Managing automotive service jobs requires attention to detail and flexibility, which Shop Controller's job management feature set is designed to handle.
Job Initiation and Customer Details
Starting a new job involves key customer insights:
- Customer Credit: Shop Controller displays any credit balance the customer has with the shop.
- Loyalty Programs: If the customer is enrolled in a loyalty program, this information is prominently displayed.
- Quick Edit: Any necessary changes to the customer's profile, such as their part matrix or labor rates, can be made with just a few clicks.
Job and Service Customization
Personalize each job to suit the customer's specific needs:
- Adjusting Pricing: Part matrices and labor rates can be set for a customer and then fine-tuned for individual jobs.
- Job Info: For specific jobs that require different pricing, edits are made easily using the job info pencil icon.
- Link Icon: Mistakes in customer association can be corrected by reassigning the job to a different customer from the customer list.
- Deferred Services: View previously quoted but not accepted services, suggesting follow-up opportunities.
- Recommended Services: Access pre-built services for quick addition to a job, enhancing efficiency.
Adding and Managing Services
Services form the core of the job detail:
- VIN-Linked Repair Guides: With a VIN, access comprehensive repair guides, diagrams, and labor estimates.
- Pre-built Services: Add common services like oil changes or inspections from a dropdown menu.
- Custom Services: Create and add custom services tailored to the vehicle's specific needs.
Inspection Checklist Customization
The inspection process is thorough and adaptable:
- Modify inspection checklist names and groups to fit the job.
- Attach images to inspection points for a visual record.
- Save edited checklists as new templates or update existing ones.
Parts and Labor Entries
Shop Controller distinguishes itself with detailed service records:
- Technician Reassignment: Reallocate tasks to different technicians without duplicating job records.
- Service Notes and Images: Each service can have its own set of notes and images, providing a detailed history of the work performed.
- Adding Labor Lines: Input the time spent and associated cost, which can default to the shop's set rates unless adjusted.
- Adding Parts: Choose to add from inventory or create a new part entry, with the option to adjust pricing based on the customer's profile or job specifics.
Finalizing the Job
With all services added and details confirmed:
- Ensure all parts and labor are correctly listed and priced.
- Once finalized, the job is ready for invoicing directly from the job management interface.
Shop Controller enables detailed and customizable job management, ensuring that automotive services are accurately recorded, priced, and communicated to the customer. This comprehensive approach to job management helps shops maintain high standards of service and customer satisfaction.