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 also open it by selecting Appointment list in the left menu (hamburger menu).
Link to related article
Click to open side menu
View of the load function (Optional feature)
|Click here for more info|
Self explanatory header row for the workorders planned for the current day and listed bellow it.
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|
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.
Adding workorder manualy
Click on the red dot to access the screen to add a workorder manually.
Click here to select the date that you wish to view the workorder which are set for that date
If your company has multiple sites, you can change locations in Claire.
Click to refresh Claire
Click to access manufacturer dashboard
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.
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
- 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.
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.
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 ...
Adding a main note
This feature able you to add a note that will be visible on the main page. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Then select Add Main ...