WOF and Car Serivces Items

Checking a Vehicle in and Out for a WOF or Service 

 Use the Webatar app on any android mobile device to log Actions against a specific Asset (Car) 

 Webatar App> Asset Tracker> Asset Action 

 

 

 Select the Action you would like to log (eg: Book a vehicle in for a service or a WOF) 

 Select your location 

 Search for the asset using the Assets unique item code 

 Then click sync to server 

 

 

 

 Updating the WOF, REGO and Service Date 

 

 Select the Action you would like to log (eg: Book a vehicle in/out for a service or a WOF) 

 Select your location 

 Search for the asset using the Assets unique item code 

 Click on the blue icon

 

 

 

 

 Select the Yellow Icon with the Car 

 

 

 

 

 

 Opens Action Options 

 

 

 

 

 

 Add Measurements  

 

 

 

 

 

 Add Vehicle Service Details  

 

 

 

 

 

 Add Photos 

 

 

 

 

 

 Add Notes 

 

 

 

 

 

 Delete Action 

 

 

 

 Update the Service, WOF and/or the REGO details by selecting today's date and then select how many months from today's date the WOF. Service or Rego will be due. This can be sent up to send out an email reminder to the customer reminding them of this. - Click "confirm" 

 

 This will then create a Log for Action taken and will update the Due dates for the next WOF, Service or REGO. 

 Asset Module> Activity> Asset Tracker 

 Double click to open the asset up 

 

 

 You can find a full log  

 Asset Module> Activity> Asset Tracker 

 Asset - Asset Action Log 

 

 

 Adding Automated Letter for WOF and Car Services 

 Setup the various action Letter that can occur against an Asset 

 Asset Module> Configuration> Email Letter Templates> Add 

 

 This could be used for: 

 

 When the Car is due for a Service or a WOF 

 When the Car is booked in 

 Sending a reminder for a WOF or Serice due soon 

 When the car is booked in for the actual service 

 When the service or WOF is complete, and the car is ready to be picked up etc... 

 

 Add a code and Description for your letter 

 Select the type of action  

 

 

 

 Adding Actions  

 Asset Module> Configuration> Asset Action  

 

 Click Add 

 Complete the fields as required: 

 

 

 

 

 Enable Emailing 

 

 

 

 Code 

 Use a unique code for each Letter 

 

 

 Description 

 The description will be used as the Subject Line for your email 

 

 

 Action  

 Choose an action that describes what you will be doing (You can set up your Actions you want to have as options) 

 

 

 State 

 Choose the state that best describes this action (In / Out / Pending / Disposed) 

 

 

 Action Icon 

 Choose an Icon of your choice 

 

 

 Sequence No. 

 This is the sequence in your Action List 

 

 

 Show Return date 

 This can be left blank, but this can trigger a reminder to a customer that an asset is due back  

 

 

 Count 

 

 

 

 Allow Next Action 

 

 

 

 Next Action 

 

 

 

 Active  

 Ticking this box will allow this action to be active, it can be deactivated by unticking this box 

 

 

 Email Letter 

 Tick the box if you would like to trigger a email letter  

 

 

 Email Letter Template 

 Select the template for the email letter to be triggered  

 

 

 Default Location 

 Choose your location