Add Loan Car and Detailing (Car Wash) information to the Work document.

• Loan Car: Indicate that a customer requires a Loan Car while their vehicle is being serviced.
  • Also known as a Rental Car or Courtesy Vehicle
• Detailing: Indicate that a vehicle requires detailing and assign the level of detailing.
   

Loan Car

1. Click Not Required.
2. Click the Loan Car Required check box >> select a Status >> click Update.

Loan Car Statuses:

• Not Allocated: A Loan Car has NOT yet been assigned to the customer.
• Allocated: A Loan Car HAS been assigned to the customer but is not yet being used.
• Out: A Loan Car is allocated and is currently being used by the customer.
• Returned: A Loan Car was allocated and is now returned.

3. The Loan Car status can be updated at any time.

• Notes:
• Loan Car Statuses will not appear on the printed Estimate, Repair Order, or Invoice.
• The Loan Car status will appear on the WIP screen.  
• The Loan Car status will also appear in the WIP screen Customer Details.

Detailing

1. Click Not required.
2. Click the Detailing Required check box >> select a Detailing option >> click Update.
3. The Detailing option can be edited at any time (see instructions below).

4. Once the Repair Order status has been changed to Work Complete, this R/O will also appear in the Ready for Detailing container on the WIP (Work In Progress) screen.