In this video, we'll demonstrate how to seamlessly add a VHC (Vehicle Health Check) checklist to a jobsheet and assign it to a technician using VGM Technician, our technician companion app.
Adding a VHC Checklist to a Jobsheet
From the technician planner, you can create a new jobsheet by clicking the "Create Jobsheet" button located in the top left corner of the screen. Alternatively, access an existing jobsheet by selecting it from the left-hand panel and clicking "Edit Jobsheet." These options are also available by navigating to Jobs > Jobsheets in the top toolbar.
Once the jobsheet is open, go to the "Jobsheet Items" tab. Click on the "VHC" button in the top toolbar to access your VHC templates. Choose the checklist you want to perform as part of this job.
Upon selecting a checklist, the estimated hours' textbox will auto-populate with the value saved against the template. You have the option to override this value if needed. Click "Add" to include the checklist in the checklist items.
Assigning the VHC Checklist to a Technician
For the checklist to be visible in VGM Technician, it needs to be assigned in the technician planner.
Navigate to the Technician Planner and locate the jobsheet in the left-hand panel using the available filters.
Open the jobsheet and find the item you wish to assign. Drag that jobsheet item onto a technician at a suitable date and time.
