The second panel of the New Work Wizard prompts the service writer to ask, "Did you have any specific services in mind?" The purpose of this section is to add any services that the customer may want us to perform while the vehicle is in.
All service categories are listed in a folder format on the left hand side pane. Each folder may be expanded to list all service packages relative to that service category.
If the customer requested a lube, oil and filter service. The service advisor would expand the lubrication & maintenance folder and double clicked the lube, oil & filter service package.
On the right-hand bottom pane, a summary of the services requested to this point are displayed. Once all services have been requested, the service advisor will click next and proceed.
Tip: If a mistake should be made and a service package needs to be removed, move the mouse to the left margin of the summarized service where an open magenta colored bracket will appear. Click once and the item will be highlighted. Click on the Delete button just above the summary pane to remove it.
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.
