Is the Repair orders feature also available on the Kimoby mobile application?
Yes! Our Repair orders feature is available on both our web and mobile app. Accessing the Repair orders feature on mobile is easy and done through the Repairs Orders tab of the main dashboard.
Can the Repair orders feature be synced with my work orders in my Dealer Management System (DMS)?
For the moment, the Repair orders feature can be synced with CDK, PBS, and Reynolds & Reynolds DMS. Accounts using any of these two DMS will have their work orders automatically matched to Repair order spaces.
Accounts using other DMS can still benefit from the Repair orders feature. Repair order spaces are created based on scheduled appointments or open work orders in the Kimoby app.
We are currently working on increasing the number of DMS' that can synchronize with our Repair orders feature.
How can I create a new Repair order space?
Repair order spaces are automatically created as soon as a work order or an appointment is created in Kimoby.
How can I change the status of a Repair order space?
You can change the status in a Repair order space by clicking on the dropdown menu and selecting the desired one.
The status changes automatically from "Upcoming" to "In progress" on the same day the appointment is scheduled to start.
The status changes automatically from "In progress" to "Completed" when the work order linked to the Repair order space is closed in your DMS (only works with CDK, PBS, and Reynolds & Reynolds at the moment).
How do I match a work order in Kimoby with my DMS?
Accounts using a CDK, PBS, or Reynolds and Reynolds DMS have their work orders automatically matched to Repair order spaces. Accounts using other DMS will have Repair order spaces created based on scheduled appointments in the Kimoby app.
How can I find a specific Repair orders?
You can track Repair orders in the list found under “All Repair orders”. You can also use the search bar to find it using the correct reference number, tag number, customer name, or cell phone number.
How do I add a participant to a Repair order?
You can add a participant to a Repair order by adding an “@” before typing the person’s name in the Repair order’s Note section. You can also use the icons of participants listed at the top right of the Repair order and add collaborators from the box that will appear. Whether you’re on the web or mobile application, the process remains the same.
How can I add a colleague that isn't on the list of suggested participants?
Click on the "Request an invite" link at the top of the suggested participants' box. Fill out the form that will appear and click on “Send request”. This will send your account administrators an invitation request. Administrators will receive the request via email and other users within the support team will be CC'd on the conversation.
If you are an account administrator, you can simply click on the “Invite users” link to add a colleague.
How do I remove a participant from a Repair order?
You can remove participants by bringing up the participant's box (clicking on the participant in the top right corner of the screen), selecting the participant you would like to remove, and selecting the "Remove" option.
In the mobile app, you can remove a participant by tapping on their name from the "Participants" list.
How do I add files to a Repair order?
Files such as pictures, videos, estimates and invoices are automatically uploaded to your Repair order when shared in your notes. You'll see them listed under "files" on the right-hand side of your Repair order in the web app or in the files tab of your Repair order in the mobile app.
To remove a file, check its box and select “delete”.
How do I send files to a customer?
You can select the files you'd like to share with a customer by checking their box in the files section of the Repair order. When at least one box is selected, you’ll be able to click on “Send” or the message icon if you're in the mobile app. A “Quick message” box will appear with your customer's contact information and the attached selected files. Type in a message and click on "Send".
How do I view conversations I've had with a customer?
When on the web app, you can view a conversation with a customer by clicking on "View Conversation" at the top-right of your Repair order space screen. In the mobile app, tap on the three dots icon in the top right corner and select "Go to conversation".
How do I communicate with colleagues?
In the "Note" box of a Repair order space, type the "@" symbol to see a list of users and select the one(s) you want to communicate with. You can then type in the message you wish to transmit. The tagged participants will then be notified that a message has been sent to their attention.
How do I know that I've been tagged in a Repair order space?
Depending on your settings, you can receive a web push, mobile push, email notification, or a combination of all three when someone has mentioned you in a note.
Where can I get more details about my customer's appointment?
In the web application, select the "Information" tab in the box located on the right-hand side of the Repair order screen. In the dropdown menu that appears, select "Appointment details". You'll be able to find your customer's contact details and a complaint summary.
In the mobile application, select the "Information" tab of a Repair order and select "Appointment details" from the dropdown menu.
Where can I get more details about my customer's work order?
In the web application, select the "Information" tab in the box located on the right-hand side of the Repair order screen. In the dropdown menu that appears, select the desired work order number.
In the mobile application, select the "Information" tab in the relevant Repair order space, and then select the desired work order number from the dropdown menu.
Where can I get more information about my customer?
In the web application, select the "Information" tab in the box located on the right-hand side of the Repair order screen. In the dropdown menu that appears, select "Customer details".
In the mobile application, select the "Information" tab in the Repair order space and then select "Customer details" from the dropdown menu.