Navigating the main page (appointment list)

Navigating the main page (appointment list)

By default, the appointmentlist opens as soon as you log in.
Here the following appointments are shown:

  1. Appointments with todays date
  2. Pinned appoinments
  3. Appointments with where a check-in is answered with accepted extra services or a customer remark
  4. Appointments which are Car in shop and have a date in the future
  5. Appointments where the check-in is done

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)

Read more

3

Header row and filters

Self explanatory header row for the workorders planned for the current day and listed bellow it.

-Different Shopping cart filters can be available based on your selection on your profile page.

-A header contains a filter if an expand button is on its right, click on it to open the filter selection.

Read more

4

Pin workorder

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

Read more

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.

 

7

Count of workorder

Sum of workorders listed on the selected date.

 

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.

Read more

9

Adding workorder manualy

Click on the red dot to access the screen to add a workorder manually.

Read more

10

Date picker

Click here to select the date that you wish to view the workorder which are set for that date, if its set for today's date, the appointments that are pinned will also be visible.

 

11

Location picker

If your dealer has multiple locations, you can change locations in Claire.

Read more

12

Refresh button

Click to refresh Claire

 

13

Manufacturer button

Click to access manufacturer dashboard

Read more

14

Support

Click to access the Claire support screen

Read more

15

Profil

Click here to access your profil

Read more

16

Filter status bar

Able you to filter list by status

Read more

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.

:  More info

:  More info

:  More info

 

 

: 

More info

 

Order of the WO listed.

The workorders are sort
ed first by:

  1. Panic question activated in the Extra parts list
  2. Key dropped notification for Keylocker and 

Then by their statuses, using the following order (First to last):

  • CheckIn to be done
  • Car check
  • Initial check done
  • Calculating price
  • Pricing OK
  • Diagnose
  • Customer being contacted
  • Customer answered
  • Customer OK
  • Car ready
  • Car ready repair overview sent
  • Car check started
  • Quality check finished
  • Quality check finished repair overview sent
  • Car in shop
  • CheckIn done
  • New car
  • Canceled
  • Backorder

Then by the appointment date ordered from old to new. You can change this to scheduled out or from new to old by selecting the arrow on Appoinment date. A dropdown opens with the different options:

 

 

Read 
here more about the Scheduled out setting.


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