Difference between revisions of "Recommended workshop routines"
From Catalyst
(→See Also) |
|||
| Line 1: | Line 1: | ||
| − | == | + | == 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. | ||
| − | === Review Work in Progress === | + | == 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. | Print a work in progress report and review it. Check for cancelled or postponed jobs, and update as required. | ||
| − | === Review Sales Work to do === | + | ==== Review Sales Work to do ==== |
Check for [[How do I find Vehicle 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. | Check for [[How do I find Vehicle 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 ==== |
Look at the diary bookings for the day and decide if there is spare capacity that could be filled. | Look at the diary bookings for the day and decide if there is spare capacity that could be filled. | ||
| − | == Weekly Routines == | + | === Weekly Routines === |
| − | === 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. | ||
| − | == 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. | ||
| Line 22: | Line 26: | ||
* [[Getting Started - Workshop]] | * [[Getting Started - Workshop]] | ||
* [[Creating Workshop Jobs]] | * [[Creating Workshop Jobs]] | ||
| − | |||
* [[How do I add Parts to a Workshop Job?]] | * [[How do I add Parts to a Workshop Job?]] | ||
| − | |||
* [[How do I add more description to a Workshop Job?]] | * [[How do I add more description to a Workshop Job?]] | ||
| − | |||
* [[How do I Invoice a Workshop Job]] | * [[How do I Invoice a Workshop Job]] | ||
* [[How do I find Vehicle Sales Order PDI/Preparation jobs?]] | * [[How do I find Vehicle Sales Order PDI/Preparation jobs?]] | ||
| − | |||
| − | |||
* [[Useful Keys]] | * [[Useful Keys]] | ||
{{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, Recommended}} | {{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, Recommended}} | ||
| − | |||
{{Guide}} {{KB_WS}} {{ZN_WorkshopManager}} | {{Guide}} {{KB_WS}} {{ZN_WorkshopManager}} | ||
Revision as of 16:32, 2 October 2013
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.
Monthly Routines
Check that all internal and warranty work is up to date and invoiced where possible.
See Also
- Getting Started
- 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 Vehicle Sales Order PDI/Preparation jobs?
- Useful Keys
