Difference between revisions of "Recommended workshop routines"
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m (Les Ward moved page Recommended Workshop Routines to Recommended Workshop routines: Lower case (except for Platinum menu options)) |
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| − | == Summary == | + | == Summary == |
| − | This article explains some of the "best practices" you can follow throughout using Platinum software to give the best results in your workshop system. | + | This article explains some of the "best practices" you can follow throughout using Platinum software to give the best results in your workshop system. |
== More Information == | == More Information == | ||
| − | === Daily Routines | + | === Daily Routines === |
==== Review Work in Progress ==== | ==== Review Work in Progress ==== | ||
| Line 9: | Line 9: | ||
==== Review Sales Work to do ==== | ==== Review Sales Work to do ==== | ||
| − | Check for [[How do I find | + | Check for [[How do I find unit sales order PDI/preparation jobs?|outstanding sales order]] work that should be scheduled. This will also include building of bikes that have come into stock, preparation of used bikes, and PDI, preparation and accessory fitting for sold bikes. |
==== Review Diary Schedule ==== | ==== Review Diary Schedule ==== | ||
| Line 18: | Line 18: | ||
==== Follow Up ==== | ==== Follow Up ==== | ||
Use your preferred method to extract customers information to send service reminders; MOT reminders (where relevant); bikes sold but not seen in the workshop; service campaigns and other offers etc. | Use your preferred method to extract customers information to send service reminders; MOT reminders (where relevant); bikes sold but not seen in the workshop; service campaigns and other offers etc. | ||
| + | * See [[Getting started - Retention Centre]] for how to use Platinum's built in marketing tool. | ||
=== Monthly Routines === | === Monthly Routines === | ||
Check that all internal and warranty work is up to date and invoiced where possible. | Check that all internal and warranty work is up to date and invoiced where possible. | ||
| − | == See also == | + | == See also == |
| − | * [[Getting | + | * [[Getting started - Workshop]] |
| − | * [[Creating | + | * [[Creating workshop jobs]] |
| − | * [[How do I add | + | * [[How do I add parts to a workshop job?]] |
| − | * [[How do I add more description to a | + | * [[How do I add more description to a workshop job?]] |
| − | * [[How do I | + | * [[How do I invoice a workshop job?]] |
| − | * [[How do I find | + | * [[How do I find unit sales order PDI/preparation jobs?]] |
| − | {{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, | + | {{Best Practice}} |
| − | {{KB_WS}} {{ZN_WorkshopManager | + | |
| + | {{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, recommended}} | ||
| + | {{KB_WS}}{{ZN_WorkshopManager}} | ||
Latest revision as of 12:01, 11 December 2019
Contents
Summary
This article explains some of the "best practices" you can follow throughout using Platinum software to give the best results in your workshop system.
More Information
Daily Routines
Review Work in Progress
Print a work in progress report and review it. Check for cancelled or postponed jobs, and update as required.
Review Sales Work to do
Check for outstanding sales order work that should be scheduled. This will also include building of bikes that have come into stock, preparation of used bikes, and PDI, preparation and accessory fitting for sold bikes.
Review Diary Schedule
Look at the diary bookings for the day and decide if there is spare capacity that could be filled.
Weekly Routines
Follow Up
Use your preferred method to extract customers information to send service reminders; MOT reminders (where relevant); bikes sold but not seen in the workshop; service campaigns and other offers etc.
- See Getting started - Retention Centre for how to use Platinum's built in marketing tool.
Monthly Routines
Check that all internal and warranty work is up to date and invoiced where possible.
See also
- Getting started - Workshop
- Creating workshop jobs
- How do I add parts to a workshop job?
- How do I add more description to a workshop job?
- How do I invoice a workshop job?
- How do I find unit sales order PDI/preparation jobs?
