Workshop Reception Screen
|Top Previous Next|
The workshop reception screen is accessed from the Main Navigator Menu by selecting Workshop > Service Reception.
The default screen is as above, which shows the standard "T-Card" view of the workshop. There are several tabs available, selected from the bottom of the screen :-
T-Card : The default screen
Reception : A tabular representation of the service workload.
Sales Work : An analysis of all Sales Work requested to the workshop
Follow Ups: Follow-ups required to be actioned by the service receptionist
Estimates: This screen is part of the bodyshop system
At the top of the screen is a series of buttons :-
Appointment : Create a service appointment
Job Search: Search for a job
Sub Contract: Accept the costs of sub-contract work.
Customer : Search for and view/update a customer record.
Pre-Pick Report: Print a report of jobs that require pre-picking
View Diary: View the workshop diary
Parts Order Report : View Parts Orders outstanding against workshop jobs.
MOT Diary : Views an on-screen day by day MOT Diary (if it is configured).
Collections Report : Prints a sheet per job that requires collection on a specific date.
Refresh: Refreshes the job display (this refreshes every 3 minutes automatically in any case).
Change Branch : Allows the user to switch to another workshop (providing their staff privileges allow this).
Log Out : Logs the user off, requiring the next user to login (useful on shared workstations).
My Jobs Only : Views jobs for this receptionist only (only works on "Reception" tab)
Todays Jobs: Only displays jobs that are required today by the customer (only works on "Reception" tab)
Awaiting Parts Only: Only displays jobs that are awaiting parts orders prior to booking in (only works on "Reception" tab)
Select Receptionist: Filters the jobs by one or more Receptionists (or reception desks if configured) - only works on T-Card View.
Close : Exits the service reception.