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 email@example.com
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)
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 ...
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 ...
If you work at different locations then you can keep the same tablet. You can do this by clicking on the support button from the start page at the top right as shown below. A pop-up window will appear where you can change location.
Enabling Scheduled-out time
Purpose This feature allows you to stay informed of the date and time agreed with the customer that the work on his vehicle would be completed. Activation You must request its activation via email at firstname.lastname@example.org. Access You can access the ...