Link photos to the repair plan

On the Plan tab, you link your photos to the repair lines.

• Let the app link for you
• Link a photo to one line
• Link to several lines at once
• Remove a link
• Color a line
• See what the customer will see

Before you start

• Add your photos first. See Add photos and finish the checklist.
• A Basic User can look at the Plan tab but not change it. No one can change it while a repair is in review or archived.

Let the app link for you

1. Click the Plan tab.
2. Click Auto Link. On a computer, it is at the top right, in the row of tab names. On a phone, it is at the top of the tab.

The app matches photos to repair lines by label. It uses your shop's rules. A message at the bottom says Auto linking… while it works. When it ends, you see Auto-Linking Completed.

Each line with a new link shows a number at its right end. If the line had no links and no color before, it also gets a color.

Link a photo to one line

1. On the Plan tab, click the repair line. It opens in the Linked Documentation panel on the right. On a phone, a panel opens at the bottom.
2. In the panel, click From media.
3. Click each photo you want. A check mark shows on it.
4. Click Link 1 item at the bottom. The number is how many you picked.

The photo now shows in the panel.

To add a new file to the line:

1. In the panel, click Upload files. On a phone, tap From device.
2. Pick the file.
3. Click Upload 1 file.

On a phone, you can also tap Take photos. Take your photos, then tap Done.

Link to several lines at once

1. On the Plan tab, tick the box at the left of each repair line you want. A bar shows at the bottom.
2. In the bar, click Link evidence. On a phone, tap Link.
3. Click From media.
4. Click each photo you want.
5. Click Link to 2 line items. The number is how many lines you ticked.

Each photo is now linked to every ticked line. The ticks go away.

On a computer, click Shortcuts at the top right to see keyboard keys you can use.

Remove a link

1. On the Plan tab, click the repair line.
2. Click Edit above the linked photos.
3. Click the red x on the photo. The link is gone right away.
4. Click Done. If the line has no photos left, there is no Done to click.

The photo stays on the Media tab.

Color a line

1. Tick the box at the left of the repair line.
2. Click a color dot in the bottom bar.

To remove the color, click the x after the dots. The customer does not see these colors.

See what the customer will see

On a computer

1. On the Plan tab, click Preview at the top right. The customer's page opens.
2. To go back, click Exit preview at the top right.

On a phone

1. Tap Preview Repair Plan at the top of the Plan tab. The customer's page opens.
2. To go back, tap the three dots at the top right.
3. Tap Exit preview in the menu.

What to do next

Next, see Send a repair for review.

Stuck?

Click Help in the menu to send us a message. You can also email help@collisionclarity.com.