DC Servicing: Technician User Training

IN THIS ARTICLE

• Accessing Work Orders
• Work Order Page
• Inspections
• Jobs
• Mobile Access

Accessing Work Orders

Technicians can view assigned jobs and work orders using the Technician Board and Work Order Board:

1. Go to the Servicing menu and select Technician Board.
   
   
   
   
2. The Technician Board displays jobs assigned to you with details like job name, vehicle, and status. Click a job to open the work order.
3. You can also go to Servicing and select Work Order Board to view all active work orders.
   
   
   
   
4. Click a work order number to open and view full details.

Work Order Page

The Work Order page provides an overview of all assigned tasks and service progress:

1. At the top of the page, review the Workflow Tracker to see the current stage of the work order.
   
   
   
   
2. Review vehicle details, customer contact info, and job/inspection assignments in their respective tabs.

Inspections

Technician Inspections are a key part of the service process and are completed in the Inspection tab of the Work Order:

1. Go to the Inspection tab and click on the Technician Inspection.
   
   
   
   
2. If not already assigned, enter your name as the inspector.
3. Use the checklist to review each item. Mark as OK, Needs Future Repair, or Immediate Repair. Add notes or photos as needed.
4. Use the Repair Recommendations section to flag needed repairs for review by the Service Advisor.
   
   
   
   
5. Once completed, update the inspection status to Completed.
   
   
   
   

Jobs

Assigned jobs appear in the Jobs tab of the Work Order:

1. Review labor items, parts, and special instructions.
   
   
   
   
2. Click to update job status to In Progress or Completed as you work.
   
   
   
   
3. You can also update individual items within the job—mark labor as completed or a part as installed.

Mobile Access

Technicians can complete inspections and update jobs from the DealerCenter mobile app:

1. From the home screen, tap Technical Inspections or Jobs to view your assignments.
   
   
   
   
2. Tap an inspection to open it. Mark checklist items by category or item. Add notes or photos using the menu.
   
   
   
   
3. Tap Save once inspection is complete.
   
   
   
   
4. Acces Jobs on Mobile App.