GEM-BOOKS FAQ
Digital inspection management for Advisor
Advisors section for Digital inspection management
In the left-hand menu, click on "Vehicles", then select "Inspections".
Adding inspection
Click on "+ NEW",
Step 1
Choose a client in 3 simple options
Option 1:
Type a portion of the client's name Ex: Joh,
Select the customer from the drop-down list,
Option 2:
Click on the "+" to add a new customer.
Option 3:
Click on the blue drop-down button to manage clients.
Adding a customer "+" with respect to the customer field
Enter the customer information in the first tab only: "INFO",
Optional: CAA card number,
Save by clicking on "Save", the light green button at the bottom, and then the "X" at the top right to close.
OR
Use the small dark green arrow (to the right of the "Save" button) to select other options such as "Save and Close".
Selecting a vehicle
In the vehicle area, click on the :
The red "More" button to add a vehicle,
OR
The blue list to select a vehicle, if the customer was existing,
Creating a vehicle
Add a vehicle by entering at least the mandatory information with a "!
Note: The name of the client will follow,
Click on "Save and Close".
Completing the inspection
Note: The customer and the vehicle will be selected,
Select a technician; same management of the "+" or "blue list" buttons,
Select the inspection model: Maxi or Express route
NOTE: The last inspection (Paint Report) must be done as a new inspection to be done with the Maxi Route inspections.
Enter the value of the starting odometer only if you have it, otherwise, the technician will put it,
Enter the reason for the inspection in the drop-down menu on the label,
Click on "Save" to start the inspection process
Posted
5 months
ago
by
Olivier Brunel
#1215
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Edited
5 months
ago