Advisor dashboard
The Dashboard is a comprehensive command center that allows the Service Advisor to monitor the workflow in real-time, identifying bottlenecks in appointments, spare parts, and repair statuses to prioritize immediate attention.
Step-by-Step Guide
- Accessing the Dashboard: Locate the option Dashboard in the main menu to view the updated numerical indicators.
- Appointment Management:
- Click on the Reception indicator to access the Appointment List scheduled for the current day.
- Select the Delivery indicator to open the Deliveries screen for the day and manage the departure of vehicles in 'notified' status.
Spare Parts Tracking:
- Click on any of the four indicators in the Spare Parts section (Pending Authorization, Pending Arrival, Not Collected or Overdue) to open the specific parts list and expedite their management with the warehouse.Order Control:
Click on any of the statuses in the - Orders section (e.g., Pending Spare Parts or Pending Quote). The system will redirect you to the order list with an automatic filter applied by that status and linked to your user as Advisor
Pro Tips / Usage Notes
- Filter by Responsibility: Remember that the indicators in the Orders section are personalized; they only show the workload associated with the logged-in Advisor.
Immediate Action: - Indicators with high numbers in Pending Administrative Verification or Pending Quote require urgent attention to avoid delays in final delivery.
Relationship with other screens
- Workshop Tracking: This dashboard acts as the top layer of the Workshop Tracking screen, providing aggregated metrics before delving into the detailed listing.
Digital Vehicle Delivery: - The Delivery indicator connects directly to the Digital Delivery Process module to initiate the review and electronic signature process.Spare Parts Management:
The spare parts indicators are linked to the statuses defined in the - Work tab of each order, allowing full traceability from order to installation.