Service Records

The third panel of the New Work Wizard allows the service advisor to either create a new customer and vehicle records or retrieve existing ones.

You may have noticed that the service records screen is identical to the contact manager in the search result mode. The functionality is virtually identical.

To add a new contact and vehicle.

To add a new vehicle to an existing contact.

To search for an existing contact.

To search for an existing vehicle.

Once the customer and vehicle have been found or created, click Next.

Note: If you try to create new work for a contact that has a no show within the last month, active, on hold or future work, the New Work Wizard will prompt you to use that work order or scheduled visit instead. You can choose Yes/No/Cancel. If user choose yes, they will remain in the New Work Wizard and be able to add new items to the work order (existing items from the old work order cannot be deleted for data integrity reasons). Scheduled time is automatically updated to the current date/time.

Tip: 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.