Adding a workorder in Claire
By default it is possible to create
a workorer in Claire. To disable this option, contact
When a repair order is not
automatically associated from DMS with Claire, it is possible to add it
manually. You can add it by clicking on the plus sign at the top center of
the screen (See image below).
When you click on it, the following
page will open:
All fields
marked with a red asterisk (*) have to be filled in. The information
entered will be visible on the workorder list. Click
here to learn more about it.
By clicking the button Add
intervention, you will open the following modal.
By clicking Sub-elements,
the following pop-up will open.
At the moment,
only the subitems of type Notes are currently supported.
For locations
that have Keyloop API configuration and using the KeyloopV2_Job platform,
interventions are writen back to their DMS.
Get Customers button
This feature allows you to find
linked customer and then if selected pre-filled customer information.
Once a registration number is entered, click the Get Customers button to see
the related customers and, if available, select the appropriate one.
For locations
that have Keyloop API configuration, it will find the linked
customers from your DMS and once the customer is selected, it will
automatically pre fill the related data also from your DMS.
Get Cars button
This feature allows you to
pre-filled car information if customer information was previously recorded in
Claire. Once a customer name is entered, click the Get Cars button to see
the related cars and if available ,select the appropriate one.
For locations
that have Keyloop API configuration, it will find the linked cars
from your DMS and once a car is selected . it will automatically pre fill the
related data also from your DMS.
Car in shop button
The button Car in shop allows you
to indicate that the car has already arrived to the shop, by displaying a new
icon on the appointment list for that workorder.
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