Send repair overview (V8)

Send repair overview (V8)

This feature is part of the Customer Communication module and allows you to inform your client on the final outcome of the appointment that has been completed on his vehicle. 

The report includes the following information:
  1. General information about the appointment
  2. Date or mileage when the next maintenance is required
  3. Items that were not fixed
  4. Repair overview – fixed items
  5. Checked items that work properly
  6. Customer bill (If added)

Steps to send a repair overview

Step 1

Click on the Customer Communication button once the status of the appointment is set to Car Ready.


 

Step 2

Select the interventions you want to show the customer in the report by turning the eye icon on the left side of the intervention green. When the eye icon is red, the price of that intervention is excluded from the total price calculation. When you are done, click on Send repair overview.


Notes
The repairoverview section 'Checked items working properly', only shows commercial items.

The repair overview has now been sent to the customer. An envelope icon will appear in the status icon on the appointments list:


The envelop indicates that the repair overview has been sent.


Once the repair overview has been sent, the Customer Communication button changes and a PDF button appears. This allows you to download the repair overview.

 

 

With the arrow button on the right side, you can open the repair overview in a new tab in read-only mode.

Sending an automated repair overview

To save receptionists time, it is possible to activate the location setting to automaticly send the repair overview, when:

  1. The mechanic marked the car as ready (workorder status Car ready)
  2. The quality check is done (workorder status Quality check)
  3. The workorder status is Car ready & Car out of shop*
  4. The workorder status is Car ready & Billed

The customer needs to have an emailadres or mobile phonenumber.

Alert*Only works if Car out of shop is set in Claire.

In addition, two more settings are available:

  1. To hide prices on the automatically sent repair report
  2. To not send the automated repairoverview if advised/critical items are found during the quality check
  3. To hide the mechanics name in the repairoverview pdf
Info
The automated repair overview will not be send to internal and lease customers.
Info
SMS function needs to be enabled on location settings to send the automated repair overview via SMS.

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