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.
By default, the start page opens as soon as you log in. You can alos open it by selecting Appointment list in the left menu (hamburger menu).
Link to related article
Self explanatory header row for the workorders planned for the current day and listed bellow it.
In the search bar, you can search by different topics. For example by WO number, by name of the owner or driver of the vehicle and by registration number.
|Click here to select the date that you wish to view the workorder which are set for that date|
Adding workorder manualy
Click on the red dot to access the screen to add a workorder manually.
If your company has multiple sites, you can change locations in Claire.
Click to open side menu
Click to refresh Claire
Shortcut to Snooze
Click to go to the screen with all snoozed work order
Click to access the Claire support screen
Click here to access your profil
Filter status bar
Able you to filter list by status
|Allow to see multiple notification:|: A customer is waiting. : Extra part used. : A note was added to the workorder. : A note was added on the car ready control : The star can be used when it is a VIP customer. : The dollar sign can be used once the customer has paid. : The shopping cart can be used to indicate that all parts are made available by the storekeeper. : The count of interventions/questions that were approved by the customer but were not fixed when the car was indicated as ready.
Click to access graph
View of the load function (Optional feature)
Order of the WO listed.
The workorders are sorted first if they have Key dropped notification
and then by their statuses
, using the following order (First to last):
- CheckIn to be done
- Car check
- Initial check done
- Calculating price
- Pricing OK
- Customer being contacted
- Customer answered
- Customer OK
- Car ready
- Car ready repair overview sent
- Car check started
- Quality check finished
- Quality check finished repair overview sent
- Car in shop
- CheckIn done
- New car
Then by the time (hour) it was updated by the mechanic on the tablet.
Changing the appointment listed on main page
Purpose This new feature allows users to have a better overview of the appointment for the selected period. Prerequisite In order for it to be activated by the user, your location needs to have been configured. Simply contact us at ...
Using the dashboard (workorder)
Purpose You will find the description of interventions on the repair order. But not only that! The repair order also contains points noted by the mechanic. In addition you can indicate on which points the customer has agreed.In the repair order you ...
Recognizing the notification of the browser tab
If you moved away from the tab where the Claire app is active, a notification on the browser tab allows you to recognize that an action was taken on one or more workorders at your location. The C icon on browser tab will turn orange if a workorder ...
Adding a workorder in Claire
When a repair order is not automatically associated from DMS with Claire, it is possible to add it manually. You can add it by clicking on the plus sign at the top center of the screen (See image below). When you click on it, the following page ...
Navigation de la page de démarrage (liste des ordres de réparation)
Objectif Chaque action dans Claire commence depuis la page de démarrage. Vous y verrez également tous les rendez-vous du jour sélectionné et le statut du rendez-vous. Accès La page de démarrage s'ouvre dès que vous êtes connecté. Vous pouvez ...