Navigating the main page (workorder list)
Purpose
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 alos open it by selecting Appointment list in the left menu (hamburger menu).
Available functions

Tag
| Name
| Description
| Link to related article
|
1
| Header row
| Self explanatory header row for the workorders planned for the current day and listed bellow it.
|
|
2
| 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.
| |
3
| Date picker
| Click here to select the date that you wish to view the workorder which are set for that date
|
|
4
| Adding workorder manualy
| Click on the red dot to access the screen to add a workorder manually.
| |
5
| Location picker
| If your company has multiple sites, you can change locations in Claire.
| |
6
| Hamburger Menu
| Click to open side menu
|
|
7
| Refresh button
| Click to refresh Claire
|
|
8
| Shortcut to Snooze
| Click to go to the screen with all snoozed work order
| |
9
| Support
| Click to access the Claire support screen
|
|
10
| Profil
| Click here to access your profil
| |
11
| Filter status bar
| Able you to filter list by status
| |
12
| 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. | |
13
| Graph button
| Click to access graph
| |
14
| Lo@d function
| 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
- 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
Then by the time (hour) it was updated by the mechanic on the tablet.
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