Checklist Details Window

When you click the Select button of a checklist on the Checklists window, the details for all checklists attached to the ticket appear on the Checklist details window.

If there’s only one checklist attached to the ticket, only one checklist appears on the window.

Checklist opened in DVI Command

If multiple checklists are attached to the ticket, all checklists appear on the window.

Multiple Checklist on Checkist Detail Window

The sequence of checklists on the checklist details window matches the job order on the ticket in R.O. Writer.

The job sequence on the ticket and checklist order on the checklist details window.

Checklist Window Toolbar

The toolbar at the top of the window enables you to edit the checklist, text and emails the checklist to the customer, and print the checklist.

The checklist toolbar.

The following table describes the buttons in the toolbar.
Setting	Description
Edit Checklist	Click to edit the checklist items and their conditions.
Send Text	Click to text the checklist to the customer.
Post to Followup	Click to add the ticket and customer to Marketing/Followup in R.O. Writer.
Add Labor	Click to add labor operations to the checklist items. If any items in the checklist have labor attached in Configuration, that labor is attached to the ticket automatically. NOTE: Nothing appears on the window when the button is clicked.
Add Animations	Click to attach animations to checklist items. If any items in the checklist have an animation attached in Configuration, the animation is attached to the checklist item and appears on the checklist detail window.
Display Checklist	Click to see the checklists in full-screen mode on a new browser tab.
Print Checklist	Click to print the checklist or checklists.

Multiple Checklists

If multiple checklists are on the checklist detail window when you click the Edit Checklist, Send Text, Print Checklist, or Send Email buttons, a window appears listing all checklists.

Checklist selector window

You can select all checklists or just one checklist.

To select all checklists, select All.
To select only one checklist, select that checklist.

To proceed to the next step, click the Select Checklist button.

Email Addresses

When a checklist is emailed, the checklist is sent to each email address entered in these fields. The first field contains the customer’s default email address.

email address fields in DVI command

If no email address is entered for the customer, the first field is blank for you to enter an email address.

The email addresses saying to enter an email address.

Click the Send Email button to email the checklist. The checklist is emailed to the addresses in the Email Address fields.

Comments

Type in general information about the checklist in the Comments field. Click the Save Comments button to save these comments to the checklist.

The email addresses saying to enter an email address.

Condition Summary

A summary of the number of items in each color appears at the top. The customer can filter item conditions by clicking each symbol.

the filter icons

The color indicates the status of the checklist items:

Red = Urgent
Yellow = Warning
Green = OK
Blue, gray, or black = Other

The number indicates the number of checklist items with that condition.

Customer and Vehicle Information

The ticket and customer information appear below the email address fields.

Customer and vehicle information in DVI command

Shop Information

Shop - Name, address, and phone number.
Send email to - The shop's email address. Click the message icon to email the checklist.

Customer and Vehicle Information

Ticket number - RO # or Est #.
Date - When the ticket was created.
Customer - Name, address, and phone number.
Year, Make, Model
VIN - The VIN Number.
License - The license plate number.
Mileage - The current mileage.

Checklist Items

The header row of each section is the name of the checklist. The lines underneath the header row are the checklist items, their condition, and comments. The symbols and colors used for the items are configured in the checklist settings.

Checklist table in DVI Command

The following table describes the checklist columns.
Column	Description
Item	The name of the item and the condition symbol. means the items passed. means the item needs attention. If an image is attached to the item, an image appears below the line. Images are attached to checklist items in the R.O. Writer DVI app.
Condition	The condition of the item in the checklist. The text and color match the symbol.
Comments	The item comments. If an animation is attached, A “Click here for more information” link appears. Click this link to see the animation in a new browser tab.