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 Check.

How it works

Activating the Desk check-in/out device

Ensure that the option "Use counter tablets" is enabled on your profile account.

Pairing the counter tablet to an account.

On one of the tablets provided by Claire for your customers to use, open the Desk Check-in application.

Sign in using the Google Account that is already configured for this device.

Select your profile.

Once the tablet has successfully paired, the image pre-selected by your location will appear, indicating that the device is now activated and ready to use.

Note: If no receptionist has activated the counter tablet for your location, the following message will be displayed.

Sending Desk communication

A. Go to the appointment details page on your desktop and make sure the workorder is in the status Car Ready or Quality Check. Click the button with a tablet icon in the top right corner of the page.

B. It is also possible to initiate a Desk Check-out by clicking on the Car in shop button. When this button is white, the car is out of the shop.*

*Contact support@claireit.eu to enable this function.

The following window will open:

Use the eye icon buttons to select the interventions/questions you want to see on the tablet. The green eye is visible and the red eye is not. By default the eye is green when an intervention is marked as customer approved.

Note: unlike in the desk check-in, the fields for notes and customer waiting are greyed out in the desk check-out.

Once your selection is made, click Send for the communication to be visible on the counter tablet.

A pop-up will appear on your screen. You can click the button indicated by the red arrow to open the same Desk communication in a new tab, allowing you to see exactly what the customer sees on the tablet. The communication is read-only.

Appointment information screen

The customer information is for the first available contact provided in that order

1. Driver
   
2. Owner
   
3. Contractor
   

For phone number is the first available in that order:

1. Business phone
   
2. Business mobile
   
3. Private phone
   
4. Private mobile
   

Same logic for email:

1. Private email
   
2. Business email
   

Fixed items screens

The customer can see all the items that are fixed.

Name, Signature, Total and Agreements screen

Note: A name and signature must be entered. If a driver's name is associated with the work order, it will be displayed in the name field by default.

Reviewing confirmation

Once confirmed, Claire will be updated in the following ways:

1. On the appointment details page, a new event will appear on the timeline.

1. In the Desk communication log, a new tab is visible with all the info including the accepted scheduled services
   

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