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Qualification by Service Advisor and Parts Department

As soon as the technician completed the inspection and possibly the detailing, the parts department (if available and marked necessary by the technician) and the responsible service advisor receive a notification that the repair order case is ready for qualification. While parts department adds the necessary parts costs and can leave an internal message for each positions, the first step for the service advisor is to check the quality of the media recorded by the technician. Within this time, the service advisor has the option of either rejecting the recorded media and return it to the technician, or accepting it and thereby triggering the dispatch of the inspection list and media to the customer. This scenario only occurs if the separate dispatch of the inspection list including media and additional repair request is selected in the administration area. If this is the case, the time for the quality check can be defined in the second step (see Managing repair orders).

After the first information was sent to the customer, or a joint dispatch of inspection list, media and the request for order extension has been selected in the administration area, the service advisor can also qualify the individual positions in the next step. Therefore, the service advisor can enter information about the single positions and add a short description for the customer to explain why the recommended repairs are necessary. In addition, the prices for the respective repair needs can be determined, which base on parts and personnel costs as well as the possible compensation through warranty or goodwill. In addition, attachments can be added, for example to advertise a special offer.

Note: Make sure that the price format in the amount field expected behavior is dependent on the browser’s language and number format. For example, in English-speaking countries, decimal points “,” are ignored, whereas all “.” dots are ignored in other non-English-speaking countries (DE).

Updated on June 29, 2022

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