Adding a No Drive note (V8)

Dealers struggle to keep track of Long Stay or Breakdown cars that cannot be fixed directly because of a lack of mechanics or parts. The costs on these vehicles: rental cars, customer accommodations, and other items are significant. This note gives dealers a clear, consistent way to flag and monitor these workorders, so they are not forgotten among the regular daily WOs.

Where is the note?

In the workorder page, click on the green plus icon in the Notes box. Here you can the Set No Drive Status note.

How does the note work?

Clicking on this note will open a pop-up where you can fill in the details.

Note field represents the description. This is mandatory to fill in. Then click Save.

The no drive note is now visible in the Notes tab.

In addition, the no drive note can also be seen in the appointment list and workshop overview page. Hover over the icon to display the note.

• The marker is only active and visible on the Appointment list page and the WO Day Overview when the car is in the shop.
  
• As long as the workorder is in the shop and is pinned, it will stay visible on the Appointment list page.
• When the car is out of the shop:
  • The note remains visible in the Note section of the WO Detail page.
    
  • The marker is not shown on the Appointment list page or Day Overview. (when the note is not shown the WO will follow the same process as the rest of WO)
    

Workorder with the No Drive note, will be placed at the bottom of the Appointment List page:

The No Drive note is visible on the Workshop Overview page:

Editing and removing the note

Clicking on the pen icon allows you to edit the note.

Click on Delete to remove the note.

Note: You can only add one no drive note per workorder.

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