Customer details on the order

Immediate Customer Profile Lookup

Description: Allows users to view extended customer information directly from the work order header via a modal that clearly distinguishes between the owner and the depositor, without leaving the current workspace.

Step-by-Step Guide:

• Go to the simplified work order header and open the Customer card menu.
• Select the View customer profile option.
• View and review the detailed information for both the Depositor and the Owner (company name, official ID, and contact details).
• Access the Observations tab within the same modal to view commercial or service comments associated with the customer.

Pro Tips / Usage Notes:

• If the customer has registered comments, the system will display a visual alert indicator next to the modal access point and on the Observations tab itself.
• Use this view to mitigate communication or billing errors by precisely distinguishing between the person delivering the vehicle (depositor) and the legal titleholder (owner).
• It is best practice to verify these details before making follow-up calls, structuring quotes, or initiating vehicle delivery.
• Relationship with other modules: Directly connects operational order management with the SIMA master customer file, linking the reception module to the historical log of commercial observations.

Centralized Customer Observations Log

Description: Allows users to record new customer observations directly from the order detail modal to preserve relevant and reusable context that does not depend on a specific workshop order.

Step-by-Step Guide:

• Open the customer detail modal from the work order header.
• Go to the Observations tab.
• Select the available action to add a new note to the list.
• Enter the relevant comment in the designated field and save the entry.
• Confirm that the new observation has been correctly added to the visible history in the customer list.

Pro Tips / Usage Notes:

• This tool replicates the standardized behavior of internal notes found in other sections of the application, ensuring a fast learning curve.
• Use it exclusively to document permanent customer preferences, specific service guidelines, or high-value commercial incidents.
• Avoid including details that only apply to the current day's repair. For technical notes on breakdown issues for the current order, use the order or job observation sections instead.
• Relationship with other modules: It integrates seamlessly with the company's global customer profile, ensuring that any note added here is immediately visible in future appointments, receptions, or inquiries from other work orders.

Control and Maintenance of Historical Observations

Description: Allows users to keep customer observations current and clean through editing or activation/deactivation features, safeguarding the traceability of useful historical information.

Step-by-Step Guide:

• Access the customer modal and head to the Observations tab.
• Locate the specific note you want to manage in the list.
• Use the available status control to activate or deactivate the note as required by current workshop operations.
• If you detect errors in the text or need to update the comment details, select the edit option on that same line.
• Confirm the changes made and verify that the list updates to reflect the new content or status.

Pro Tips / Usage Notes:

• Deactivating an observation removes it from the workshop's front-line operations so as not to overwhelm the service advisor, but retains its legal and historical validity within the customer's internal audit trail.
• Modifying existing notes helps maintain a clean customer profile, preventing duplicate entries for the same issue (e.g., changes in preferred hours).
• We suggest conducting a periodic review of active notes during vehicle reception to ensure the team doesn't carry forward obsolete or already resolved contexts.
• Relationship with other modules: Optimizes the quality of master customer data and positively impacts information accuracy across Customer Service, Daily Workshop Tracking, and the Digital Delivery Process workflows.