Services Due

The fifth panel of the New Work Wizard displays the services due for the vehicle based on its maintenance plan and OEM service intervals.

On the left-hand pane, the panel displays the services and inspections that are on the vehicle's maintenance plan and the OEM service recommendations based on the current odometer. At the bottom of this pane, you can view the Service Interval being used and the maintenance plan assigned. You have the ability to dynamically change the maintenance plan if required by clicking the drop down and selecting an alternate plan.

Service Interval Plus - Shows OEM service recommendations based on the vehicle's mileage. The Severe intervals are the default and the Normal intervals and listed above.

Tip: You may change the Date field at the top right of the dialog to dynamically view the service due for a future date. This is very helpful when scheduling future appointments. This will also change the appointment date of the work order.

Click on the due item.
On the top right you will see the Title of the item, the Notes or description of the item, and the Due field will display the date and mileage the item was due on. If the item has no record of being performed, No History will be displayed in brackets.

The save as remedied tool allows you to remedy work in the case where the work has been performed at another service center. This is especially important to items that are on the vehicle's maintenance plan so that you may keep the service intervals up to date even if you did not perform the service. It also provides the ability to set the starting point for each service on the maintenance plan.

Click in the box beside Save as Remedied. Today's date will then appear to the right.
Click on the date to access the calendar.
Click the date that the work was performed.
Click the Add button.

Note: Remedied work is added to the work order but is not visible to the customer.

Double click the item to add it to the work order.
Alternatively, click on the item, then click the Add button.

Note: The item will appear in the summarized work section of the window under the appropriate heading. For example, a due service package will appear under the services requested chapter.

At the bottom left, under the maintenance plan and service interval listings, you will find the current maintenance plan assigned to the vehicle.
Click the drop down icon beside the maintenance plan and choose an alternate plan.
The screen will refresh and the new maintenance plan will be dynamically changed on the vehicle and display the updated due / overdue items.

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.