How does the job timeline work?
The timeline is a overview of everything that happened during the car repair. It shows you exactly what has been done and what remains to be done.
In this FAQ, we will go over the different tasks and steps you can indicate on the timeline.
Do you prefer to view this FAQ in the written version? Then scroll down further.
How does the job timeline work?
The timeline you can find at the top of each job you created with damage repair type.
The timeline will always contain the following statuses: New, Pre-Processing, Estimation, In progress, Post-Processing and Finished.
When creating a new job, the job will automatically be given the 'New' status.
Prefer to create a job with a different status? You can! Choose the desired status from the dropdown menu. By default, this dropdown is set to 'New' status
Under the 'Pre-Processing' tab, you can find the following sub-states: Client contacted, Appointment for quote, Appointment for repair and Parts ordered. We automatically check the checkboxes for Appointment for quote and Appointment for Repair for you as soon as a date + time is entered in the job. Have you mailed an order to your supplier? Then we will automatically tick the 'Parts ordered' box for you.
For some statuses, you will see a little arrow appear. Pressing this arrow will automatically take you to the communication screen.
The status of the job will automatically update based on the checkmarks you have marked.
The following statuses can be found under 'Estimation': 'Vehicle in for quote, estimation created, estimation approved, estimation closed. You can tick these statuses manually to easily track the status of your estimations.
Under the 'In progress' tab, you can find the following statuses: Vehicle in, Repair started, Repair finished and Check performed. The statuses vehicle in and repair started are automatically ticked by the system. Vehicle in as soon as the car gets a date under date in. As soon as there is a tick in the time registration, the 'Repair started' box will also be ticked.
Under the 'Post-Processing' tab, you can find the following statuses: Ready for invoicing, Invoiced and Vehicle returned. We automatically check the status 'Vehicle returned' as soon as a delivery date is entered in the job.
Completed all the steps? Then you can mark the job as 'Finished'. This status contains no sub-states.
