To Start the New Work Wizard.The New Work Wizard is the cornerstone of the vehicle care cycle. It encompasses all the aspects of the software's vehicle care management system. It is used to begin or schedule new work while providing all the tools necessary to create new service records, retrieve outstanding services, provide scheduled services, and inform service technicians of the work to be performed.
The New Work Wizard is divided into 7 segments and occur in the following order:
Each section of the New Work Wizard is detailed in order in the chapter. Links for each section are provided above. You may also use the help system's navigation tools.
Note: Any section except selecting the contact and vehicle's service records may be skipped by clicking the Next button.
The schedule icon will appear at the top right of each pane of the new work wizard if quick schedule notes are present. Clicking the icon will provide the notes collected when the quick schedule was entered.
Contact - This icon will appear when there is a note present on the contact card. To quickly access the notes click on the icon.
Vehicle - This icon will appear when there is a note present on the vehicle card. To quickly access the notes click on the icon.
