Add Loan Car and Detailing (Car Wash) information to the Work document.

• Loan Car: Indicate that a customer requires a Loan Car while their vehicle is being serviced.

  • Also known as a Rental Car or Courtesy Vehicle

• Detailing: Indicate that a vehicle requires detailing and assign the level of detailing.
   

Loan Car

1. Click Not Required.

2. Click the Loan Car Required check box >> select a Status >> click Update.

Loan Car Statuses:

• Not Allocated: A Loan Car has NOT yet been assigned to the customer.

• Allocated: A Loan Car HAS been assigned to the customer but is not yet being used.

• Out: A Loan Car is allocated and is currently being used by the customer.

• Returned: A Loan Car was allocated and is now returned.

3. The Loan Car status can be updated at any time.

• Notes:

• Loan Car Statuses will not appear on the printed Estimate, Repair Order, or Invoice.

• The Loan Car status will appear on the WIP screen.  

• The Loan Car status will also appear in the WIP screen Customer Details.

Detailing

1. Click Not required.

2. Click the Detailing Required check box >> select a Detailing option >> click Update.

3. The Detailing option can be edited at any time (see instructions below). 

4. Once the Repair Order status has been changed to Work Complete, this R/O will also appear in the Ready for Detailing container on the WIP (Work In Progress) screen.