Converting check-in services and remarks to interventions

Converting check-in services and remarks to interventions


With this functionality a receptionist can convert an online check-in service and/or remark to interventions. This makes it clear to the mechanic that this extra service needs to be completed.

How to activate

Step 1
Navigate to Check-in Services under the Customer Communication tab.


Step 2
Select a service or create a new one.


Step 3
A modal will open, select the option Convert to intervention and click on save.



How to convert a service into an intervention

After a customer completed a desk/online check-in, any selected services and/or left remarks are visible in the workorder overviewpage.

Step 1
Click on the button attached to the check-in service


Step 2
A new modal appears. Here you can add information or make changes. Click on save to convert the service to an intervention.


Step 3
The check-in service moves below the Interventions tab:



How to convert a remark into an intervention

Step 1
Click on the button attached to the remark


Step 2
A new modal appears. Here you can add information or make changes. Click on save to convert the remark to an intervention.


Step 3
The remark appears below the Interventions tab and is still visible under Client remarks.



How to remove a converted service and/or remark

Step 1
Click on the bin icon next to the intervention:


Step 2
A model appears, click on yes to remove the intervention:


Warning: when you remove a contverted check-in service, it will be completely removed from the workorder. It will not reappear under the check-in services tab.




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