Here we are going to learn how to set-up a service reminder for a vehicle
TABLE OF CONTENTS
- Setting up a Service Reminder
- Adding from Work In Progress Job:
- Maintain Vehicle Followups
Setting up a Service Reminder
Click on Maintenance (1) > Followup Codes (2), then click on the Insert button (3)
|1. Keycode:||Unique identifier for each Followup|
|2. Description:||Description of Followup|
|3. Automatically Add:||If followup is due in a certain period Add number & select period|
|4. Add to Reading:||ie: If you're doing a 10000km reading, enter 10000|
|5. Link To||Can be linked to NZTA data. eg: WOF expiry date|
|6. Lead Time||You will get a prompt about the follow up when you create a Job for the vehicle within the specified time frame.|
|7. Add to Reading:||Create the Text that is seen on an Email or Printed Service Reminder.|
The Followup can now be added you your Item, either through a job in Work in Progress or directly from the Vehicle Enquiry screen.
Adding from Work In Progress Job:
There are three different places/situations that followups can be added to a vehicle:
- From the Work In Progress (WIP) job
- From the Vehicle maintainance screen &
- When invoicing
All of these will bring up the same Maintain Vehicle Followups screen
1. From the WIP Job
If a Vehicle has been added to the job, the Follow-Up button will be at the bottom of the screen. .
Click this button to add a Followup to that item.
2. From Vehicle Maintenance Screen:
3. When invoicing
This is setup in the User settings to happen automatically upon invoicing
Go to Maintenance > Users, open the user and tick "Force Followup Screen after Invoicing".
Maintain Vehicle Followups
You will see the following screen.
There are three ways to have a follow up added:
1. Click and drag
2. Start typing in the field
3. Use the ellipses and choose from a list.
NB: the date is automatic - this will add the number of days, weeks or months entered in the setup
This can be edited
For creating a reminder for future work that is non WOF or Service related, check out This Link
Didn’t find what you were looking for?
Our Support team are here to help, you can reach us by submitting a support ticket