Welcome to this Customer User Guide which relates to the updated iOS App for RTC Advisor, we have introduced some New Functionality and also system improvements within the application.
The updated version is available within the Apple Store for download.
RTC Advisor - Real Time Communications
The 2 main points below will help you understand how to use and how to have the necessary set up for each new feature or improvement.
- *Default settings after the update
- ** This function requires additional configuration, please contact the account management team
Please note that all the functions have been tested on previous iOS versions up to and including the latest iOS 15.3.1 variant.
You also have the ability to "click" any of the items below which will take you directly to the development details.
Table of Contents
- Improvements
- *Switch off new booking and booking management.
- *Add a text field under the VHC label upon check out
- *Add booking status to the booking management/check in/check out screens
- *Vehicle damage within Booking Management
- *Improve notes facility in Advisor App
- *Details not updating after going back to the customer details page
- *Mandatory mileage capture upon check in
- *Remove GDPR signature capture
- *Add continue without agreement and last modified date
- *Grey out invoiced lines
- *Signature not required if customer has checked in on line
- *Ability to view Tech write-up in Advisor App
- *Remove the payment method off the pre-book screen on the advisor app
- *Update contact number field in WSM with preferred phone preference from Advisor App
- *Amend offsite status order on advisor app
- *Remove the previous / Back button on Advisor App once it's checked in.
- *Advisor App Bookings not taking MOT Resource from Link Diary
- Bug Fixes
Improvements
*Switch off new booking and booking management.
For sites that use only the eVHC system, the option is now available to switch off the Booking options on the Advisor App. The relevant buttons are now greyed out.
** This function requires additional configuration, please contact the account management team
*Add a text field under the VHC label upon check out
During the checkout process we can now add a text field under the Vehicle health check label. This text field can be used to input the VHC T & Cs (Disclaimer) that already appears on the VHC check sheet. See highlighted red text in the below example
** This function requires additional configuration, please contact the account management team
*Add booking status to the booking management/check in/check out screens
We have added the booking status to the Check In, Booking management and check out screens as this saves time having to open each booking to check the status
*Available after the update
*Vehicle damage within Booking Management
Service advisors now have access to complete the vehicle damage check within the booking management screen for vehicles that have not already had the damage check carried out. The "eye" icon shows that the check has not been completed.
*Available after the update
*Improve notes facility in Advisor App
Added the option to add a note in the Advisor App the same way you can in Workshop Management. You can add a note to the Booking/Customer/Vehicle/Technician.
*Available after the update
*Details not updating after going back to the customer details page
When updating customer details the changes would not save if you used the back buttons after selecting save. Changes are now updated from the point of selecting save
*Available after the update
*Mandatory mileage capture upon check in
The mileage field can now be configured to be a mandatory requirement during the check in process, it will require the user to enter a value which will record the vehicles mileage on the system.
** This function requires additional configuration, please contact the account management team
*Remove GDPR signature capture
GDPR signature capture is not a requirement and has been removed from the Advisor App's New Booking, Check In, Booking Management and Check out screens
** This function requires additional configuration, please contact the account management team
*Add continue without agreement and last modified date
Continue without agreement and last modified date have been added to Advisor App, this information is collected from the Customer consent history that has been recorded within RTC.
** This function requires additional configuration, please contact the account management team
*Grey out invoiced lines
When a rebooked/rescheduled job is being checked in, any invoiced lines will be greyed out so that users cannot edit these. If a user clicks into a greyed out line it will be presented in read only and show information i.e labour code, hours, type and description.
*Available after the update
*Signature not required if customer has checked in on line
As the customer has already signed during the online check in process we will no longer request the signature again
We will continue to collect a signature when adding work and completing a body check
*Available after the update
*Ability to view Tech write-up in Advisor App
We have added the ability to view Tech Write - Up in the form of a pencil within the job lines. Click the line and it will open a pop up message displaying the Technicians text:
Advisor can view the notes by selecting the pencil
*Available after the update
*Remove the payment method off the pre-book screen on the advisor app
Previously on the pre book screen in the Advisor App there was a Payment Method dropdown. We have removed this box from the page as it is not relevant at this stage in the booking.
*Available after the update
*Update contact number field in WSM with preferred phone preference from Advisor App
During the check in process with the Advisor App, if the contact number has been updated, there is now an option to save the details.
*Available after the update
*Amend offsite status order on advisor app
To enable a more streamlined Offsite process the order in which the statuses are displayed within the Advisor app has been modified to follow a more logical sequence.
New Sequence
Offsite
Offsite Parts to Order -
Off Site Outstanding Invoice -
*Available after the update
*Remove the previous / Back button on Advisor App once it's checked in.
The previous button facility has been removed once a job is checked in on the Advisor App , This will prevent the user from going back and making changes that will be lost.
*Available after the update
*Advisor App Bookings not taking MOT Resource from Link Diary
A further enhancement for using the Advisor App for a new or existing booking, is the system will now update the main workshop diary resource when adding an MOT line. Base on the workshop resource set up MOT bookings will now match the resource and number of MOT slots planned on any particular day.
