Product Support

Adding Loan Car and Detailing Information

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.

  1. 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.

     

Marking the Detailing as Complete from the Work Document

  1. Click the Detailing option.

  2. Click the Complete check box >> Update.

  3. The Detailing option will now appear as Complete on the Work document.  

  • Notes:

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

  • The Repair Order will no longer show on the WIP screen.

  • The Detailing option will also appear as Complete in the Repair Order details on the WIP screen.

 

Marking the Detailing as Complete from the WIP Screen

  1. In the Ready For Detailing Status container, double-click the Repair Order.

  2. Click Detailing Complete.  

  • Notes:

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

  • The Repair Order will no longer show on the WIP screen.

  • The Detailing option will also appear as Complete in the Repair Order details on the WIP screen.