Creating an intervention out of a check result
This option gives a new button on the appointment details page that will create a new intervention out of a check result.
Prerequisite
This feature is available to locations with Keyloop configured and with the option
Keep Importing After Work Started enabled. For more info, contact us at
support@claireit.eu.
How it works
After a check is completed, you will see a plus button on the extreme right of the question row.
Once you clicked on it, you will see the Add intervention modal. The title will be the question name and the element will be its answer but starting with "Claire remark".
Related Articles
Connect item to intervention (V8)
In V8, we only work from the interventions, because these are visible in customer communications. Therefore, we have the option to link checklist items to interventions. This allows the service advisor to make a connection between an intervention and ...
Assign checklist to intervention (V8)
This function allows the receptionist to assign one or more mandatory checklists to an intervention. The mechanic then knows what checklists to do for which intervention. This can be helpfull with warranty claims for instance. It is not possible to ...
Configuring services offered in Online Check-in communications
Purpose As a part of the Customer Communication module, the Online Check-in tool gives customers the opportunity to review the agreed work and to select additional services prior to their appointments. This article will explain how to configure ...
Desk Check-out
As a part of the Desk communication, the check-out tool gives customers the opportunity to sign off repaired work when they pick up their car. It is only possible to use the desk check-out when the workorder is in the status Car Ready or Quality ...
Using Online Check-in
As part of the Customer Communication module, the Online Check-in tool gives customers the opportunity, prior to their appointment, to review the agreed work. Moreover, the customer will be offered additional activities. Optionally you can have ...