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Working with QClients


General description

The QClients program is designed to record the work done and store diagnostic information obtained from the ScanDoc programs. Using the QClients program, you can save and view data in the client database. You can also generate a report and print it or save it to your computer. The data is entered manually or read from the ScanDoc program.

Login to QClients

To open the QClients program, follow these steps:

  • Press the button at the top of the window, an additional side menu will appear.
  • Press the "QClients" button on the side menu.

Main window

The program window is conditionally divided into 3 working areas.

The general window of the QClients program
  1. The top zone, which contains the button to open the side menu.
  2. Side menu with:
    • Switching to the ScanDoc program;
    • Switching to the QNote note-taking program;
    • Go to the program settings page;
    • Switching to the Support program;
    • Link to documentation and additional materials;
    • Language selection.
  3. VIN list, which displays all VINs of cars in the database. The VIN is unique to each vehicle.

Program settings menu

QClients program settings

To go to the program settings, follow the steps:

  • Press the button at the top of the window, an additional side menu will appear.
  • Click the "Options" button in the side menu, you will be taken to the program settings window.

The program settings allow you to:

  • Enter your organization details;
  • The currency in which the payment is made;
  • Path to the database of the QClients program;
  • Create, edit or delete your organization's masters.

Adding the vehicle's VIN

Automatically from ScanDoc

In addition to filling in the data manually, you can use the function of adding data directly from the ScanDoc program. For this you need:

Adding Data to QClients
  • Launch the ScanDoc program.
  • Connect to the diagnosed system.
  • Go to the bookmark, the data from which we want to add to the database.
  • Click the "Add to report" button .
Adding a new VIN number to QClients if the VIN was automatically subtracted from the ECU

A window will appear with a list of VIN numbers of cars that have already come for diagnostics and are stored in the database.

If the VIN was automatically subtracted from the ECU, but was not found in the customer database (that is, the car is being diagnosed for the first time), then you need to add it to the database using Add button.

Adding a new VIN to QClients if the VIN has not been subtracted from the ECU

If the VIN was not considered to be a scanner from the ECU, but the car was already in the diagnostics, then you can add the current data to the VIN number that was already created earlier.

  1. To do this, select the required line from the VIN table;
  2. Then press Select button.
Filling out a client card in QClients

Next, fill in the car card (part of the data that was subtracted from the VIN code will already be substituted in the appropriate lines) and press the Add button.

Now the VIN number has been added to the QClients program. You will see a notification in the top right corner of the program.

Added to the report

Manually

The VIN number can be added manually without connecting to the vehicle. This is convenient if the VIN number was not read from the car or when it is necessary to create a record in advance, before the client arrives.

Adding a VIN number manually

To add a VIN to the database, you must perform the following steps:

  • Open the QClients program;
  • Press the Add VIN button on the main page of the program;
  • A car and customer card will appear on the screen, in which you need to fill in the required fields (it is not necessary to fill in all the fields at once).

List of car visits

Opening the list of visits

Click on any VIN number from the list and you will be taken to the list of visits for this car.

List of visits

The list is a table that displays all visits to this car.

  1. To view or edit a visit, click on the date in the first column of the table;
  2. To add a new visit press Add visit button.

To delete an entry, press the button.

Visit sheet

The visit is a table that displays all the events of the current visit.

In the current example:

  1. note - the problem that the client addressed was created manually by the diagnostician according to the client's words;
  2. note - the results of reading parameters from the data stream;
  3. note - the found problem, manually created by the diagnostician, a photograph of the problematic spark plug is attached to the note, as evidenced by the icon;
  4. note - work done;
Client's card

On the right side of the screen is a customer card. The data in the card is filled in automatically from the subtracted VIN number of the car, when working in the ScanDoc program.

To edit them manually press Edit button.

Attachment view

To quickly view the attachment, click on the icon.

Printing a report

To print the visit with all current notes, press the Print button.

If you need to print only part of the notes, check the checkboxes in the "Print" column for only the necessary notes, and then click the print button.

The report can be printed or saved to your computer in PDF format.

Notes on visits

Adding a note manually

To manually add a note to the visit, press the Add a note button.

The note
  1. Enter the name of the vehicle system. This title will also be the note's title;
  2. Choose a note type from the available ones:
    A complaint - description of the client's complaint about the system;
    Defect - description of the defect due to which the system does not work correctly;
    Detail / Work - information on replaced parts of the system, as well as their price;
    Recommendation - recommendations given to the client;
    A comment - comments of the master or client;
    Firmware - software stored in the database that has been loaded into the vehicle system;
    Gas analyzer - gas analyzer data;
    The photo - photos added to the post.
  3. Write your comment to the note, if necessary;
  4. Select a quick comment from the ones you created earlier, if necessary. To create a quick comment press the button;
  5. If you need to attach a file or photo to a note, drag it with the mouse into this window;

Working with data stream

Saving data to Clients

Saving data to Clients

You can save the data stream from ScanDoc program to Clients during work. In ScanDoc program in the data flow window click the button button.

The data will be saved to the Clients program on the current device.

You will see an alert in the upper right corner of the program when the save is successful.

Added to the report
A record of saving a data stream

A record will appear in the current visit to save the data stream

Viewing the data stream

Saving data to Clients

To view the data stream click on the icon.

Saving data to Clients

The saved data stream will appear in a new window.

As in the ScanDoc program you can:

  • Click on the parameter name to see it in the form of a graph. If you click on the name again, the parameter will be shown in numerical form.
  • - view all parameters as graphs.
  • (zoom in) и (zoom out) of the graph.
  • By swiping or pulling the chart with the left mouse button pressed, you can scroll the chart horizontally.
  • - upload graphs in .csv format

Printing a data stream

Saving data to Clients

To print data from a visit, select it with a check mark and press the Print button.

Saving data to Clients

An inspection report form will appear.

Here you can also click parameter names to view them digitally and graphically, zoom in and out, etc.

To print the document, press the Print button.

Exporting the data stream to a .csv file

Saving data to Clients

Save the data stream during diagnostics. To do this in the ScanDoc program in the data flow window click the button.

The data will be saved to the Clients program on the current device.

Open Clients

Open the QClients program:

  • Click on the button at the top of the window, an additional side menu will appear.
  • Click on the "QClients" in the side menu.
Select the vehicle's VIN number and the date of the visit.

Select the vehicle's VIN number and the date of the visit.

Saving data to Clients

Click on the icon to view the data stream.

Upload to csv

In the new window, click on the button.