Navigating the main page (workorder list)

Navigating the main page (workorder list)

Every action starts from the start page, you will also see all appointments of the selected day and the status of the appointment. 

Access

By default, the start page opens as soon as you log in. You can also open it by selecting Appointment list in the left menu (hamburger menu).  

Available functions


Tag
Name
Description
Link to related article
1
Hamburger Menu
Click to open side menu

2
Lo@d function
View of the load function (Optional feature)
Click here for more info
3
Header row
Self explanatory header row for the workorders planned for the current day and listed bellow it.

4
Pin workorder
Pin to keep the appointment listed in the today's date for all users for that location.

5
Internal WO
For internal workorder, the WO number is highlighted in red.

6
Checkin answered
For workorder where a checkin was answered, the driver/owner/contractant will be higlighted in blue.

7Count of workorderSum of workorders listed

8
Search Bar
In the search bar, you can search by different topics. For example by WO number, by name of the owner or driver of the vehicle and by registration number.
9
Adding workorder manualy
Click on the red dot to access the screen to add a workorder manually.
10Date picker
Click here to select the date that you wish to view the workorder which are set for that date

11
Location picker
If your company has multiple sites, you can change locations in Claire.
12
Refresh button
Click to refresh Claire

13
Manufacturer button
Click to access manufacturer dashboard
14
Support
Click to access the Claire support screen

15
Profil
Click here to access your profil
16
Filter status bar
Able you to filter list by status
15
Notification
Allow to see multiple notification:
: A customer is waiting.
: Extra part used.
: A note was added to the workorder.
: A note was added on the car ready control
: The star can be used when it is a VIP customer.
: The dollar sign can be used once the customer has paid.
: The shopping cart can be used to indicate that all parts are made available by the storekeeper.
: The count of interventions/questions that were approved by the customer but were not fixed when the car was indicated as ready.

Order of the WO listed.

The workorders are sorted first by:
  1. Panic question activated
  2. Key dropped notification
Then by their statuses, using the following order (First to last):
  1. CheckIn to be done
  2. Car check
  3. Initial check done
  4. Calculating price
  5. Pricing OK
  6. Diagnose
  7. Customer being contacted
  8. Customer answered
  9. Customer OK
  10. Car ready
  11. Car ready repair overview sent
  12. Car check started
  13. Quality check finished
  14. Quality check finished repair overview sent
  15. Car in shop
  16. CheckIn done
  17. New car
  18. Canceled
  19. Backorder
Then by the time (hour) it was updated by the mechanic on the tablet.



If date filter is set for today's date, the following appointment will be visible: 
  1. Appointments that have today's date.
  2. Appointments that are pinned.
  3. Appointments that have a date in the future set has Car in Shop.
  4. Appointments that have for status CheckIn to be done.



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