Appointment list
Adding a Parking location note
This function allows you to manually add a note to indicate that a car is parked somewhere on the site. Accessing On the WO page, the button to access the parking location note feature will be located at the top right section as indicated by the red ...
Performing a visual check
On the Claire app, receptionists have the possibility to perform a visual check. Performing a visual check Before starting a check you first have to open the work order. You can do this by clicking on the work order number that has one of the ...
ROB button
By using this optional feature, you can easily access data from ROB that is relevant to the car. Activation To activate, simply contact support@claireit.eu. How to access it The button is available on appointment details page If the border and the ...
Adding a Recurring Car Note
This function allows you to manually add a notification icon to indicate that a car is coming back to the workshop repetitively. Accessing On the WO page, the button to access the reccuring car note feature will be located at the top right section as ...
Send a diagnostic overview
This overview allows you to communicate the status of the car and additional work directly from Claire to your customer. This can be done either by e-mail or SMS. Once the customer has approved the additional work, it will appear on the work order in ...
Dealer Documentaties
Met dit dashboard kan je team hun eigen documentatie publiceren. Toegang De functie is toegankelijk via het hamburgermenu en heet Dealer Documentaties. Een documentatie publiceren Je kunt een documentatie publiceren door rechtsboven op de groene ...
Dealer Documentations
This dashboard allows your team to publish your own documentation to your team. Access The feature can be accessed from the hamburger menu, under the name Dealer Documentations. Publishing a documentation You can publish a documentation by clicking ...
Een tijdelijke bestuurder toevoegen
Met deze functie kun je een tijdelijke bestuurder aan een WO toevoegen. Waar vind ik deze functie? Klik op de pijl naast de notitie functie (rechtsboven op de WO-pagina) zoals aangegeven door de rode omlijning in de afbeelding hieronder. Klik op de ...
Adding a temporary driver
This feature able you to add temporary driver to a WO. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. If you expanded the dropdown menu, then ...
Dayplanner (Beta)
The dashboard helps its user to manage the mechanics' work. How to activate Contact us support@claireit.eu to activate it for your location. Access Once enabled for your location, you can open it by selecting Dayplanner from the left menu (hamburger ...
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 This function is fully optional and can be customized to have: Claire ...
Location overview
Location overview allows users with a Dealer admin role to configure some settings for their location. Accessing Location The location overview is available on the side menu under the section called Overview by clicking Location overview. Location ...
Adding an intervention on a workorder
You can add an intervention by clicking the green icon with a white plus on the appointment details page as indicated by the red arrow in the following image: By clicking it, the following modal will open. Click + Subitems, to add elements and the ...
Replacing a video on a question
This function has for benefit of giving you the option to edit the video's that will be sent to the customers when using Customer Communication. Therefore, allowing to download the initial video and at your own leisure add an intro, add an exit, add ...
Adding a Bill to a workorder
This feature allows for the creation of a note that can be easily identified as containing a bill as an attachment. Moreover, that attachment is automatically available for download on the Repair overview. Accessing On the WO page, the button to ...
Backorders Dashboard
This new dashboard is helping users find in one centralized location all the appointment that have the status backorder. Accessing the Backorders dashboard You can access this new dashboard in the hamburger menu as indicated in the image below. ...
Importing an appoinment instantly in Claire using the main page's search bar
This function allows you to import instantly an appointment from Keyloop to Claire. When an appointment is just created in Keyloop, the appointment can be imported immediately into Claire in order to avoid any delays. Prerequisite In order to be able ...
Adding a main note
This feature able you to add a note that will be visible on the main page. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Then select Add Main ...
Adding a customer call note
This feature able you to add a note about a phone call to a customer. Accessing On the WO page, the button to access the note feature will be located at the top right section as indicated by the red arrow in the image below. Then select Call Customer ...
Setting a WO as backorder
Only available when the WO status is Customer OK, Car Ready and Quality Check performed, this feature able you to indicate a workorder as backorder. Accessing On the WO page, the button to access the note feature will be located at the top right ...
Place an order - a TyreTeam feature
In order to access information from tire wholesalers, a connection can now be made between Claire and these companies: Wheel Tyre and/or Banden Express. As a result, receptionists will view in Claire what those providers have in stock with their ...
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 ...
Printing a label for a key
To identify each key that got delivered, Claire now provides a clear and simple layout to label the keys for a more efficient and organized working method. Activation To activate or desactivate this feature, contact us at support@claireit.eu. How it ...
Advised and critical items history section
This feature shows a new section on the appointment details page that contains all critical and advised items from previous appointments that are neither fixed or snoozed. By default, it is disabled, simply contact us at support@claireit.eu to ...
Changing the appointment listed on main page
Purpose This new feature allows users to have a better overview of the appointment for the selected period. Prerequisite In order for it to be activated by the user, your location needs to have been configured. Simply contact us at ...
Canceling an appointment (WO)
Purpose This new feature allows users to identify an appointment has been canceled and add a reason why. Reports on canceled appointments are also available at the Location reports and Dealer reports. Access Only when the appointment is still set ...
RDW button
This feature allows you to easily check data on the car about RDW. You can then easily adjust the data in your DMS if it is incorrect. You can also tell the customer when the car is due for a new APK. How to access it The button is avaible on ...
Last DMS update section
For locations using a DMS connected to Keyloop API, this section allows you to see when the appointment was last updated and add a refresh button to manually update the appointment in Claire if needed. Prerequisite Keyloop configuration needs to have ...
PDF layout
Since version 7.10.19 checklist PDF has a new look. We have redesigned it to be aligned with our latest module Customer Communications. At the top you see appointments, car and customer information. In the next heading you will find all activities ...
Interacting with DBB
Purpose Claire Automotive Support is giving you a quick connection to the web application of Dealer Banden Beheer, moreover it will update its information. When a workorder is being created in Claire (through your DMS or directly in Claire), this ...
Connecting to ICM
Purpose Claire is giving users rapid access to Renault's interface called ICM. Step 1 On the appointment list page, click on the work order number. Step 2 On the appointment detail page, click on the ICM button that you see at the superior left part ...
Connecting to car makers' interfaces
Purpose Claire is giving his users rapid access to car makers' interfaces. Step 1 On the appointment list page, click on the work order number. Step 2 On the appointment detail page, click on the button indicated bellow. The label of the button will ...
Viewing notes entered in Autoline
When notes are added in Autoline as per the image below they will appear on the dashboard, under the Important items section in a new sub-section called DMS Notes: The notes cannot be modified in Claire but any changes made to them in Autoline will ...
Accessing help articles and submitting support tickets
Purpose: Claire has a feature that gives you access to articles coming directly from our help center without leaving the application, and also allows you to quickly raise a support ticket(s). Location: You can find that feature in the shape of ...
Updating intervention on the dashboard
This article has for purpose to explain in details how to manage efficiently interventions located on the dashboard (workorder/appointment detail page). Initial interventions from DMS or manually input: Appointment/workorder usually start with a ...
Enabling Scheduled-out time
Purpose This feature allows you to stay informed of the date and time agreed with the customer that the work on his vehicle would be completed. Activation You must request its activation via email at support@claireit.eu. Access You can access the ...
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: :The dollar sign can be used once the customer has paid. :The star can be used when it is a VIP ...
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, ...
Recognizing the notification of the browser tab
If you moved away from the tab where the Claire app is active, a notification on the browser tab allows you to recognize that an action was taken on one or more workorders at your location. The C icon on browser tab will turn orange if a workorder ...
Using the MCC button
To make it easier for service advisers to request MyPeugeot, MyCitroen or MyDS cards, a button has been added in the Claire Dashboard. The MCC button is not activated by default, it can be requested via the support desk . Via the color of the MCC ...
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