Repair Order Estimate Tutorial One

Repair Order Estimate Tutorial One

SUBTITLE'S INFO:

Language: English

Type: Robot

Number of phrases: 332

Number of words: 2393

Number of symbols: 10180

DOWNLOAD SUBTITLES:

DOWNLOAD AUDIO AND VIDEO:

SUBTITLES:

Subtitles generated by robot
00:00
alright this short tutorial is for the service advisors who are going to be adding the estimate forms that the customers are going to be seeing so process is really fairly easy but it probably would be helpful if you had a walkthrough so that's the purpose of this tutorial here so to start with when you log in to the WordPress back-end
00:31
whether you are logging in from your from your laptop from your your tablet from your phone or if you're using the app you will most likely if your if the app you probably won't start at the dashboard but otherwise you would here default is to go to the dashboard or wherever you were the last time you were logged in so we're going to start from the dashboard and you are going to be creating a new page so you'll go over to
01:04
pages hover over that and then click add new the add new page is going to come up what I'm going to do is give it a title now you don't want to give it a title with the same name as the RO number so I'm going to call this Toms monster-truck because it needs to be unique and be related to the probably
01:35
related to the customer and to their vehicle so I'm going to call it Toms monster-truck the template that we are going to use is repair order summary if you do not select repair order summary as the template then it's not nothing is that you do here is going to work to create the template so let's go ahead and scroll down okay the customer name
02:04
going to say is tom tester date of the repair order and we'll go ahead and select that this is a it's when you click on this is going to give you a menu to select we're gonna just select today's date which is July 12 2013 vehicle make enter the make we're just gonna put in Ford here vehicle model
02:36
will call this on f-350 no we'll call it at 250 f250 the RO number when you click this down arrow here what it's going to do is it's going to give you a list of the different repair orders that are in the system now if there are a lot of repair orders in there will be after start using this then when you type in the first number it's going to only show those repair orders that have that number then if you were to type in the
03:10
second number it's going to show you only those with those particular pattern of numbers so in this case there's only the one with that or in this case because we can see it right there we can just select we don't have to start typing numbers either way works and that is the repair order that this estimate is going to be based upon so I'm going to add a VIN number I'm just new one two three four five six seven eight nine zero A two three four
03:40
okay and then vehicle mileage will say it has one hundred and eighty five thousand 126 miles okay vehicle year will say this is a say this is a 2005 let's scroll down a little bit here now a repair order area this is the next section you're going to have line items and you'll have five line items
04:16
where you can add repair items you want to keep this even though it looks like there's a lot of area here you want to keep this too what will display on one line essentially so in if you don't need to use but one line item just use one if you need to use two up to the five so I'm going to go ahead and put something in here when you put it in just just something filler for this this truck
04:46
needs placed the right it is leaking okay I'm just gonna make changes and replace the master cylinder there we go remove and replace the master cylinder because it is leaking okay and how much is there going to cost him I'm just gonna put in we're going to put in two hundred and forty five dollars and 67
05:38
cents just it's Robert Horry amount whatever it would be the amount for the repair that's what you're going to put there okay we're going to and we'll put repair wheel but remove and replace four wheel cylinders because our quality okay and Dan will add
06:25
whatever that is the say three hundred and twenty five dollars and 64 cents whatever that might be okay and oops okay let's go down we're not gonna have more than two line items so we'll just go down additional work or service maintenance needed we can add something in here - let's say windshield
07:00
knees replaced cracks and it's spill here correctly okay and then additional work them out let's say whatever that'll be two hundred and seventy $9.32 okay go down tech and service notes taken service advisor notes now here is here's where if you
07:43
were to have gone ahead and thought about this in advance you would have probably went ahead and opened up the the actual post with the repair order first so you can copy and paste to repair the technicians notes from the repair order so how would you do that okay let's let's go ahead and leave this open like it is we're gonna go ahead and go to posts and I'm going to go ahead and click open in new tab
08:20
and that will open it in a new tab we're going to go to the new tab and then we're gonna click here this is the post this is where the technician notes are at we're going to take the technician notes from right there right click copy we'll come back over here scroll back down and they want to get to that part down here wherever is that tech and
08:57
service adviser notes click in there right click and paste okay and then you can also app and here also and something I forgot to mention up here let's say you want to make a word
09:29
bold you can select it and click bold if you want to italicize anything then you can select it and click the eye for italicized in that world italicize it on the front end where you just capitalized this old okay and then now if there are not enough images there's only five
09:59
images being provided from the repair order you can select and add up to one additional image here however if there are already six images then you would leave this blank now the shop charges whatever that might be maybe you have some shipping maybe you have disposal fees or whatever it might be any additional shop charges you're going to add in this particular field right here so we'll just say that's going to
10:31
be thirty seven dollars and fifty cents and if you should happen to have any discounts maybe you have some type of a marketing promotion that allows for a discount or if there's sort of a seasonal discount or if it's on an ad whatever it might be maybe there may be because the customer that they are maybe they're a fleet customer and maybe they get a specific discount because of their relationship whatever
11:02
it might be here is where you would add the discount let's say you're giving them a $25 discount for whatever reason just add that right there and it looks like we have completed all of the information that needs to be in there we're going to go up here and we're going to click publish it is done we can click view page and you'll see that this is what the repair order is going to look like first line I
11:38
don't remove and replace the Master Sword because it is leaking in the cost to 4567 remove and replace four wheel cylinders because they are faulty I was 325 64 and then the additional work that is recommended a windshield needs for your place due to cracks and shift you see windshield is bold and due to cracks and chips is italicized as we as we did and you can do that also with these line items as well too and you can see we did that here whatever is in bold in the
12:08
technician and service advisor notes so the I have this page what and what is you can see right here it's a little bit so just playing just a little bit oddly and that's because I have shrunk the page down for this particular video tutorial but parts and labor display here the shop charges will display here a discount displays here and additional
12:41
work actually would all fit on one line yeah if this were the your right size but additional work he is right here now you see that there's zero in here right now and the total is 583 dollars and 81 since the customer when you send this to the customer you email them the link and this would be the link up here that you would email them some email with the link there is right there they would get this they could go here and they would see
13:12
this and they'd have the opportunity to select either yes or no they select yes here that they do want the extra work scheduled then it's going to then change the amount here it's going to add that to 7932 and it's going to change the total yeah all right now one of the things that happens here is that this particular video is also displayed in here we actually have seven seven images
13:42
so the first one is not displayed and you can see all the captures here so I went ahead and added some more so what we can do is if there's a particular image that we don't want to display now because we have seven we can unattach that and i'll show you how to do that in a separate video oh yeah but this right here if you did want the actual video video that is how that would work there so that's pretty slick too so it just shows us a thumbnail but when you click on it it
14:14
will actually display the video itself and again each of these have the caption that's been added in the media library area so that's pretty much that now the last part of this is that of course the service advisor you who or whoever you are your name is going to be listed at the bottom showing here to the customer your service advisor and the customer has the option at this point to either select no I decline the service to call
14:46
me I have questions or to say yes I accept either of these buttons they click is going to take them to another page with a forum to go ahead and validate that ever made the other thing before click those are just going out to that any of these photos the customer can click on and it will display a larger larger sized image in a separate window click the back arrow and comes right back so if the
15:17
customer says yes I accept click yes I accept it will take them to this page here where all of their information is displayed and shows the additional server recommend a service amount and that they said yes they wanted it added the total repair service amount is their best phone number to reach them they need to add a phone number in here it is a required field
15:46
and then there will be also some drop-down options here select they will have to select whichever is the most appropriate and then here if they if they have any additional notes I need this vehicle and back today or they could just simply write none in there or whatever they do need to have something in here whether it's nun or or whatever it might be
16:23
and then they can at that point they can click I authorize service repairs and it will send you an email and I'll show you that in a separate tutorial on how that works that will let you know that they have authorized their repairs and the basic information that is necessary for you and this will also be cc'd probably to your fixed ops director and anybody
16:55
else that it needs to be sent to as well they can also reset the form by clicking here once the form has been completed again let me go ahead I'll just and we're here five oh three five five five one two one two nine here also change thing here and then I'm gonna say yes authorize the service repairs they will see a screen here that lets them know it
17:27
kind of tells them thank you for allowing check call the service center to service in a recruiter vehicle goes through that information and leaves it on the screen for a short time and then it will automatically disappear and they are well then welcome to click the back button and go back to the estimate form same thing applies for no I decline similar form but it has slightly different information and the reason
17:58
they are declining the service as an AA is one of the required fields they're then also they call me I have questions same thing similar type of information is displayed they do need to provide a phone number any questions they have they are primary questions that could select their or if they have something else specific to ask they can enter it here and it's submitted the same way or reset the same way then click back to go back so that
18:29
is in a nutshell and about a 18 minute nutshell how to how to set up and use the estimate repair form and I hope that has been helpful to you

DOWNLOAD SUBTITLES: