How to use bulk features in TowLien

The services feature in allows you to select multiple services that are due and complete them at one time

⭐Updated 5/21/20 New bulk import, bulk search added

We will break this article down to four parts

What is and how to use bulk mail (sending letters)

What is and how to use how to use bulk search

What is and how to use how to use bulk import

What is and how to use how to view bulk services history

 

 

What is and how to use bulk mail (sending letters)

The feature is helpful for states that do not return owner or lien-holder information instantly or users that would like to wait till end of business to mail their notifications.

Start by selecting Bulk Services option on the navigation bar.

Bulk services

Sending Notices


Select the Send Letters tab
  1. Select the Service Type (letter you are sending First Notice, Second Notice, Good Faith Etc) and the Mail Type required (most states will have the default mail types already available)
  2. Select Find Vehicles
  3. Select the vehicles you would like to mail notifications (if you would like to select all  choose the top checkbox)
  4. Select Submit

BM_Steps

Your notifications will begin to process and you will be taken to the History Tab within Bulk Mail to view your notices.

 

 

What is and how to use how to use bulk search

The feature is helpful for customers who have imported from Dispatch Anywhere or have uploaded their vehicle list and want to complete all of the state searches at one time.  

Start by selecting Bulk Services option on the navigation bar.

Bulk services

Bulk Search

  1. Select the Search tab
  2. Select the Search Type 
    ⚠️(this is the state TowLien will search for the interested party information, please make sure the correct state is selected as these charges can NOT be reversed)⚠️
  3. Select Find Vehicles to populate vehicles that are available for search
  4. Select the checkbox next to the vehicles you would like to search from the above selected Search Type (Select the top checkbox to select all listed vehicles)
    ⚠️Before the next step review the total services charge that will impact your account, add funds if your services exceed your available balance.⚠️
  5. Select Submit Vehicles (Selected vehicles will be added to your search queue and populated under Vehicles with Actions Required once results are returned)
Bulk search

What is and how to use how to use bulk import

The feature is helpful for customers who do not currently use Dispatch Anywhere and want to upload multiple vehicles at once.  

Start by selecting Bulk Services option on the navigation bar.

Bulk services

Bulk Import

  1. Select the Bulk Import tab
  2. Select the Excel file to upload from your computer⚠️Your file extension Must be .XLSX ⚠️
    ⚠️(If you are unsure how to export your impound report or if your software's impound inventory export report is supported please contact us, we will work with you to add them!)
    💡If your software is not currently supported you can use our provided template to import your vehicles
  3. Select Import to populate vehicles 
Bulk Import

⭐Vehicles imported can be selected for batch search or will show under vehicles with Actions Required on the TowLien dashboard.  These vehicles will need to have impound details updated before letters can be mailed.  

 

 

 

What is and how to use how to view bulk services history

The history tab shows vehicles that have been processed using the bulk services option.  

Start by selecting Bulk Services option on the navigation bar.

Bulk services

Bulk History

  1. Select the History tab
  2. Select the Letter Count you would like to display
Bulk History

💡 The page will scroll within the window, use the up and down arrow keys or your scroll wheel on your mouse to show additional vehicles
💡The drop down for vehicles shown on one page can be increased and additional pages are listed at the bottom of the window.  
💡Use the names at the top of each collum to quickly sort by VIN, Entered Date, Service Performed Date or Reference ID

 

If you have other questions please email us at support@towlien.com

Thank you!