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)
|Unique identifier for each Followup
|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
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