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<!-- wp:reyrey-js/list-item {"content":"Use Shop View to identify no-shows."} /-->
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<div class="wp-block-reyrey-js-column"><!-- wp:reyrey-js/paragraph {"content":"Welcome to the last tip in our Shop View series! We last talked about how to \u003ca href=\u0022/resources/blog/shop-view-series-do-you-have-open-availability\u0022 target=\u0022_blank\u0022\u003echeck technician availability\u003c/a\u003e in Shop View when scheduling quick appointments."} /-->
<!-- wp:reyrey-js/paragraph {"content":"Today, we’re going to jump into how you can use Shop View to follow-up with customers who have missed their appointments, i.e., no-shows. Service customers who make appointments with your dealership are ready to buy, so it’s important you exhaust all efforts to get them in your shop."} /-->
<!-- wp:reyrey-js/paragraph {"content":"Let’s say you want to view no-show appointments from yesterday. You want to compare these appointments with yesterday’s opened ROs to see if an RO was created without using the appointment. Select the Variable Date icon to choose the date range."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"When the \u003cem\u003eVariable Date\u003c/em\u003e window displays, select an option from the Variable Date section at the bottom of the window. If you are requesting information on the current day, choose the \u003cem\u003eCurrent Date \u003c/em\u003eoption. If you are requesting information on an extended period of time, choose any of the +/- options. For this view, enter \u003cem\u003eCurrent Date minus 1 Day\u003c/em\u003e for both the From and To fields. This displays all of yesterday’s records."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once the date is selected, identify which \u003cem\u003eDepartment Types\u003c/em\u003e or \u003cem\u003eBill Types\u003c/em\u003e you want the results to include. Leaving all of the options unselected includes all departments. For this view, let’s select Service and One-Step Service."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Shop View can also limit results by advisor and technician. This is useful for advisors who are keeping track of their ROs and appointments. Use the magnifying glass to search for the desired advisor. For this view, Kevin is our advisor."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"To search for open or upcoming appointments, select \u003cem\u003eOpen\u003c/em\u003e under the \u003cem\u003eAppointments\u003c/em\u003e section. To search for customers who missed their scheduled appointment for follow-up purposes, select \u003cem\u003eNo Shows\u003c/em\u003e. For this view, leave both checkboxes unchecked."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"The \u003cem\u003eRepair Orders\u003c/em\u003e section narrows your search results by limiting the results to RO status. For this view, we want to compare appointments to ROs that were opened and possibly closed yesterday, so select \u003cem\u003eInclude\u003c/em\u003e \u003cem\u003eClosed\u003c/em\u003e."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once the criteria have been entered, select \u003cem\u003eSearch\u003c/em\u003e (F5) to process the search. Here is what the criteria would look like for this saved view:"} /-->
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<!-- wp:reyrey-js/paragraph {"content":"The results display in multiple columns that you can move around to view what you consider most important. To move a column, click on the column heading you want to move. While holding down the mouse, drag the column to its new location and then release. Keep in mind that customization carries over to other views, even if you have different criteria. For this example, move the \u003cem\u003eHome Phone\u003c/em\u003e column next to the \u003cem\u003eCustomer Name\u003c/em\u003e column, so contact information is easily accessible."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Sorting is another great way to organize search results to make certain ROs easier to find. Clicking once on a column heading sorts the search results by that heading in ascending order; clicking a second time sorts the results in descending order. For this view, we are sorting the Customer Name column in ascending order."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Any names appearing twice indicate a RO was created without using the appointment the customer scheduled."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"Once you have your results displayed how you want, save the view by selecting \u003cem\u003eSave\u003c/em\u003e (F10), entering a \u003cem\u003eView Name\u003c/em\u003e, and selecting \u003cem\u003eSave\u003c/em\u003e (F12)."} /-->
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<!-- wp:reyrey-js/paragraph {"content":"You can see the view you just saved in the top right corner of the window. The next time you come into Shop View, you can use the lookup to find your saved view and review your results even faster!"} /-->
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