Overview
This feature will give Technicians the ability to add Write Ups digitally against a vehicle repair. This
functionality will reduce the need for a printed document to carry out vehicle repairs as everything is
able to be recorded within Tech+ and then be visible within the Workshop department of the DMS
automatically.
This feature will be available on all platforms with Tech+ App Version 3.33.0 and above.
Summary
DMS Setup:
To use the Write Up feature, some set up will need to be completed within the DMS.
Go to Workshop > Parameters > Time Management > Write Up:
Within here, Write Up Reasons can be added. These can be split by Franchise Make or set to be
applicable for all Franchise Makes. The available Franchises in the drop down will be determined by
the Makes held in the Vehicle Price List.
Users are able to make the Write Up Reasons active or inactive but cannot be deleted once added.
App Process:
Within the Tech+ App, a Technician Write Up can be added to an operation when clocked on a job, in
place of the typically handwritten notes on a job card.
When clocked into a job, the Write Up tab will display:
This will show the Write Up notes per operation for the job.
Users are able to filter existing notes per operation or by all operations.
Users will be able to add a note, by clicking the icon and they will be able to edit any previously
written notes by clicking the icon. Once all notes have been added per write up reason the
icon will no longer display.
Please Note: once a write up has been added, it cannot be deleted, only amended.
Users are also able to add write up notes by clicking the Context Menu in the bottom left-hand corner.
The clocked on operation is always selected by default in the dropdown when adding Write Up Notes.
The section headings pull through any active headings set in the DMS Parameters. This will only
retrieve active headings per Franchise Make, as specified in the DMS Parameters.
The user can then add up to 5000 characters in the Write Up notes textbox. Once happy, select save.
All fields must be completed for the Save button to become available.
Please Note: only one write up note can be stored against each write up reason per operation and
once added can only be amended and not deleted if an error is made.
The βCreated Userβ and Timestamp can be viewed on each write up note.
Once the job is invoiced, write ups can no longer be added or amended.
DMS View:
Once a write up note has been added within the Tech+ app, it will be visible from the following locations
within the DMS:
Workshop > Jobs > Amend Job
Workshop > Invoicing > Produce Invoice
Workshop > Planning > Planner (detailed in the Workshop section of March 2021 Release
Notes)
Workshop > Reporting > Repair Order Register β Archived Invoice β Write Up Tab (only visible
where Write Up Information is available)
Service History on Customer Record β Archived Invoice - Write Up Tab (only visible where
Write Up Information is available)
The Write Up icon will be blue if no write ups are recorded and once theyβve been added, the icon will
turn green.
When viewing Write Up information from the DMS it will display on a tab or window as below: