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 can also change stage of the process. When you start a sub-process, for example setting up a quote, you can enter it here. This way, everyone can see in which stage of the process is the vehicle. You can access the repair order by clicking on the vehicle WO number in the main menu.
Image of the dashboard
Tables of items of the dashboard
Name | Description | Link of related article | |
| 1 | Picture of the vehicle | Picture of the vehicle | Click here for more info |
| 2* | Car makers's interfaces button | Quick access to car makers's interfaces (S for Peugeot and ICM for Renault) | Click here for more info |
| 3* | MCC Button | To make it easier for service advisers to request MyPeugeot, MyCitroen or MyDS cards | Click here for more info |
| 4*** | DBB Button | New optional feature still in developpement | Click here for more info |
| 5** | RDW Button | Allow you to obtain info from the RDW website. | |
6 | Logs | Only visible admin, will open a modal with a list of all activities. | |
| 7 | Customer Data section | In the information bar you will find customer and car information. When you click on it, more information will appear in a popup window. For locations that have set this possibility between Claire and their DMS, internal workorker will have this icon | |
8 | Pin workorder | Pin to keep the appointment listed in the today's date for all users for that location. | |
| 9 | Progress bar buttons | Change the progress in Claire when the control is reported completed. | Click here for more info |
10 | Print key label button | Display a simple layout to label key. | |
| 11 | Adding a note button | From here you can:
| Info: Click here for more info Barckorder: Click here for more info Note: Click here for more info Main note: Click here for more info Call note: Click here for more info Add file: Click here for more info Customer bill: Click here for more info |
| 12 | Dollar sign button | The dollar sign can be used once the customer has paid. | Click here for more info |
| 13 | Star button | The star can be used when it is a VIP customer. | Click here for more info |
| 14 | Shopping cart button | The shopping cart can be used to indicate that all parts are made available by the storekeeper. | Click here for more info |
| 15*** | Customer Communication Button | Button that allows you to communicate to your customer details about the interventions directly from Claire in the form of an email or SMS. | Click here for more info |
16*** | Customer Communication URL | Open an url to see the latest customer communicattion sent to a client. | |
17 | Event bar | The progress of the work process is indicated with time when the process started and name of the person who runs the process. Since V7.10.39, the number and name of the checklist will be displayed and since V7.10.40, you can now click an event that has a check# for the page to scroll down to that check. | |
18 | Advised and critical items history | Advised and critical items history | |
| 19 | Important item section | Important note added will appeared in this section | |
20 | Add intervention button | Add intervention | |
21 | Icon eye button | It allows you not to list one or multiple intervention(s) on the printable work order. | Click here for more info |
22 | Intervention description | Description of the intervention entered in the DMS | |
23 | DMS Intervention section | There is indicated the reason for the passage workshop, a possible comment, the customer agreement, an image and if the part concerned was repaired or not. | |
24 | Client's approval | Thumb up signified customer has approved intervention and the opposite is a thumb down. | |
25 | Elements/Subitems | ||
| 26 | Check header | Under the job description you will find the additional parts list and the list chosen by the mechanic with the points that have been determined. Since V7.10.39, the checklist number, mechanic name and timestamp will now be indicated. | Click here for more info |
27 | PDF button | This button put togehter the workorder in a printable format. | |
28 | Customer Communication clients's response | Icon visualizing the response of the client for each intervention. | |
29*** | Intervention indicator | Showing the degree of importance of each intervention found by the mechanics. | |
30 | Snooze button | You can activate the snooze function by clicking on it. | |
31 | Pin button | You are able to lock a work order in order to note an important message with the appointment. | Click here for more info |
32 | Fixed indicator | It indicates if the intervention or question was fixed. |
* Only available for PSA Dealership
** Only available for Dealership in the Nederland
*** Feature is optional. If you are interrested in adding them dont hesitate to contact us at: support@claireit.eu
Note: Since V7.10.14, It's now possible to save price by simply clicking on the Enter button and to create a new row by using Shift+Enter.
Note: Since V7.10.32, a new section was added ACTIVE SNOOZED ITEMS HISTORY it will list snooze items with status New, In progress and Approved and if the item is not fixed already.
Note: Since V7.10.38, for WO for lease company, the Client's approval can be thumbs down by default, contact us at support@claireit.eu to have this setting enabled.
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