Adding a workorder in Claire
When a repair order is not automatically associated from DMS with Claire, it is possible to add it manually. You can add it by clicking on the plus sign at the top center of the screen (See image below).
When you click on it, the following page called will open:
All fields marked with a red asterisk (*) have to be filled in. The information entered will be visible on the workorder list. Click here to learn more about it.
Get Customers button
This feature allows you to find linked customer and then if selected pre-filled customer information. Once a registration number is entered, click the Get Customers button to see the related customers and, if available, select the appropriate one.
For locations that have CDK Cloud API configuration, it will find the linked customers from your DMS and once the customer is selected, it will automatically pre fill the related data also from your DMS.
Get Cars button
This feature allows you to pre-filled car information if customer information was previously recorded in Claire. Once a customer name is entered, click the Get Cars button to see the related cars and if available ,select the appropriate one.
For locations that have CDK Cloud API configuration, it will find the linked cars from your DMS and once a car is selected . it will automatically pre fill the related data also from your DMS.
Car in shop button
The button Car in shop allows you to indicate that the car has already arrived to the shop, by displaying a new icon on the appointment list for that workorder.
Using the dashboard (workorder)
Purpose You will find the description of interventions on the repair order. But not only that! The repair order also contains points noted by the mechanic. In addition you can indicate on which points the customer has agreed.In the repair order you ...
Performing a check
In Claire you have the possibility to make various checks. It starts with Claire check followed by Final Control and Quality Control. Before starting a check you first have to open the work order. You can do this by clicking on the work order number. ...
Reading car details
Purpose The car details ables Claire user to review all information gathered about a car. Review car information is an important part of the Claire process. Details The navigation bar: At any moment, you can click on any of the element visible on the ...
Navigating the main page (workorder list)
Purpose Every action starts from the start page, you will also see all appointments of the selected day and the status of the appointment. Access By default, the start page opens as soon as you log in. You can alos open it by selecting Appointment ...
Adding a picture to a workorder
In the work order a photo of the car can be added to prevent the technician from working on the wrong car. Adding the photo in very easy. You click on the photo button, take a picture and it is automatically added.