The appointment detail page (V8)
In the work order, you will find the job description, issues identified by the mechanic, the points approved by the customer, and much more. We will guide you step by step through the meaning of everything you see on this page so that you fully understand what each section entails and how to make the best use of it.
To access the work order, simply click on the WO number of the car from the main menu (the appointment list).
The appointment detail page
Number | Name | Description | Link to related article |
1 | Process Status Bar | A visual indicator of the progress and status of an appointment. | |
2 | Navigation to Sections | Shortcuts to specific parts of the appointment detail page, such as notes and interventions. | |
3 | Photo of the Vehicle | An image of the vehicle linked to the license plate. | |
4 | Edit Note | Option to modify existing notes/comments. | |
5 | Add New Note | A button to add additional notes to the appointment. | |
6 | Add new intervention | A button to enter planned or additional work. | Read more |
7 | Print key label | Layout to print the label. | Read more |
8 | Dollar sign | An icon that indicates a customer has paid. | Read more |
9 | Star icon | The star has no fixed meaning; its meaning depends on what your location has assigned to it. For example, VIP customer. | Read more |
10 | Shopping cart icon | Status indicator for the arrival of ordered parts, indicated with different colors. | Read more |
11 | Dealer documentation | Shortcut to documents created by the dealer. | Read more |
12 | Day Planner | Shortcut to the Day Planner. | Read more |
13 | VAT switch | Option to display amounts with or without VAT. By default VAT is enabled. | |
14 | DBB button | Link to the DBB portal (if active). | |
15 | RDW button | Displays RDW information of the vehicle. | |
16 | ROB button | Displays the information provided by ROB when creating the appointment in Claire (if active). | |
17 | Cancel appointment | A button to cancel the appointment. | Read more |
18 | Logs | Shows an overview of changes and actions performed within the appointment (Visible only for the Admin role). | |
19 | Additional vehicle information | Displays the model and engine number. Only when this information doesn't fit on the screen. | |
20 | Intervention indication buttons | The eye icon indicates whether the intervention is visible to the customer. The checkmark or cross indicates whether the intervention has been approved by the customer. The wrench icon indicates whether an intervention has been repaired. | |
21 | Pin work order | Puts the work order at the top of the appointment list. | Read more |
22 | Collapse/expand tabs | This allows you to open or close the tabs on the page. | |
23 | License plate | Click on the license plate number to open the car detail page. | Read more |
When you hover the mouse over the license plate or VIN, the option to copy will appear.
Work Statements
Number | Name | Description | Link to related article |
1 | Title | Here you enter the title or name of the intervention. | |
2 | Comments | This field provides space to add additional remarks or details about the intervention. | |
3 | Subitems | When you add comments to an intervention, they will be displayed here. | |
4 | Display button attachments | Changes the display of attachments to list or gallery mode. | |
5 | Upload files | Field to drag or import files as attachments, with a maximum size of 32 MB. | |
6 | Pinned comment | The pinned comment is intended for simple notes to highlight specific intervention items, such as for warranties or recalls. | |
| 7 | Checkbox | This indicates whether the customer agrees with the respective task and if it can be carried out. |
Checklists
Number | Name | Description | Link to related article |
1 | Checklist title | The name of the checklist, the name of the technician, and the time frame during which the checklist was completed. | |
2 | Comments | This field contains the technician's comments for an item. This field can be edited or filled in manually from the desktop. | |
3 | PDF button | This button converts the checklist into a printable format. | |
4 | Display button | By clicking this button, you can see all the items that the technician has marked as correct. | |
5 | Plus button | Under this button, you will find two important functions:
| Read more about contert to intervention Read more about snoozing an item |
6 | Intervention indicators | Shows the level of importance of each item found by the technician. | |
7 | Attachment(s) | Photos and videos that the technician adds to an item can be found here. |
Activity Log
Number | Name | Description | Link to related article |
1 | Activities | Provides an overview of all actions performed within the appointment, such as logging in the car and starting a checklist. | |
2 | Customer communication log | A separate log with all communication that has been sent to the customer. | |
3 | Type of activity | This allows you to filter by the type of activity, such as Customer, Appointment, or All. |
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