QuickTouch: Check List Maintenance
- Elisa Madigan (Unlicensed)
- Ceili Solliday
QuickTouch allows you to configure as many check lists for your services as needed. Check Lists are the “20 Point Check” that are generally included with full-service oil changes. Check Lists can be created for any other service, and you can assign two check lists to a particular service.
Check List Selection Page
From the Main Menu, select Inventory & Service Management, then Check List Maintenance. You will be presented with a list of existing check lists.
The “Add” button on this screen will allow you to add a new check list to QuickTouch.
The displayed “Page 1 of X” indicator tells you if there is more than one page of check lists. You can use the “Forward” and “Back” buttons to scroll through the pages.
If you wish to delete a check list, select it then press the green DELETE button at the top of the screen.
NOTE: A check list must be removed from any services it is assigned to before it can be deleted. See Service Maintenance for information regarding assigning check lists to services.
When viewing or adding a check list, press OK to save any changes or CANCEL to exit without saving changes.
Check List Add/Edit Page
This page of the check list is where you add, change or remove check points.
To add or change a check point, just type in the description in a blank box.
To remove a check point, just erase the description. When you click OK and go back into the check list, you will see that check point is gone and any below it have moved up a row.
To change the actions for a check point, press the right arrow button. You can have up to six actions for each check point.
Check Point Options Window
Ask Questions? Pressing the ? button, allows you to configure a question for the technician for the check point.
When checking out a vehicle and that action is selected, the technician will be prompted with the question. The information entered by the technician will then appear on the invoice.
In the screenshot example the technician will be prompted to enter the PSI and tread depth level details for the front tires that were checked.
Default if Service is Sold Allows you to associate a service to a particular check point option. Press the “No” button next to the action that will be default action and select the associated service. In the screenshot example, when the Tire Replacement service is sold, the Front Tires check point will automatically be set to Replaced.
