NexsyisNow Folder Overview

A. Quick Action Menu 

• Mark as a Lost Opportunity 

• Mark as a Total Loss  

• Upload and Capture photos 

• Upload and Capture videos 

• Create a Vehicle Return

B. Repair Timeline 

• Set Date of Loss 

• View Appointments

• View Repairs started Date (date the 1st stage was started) 

• LaunchVehicle Check-In

• Folder Reviewed Date

C. Estimate tab 

• Mark estimate inactive  

• Remove estimate  

D. Scheduled Appointments 

• Shows upcoming appointments for the folder. 

E. Quick Launch 

• Send Payment link 

• Launch any e-document set to a new tab for the customer to sign 

F. Recent Folder search

• Use the search menu to browse folders and create a new folder. You can search using VIN, name, claim number or phone number.  NOTE: Use the Folder # Search to search by Folder #)
• You can also use the folder number search box to the right to quick search a folder number. 

G. Customer Messaging Feature

• Customer messaging restricted by Transaction permission "View Customer Messages"

H. Customer Tab 

• Customer address, contact, referral, and rental information (note: customer PII can be restricted by the Transaction permission “View customer PII”)

I. Vehicle Tab 

• Vehicle drive status (drivable or non-drivable)  

J. Labor Tab

• View and allocate labor 

K. Media Tab 

• Photos & Videos
• Download photos

L. Quality Control Tab 

• Add more than one QC photo to a QC step 

Mobile Portrait View

A. Drop Down Menu 

• Select the drop-down menu to access different areas of the folder including the repair timeline, estimate, work order, customer and vehicle information, etc. 

B. Quick Action Menu

• Mark as a Lost Opportunity 

• Mark as a Total Loss  

• Upload and Capture photos 

• Upload and Capture videos 

• Create a Vehicle Return