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Networking – Workshop

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  • Who is this guide for?

Network links can be managed by all interactive customers.

Table of Contents

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  • FAQs

Introduction

Build and manage your customer base with r2c support’s validation process. 

Search Criteria 

Company Name allows you to search for a specific repairer, either via a full or partial search.
Town / Postcode allows you to search for a location which then displays the nearest 25
repairers to that destination.
Account Number allows you to search for an account number that has been stored against
the network relationship.
Account Type allows you to filter the results in order to view a specific type of repairer. The
options are currently Read-Only; Interactive and Interactive with i2i.
Workshop Type allows you to search for a specific level of interactivity.

Account Type - The differing levels of interaction on r2c will affect the amount of effort required. A read-only account requires the most effort as they are unable to generate, update or amend any information on r2c.

EDIT -  Once the customer has been added, their details cannot be edited, only the repairer info (your company contact details) and account number are editable. 

Step by Step

Monitor existing customers – To see the steps taken to view existing customers, click or swipe through the 2 steps below.

Step 1 – The Network page initially displays a list view of customers; their level of interactivity is displayed in the account type column. Click Map View.
Step 1 – The Network page initially displays a list view of customers; their level of interactivity is displayed in the account type column. Click Map View.
Step 2 – By searching and the selecting the customer, their location will be displayed in the Google maps interface. Useful when onsite work is required.
Step 2 – By searching and the selecting the customer, their location will be displayed in the Google maps interface. Useful when onsite work is required.

Add customers to your network – To see the steps taken to request for a customer to be set up on r2c, click or swipe through the 5 steps below.

Step 3 – To add a new customer on r2c, Click Request Customer Set up.
Step 3 – To add a new customer on r2c, Click Request Customer Set up.
Step 4 – The customers company details and primary contact can now be entered.
Step 4 – The customers company details and primary contact can now be entered.
Step 5 – If addition users are required, Click ADD NEW USER to enter their information, otherwise Click CREATE.
Step 5 – If addition users are required, Click ADD NEW USER to enter their information, otherwise Click CREATE.
Step 6 – Where an interactive customer has initiated the request, the invite can be found in Network Invites.
Step 6 – Where an interactive customer has initiated the request, the invite can be found in Network Invites.
Step 7 – The invite can now be accepted or rejected, if accepted the customer will populate in the Customers, List View. They will also be available in asset details and future jobsheets.
Step 7 – The invite can now be accepted or rejected, if accepted the customer will populate in the Customers, List View. They will also be available in asset details and future jobsheets.

Technical Info & Self Help

What if the customer I'm asking to be set up is Interactive on r2c or already exists?

This is absolutely fine, all customer setup requests come through to the r2c support team who will validate the request and, if the customer is interactive, link their existing account to you. Where a customer is not interactive but already exists the support team will again link the existing account to you. 

Only where the customer does not exist at al will the support team create an account for them, link them to you and then send login details to the customer.

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A green outline on the account type icon signifies the guide is applicable whereas a red outline signifies it is not applicable to the the respective account type.

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