Release Notes CAB Plan September
In the CAB Plan version for September, we have made it possible to send a confirmation SMS to the customer before the repair. In addition, the customer can now reply the workshop by SMS sent.
After reading, you will be able to access the Release Notes in CABAS by clicking on the “Release information” icon in the top right corner in the top menu bar.
CAB Plan: Confirmation SMS to customer before repair
A new SMS template is now available if you want the customer to confirm the submission of the vehicle for repair. You can choose to have the notification sent manually, immediately when a repair is booked or one day after the repair has been booked. The new notification is also visible among the other text messages in the workorder.
CAB Plan: 2-way communication with SMS
It is now possible for the customer to respond to SMS sent out. In the settings for SMS there is a check box that makes this possible. This box is checked by default and if you do not want the customer to be able to reply, you check it out. Please note that if you allow a response from the customer, the workshop name will not be the sender in SMS but a virtual telephone number.
When a customer responds to an SMS, this will be visible at the top of the window in a notification center called "Incoming SMS". If you click on "Incoming SMS", you will see all the answers you have received. A click on the phone icon opens all SMS sent and received for this workorder.
The window that shows all SMS with this customer has been redesigned to make it easier to follow the correspondence. Every SMS received from the customer can be confirmed that it has been read. As long as there are SMS that have not been confirmed, this will be visible in the notification center.
In connection with this, we have also made a change to the telephone icon in the process flow and the workorder. A gray icon indicates that there is no SMS on this workorder, is there a green marking around the phone icon it means that there are SMS on this workorder and a red ring with a number shows that there are SMS from the customer that has not been read.
CAB Plan: Planned jobs in a list in the planning
At the request of our users, we have added a list of all jobs available on a technician or team for a specific day. If the jobs are very short, it can be difficult to see them in the planning calendar and this now makes it much easier. The list appears if you click on the new icon added to the name of the resource. The jobs displayed are those in the calendar for the date selected at the top right. It is also possible to reschedule the jobs from the list, grab the job from the list and drag it to the desired location in the calendar.
CAB Plan: Photo inspections included in the inspection report
In the report for damage inspections, photo inspections are now included. An "X" indicates that it is a photo inspection. In addition, you can now also see both the date a booking was made and the date the inspection was performed.
CAB Plan: Workorder number in the workorder report
If there is a work order number on a workorder, we now show it in the workorder report. This has been requested by the workshops that use the workorder report as a report for warranty repairs.
CAB Plan: Possible to add emails as documents
You can now also add e-mail with the suffix ".msg" as a document in the workorder.
CAB Plan: Add pick-up and drop-off times as standard for car rental
If you usually use the same pick-up and drop-off times for a rental car company, you can specify these times in the settings for the rental car company so that they are always included in the workorder. It is of course possible to change the times in the case afterwards if necessary.
CAB Plan: Insurance company added in tool-tip in the process flow
It is now possible to see the current insurance company in the tool tip in the process flow if you hover the mouse over the registration number.
CAB Plan: Create filters in the process flow with insurance companies and your own repairs
It is now possible to create your own filters in the process flow where you can include an insurance company. You will then only see the workorders where this insurance company is chosen. In addition, there is a box to check if you only want to see the workorders where all jobs are done by this workshop. This opportunity has been desired by the workshops that work with one or more external workshops.
CAB Plan: Settings for the process flow removed from the organization settings
For several years now, the settings for the process flow have been available in the upper right corner of the process flow. We have therefore now removed the shortcut to these settings that was in the organizational settings.
CAB Damage Inspection Booking: Adjustment of texts in the customer confirmation
The text in the customer confirmation that is sent out as an SMS and e-mail to the customer for a damage inspection booking has been changed to be more general. Instead of writing "Damage inspection booking", for example, it is now called "Booking". Many workshops use the damage inspection portal to book other services such as glass repair and then this text fits better.