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Processing a Vehicle Inspection Estimates (VIEs) in Your Trial

VIE in Garage Hive offer the ability to manage and monitor your up-sell, additional authorisation and estimates across all of your service staff. VIE are created by confirming a checklist such as, Vehicle Inspection Checklist or Quality Control Checklist.

In this article

1. Create a VIE from a checklist template
2. Carry out the vehicle checks from the checklist template
3. Confirm the checklist to create a vehicle inspection estimate
4. Add items and labour to the vehicle inspection estimate and change status
5. Add customer authorisation and copy the authorised lines to jobsheet

Create a VIE from a Checklist Template

To create a vehicle inspection estimate from a checklist template:

1. Click on Checklists from the navigation menu, and select +New. You can choose to link the Checklist with a Jobsheet or not.

   

2. From the Template Code field, select the type of checklist you want to do.

   

Carry Out the Vehicle Checks from the Checklist Template

1. The checklist template created has fields to be filled according to the actual checks on the vehicle.
2. For each field, there is colour codes to indicate the level of priority required (refer to the colour key).

3. Besides every colour codes, you can add a comment.

   

Confirm the Checklist to Create a Vehicle Inspection Estimate

After completing the vehicle checks, the checklist is now ready for the next stage:

1. Click on Home from the menu bar and select Confirm.

2. You will get a query if you want to create a vehicle inspection estimate, click Yes.

   

Note

After confirming the checklist, change the Process Status on the checklist to Completed, so as archive the checklist card.

Add Items and Labour to the Vehicle Inspection Estimate and Change Status

From the Role Centre, you can check the status tiles of the vehicle inspection estimate.

After creating a VIE from the checklist, the status is Awaiting Action, to give the service advisor an alert to take action:

1. Click on the Awaiting Action tile to open the VIE list, and select the VIE to work on.
2. Add items and labour to the VIE according to the checks done.

3. Change the VIE Status to Awaiting Authorisation from the customer, which moves it from the Awaiting Action to Awaiting Authorisation tile.

   

   
   

   

4. If you click on any amount under the Totals Including VAT, which is below the vehicle inspection estimate lines.

   

5. A pop-up window appears which shows the Document Total, Price Calculation, Jobsheet Value (Current) totals, Customer Authorised totals, Customer Unauthorised totals and Combined Total (Authorised).

   

Add Customer Authorisation and Copy the Authorised Lines to Jobsheet

You’ve already communicated with the customer and been advised on what work needs to be done at this point. The following step is to approve the document lines. There are two methods for authorising the document lines:

1. The first is from the document lines:
   • Scroll to the right on the document until you reach the Customer Authorised column. Tick all of the lines that the customer has approved.

   • From the menu bar, select Home and then Copy Authorized Lines to Jobsheet. You have the option of creating a new Jobsheet or merging it with an existing one; you can do either, depending on your preferences.

     

2. Alternatively, from the group items where the document lines have been added:
   • Scroll up to the section Group Items (see Grouping document lines), where the groups have already been created.
   • Select the group items that have been approved from the Customer Authorised column. When a group is checked, all document lines within that group are approved. A single document line that is already part of a group cannot be separately authorised.
   • From the menu bar, select Home and then Copy Authorized Lines to Jobsheet.

   • Select the document to copy to from the page that appears, then click OK.

     

   • You will be prompted, ‘Do you want to copy comments related to the current VIE?’ ** Select Yes to copy the comments to the Jobsheet.

     

   • Press the Ctrl key on your keyboard to select all of the comments to copy to the Jobsheet, then click OK.

   • This will add the selected lines and comments to the selected Jobsheet.

     

Note

The VIE is marked complete and archived after all the lines are approved, or you could change the VIE status to complete for archiving the unapproved lines.

See Also

Welcome to Your Role Centre
Create Your First Booking
Adding Items and Labour to a Jobsheet
Creating a Purchase Order
Processing a Purchase Order/Invoice
Viewing Items to Return
Creating a Purchase Return Order
Processing a Vehicle Arriving
Processing a Jobsheet to Invoice
Creating an Estimate