Order protocols (3 min)

There is multiple events or status updates you might want to keep an eye on. In a classic scenario a customer will come and pickup his product or checkin to start the booking. In most cases there is a transaction process involved to check the condition.

The checklists can be configured for both pickup and return process.

Checks

• Check pickup condition

• Possibly mileage, fuel level, charge or similar usage

• Document status by uploading images

• Confirm processes with signatures

• Check return condition with same or different parameters

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Create article related checks

Navigate to your product details, open the “Specs” menu and go to “Protocol config”. There is six sections by default:

Documents

All paper and documents that belong to this article.

Equipment

What things do come with the article, that need to be checked.

Interior

Such as things you need to check inside.

Exterior

Such as things you need to check on the outside.

Cleanliness

How clean or dirty is the article.

Documentation

Upload a picture for a certain part of the article.

Here is an example of a setup:

Here is an example of checklists during pick-up:

Handle broken processes

In case your customers (or agents) detect issues during process, such as missing or broken parts, you can mark them as such.

After marking them as either missing or broken, you can add a remark by selecting them from the pick-up or return window and write your note in the explicit section.

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Create generic checks for each process step

Navigate to “Settings / Interactions” to see all of your options to change your workflow.

Click on “Add task” to create a generic check for every order.

You can set the protocols to option or hide them entirely to make it work.