access is strictly limited to providing services to users.
Access Controls and Monitoring: AutoVitals logs and monitors access to sensitive information, helps prevent illegal activity, and uses technological systems to detect anomalous activity or potential abuse. Steps are taken to address or suspend functionalities if suspicious activity is detected.
Client Data Ownership: Shops retain full ownership rights to their data. AutoVitals does not contact clients directly or use client data for unrelated business or marketing purposes.
Policy on Disclosure: Personal information is only disclosed under certain conditions—such as compliance with law enforcement, fraud prevention, or user violations of service terms—and is never sold to third parties for marketing.
AutoVitals releases software updates everymonth or more frequently, as demonstrated by their published release notes, which show updates rolled out every month in 2025 (such as in July, June, May, April, etc.). These updates include new features, enhancements, bug fixes, and usability improvements.
How updates are managed:
Release notes are published for every update, providing details on new features, changes, and resolved issues. These release notes are accessible through the AutoVitals support portal, keeping users informed about what has changed.
Updates may include both minor improvements (such as UI tweaks, additional customization options, and workflow enhancements) as well as larger feature additions—like new service reminder templates or export features.
The update process is managed centrally, with the software updated remotely so users do not have to manage manual installations or risk system downtime.
AutoVitals’ policy on data ownership and portability is as follows:
Data Ownership: You (the client or shop owner) retain full rights and ownership over your own data stored within the AutoVitals platform. AutoVitals states explicitly that while it owns the storage infrastructure, databases, and the application itself, it does not claim any rights over your business’s data. AutoVitals will never contact your clients directly, nor use your data for its own business purposes, to compete with you, or to market to your customers.
Data Use and Confidentiality: Customer-specific data (like contact information, vehicle details, and invoices) is only used to provide services to you, and is not sold, rented, or used for direct marketing by AutoVitals. Both you and AutoVitals are required to keep each other’s confidential information secure and to only use it for purposes related to your business relationship.
Portability: Upon request or at the termination of service (and settlement of outstanding payments), your data (and accounts or domains managed on your behalf) will be released or returned to you. The policy provides for data to be handed back, and for confidential information to be returned or destroyed upon request.
AutoVitals’ terms and conditions for contract renewal and cancellation include the following important data points:
Automatic Renewal: Contracts are typically set up to auto-renew unless you provide written notice of cancellation before the next renewal period or as specified in your Order Form.
Fee Increases on Renewal: During any renewal term, AutoVitals may increase monthly subscription fees for recurring services (including software access, texting, and user licenses), but is limited to no more than one increase per renewal year. At least 30 days’ advance notice is required for any fee increase to go into effect.
Cancellation by Client: You may terminate the agreement by providing written notice. If you do not agree to the modified terms introduced by AutoVitals (following a change notification), your sole remedy is to terminate the agreement and stop using the services.
Final Payments Upon Termination: Upon expiration or termination, you must pay any unpaid and outstanding fees as of the termination date. AutoVitals may automatically charge your payment method for those amounts.
Refunds: Fees already paid (including subscription and service fees) are generally non-refundable, except as expressly specified otherwise in the agreement.
Domain and Account Release: If AutoVitals has managed or purchased any website domains or associated accounts for you, these will be released back to you upon termination and after full payment of outstanding amounts.
Suspension and Termination by AutoVitals: AutoVitals may suspend your access or terminate the agreement immediately if it reasonably believes you are in breach of the agreement.
Changing Terms: AutoVitals may change its terms and conditions at any time, but will provide a minimum of 30 days’ written notice. Continued use after changes constitutes acceptance of the revised terms.
