Service Reception Overview

This guide provides an overview of the Service Reception screen in Navigator. The Service Reception module allows front-of-house staff to manage workshop job flow, track statuses, and coordinate technician and customer interactions. Understanding this interface ensures smooth workshop operations and accurate job tracking.

Accessing Service Reception

• From the Main Menu, select Workshop.

• Then click Service Reception from the submenu.

Key Features and Functions

1. T-Card View:

• Located at the centre of the screen.

• Displays jobs in various statuses:

  • Appointment: Customers scheduled for the current date or earlier un-cancelled appointments.

    • Jobs turn red when customers are late.

  • Job In: Jobs accepted into the workshop but not yet started.

  • In Work: Jobs currently being worked on (technician is clocked in).

  • Completed: Jobs ready for invoicing.

  • Invoiced: Jobs invoiced but not yet paid.

• Once a job is released and a payment type is confirmed, it disappears from the T-card view.

2. Navigation Buttons:

• Appointment: Create a new customer appointment.

• Sales Appointment: Book an appointment for a sales vehicle.

• Job Search: Locate open or released jobs.

• View Diary: Access the workshop diary.

3. Sales Work Tab:

• View all sales-related jobs.

• Sales jobs created by the Sales team must be confirmed by the service receptionist.

• Sales jobs not confirmed in the diary display as Sales No Diary.

4. Returning to Reception View:

• Click the Reception tab to return to the main service reception screen.

Important Tips:

• Use the T-card statuses to monitor and manage job flow throughout the day.

• Confirm sales jobs promptly so they appear in the diary and are visible to technicians.

• Regularly check the workshop diary to prevent scheduling conflicts.