2021-12 december


Vehicles inside

It is important that vehicles are always 'marked off site’ after completing the jobs. If the cars remain marked as 'in' in PlanManager, this can have an influence on the performance of the ATR screen and the workshop application. In the background, all cars will always be loaded with the check mark 'vehicle in'. It is therefore important that all cars are deregistered for the sake of performance but also for the proper follow-up of the VAT book.

You can unsubscribe a car that has checked the 'vehicle in' checkbox by pressing the clock at the date of collection. PlanManager will then automatically uncheck the 'vehicle in' checkbox.

 

 

Self Service Portal

PlanManager's Self Service Portal is a website that allows the customer to report information about damage (including photos) and to schedule an appointment for an estimate, to make an appointment for a repair and also to follow up on the repair of his or her vehicle. The website can be accessed from PC, Mac, laptop, tablet or smartphone.

An adjustment was made to the self-service portal so that from this release it is also possible to let customers add photos to a job without having to make an appointment for this.

 

The customer can upload photos based on his/her license plate + job number. These are placed directly in the PlanManager job.

 

To activate this option, you can contact our helpdesk via support@insypro.com. More information about the operation / possibilities of the self-service portal can be found in our FAQ.

 

 

 

 

 

 

Last update:
2021-12-02 12:51
Author:
Sophia Bouhajra
Revision:
1.0
Average rating:0 (0 Votes)
 

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