Difference between revisions of "Recommended workshop routines"
From Catalyst
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* [[:Category:Getting Started|Getting Started]] | * [[:Category:Getting Started|Getting Started]] | ||
* [[Getting Started - Workshop]] | * [[Getting Started - Workshop]] | ||
| + | * [[Creating Workshop Jobs]] | ||
| + | * [[Recommended Workshop Routines]] | ||
| + | * [[How do I create Technicians?]] | ||
| + | * [[How do I add Parts to a Workshop Job?]] | ||
| + | * [[How do I add Labour to a Workshop Job?]] | ||
| + | * [[How do I add more description to a Workshop Job?]] | ||
| + | * [[How do I Load a Standard 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?]] | ||
| + | * [[How do I Stop Vehicle Health Check Sheets from Printing Automatically?]] | ||
| + | * [[How do I Stop Workshop Advisory Work Report from Printing Automatically?]] | ||
| + | * [[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}} | + | {{Guide}} {{KB_WS}} {{ZN_WorkshopManager}} |
Revision as of 13:55, 1 August 2013
Contents
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
- Recommended Workshop Routines
- How do I create Technicians?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
- How do I add more description to a Workshop Job?
- How do I Load a Standard Workshop job?
- How do I Invoice a Workshop Job
- How do I find Vehicle Sales Order PDI/Preparation jobs?
- How do I Stop Vehicle Health Check Sheets from Printing Automatically?
- How do I Stop Workshop Advisory Work Report from Printing Automatically?
- Useful Keys
