How do I auto-fill service or MOT dates?

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Summary

It is possible for Platinum automatically to enter the next service or MOT date on the required vehicle record from the Workshop without having to enter the vehicle record itself.

More Information

When creating a jobcard through the workshop diary system, if you type the word 'SERVICE' or 'MOT' in the first line of the "Description" in the "Job Details" area, the system will work out an MOT date or an estimated service due date based on a number of settings and fill this in on the "Service" tab on the vehicle record when you invoice the job.

The estimated due date for the MOT will be 12 months from the invoice date - you may need to override this if the customer has brought the vehicle in early or late - while the estimated service due date will be at an interval determined by the following settings. The service intervals can be calculated by the customer's use of the vehicle if you have had the vehicle in the workshop more than once, by the individual vehicle, by the model, by the manufacturer or if none of these apply, by a system default. The settings will be checked in the order listed.

See also


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Keywords AND Misspellings
service, mot, dates, auto, automatically, retention, reten, reminder, reminders