Manual Workshop Appointment Creation
Manual appointment creation allows you to register an appointment using a guided wizard. This process helps avoid over-scheduling and gathers all the necessary information before confirmation.
📌 Requirements & Location
Concept | Detail |
Location in SIMA | Advisor Dashboard, Appointments List, or Appointment Review > Create manual appointment. |
Required Permissions | Service Advisor or Call Center Manager. |
🛠️ Step-by-Step
- Access the Advisor Dashboard, Appointments List, or Appointment Review and click on Create manual appointment.
- Identify the client by searching by vehicle (license plate or VIN) or by depositor (ID number or name).
- Select the vehicle and the depositor. If they do not exist in the system, use the available option to register them.
- Review the vehicle information (license plate, VIN, brand, description, warranty, and maintenance contracts).
- Update the mileage if necessary (for existing vehicles, the value must be equal to or greater than the recorded mileage).
- Review the depositor's details, select a contact method, and, if necessary, update the GDPR consents.
- Add at least one job to the appointment. Free jobs can be added with just the license plate, but campaigns and packages strictly require the vehicle to have a VIN.
- Select the mechanical team. If you want to assign the jobs to a specific person, enable Select specific mechanic.
- Indicate if the client will wait in the lounge and check the joint availability on the calendar.
- Select an available date, an advisor, and a time. (Note: For Call Center Managers, the advisor with the lowest workload will be highlighted).
- Review the appointment summary. You can go back to previous steps to correct any data before confirming.
- Click Finish.
Result: The system creates the appointment, displays a confirmation message, and returns to the screen from which the wizard was launched.
❓ Troubleshooting & FAQs
Problem | Cause & Solution |
I cannot continue after selecting the vehicle | The vehicle already has a confirmed appointment pending reception. The system blocks duplicates. |
I cannot find the vehicle or the depositor | Use the creation option within the wizard itself to register a new vehicle or a potential third party. |
I cannot save the mileage | For registered vehicles, the system does not accept a mileage lower than the historical record. Enter a valid value. |
I cannot select Campaigns or Packages | These options strictly require the Vehicle Identification Number (VIN) to be registered. |
I cannot advance from the jobs screen | The appointment must have at least one assigned job. Add one to the cart to continue. |
How is a multi-day job scheduled? | The system automatically looks for consecutive working days with sufficient technical and administrative availability. |
🔗 Related Modules
Module | Purpose in this process |
Appointments Calendar | Displays the created appointment and allows you to continue managing it. |
Third-Party Management | Allows viewing or registering the depositor and their contact methods. |
Vehicle Management | Allows viewing or creating the vehicle associated with the appointment. |
GDPR Consents | Allows reviewing or updating the depositor's legal permissions. |
Workshop Planning | Calculates the real-time capacity of the team, mechanics, and advisors. |