How to Send a Service Record to Your Customer in Blue Collar Parts
How to mark work complete, set the next service date, and send the record to your customer in Blue Collar Parts, what it costs and when you pay, and how to resend or change who receives it.
- Published
Finishing the work and sending the record are two separate steps. A completed job stays private until you choose to send it. Sending is the one step you pay for, and the price is shown before you pay.
1. Mark the work complete
If you did not tick Mark this work complete when you filed the record, open the service event from Work and press Mark work complete. Marking work complete cannot be undone.
2. Set the next service date
On the service event, the Next service date card asks How often is this vehicle serviced? Choose the schedule that fits the equipment and press Confirm. Each option shows its price to send. The next service date appears on your customer's copy of the record.
The date is recorded on the record and on your own calendar. Blue Collar Parts does not send your customer reminders.
3. Send the record
- On the service event, the Send to customer card shows who will receive it. Your customer gets an email with the record: what you inspected, what you found, and the next service date. They do not need an account to open it.
- Tick Email me a copy too if you want your own copy. It does not change what your customer receives.
- Press Send record. The button shows the price. Pay in the payment form that opens.
The service event then moves to Sent, and it moves to Records when your customer confirms it. See what your customer receives.
If the Send record button is not available
The card tells you what is missing:
- The work is not marked complete yet.
- No completed service record is attached.
- No service schedule has been chosen.
- The customer has no email address. Use Add an email address.
Resend or change recipients
After sending, the record panel offers Send the record again, a field for the Customer email address, and Also send to for another recipient. Resending issues a new link; the earlier link stops working. Changing the address here does not change the customer's address on file.
Links into the app open your account. If you are not signed in, you will be asked to sign in first.