Difference between revisions of "Recommended workshop routines"

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(See Also)
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== Daily Routines  ==
+
== 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 ==
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=== 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.
  
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* [[Getting Started - Workshop]]
 
* [[Getting Started - Workshop]]
 
* [[Creating Workshop Jobs]]
 
* [[Creating Workshop Jobs]]
* [[How do I create Technicians?]]
 
 
* [[How do I add Parts to a Workshop Job?]]
 
* [[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 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 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]]
 
* [[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

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


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Keywords AND Misspellings
workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, Recommended