Pin on appointment

Pin on appointment

Pin function will allow you to achieve a clear overview on the Appointment list page. You can pin and unpin WOs that do no have have today`s appointment date. 

 

How it works

T
his function is fully optional and can be customized to have:

  • Claire automatically pin the appointments (black pin). 
  • Let users the option to manually pin appointments (red pin).
  • Let users the option to unpin black pins.

An appointment is automatically pin with a black pin when:

  • A check started
  • The appointment status is changed out from Backorder.
  • The appointment date is in the future when the appointment is set Car in shop.
  • The appointment date is not today when the customer drop a key for that appointment.
  • When the customer answers an online communication and its need to be handled.

An appointment is automaticaly unpin:

  • Every morning at 5am based on your location setting.
  • When Online Check-in is handled.

 

To know or change your location setting, contact the user at your location with the Dealer Admin role to know what is the selection or contact us at 

Setting to unpin can be based on appointment status, dollar sign (Billed), and appointment date.

You can manualy pin with a red pin or unpin an appointment on the main dashboard and on the appointment details page.

Main dashboard:

Afbeelding met tekst, schermopname, software, Computerpictogram Door AI gegenereerde inhoud is mogelijk onjuist.

 

Appointment details page.

Afbeelding met tekst, schermopname, software, Computerpictogram Door AI gegenereerde inhoud is mogelijk onjuist.

 

 

 

Remember this will affect all other users, it why a notification was added when unpinning an appointment.

Afbeelding met tekst, schermopname, Lettertype, visitekaartje Door AI gegenereerde inhoud is mogelijk onjuist.

 

Explaining number of days count

On the main dashboard, on appointments that are not for today's date you will see on a number next to the appointment date.

This number indicate the difference in number of days between today and the appointment date. 

Afbeelding met tekst, software, Computerpictogram, nummer Door AI gegenereerde inhoud is mogelijk onjuist.

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