Using icons filters
Purpose:
The icon filters on the appointment list are useful to filter in or out any workorder/appointment with one of the five following notifications:
Location on the appointment list page:
You can find the icons filter on the appointment list at the location indicated in the image below.
Filters Logic:
Filter out: The first icon filter, the dollar sign, filters out any appointment that has the dollar sign activated. For example: If you gave to this notification the meaning that customer has paid, it will allow you to list any appointment/workorder that have NOT been paid yet.
Filter in: Once you clicked on one the last four icons on the header row, it will turn green and consequently the appointment list will automatically be repopulated with any appointment containing the notification greened out in the filter. For example: If you activate the star and the exclamation mark icons, you can see appointments for VIP customers AND the appointments with recurring issues.
Both: If you green out the dollar sign and one (or many) of the last four icons, it will list any appointment with the last four notifications but without the one with the dollar sign. For example: If you click the dollar sign, pin and the shopping cart icons, it will show you the appointments with a note AND the ones with part available but only the appointment that are NOT paid.
Related Articles
Using notification buttons
On the appointment details page, three buttons with different icons are available in the top bar. They can be filled in by yourself and applied as you wish. When you click on one of these 3 icons, a new icon, in the color selected when applicable, ...Het filter met pictogrammen gebruiken
De pictogramfilters in de afsprakenlijst zijn handig om elke afspraak in of uit te filteren met één van de volgende vijf meldingen: Dollarteken kan bijvoorbeeld gebruikt worden wanneer de klant de betaling heeft voldaan Winkelwagen kan bijvoorbeeld ...Using Warranty dashboard
This 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 part ...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 ...Using customer communication
This feature allows you to communicate to your customer details about the interventions directly from Claire in the form of an email. Inversely, the customer is able to communicate their decisions back to you, thanks to Claire's customer ...