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.
Access
By default, the start page opens as soon as you log in. You can also open it by selecting Appointment list in the left menu (hamburger menu).
Available functions
Tag
| Name
| Description
| Link to related article
|
1 | Hamburger Menu | Click to open side menu |
|
2 | Lo@d function | View of the load function (Optional feature) | Click here for more info
|
3
| Header row and filters
| Self explanatory header row for the workorders planned for the current day and listed bellow it.
-Different Shopping cart filters can be available based on your selection on your profile page.
-A header contains a filter if an expand button is on its right, click on it to open the filter selection.
| |
4 | Pin workorder | Pin to keep the appointment listed in the today's date for all users for that location. |
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5 | Internal WO | For internal workorder, the WO number is highlighted in red. |
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6 | Checkin answered | For workorder where a checkin was answered, the driver/owner/contractant will be higlighted in blue. |
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7 | Count of workorder | Sum of workorders listed |
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8 | Search Bar
| 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.
| |
9 | Adding workorder manualy
| Click on the red dot to access the screen to add a workorder manually.
| |
10 | Date picker | Click here to select the date that you wish to view the workorder which are set for that date, if its set for today's date, the appointments that are pinned will also be visible. |
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11 | Location picker
| If your company has multiple sites, you can change locations in Claire.
| |
12
| Refresh button
| Click to refresh Claire
|
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13 | Manufacturer button | Click to access manufacturer dashboard | |
14
| Support
| Click to access the Claire support screen
|
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15
| Profil
| Click here to access your profil
| |
16
| Filter status bar
| Able you to filter list by status
| |
15
| Notification
| 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. | |
Order of the WO listed.
The workorders are sorted first by:
- Panic question activated
- Key dropped notification
Then by their statuses, using the following order (First to last):
- CheckIn to be done
- Car check
- Initial check done
- Calculating price
- Pricing OK
- Diagnose
- 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
- Canceled
- Backorder
Then by the time (hour) it was updated by the mechanic on the tablet.
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