Introduction
The new Driver Checks application enables drivers to complete vehicle inspections and report defects through a streamlined, user-friendly interface.Fleet managers can monitor checks as they are submitted, with automatic e…
Guides
- Agreements
- //i2i
- //Operator
- //R&M
Introduction
The use of agreements depends on your objectives for managing jobsheet interactions. Agreements allow you to streamline processes by automatically applying pre-set information, such as labour rate tariffs and menu pricing, to …
Introduction
Agreements can be used to create labour rates for different types of assets per customer in order to have tariff schemes. The agreements modules only applies on jobs where the customer does not use the i2i module.On the i2i…
- Agreements
- //i2i
- //Operator
- //R&M
Introduction
The Recharge option allows costs incurred outside of the agreed service scope to be billed back to the client
R&M Providers can:
Create a recharge jobsheet and invoice for their customer to recover costs related to…
Introduction
The invoice integration settings are only accessible by the finance administrator roles in the workshop or R&M provider accounts. Once configured these settings will only need to be updated when a nominal code change…
Introduction
Before you can start to use the i2i module and generate your first invoice. The invoice settings must be configured on the Organisation page. These will then be used to populate all invoices going forwards.
Address Deta…
Introduction
Operator accounts have the option to split their fleet into separate depot locations This means users at individual depots will only see information related to assets relevant to their site. The main operator account will alwa…
Introduction
Menu Pricing can be used to create tasks such as services and inspections that contain pre-selected parts and fluids. These bundles can be chosen on jobsheets so that the costs and individual parts and fluids are automatica…
Introduction
Build and manage your trusted supplier network through an invitation-only function. R2C Online is a secure and private platform, giving you the power to grant access to only your chosen and trusted suppliers. This invitatio…
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 …
Introduction
r2c assets reflect real life, in that, there can only be one version of an asset on system at any time. The majority of these assets would have been added by the r2c implementation team during onboarding. However, these can…
Introduction
The Operator Fleet feature allows you to organise your fleet list into meaningful groups based on key criteria such as vehicle type or regional area.Fleets make it easier to filter, find, and focus on the assets that matt…
Introduction
Individual users can access and update their details from the My Profile Link. However, the complete user list can be managed by local administrators from the organisation page .
In order…
Introduction
Individual users can access and update their details from the My Profile Link. However, the complete user list can be managed by local administrators from the organisation page .
Step by Step
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