Welcome to this Customer User Guide which relates to the builds from 2.10.11 to 2.11.1, we have introduced some New Features and Improvements to the system both in Workshop Management and Link system.
The 3 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 upgrade
- **User permission level required to access the function
- *** This function requires additional configuration, please contact the account management team
Note: Tech App V2 version 2.11.1 will be required for certain new features
Table of contents
- New Features
- Improvements
- Tech AppV2 - Mandatory mileage capture at Clock off
- Tech AppV2 -Multiple Technician clocking's
- Tech AppV2 - Mandatory mileage for Clock on
- Tech AppV2 - Ability to switch off Cause & Cure
- Tech AppV2 - Labour Status
- Motorcycle Logo now available
- Multi Mileage capture for multiple Job cards (Checklist option)
- Audi Cam Improvements - Green Inspections (New Audi Cam version users only)
- Service Advisor Notifications for eVHC customers
- First name now available on web booking conversions
- Customer signed date field on RTC job card (Paperless)
- Outbound Automation to support Health Check contacts
- eVHC Check type created by fuel type
- Set up an upper limit of <£5000 for Bumper
- Internal Check Type flag for Decline All Work
- Bug Fixes
New Features
New integration to Car Care Plan (Nissan ONLY)
We now have a new integration available for Car Care Plan with Nissan
During the normal booking process in Link or while in Outbound, the system will search for any valid Car Care or Warranty Plans.
Click the "Service Plan Found" button.
After clicking "Service Plan Found" the details of the Service Plans and any Extended warranties are also displayed
The details of the Plans found are added to the appropriate labour line as seen below.
Note - This current function does not display the value of the Service Plan policy
*** This function requires additional configuration, please contact the account management team
Tyre Soft - New Tyre Integration
Within the eVHC system we have added another supplier to the existing Tyre suppliers, by highlighting "Tyre Spot" within the Tyre section of the eVHC process a stock search is now possible for Tyre Spot, you can drag and drop the required tyre to the required position.
*** This function requires additional configuration and for Tyre Soft customers only.
Ability to have 2 Menu Pricing systems at one site
The system now has the ability to have 2 menu pricing systems available at one site. For example Hyundai & SEAT as shown below.
Once the system is configured the user will be presented with a dropdown box which will allow the relevant Menu pricing function to be accessed
*** This function requires additional configuration, please contact the account management team
Ability to both add and exclude VAT when pricing an Inspection
Within the Inspection System there is now the ability to be able include or exclude VAT depending on whether it is an internal job or a retail job. This will be based on the check type selected by the Technician during the eVHC normal process.
*** This function requires additional configuration, please contact the account management team
Improvements
Tech AppV2 - Mandatory mileage capture at Clock off
The existing Mileage out field within the Tech AppV2 can now be configured to be a mandatory requirement. If this is set to mandatory the Technician will not be able to clock off the current line being completed.
A message will appear on the screen to remind the Technician to add the mileage (See below).
If there are multiple line this task only needs to be completed once.
*** This function requires additional configuration, please contact the account management team
Note Tech App V2 version 2.11.1 required
Tech AppV2 -Multiple Technician clocking's
Tech App2 can now be configured to prevent 2 Technicians clocking to the same labour line at the same time. If a technician is already clocked onto the line the message in the screenshot below will appear.
*** This function requires additional configuration, please contact the account management team
Note Tech App V2 version 2.11.1 required
Tech AppV2 - Mandatory mileage for Clock on
Tech AppV2 can now prevent a Technician from clocking onto any particular labour line, if a mileage has not been added as part of the "To do Lists" process
This will only be mandatory if a mileage is not captured as part of the check in process, this feature has been added to support our paperless dealers.
Within the TO DO LISTS (1) mileage MUST be entered
Once the Mileage has been added the Clocking icon will be active
*** This function requires additional configuration, please contact the account management team
Note Tech App V2 version 2.11.1 required
Tech AppV2 Ability to switch off Cause & Cure
There is new option if required that will enable the Cause & Cure fields to be switched off within the Tech AppV2, this has been developed in conjunction with certain OEM's that do not require this feature to be active. Its allows a client to switch off this previously mandatory routine, dependant on the customers OEM requirement.
Screenshot below Cause & Cure switched on
Screenshot below Cause & Cure switched off
*** This function requires additional configuration, please contact the account management team
Note Tech App V2 version 2.11.1 required
Tech AppV2 Labour Status
The latest version of Tech AppV2 has been updated to "tag" each labour line with the current status. These job line statues are also reflected in Workshop Management booking screen, giving greater visibility for the Service Team.
It is also lets the technician be aware of the status to give better efficiency when using the App, the status of each line can be configured to each dealers requirements.
*** This function requires additional configuration, please contact the account management team
Note Tech App V2 version 2.11.1 required
Motorcycle Logo now available
The system can now be configured to show a "Motorcycle" damage diagram instead of a "Car". This is of course necessary for any Motorcycle Dealers Groups.
*** This function requires additional configuration, please contact the account management team
Multi Mileage capture for multiple Job cards (Checklist option)
To fulfil certain OEM requirements, the option is now available for the mileage captured at "Check-In" using the Advisor App 4.3.2 to populate multiple booking with 1 entry. This of course saves time for these multiple jobcard repairs.
This function can be configured as needed.
Split booking as shown below
Entering the mileage on the first booking, populates both bookings
The same option can also be used to populate the "Checklists" across multiple bookings and again this function can be configured as required.
*** This function requires additional configuration, please contact the account management team
Health Check Media Improvement
When viewing the Media landing page on mobile devices, the pre-roll video does not always ‘auto play’ this is due to settings on the mobile device and mobile browsers restricting this auto-play feature to prevent customers from using un-necessary data, i.e. if not connected to Wi-Fi.
We have added some text to the screen to guide customers to play/watch the pre-roll video, which explains the VHC and the authorisation process, rather than just skipping the media and going straight to the VHC.
(RTC Media users only)
*** This function requires additional configuration, please contact the account management team
Audi Cam Improvements - Green Inspections (New Audi Cam version users only)
For Audi centres using the integration with Audi Cam, the system now automatically sends ‘Green’ VHC’s through to Audi Cam, who in turn then are able to send ‘Happy Cam’ good news emails and notifications through to your customers.
*Function available after the upgrade for the latest Audi Cam users
*** This function requires additional configuration, please contact the account management team
Service Advisor Notifications for eVHC customers
It is now possible to have an email template set up that automatically is sent to a Service Advisor when the consumer accesses the VHC Landing page plus a second email can be configured to be sent to the Service Advisor if and when the eVHC is authorised by the Consumer.
Screenshot below shows when the Customer viewed the Inspection
Screenshot below shows when the Customer has authorised work on the Inspection
*** This function requires additional configuration, please contact the account management team
First name now available on web booking conversions
We now have the ability to add the customer first name when converting a web booking in the Customer Details screen field.
*Function available after the upgrade
Customer signed date field on RTC job card (Paperless)
The system can be configured to show the date a customers signature was captured digitally, i.e. Using the Advisor App or through the Online Self-Check in process.
The date field can also be shown on paper job cards if the dealer requests it
*** This function requires additional configuration, please contact the account management team
Outbound Automation to support Health Check contacts
The system can be automated with set rules to allow the sending of emails and SMS' s at any designated number of days prior to or after the actual system follow up date.
To start the marketing in advance of that due date. We have enabled the use of the Outbound Automation table for HEA contacts, which will lock the original Follow up date which will be used as the Due Date for the contact. You can also enter a minus figure.
The Outbound Automations Setting can be accessed as per the screenshot below
*** This function requires additional configuration, please contact the account management team
eVHC Check type created by fuel type
As the introduction of electric and hybrid vehicles increases in the UK, dealers are having to update the check types that are carried out by technicians to ensure the appropriate checks are carried out.
The correct check type will now be prompted based the on vehicle fuel type when the Technician creates the Inspection.
See below
*** This function requires additional configuration, please contact the account management team
Set up an upper limit of <£5000 for Bumper
Bumper finance have now set up a maximum threshold option for their "Pay Later" function, if the Reported work exceeds £5000 the "Pay Later" button will not be available, £4999 value and the button will remain as normal.
*** This function requires additional configuration, please contact the account management team
Internal Check Type flag for Decline All Work
The media landing page can now exclude the "Decline All Work" button feature, which is primarily used for Used car preparation routines.
This is driven by the Check type selected by the technician when completing the eVHC, ONLY an internal inspection check type will show the button.
*** This function requires additional configuration, please contact the account management team