Appointments
If the VIN not available, this info is required for the vehicle to create an appt.
What is year make and model?
This information from the vehicle dash must be verified during the walk around and entered by the service advisor.
What is the odometer reading?
This icon allows techs and advisors to add pictures and video to the RO of the vehicle or damaged parts.
What is the media(camera) icon?
This feature allows multiple items in the same category of an MPI form to pass inspection at the same time.
What is the all green?
This option allows a discount to be applied to an RO.
What is the add/edit coupon?
These numbers show the appointments scheduled vs the number of appts allowed each day in the calendar view.
What is the daily capacity?
More than the year make and model, this vehicle info is required to check in a customer during a walk in.
What is the VIN?
This is the estimated time allocated for each job to be completed.
What is labor hours?
This saves time and effort for technicians while reducing redundancies by using one op code on multiple failed/caution lines in an MPI category.
What is single recommendation?
This amount is a result of the calculation of the labor rate and bill hour.
What is the labor price?
This checkbox needs to be selected if the BDC calls a customer to schedule an appt instead of the customer calling in.
What is the mark as outbound checkbox?
These services were recommended to the customer at their last time of service
What is a deferred recommendation?
This is the option when a 3rd party completes the work done on a vehicle in the service dept.
What is a sublet job?
This action allows a technician to clear an inspection form and start over as needed.
What is the reset action?
If setup in customer management, this allows the customer to pay at a later date via an AR invoice.
What is a charge customer (account)?
This filter can change the display of specific capacities shown at the bottom of each day in the calendar view.
What is the show transportation type filter?
Something bought during sale of vehicle, now needs to be installed by the service dept.
What is a due bill?
This is how service advisors can move parts between jobs.
What is a job split?
This action on a recommendation allows the tech to link the recommendation to an existing job on the RO.
What is job reference?
This view allows the advisor to make sure the RO will not post in error due to missing accounts in GLAM.
What is the posting preview?
This view is where we can verify if parts have been requested or added to the appointment.
What is the list view?
This field is how the group of technicians can be designated to receive the RO once it is created.
What is the team drop down?
This is where the customer payment portion is entered when they are using insurance to cover repairs.
What is the deductible?
This is where the advisor can approve/defer recommendations based on the customer choices.
What is the recommendation summary?
This field can help the cashier verify the amount of money taken when doing the day collection at the end of their shift.
What is the Amount in $100 bills field?