Skip to main content

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

image.png

  1. Select the Action you would like to log (eg: Book a vehicle in for a service or a WOF)
  2. Select your location
  3. Search for the asset using the Assets unique item code
  4. Then click sync to server

image.png


Updating the WOF, REGO and Service Date
  1. Select the Action you would like to log (eg: Book a vehicle in/out for a service or a WOF)
  2. Select your location
  3. Search for the asset using the Assets unique item code
  4. Click on the blue icon 

    image.png

image.png

Select the Yellow Icon with the Car

image.png

image.png Opens Action Options

image.png

Add Measurements 

image.png

Add Vehicle Service Details 

image.png

Add Photos

image.png

Add Notes

image.png

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"

image.png

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

image.png

image.png

You can find a full log 

Asset Module> Activity> Asset Tracker

Asset - Asset Action Log

image.png


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

image.png

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 

image.png


Adding Actions 

Asset Module> Configuration> Asset Action 

image.png

Click Add

Complete the fields as required:

image.png

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