Welcome to this Customer User Guide which relates to the recent releases from 2.11.2-9. We have introduced some New Features and Improvements to the system both in Workshop Management and Link system.
Latest Builds & Versions
LINK - 2.11.6
Workshop Management - 2.11.9
Tech App V2 - 2.11.3 (October 2022)
Advisor App 4.3.2 (iPadOS 16.1)
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
Table of contents
New Features
Dealer filter in workshop management
A new filter has been added in Workshop Managment to assist users of a merged point of sale dealer to be able to filter their view to just 1 of these merged dealers and the bookings/jobs associated to that dealer.
See screenshot below
*This function will be available after the upgrade
Added Email address to Appointment Summary report
A new column has been added to the Appointments Summary report that will capture the customers email address if available.
*This function will be available after the upgrade
Additional Diary Control (Specific Repair Codes)
When the dealership facilities are used to control appointment slots it was only possible to have 1 repair line against each appointment slot.
The system will now allow multiple repair lines to be added for each appointment slot. This function can be used with any repair code combinations, an example is below
- An MOT Insurance repair code should be restricted to only be allowed to be added with only a main MOT repair code
- Multiple Diagnostic repair codes on the same job card could be set if required, with subsequent DIAG codes allowed for multiple repairs.
*** This function requires extensive configuration, please contact the account management team
Improvements
Appointment Summary Report - Update
The fulfil certain OEM criteria the below report now contains the vehicle chassis number.
*This function will be available after the upgrade
Diary availability - start and end date added
There is a new option to view both the workshop loading and technician calendars during a set period, the calendars can be selected for-
Workshop Loading - 2 weeks (from the start of the current week) is default
Technician calendar - 2 months (from the start of the current month) is default
Any date range can be selected
Technician view shown below.
Workshop / Group view shown below
*This function will be available after the upgrade
Part number removal on quote
The system can now be configured to show or remove the Part numbers on any quotation. The screenshots below show an example with and without the part number visible.
Screenshot below with part numbers
Screenshot below without Part numbers
*** This function requires additional configuration, please contact the account management team
Digital job card amendment
Designed for dealers that primarily use a paperless digital process. Once a dealer moves to using our digital job cards there are areas on the reverse of the job card that may not be used. These can now be removed where a user would have written information relating to confirming QC, Warranty information and possibly the Technician names on a physical job card.
Copy of a "Digital" formatted reverse of the job card below, the highlighted area that used to show certain information can now be set to show blank
The text above is now blank if set up correctly
*** This function requires additional configuration, please contact the account management team
Optional Deferred Work settings in eVHC
In the example below the set up will ensure all RED work cannot be deferred longer than 30 days, this can be set to any number of days down to 1 day.
In the example below shows that any AMBER deferred work must have a follow-up date of at least 60 days, this can also be set to any number of days required if necessary.
*** This function requires additional configuration, please contact the account management team
Audi Diagnostic Questionnaire - Update
The email the customer receives from an Audi centre for pre-diagnosis questionnaire had been changed, the updated text is seen below.
"Please answer all sections and provide any additional information you feel is important and where possible complete at least 48 hours prior to your visit date to aid our preparation process".
*This change will be available after the upgrade
Checklist update (Retain original records)
The system can now be configured to prevent any completed "checklist" clearing if and when the date in is changed Workshop Management.
The screen below shows 2 completed checklists which were completed 12th Sept 2022
By changing the Booking date to 2nd November - see below
Then adding an additional checklist the original checklists are retained due to the set up
*** This function requires additional configuration, please contact the account management team