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 | Self explanatory header row for the workorders planned for the current day and listed bellow it. | |
4 | Pin workorder | Pin to keep the appointment listed in the today's date for all users for that location. | |
| 5 | Count of workorder | Sum of workorders listed | |
6 | 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. | |
7 | Adding workorder manualy | Click on the red dot to access the screen to add a workorder manually. | |
| 8 | Date picker | Click here to select the date that you wish to view the workorder which are set for that date | |
9 | Location picker | If your company has multiple sites, you can change locations in Claire. | |
10 | Refresh button | Click to refresh Claire | |
11 | Manufacturer button | Click to access manufacturer dashboard | |
12 | Support | Click to access the Claire support screen | |
13 | Profil | Click here to access your profil | |
14 | Filter status bar | Able you to filter list by status | |
15 | Notification | Allow to see multiple notification: |
Order of the WO listed.
The workorders are sorted first by:
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.
If date filter is set for today's date, the following appointment will be visible:
- Appointments that have today's date.
- Appointments that are pinned.
- Appointments that have a date in the future set has Car in Shop.
- Appointments that have for status CheckIn to be done.
Related Articles
Changing the appointment listed on main page
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