Assign RO Page

Now that the services have been sold, use this page to assign the Service Advisor and select various customer options including promise time.

The information is divided into two tabs: Customer for capturing information such as transportation option and promise time, and Service Advisor for information such as the assigned advisor and the vehicle Tag number.

indicates that updates must be made on the specified page(s) before the RO can be completed.

 

On the Customer page (shown above):

  • Select if the vehicle is to have a Car Wash upon completion.
  • Select if removed parts are to be saved.
  • Select if the customer is a Waiter (waiting for their vehicle).
  • Select a Transportation option if the customer is not a Waiter. It is populated from Appointment Manager, Online Scheduler or PSW if used for creating the appointment.
  • Set the Promise Contact Time by clicking the calendar to select the date and using the up and down arrows to set the time (required). Note that it must be at least 30 minutes away from the current time.

Note: The promise time you set is the gate way into the DMS. When you are ready to print the repair order, you will be looking for the date and time that was set in wiADVISOR as a promise time.

 

On the Service Advisor page:

  • Enter the Tag (or Hat) number (this may be a mandatory field at your dealership).
  • Select the Assigned Advisor (required).
  • Select a Priority if desired.

Note: The fields on the right of the page are available if Technician Inspection is used at the dealership (wiADVISOR 3.0). Otherwise, they are grayed-out and can be ignored.