Accounts
Setting Parking gate codes menu
This feature allows you to share gate codes through Claire's online check-in confirmation that can be sent by e-mail and/or SMS. Currently, the parking Gate code is ONLY visible when they are using the outdoor locker from ACCES or Sharebox. Access ...
Prefilled Pin notes
In the Notes Menu Dashboard it is now possible to add prefilled text to the Pin function. How to modify and add prefilled text Only users with an Dealer Admin role can modify and add prefilled text in the Note Menu Dashboard. Step 1 Open the Notes ...
Notes Menu Dashboard
This new dashboard allows users with a dealer admin role to enable or update the selection of answers visible on Call customer notes or on Pinning a note to an intervention. Accessing the Notes Menu dashboard You can access this new dashboard in the ...
Tyre Discount dashboard - a TyreTeam feature
This feature allows you to create set a discount that can then be applied to the customer prices when selecting a replacement tire on the appointment details page. Prerequisite You location must have tyre team enabled, see here for more info or ...
Keep Importing option
This option allows locations to keep information on work orders to be updated from their DMS until the WO status reached Car Ready and not Check started. Prerequisite Your location must be configured with our DMSv3 import tool in order for this ...
Sharebox Log Dashboard
This is dashboard allows to view Sharebox activities. How to access the Sharebox Logs Dashboard In the hamburger menu, under the Customer Comm section, click Sharebox Logs. Sharebox Log Dashboard The dashboard should contains activities related to ...
Claire's locker configuration
This feature offers the possibility for your customers to quickly and effortlessly hand over their keys. The Key locker contains 16 boxes and 2 screens. User with a dealer admin role can access the following dashboards to adjust the keylocker ...
Plan IT planning connection
In order to give you access to the planning done in Plan IT, a new connection with Claire can now be established. It is a new way to safely flow information from Plan IT across your team using the Claire platform. After establishing this connection, ...
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 ...
1iAutomotive planning connection
In order to give you access to the planning done in 1iAutomotive planning, a new connection with Claire can now be established. It is a new way to safely flow information from 1iAutomotive across your team using the Claire platform. After ...
Activating the lease feature
This feature allows you to customize Claire’s elements that are linked to a customer indicated as lease. In addition, appointments, cars and customers will be readily identifiable through an icon similar to the one below. Prerequisite Simply contact ...
Enabling duplicate question
Purpose: The function Duplicate Question allows questions to be duplicated by mechanics. See image below for how to do it: Note: only dealer admin can enable this function for dealer questions. Steps: Step 1 In the hamburger menu, under the ...
Activating IP security
Purpose: Dealer admins can add on location level an IP address, so location users can access Claire only from that specific address. Steps: Step 1: In the hamburger menu, under the Dealer section click on the Overview button Step 2: Click the green ...
Assigning a new DPO (Data Protection Officer)
At Claire, every dealer should have an assigned user as DPO, Data Protection Officer, at all time and that user must have accepted agreement in that regards with Claire. If you want to select a different DPO, simply contact us support@claireit.eu and ...
URL for Claire appointment/workorder
Purpose: Claire provides a convenient way to open specific appointment directly using a specified URL. Here is the url format to use: https://appspot.pro/#!/appointments/wo/{put_here_your_wo} Example: In order to go directly to the workorder page ...
Enabling the VAT option
By default the VAT option is not activated. Therefore, you must request it via email at support@claireit.eu, our support team will activate it for the location requested. Once activated, Claire will calculate new totals with VAT for every ...
Adding questions to a default dealer checklist
The purpose of this feature is to have dealer admin able to add questions to a default checklist that will be visible to this dealer only. Step 1: Click Checklists under Management in the hamburger menu. Step 2: Select a default checklist in Dealer ...
Removing a checklist from a workorder
You can remove a checklist from a workorder, in case mechanic accidentally did a check on a wrong car or picked the wrong checklist. Here are the criteria you have to meet in order to be able to remove one or more checklist(s): Having Dealer Admin ...