All Workshop Customers list

This page is accessed by clicking the Home à Workshop Customers tab. The list on this page displays all your Workshop Appointment Management related customers/vehicles. If a booking is on-going, the corresponding customer/vehicle will be listed in one of the lists under the Appointments tab as well.

Note

Only customers set as Primary drivers that have selected your dealership as preferred are shown in this list. No other customers are available here. Primary driver and Preferred dealer is set by the customer at My Volvo ownership portal, or by the dealer in VIDA on behalf of the customer.

Fig. 26: All Workshop Customers list

1. List of customers

This list contains the following:

Sensus cloud connected customers/vehicles that have the current workshop set as Preferred dealer.
Non-Sensus cloud connected customers/vehicles that have the current workshop set as Preferred dealer.

The list is structured in the following columns:

Column	Description
Notification icons	Notification icons are displayed in this column. For a list with explanations on all notifications that may appear, see Appointments.
Customer Name	Name of the vehicle's primary driver, registered driver or owner. View customer details by clicking a customer name. The icon represents workshop customers in My Customers list. This icon can be enabled or disabled by clicking, i.e. the customer/vehicle is added or removed from My Customers list.
VIN	VIN of the vehicle. By clicking a VIN, the vehicle details are opened in a new window.
Model	Model of the vehicle.
Year	Model year of the vehicle.
Mileage	Mileage (km/miles) of the vehicle when the workshop booking request was made. This information is sent by the vehicle (State Of Health data) or is manually entered by the customer at My Volvo ownership website. The unit km or miles is used based on market configuration.
Select button	When clicking the Select button, a vehicle tab for the selected vehicle is opened and you are directed to the List repository view under the Planning tab.

2. Fine-tune vehicle

Once you click a row in the customers list, the VIN and other vehicle profile parameters are automatically populated in the fine-tune vehicle drop-down menus. From here it is possible to fine-tune the profile before you select the vehicle to open the Planning tab.

Note

It is not possible to change vehicles' model or year here. These are fixed and linked with the VIN.

It is possible to send the vehicle profile to the DMS by clicking the Send Vehicle Info to {0} 'DMS' button (not applicable for all DMS).

You may also be interested in:

Workshop Appointment Management

Appointments

Workshop Appointment Management how-to's

Common icons