Changing the appointment listed on main page
This new feature allows users to have a better overview of the appointment for the selected period.
In order for it to be activated by the user, your location needs to have been configured. Simply contact us at firstname.lastname@example.org
and we will investigate to see if your location can have this feature activated.
This setting can be set on your profile/account.
Changing the selection
For changing the selection, click the grey button below List appointment by to open a dropdown menu as shown in the image below.
Once you selected Scheduled In/Out Date, WO listed on the main page will be visible:
- If the date selected is the appointment date.
- If the date selected is between scheduled in and scheduled out. However, if one or the other is unavailable, the appointment date will be used instead.
- If the appointment is with an appointment set to Car in shop on that day.
Navigating the main page (workorder list)
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 also open it by selecting Appointment list in ...
Editing your profile
Purpose In the profile page, you can modify certain elements of your profile, change password, change default location and change landing page. Access The profile page is accessible at the top right corner. Updating information Updating profile ...
Appointment details activities log
This feature allow you to access and review all activities happening on a appointment/workorder. Prerequisite Only users with the dealer admin role can access this feature. How to access it You can access the log on the appointment details page as ...
On tablet, you have access to a screen where you can review your profile information. In it you can also change your location and select a language currently available in Claire. Where to access it Changing language This will make the layout language ...
Pin on appointment
Pin function will allow you to achieve a clear overview on the Appointment list page. You can pin and unpin WOs that do no have have today`s appointment date How it works An appointment is automatically pin when: A check started The appointment ...