Refusals

If a customer has declined services and the refusal was noted, the next time the customer is presented the refusal indicator will display in the bottom left of the recommended maintenance. By clicking on the Refusals indicator it will open a Deferred Services popup window.

The Deferred Service popup window displays:

  • Customer Name

  • Vehicle

  • Service/Comments - Service that was refused

  • Deferred For/Due -When the Deferred service should be offered again.

  • Deferred By/On - Which user it was refused by, when it was refused, The RO# it was refused on.

The User has two options in this window:

  • Book Appt - After selecting the check boxes for the services the customer wants the user can Click the Book Appt button to have all the op codes added automatically.

  • Delete