Quick start with Claire - Receptionist

Quick start with Claire - Receptionist

After you log in, Claire's main page will open.
On the Main page you will find all important basic information to keep an overview of the work orders.
If you want to know a detailed explanation of all icons and possibilities, you can easily go to our help section within Claire via the Question mark icon.

Main page


On the main page you can see all appointments for today.
Here you can find the following: appointment date / registration number / APK date / customer name / brand / model / name of the mechanic who did the check / completed checklists and statuses of the appointment.

Statuses of the appointment

New entry
  New appointment, which has not yet been worked on.

Car in shop
 Car has been reported inside the workshop.

Control started
 Check started, mechanic is mapping additional work.

Car check
 Check is ready.

Calculating
 An quotation is made by the receptionist.

Proposal Ok 
 The offer is ready.

Contact customer
 The next step in the process is to contact the customer.

Customer Ok 
 Customer agrees to the quote.

The mechanic now knows that there is an agreement for work and he can start repairing the car.

Car ready
 The mechanic has completed all approved work. The work order is now marked as Car ready.
The mechanic reports the car ready with the tablet.

Appointment / WO detail page

On the main page you click on a WO to go to the appointment detail page. On the appointment detail page you can find additional information from the DMS or the findings of the mechanic and checklist(s) that has been completed. For more info go to the WO detail page overview in our Helpdesk.


The extra work which was found is now indicated as follows:
- Item is good
- Item is good, but mechanic has made a comment;
- Advice item;
- Necessary item.
-Mechanic skipped the items.

Pin item to display important items with additional information:
 Pin item is used to draw attention to Warranty, Recall or other important items and to record extra information.
While calling the customer, the receptionist has the work order open and discusses advised and necessary items with the customer. 
If the customer agrees, the receptionist puts the thumbs up of the relevant item. From  to  so the mechanic knows he can fix this item.

Icons used in Claire

 

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