Here's what's new in cccone.com 2023.03.03 release for Repair Facilities.
Note: The availability of the features listed below may vary based on the products licensed by your company.
The following reports are now available to print from cccone.com:
- Framesheet Report
- Image Report
- Paintless Dent Repair Worksheet
- Work Order
To print workfile reports, follow these steps:
- Open the workfile on cccone.com
- Select the File menu in the lower left-hand corner of the workfile screen
- Select the Print menu
- Click on a report to print, then click OK
Add Owner from Customer Database
When creating new workfiles, you now have the ability to add the Vehicle Owner contact from an existing record in the customer database. This action allows you to quickly add contact information from customers with previous repairs.
To add vehicle owner from the customer database:
- In the Workfiles screen, select New workfile or New opportunity
- In the workfile Contacts screen, click the Search button on the vehicle owner section
- Search for the customer by name or phone number
Tip: Looking for a fleet customer? Switch contact type to Company
- Select a customer record from results displayed and click OK
- Select an associated vehicle or click the action to create a new one
Once completed, customer and vehicle information is automatically populated on the workfile with details from the customer database record.