Recommended workshop routines
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?
