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Release Notes

Customer Reports - Recommended Services Page

Posted by Manuel Soto Thursday, April 18, 2013

Recommended Services Page

Use this article to learn more about customizing the Recommended Services page of your Customer Reports. For an example, see the attachment at the end of the article.

The Recommended Services page lists any recommendations made on the repair order:

  • Recommendations made as part of the original customer requests
  • Inspection recommendations
  • Previously decline recommendations

It also includes a section for a summary of the charges, taxes and fees.

Each recommendation contains information about

  • The stats (fail/caution)
  • The cost to perform the recommendation
  • Whether the recommendation has been approved or declined

The Recommended Services page can be customized using the Customer Report Editor as follows:

  1. From EDGE, click Tools, Admin Options and select the Customer Reports tab.
  2. Select the report name from the list and click Edit to open the Customer Report Editor.
  3. Select the Recommended Services page from the Report Format panel on the right and click Edit Section to display the Recommended Services Section Editor.
  4. Toggle the check boxes on and off to customize the page to your liking and click OK to save.

RecommendedServicesSectionEditor

[button link="http://knowledge.autopoint.com/wp-content/uploads/sites/4/2014/02/recommended_services.pdf" size="medium" target="_blank" color="orange" lightbox="false"]Download Recommended Services[/button]

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