Clients Screen

The AutoMation diary allows the operator to view job status and technician labour allocations on daily or even day basis. Information includes customer name, job status, start and finish times. For easy reference the job status field is colour coded. The diary can be used to log current jobs or future bookings; the 7 day view also displays a grid showing all invoices and cash sales. To view job, invoice or labour allocation details the operator simply mouse clicks on the record displayed.

Tabulation

• Contact Details: Name, address, phone number and email ect.

• Profile: Account details, loyalty program, comments, pricing profile and effective media.

• History: Jobs, loyalty, roadside assistance, reminders & contacts.

• Tasks: Assign tasks, access notes and create quotes.