Difference between revisions of "Recommended workshop routines"
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 == | ||
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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 Started - Workshop]] | * [[Getting Started - Workshop]] | ||
* [[Creating Workshop Jobs]] | * [[Creating Workshop Jobs]] | ||
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* [[How do I find Vehicle Sales Order PDI/Preparation jobs?]] | * [[How do I find Vehicle Sales Order PDI/Preparation jobs?]] | ||
| − | {{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, | + | {{KB_Tags|workshop, vehicle, bike, motorbike, motorcycle, car, caravan, processing, procedures, recommended}} |
| − | {{ | + | {{Best Practice}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 06:33, 22 December 2018
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 - 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?
