Pin on appointment

Pin on appointment

Pin function will allow you to achieve a clear overview on the Appointment list page. You can pin and unpin WOs that do no have have today`s appointment date

How it works

An appointment is automatically pin with a black pin when:
  1. A check started
  2. The appointment status is changed out from Backorder.
An appointment is automaticaly unpin every morning at 5am based on your location setting.
To know or change your location setting, contact the user at your location with the Dealer Admin role to know what is the selection or contact us at support@claireit.eu
Setting to unpin can be based on appointment status, dollar sign (Billed), and appointment date.
You can manualy pin with a red pin or unpin an appointment on the main dashboard and on the appointment details page.

Main dashboard:


Appointment details page.



Remember this will affect all other users, it why a notification was added when unpinning an appointment.


Explaining number of days count

On the main dashboard, on appointments that are not for today's date you will see on a number next to the appointment date.
This number indicate the difference in number of days between today and the appointment date. 


    • Related Articles

    • De Pin functie

      De pin-notitie is een effectieve manier om een interventie te markeren en eventuele voortgang erop bij te houden. De pin-opmerking kan worden gebruikt voor eenvoudige opmerkingen om specifieke interventie-items onder garantie of terugroepactie te ...
    • Appointment details activities log

      This feature allow you to access and review all activities happening on a appointment/workorder. Prerequisite  Only users with the dealer admin role can access this feature. How to access it  You can access the log on the appointment details page as ...
    • Pin functie: los- en vastmaken van werkorders

      Met de Pin functie kunt u een duidelijk overzicht creëren op de afspraken overzichtspagina .U kunt WO's die de afspraak datum van vandaag niet hebben vastmaken en loskoppelen. Hoe het werkt Een afspraak wordt automatisch vastgemaakt wanneer: Een ...
    • Using Warranty dashboard

      This new tool allows you to manage information about items that have been pinned as warranty or recall. The data can be customized using the various filters and while remaining interactive. This will empower you to monitor and analyze this important ...
    • Pinning a note to an intervention.

      The pin note is an effective way to highlight an intervention and keep track of any progression made on it. The pin note can be used for simple remarks or to tag specific intervention items under warranty or recall. By using this feature, you will ...