Views

Views

A View is a filtered list of tickets entered into the system. For example, if a user only wants to see a tow that was recently entered in the system, go to the black navigation bar > Views > Recent Actions. A view can be filtered or searched by using the black multi-form search bar at the top of the list. The following are the default Views in Omadi:


  • All Completed Tows contains all tows that have completed the job workflow. The job has reached its destination and has a completion time.

  • The Client Login View shows what client login users can see. Property managers can see which cars were towed from their property.

  • The Commissions view gives details about commissions. This view is linked to the Commissions report. 

  • Credits/Refunds is a list of all tows where Refunds/Write-Offs have been applied; also provides details from the Credits/Refunds report. 

  • Payouts is a list of all tows that had payouts applied. 

  • The Ready for Audit view displays a list of tows that need to be audited. 

  • The Receipts List is a list of tow tickets that have payments applied to the total due. 

  • In the Recent Actions view, all recent actions pertaining to tow tickets in the system are displayed, organized by what was most recently updated. 

  • Sales is a list of tow tickets showing revenue/payments and balances. 

  • Send First Lien Notice is a list of all tickets that need to have a first lien notice sent out. By default, this view shows any vehicle that has been in storage at least three days and the First Notice Sent field is still empty. 

  • Vehicles Released is a list of tow tickets that have been released from the yard. 

  • Vehicles Sold displays all vehicles that have a Sold Date entered. 

  • Vehicles in Any Yard is a list of tow tickets that are currently impounded. 

  • Vehicles to Auction is a list of tow tickets that are ready to be auctioned (when they have a Planned Auction Date filled). 

    • Related Articles

    • Auctioning Vehicles

      When a vehicle is ready to be auctioned, it can be found by opening the Vehicles in Any Yard view and using the multi-form search to narrow results. Once the desired ticket is located, select to Edit in order to update the Sale tab information. The ...

    • Multi-Form Search

      Multi-Form Search Users can also search for information on forms. Once the user is on the desired form (PD, Recent Actions, etc.) they will see a grey search bar at the top of the page. (See the image above.) On a View the search will say “Multi-Form ...

    • Audit

      Omadi provides users the option to audit calls after the job was completed by a driver or released from the yard. Auditing helps to check that all charges are correct, and no adjustments are necessary. Only users with the manager or dispatcher role ...

    • Reports

      In Omadi, Reports and Views, although separate, are closely related to each other. Reports give us general numbers, but Views will give us those numbers in detail. All reports are linked to a view that will give details about the tows linked to that ...

    • Client Portal

      Client Portal If the Client Portal has been purchased with an Omadi package, the user will be able to give client logins to property managers that allow them to manage and request tows of vehicles on their properties. To create a client login for a ...