1. Scheduling an appointment
To schedule an appointment, go to the file and click on « Schedule »:
Then select (by double-clicking) the slot corresponding to the technician in charge of this intervention:
After saving, the appointment is scheduled in the file:
It is then possible to send a roadmap to the technicians, so that they can pass on information about the work they have planned.
From the schedule, click on « Roadmap »:
You can then choose the date, the technician and whether or not to include the intervention files associated with the technicians:
It is also possible to send these printouts to the technicians by email.
A roadmap with information on the various files for the day will be generated in PDF format, as well as a printout of each file with its details.
2. Adding parts and special items
Once the diagnosis has been carried out, special parts and items can be added to the job file :
Clicking on « search » will take you to the stock list.
If the part is not in stock, you will need to order it:
When you save the file, the « Spare part to order » status will appear in the file's statuses:
The part is in « to order » status, and will appear in the order preparation report:
For more information on stock management and preparation, please refer to category « 6. Logistics »
Once an AGORA order has been placed, the status is automatically added to the file, indicating that an order is in progress :
When the item is placed in stock, the status « spare part ordered, received » is automatically added:
Once the part has been received, the technical station can proceed with the repair.
The IRIS codes will be added as well as the part causing the breakdown:
Special items must also be added to the part list:
Simply select the item from the list:
Loading of items is defined automatically on the folder principal, but can be modified on each item line.
Significance of the columns in the Management table:
1- Used to indicate the quantity required for the job.
2- Indicates the location of the part in stock.
3- Indicates whether the part is in stock (green bubble if in stock, red bubble if not).
4- Indicates the number of parts assigned to the file.
5- Indicates the quantity used during the intervention.
6- Indicates who is responsible for the item.
7- Indicates whether an estimate is in progress.
8- By ticking « out of stock », you indicate that you do not wish to remove this part from stock.
9- Items details: The sale price can be modified and a discount added.
10- Used to delete the part.
11- Creates a part in the repository if it has not yet been created.
12- Column settings : add or modify columns.
13- Reload an article on a folder.
14- possibility of selecting an equivalent part.
3. Adding status codes
The system automatically adds certain status codes according to the actions carried out (orders, stock entries, appointments, etc.), so that you can monitor your work as closely as possible.
It is also possible to add others from the list of status codes:
4. Status code history display
The status code history can be displayed in two ways:
- In the form of a table
- In the form of a timeline
5. Sending notifications manually
Notifications can be sent manually from the repair file:
You will then need to select the template for the notification to be sent:
Then check the notification before sending it:
6. Generation of a quote
From a job file, you can generate an estimate by clicking on « Create a linked document » then « Generate a quote »:
The technical station will be able to print or email the quote and accept or reject it:
A status code is added to the file to indicate that an estimate is in progress.
As long as the quotation is in progress and has not been accepted, the parts will be blocked and no order can be placed.
As soon as the quotation has been accepted, the parts will be released and a status code will be added to the file.
If the quotation is rejected, the parts will be removed from the file after confirmation.
7. Creating an after-sales service request
An after-sales solution request can be created from a service request file, using all the information entered in the file.
To do this, click on « Create a linked document » and then « After-sales service solution request »:
A status code « 302 - Commercial solution request » will then be added to the history of the job file, with the solsav number as a comment.
8. Other functions in the specific banner for intervention files
1- Create a new folder
2- Save the open folder
3- Copy the job file to create a second one with the same information
4- Create down payments and down payment credits
5- Access to the product's technical documentation (if it is referenced by the manufacturers in AGORA)
6- Access to the schedule to add/modify an appointment for the open file
7- Send a message through the AGORA messaging system to manufacturers
8- Send a notification to the consumer
9- Display the history of notifications already sent
10- Allows you to cancel a file
11- Allows you to subcontract a file (specific functionality allocated on request for centres with several structures)
12- Enables an ISG to be generated from an invoiced file
13- Printing
14- Print the file to be given to the client
15- Printing of the label to be affixed to the appliance
16- Printing of the technical report on the work carried out
17- Printing delivery note
Access to the various invoicing documents linked to the open file
9. Adding attached files
Attachments can be added to each intervention file.
To do this, attachments are added at the bottom of the file:
