Checklist

Configuration menu > Repair Social club > Checklist

The Checklist subment on the Repair Order submenu on the Configuration menu.

The checklist is an important function of the repair club. By inspecting a customer's car, value is added to the service, and it is quite possible that the customer's conviction in the piece of work being done will increase. This is potentially a source of increased revenue for the shop as well.

These items

  • Are printed on the repair order, and are saved in history.
  • Appear equally service recommendations if the item is checked as bad.
  • May be used for follow-up messages to customers.

Checklist Descriptions

Click Configuration carte > Repair Social club > Checklist > Descriptions. The Check List Items window appears.

The Check List Items window.

In that location are 18 spaces for checklist descriptions on the Bank check Listing Items window. Enter the inspection checklist items you want to apply in your store.

These items appear

  • In the Check Listing Item dropdown listing in the Checklist Recommendations Configuration setting.
  • Equally the services on the Service Checklist window.

Checklist Recommendations

Click Configuration menu > Repair Order > Checklist > Recommendations. The Checklist Recommendations window appears.

The Checklist Recommendations window.

Checklist recommendations announced in the Needed Services dropdown list on the Service Checklist window in the master module of R.O. Writer.

Y'all must create Checklist Descriptions before you can create recommendations.

To Add together Recommendations

Complete these steps:

  1. On the Checklist Recommendations window, select an item in the Checklist Particular dropdown list. (This list is populated by the Check Listing Descriptions Configuration setting.)

  2. Click the Add together button. The blank fields in the Recommendations department activates. A cursor starts blinking to indicate that you lot tin blazon in it.

    The Checklist Recommendations window with the Recommendations fields active.

  3. Enter the name and click OK to add it to the Recommendations dropdown list.

    Recommendations entered in the fields.

  4. Echo these steps as desired for all checklist items.
  5. When all changes accept been entered, click Shut.