General
Desk check-in (V8)
The Desk communication tool gives customers the opportunity to approve the agreed work. It accomplishes this by giving you the option to share the data about an appointment digitally to a paired tablet that was handed to your customer. Therefore ...
Recurring car note (V8)
If there is a recurring car in Claire or in the DMS, then an recurring car note will be added to the WO. A car is recurring if a new appointment is created in 4 weeks after the previous appointment. Where is the note? The note icon is visible on the ...
(V8) Assign customer owner
WO can have a customer owner. Automatically when the car in shop is set manually by receptionist*. In the appointment list you can select in the column dropdown Customer Owner (CO): The selection will display all Customer Owners assigned to WO in the ...
(V8) Assign customer owner
WO can have a customer owner. Automatically when the car in shop is set manually by receptionist*. In the appointment list you can select in the column dropdown Customer Owner (CO): The selection will display all Customer Owners assigned to WO in the ...
(V8) Adding a workorder in Claire
By default, you can create a work order in Claire. To disable this option, please contact support@claireit.eu. If a work order does not import automatically from the DMS into Claire, you can add it manually. To do so, click the plus button in the top ...
ROB Button (V8)
By using this optional feature, you can access data from ROB that is relevant to the lease vehicle. Activation Contact support@claireit.eu to activate this feature. How to access The button is visible on the appointment details page if there is a ROB ...
The Call Center role (V8)
The Call Center role gives you more control over what you see in the Appointment List. You can select specific locations and even filter by 'All locations' to display all work orders and appointments from your chosen locations. Additionally, you can ...
Distrimate recalls EN
Through Distrimate, it is possible to upload excel files with recalls. As a result, recalls can be seen on work orders in Claire. How it works Contact support@claireit.eu to get access to the distrimate upload page. Then log in with Google login ...
Using Recalls button (V8)
In Claire it is possible to see if a car has open recalls from RDW or PON* with the Recalls button. It is also possible to immediately convert these recalls to interventions. *Note: PON recalls are only visible if the dealer is connected with the PON ...
Connect item to intervention (V8)
In V8, we only work from the interventions, because these are visible in customer communications. Therefore, we have the option to link checklist items to interventions. This allows the service advisor to make a connection between an intervention and ...
The Leads page (V8)
The Leads page lists all identified unrepaired interventions, thus giving you an effective tool that allows you to visualize the missed opportunities you have found using the Claire process. Moreover, this feature allows you to organise and filter ...
Backorder Dashboard (V8)
This dashboard helps users find all the appointment that have the status backorder in one centralized location. Backorders dashboard You can access this dashboard in the hamburger menu as indicated in the image below. The Backorder dashboard will ...
Manufacturer Dashboard (V8)
This page is created for manufacturers to request access to certain workorders in case of warranty or recall. Especially for this task there is a role called Manufacturer in Claire. Manufacturer role The Manufacturer role is a read-only account and ...
Place an order - a TyreTeam feature (V8)
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 ...
Warranty dashboard (V8)
This tool allows you to manage information about items that have been pinned as warranty or recalls. The overview in the dashboard can be customised using the various filters and remain interactive. This allows you to monitor and analyse this ...
Garantie dashboard (V8)
Met deze tool kun je informatie beheren over items die zijn gepind als garantie of terugroepactie. Het overzicht in het dashboard kan worden aangepast met behulp van de verschillende filters en blijven interactief. Zo kun je dit belangrijke onderdeel ...
Advised and critical items history (V8)
This feature shows a new section on the appointment details page. It contains all critical and advised items from previous appointments, that are neither fixed or snoozed. You can offer these items again to the customer in the new workorder. By ...
Geschiedenis niet gerepareerde items (V8)
Deze functie toont een nieuwe sectie op de afspraakdetailpagina. Hier staan alle noodzakelijke en geadviseerde items van eerdere afspraken, die niet zijn gerepareerd of gesnoozed. Deze items kun je in een nieuwe werkorder opnieuw aanbieden aan de ...
Reading the car detail page (V8)
The car detail page provides a complete overview of all relevant vehicle information, conveniently bundled on one page. Access By clicking the license plate number in the appointment detail page, you open the car detail page. Here, you can easily ...
Add customer bill as attachment (V8)
This function allows you to attach a customer bill. After attaching the customer bill, you can send the invoice to the customer via the Repair overview. When the invoice is received by the customer, it can be downloaded. Where is the customer bill ...
(V8) WO toewijzen aan monteurs - Best practice
De dagplanner beschikt over de functie 'Toewijzen aan monteur bij controle gestart'. Wanneer een monteur een controlelijst start in een werkorder, dan wordt de werkorder gelijk aan zijn naam toegewezen. Hierdoor hoeft een service adviseur of ...
Printing a keylabel (V8)
To identify each key delivered, Claire has a clear layout for labelling the keys. Activate To activate this feature, please contact support@claireit.eu. There are two sizes available: Standard: (Brand, Model, License plate, Vinnumner, WO number, ...
Add attachment(s) (V8)
In Claire you can add a file (pdf, jpeg, jpg, zip) to the work order. When a file is added to the work order, it will remain there so that the file can be found later. This could be usefull for warranty items for example. How to add an attachment In ...
Info Status Setting (V8)
The info status can be used to ask a question to the mechanic. For example, when there is a question about a comment placed on an item that needs to be replaced or when something needs to be checked extra. After this, the mechanic can start an Info ...
Adding a note (V8)
This feature allows you to add a note to a work order. Where is the note? In the work order page, click on the green plus icon in the Notes box. Here you can add a Note. How does the note work? Clicking on this note will open a pop-up where you can ...
Customer called note (V8)
This feature allows you to add a note about a phone call with a customer. Where is the note? In the work order page, click on the green plus icon in the Notes box. The Customer Called note is in between. How does the note work? Clicking on this note ...
Setting a WO as a backorder (V8)
This note allows you to set a work order as a backorder. The note is only available in the statuses: Customer approved, Car ready and Quality control. Where is the note? In the work order page, click on the green plus icon in the Notes box. The note ...
Changing location (V8)
In the Claire dashboard, your default location is displayed at the top right of the menu bar. Click on this to open the dropdown menu and select a different location. The dealer is listed at the top and is indicated with a house icon, while all ...
De autokaart lezen (V8)
De autokaart biedt een compleet overzicht van alle relevante informatie over het voertuig, handig gebundeld op één pagina. Toegang Door op het kentekennummer te klikken in de afspraak detailpagina, open je de autokaart. Hier kun je eenvoudig ...
Klantrekening als bijlage toevoegen (V8)
Met deze functie kun je een klantrekening als bijlage toevoegen. Nadat de klantrekening hebt toegevoegd, kun je de rekening naar de klant verzenden via het Reparatieoverzicht. Als de factuur ontvangen is door de klant kan deze gedownload worden. Waar ...
Adding an intervention (V8)
Standaard staat de optie om handmatig interventies toe te voegen aan. Neem contact op met support@claireit.eu om dit uit te zetten. Hoe voeg je een interventie toe? Stap 1: Klik op het plusje in de werkomschrijving: Stap 2: Vul de gegevens in in het ...
Infostatus instellen (V8)
De infostatus kun je gebruiken om een vraag aan de monteur te stellen . Bijvoorbeeld wanneer er een vraag is over een opmerking die geplaatst is bij een item dat vervangen moet worden of wanneer iets extra gecontroleerd moet worden. Hierna kan de ...
Een werkorder toevoegen in Claire (V8)
When a work order is not automatically linked to Claire from the DMS, it is possible to add it manually. By default, the option to manually create work orders in Claire is on. Contact support@claireit.eu to turn this off. How it works Create ...
Een belangrijke notitie toevoegen (V8)
Met deze functie kun je een belangrijke notitie toevoegen. Deze is voor iedereen zichtbaar bij de werkorder in de afsprakenlijst. Waar staat de notitie? In de werkorder pagina klik je in het vak Notities op het groene plus icoon. Hier kun je de ...
Een notitie toevoegen (V8)
Met deze functie kun je een notitie toevoegen aan een werkorder. Waar staat de notitie? In de werkorder pagina klik je in het vak Notities op het groene plus icoon. Hier kun je een Notitie toevoegen. Hoe werkt de notitie? Door op deze notitie te ...
Customer communication settings (V8)
The Customer communication settings page can be found in the hamburger menu: At the top of the page, you will see several headings. Clicking on one of these headings will automatically scroll you to the desired section. Additionally, the save button ...
Klantcommunicatie instellingen (V8)
De klantcommunicatie instellingen pagina is te vinden in het hamburgermenu: Bovenaan de pagina staan verschillende koppen. Door te klikken op één van deze koppen scroll je automatisch naar het gewenste onderwerp. Daarnaast staat de opslaan knop ook ...
Send repair overview (V8)
This feature is part of the Customer Communication module and allows you to inform your client on the final outcome of the appointment that has been completed on his vehicle. The report includes the following information: General information about ...
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 ...
Snoozing item (V8)
The snooze function allows you to postpone items that cannot be performed at the moment and reschedule them for a later time with the customer. Accessing the snooze function The receptionist activates the snooze function by clicking the plus icon on ...
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