Snoozing item (V8)

Snoozing item (V8)

The snooze function allows you to postpone items that cannot be performed at the moment and reschedule them for a later time with the customer.

Accessing the snooze function

The receptionist activates the snooze function by clicking the plus icon on the right-hand side of the item and selecting snooze, as shown below:

 

After selecting snooze, a pop-up will appear where you can configure how the item should be snoozed.



InfoThe Remind customer snooze type does not send an email to the customer. Instead, it can be tracked using the leads dashboard.

Configuring a snooze

1. Select the snooze type:
  • Next customer visit*
  • Create an offer*
  • Schedule a new appointment*
  • Remind customer*
  • Optional: add a date


Info
*Note: it is possible to enable or disable these options separately on the dealer page.

2. If applicable, specify a date for the snooze.

 

 

3. Select the correct status:

Choose from the following statuses:

  • New
  • In progress
  • Approved
  • Rejected
  • Repaired
  • Completed

​

4. Choose the appropriate department:

Options include:

  • Sales
  • CCC (Customer Communication Center)
  • Body repair
  • External
  • Digital (external CRM via API)
  • Parts


InfoNote: the above mentioned Snooze status dropdown and Deparment dropdown can be enabled or disabled separately on the dealer page.

5. Add comments and files if necessary and click Save.

The item on the checklist will then display a clock icon, instead of an plus icon:

 


The snoozed items will then also be displayed on the appointment detail page under the header Snoozed items:

 

 

Updating snooze information

To modify an already snoozed intervention, click the plus icon and select Edit. The pop-up will reopen, allowing you to make changes. After making the desired updates, click Save to close the pop-up.
 

 

Convert snooze to intervention

To add a previously snoozed item to a workorder, you can convert the snooze to an intervention.
 


After clicking Convert to intervention, the intervention screen opens. Add additional information and click on Save. The intervention is added to the workorder description:

 


The snoozed item will still be visible under snoozed, but a note has been added, indicating the snooze has been converted on the WO.

 

 

 

Snooze history

When the car returns for a later appointment, the previously snoozed items will be displayed in the Snoozed items tab. A new field named Snoozed Items History is shown.
 

 

Only snoozed items with the status approved, in progress and new are shown here.


Removing a snooze

  1. Click Edit and then select Delete in the pop-up.
  2. Provide the reason for removing the snooze.
  3. Click Confirm to finalize the action.


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