Utilising Additional Work Categories for the Workshop

Work Types in the T-Card screen of Workshop Reception allow for easy categorisation of jobs using colour codes. This visual system helps workshop staff quickly identify different job types at a glance, such as internal work, warranty jobs, or retail jobs. By assigning distinct colours to various job categories, workshops can streamline workflow, reduce errors, and improve efficiency when managing multiple tasks.

Additional Work Categories for a Dealership Workshop

To further enhance organisation and job tracking, consider adding additional Work Types that cater specifically to a car dealership’s workshop:

On-Site Customer Vehicle – Jobs for cars that are currently on the premises, such as quick inspections or same-day repairs.
Awaiting Parts – Jobs that cannot proceed until ordered parts arrive. Helps prevent unnecessary workshop delays.
MOT & Compliance – For mandatory inspections like MOT tests or other roadworthiness checks.
PDI (Pre-Delivery Inspection) – For new or used cars undergoing final checks before delivery to customers.
Recall Repairs – Manufacturer-issued recall work that requires specific tracking.
Accessory Fitting – Jobs related to customer-requested accessory installations (e.g., dash cams, roof racks).
Vehicle Prep & Valeting – Cleaning, detailing, or pre-sale preparation of vehicles.
Diagnostic Work – Jobs requiring extensive fault-finding or advanced diagnostics before confirming repairs.
Fleet & Lease Servicing – Dedicated servicing or maintenance for fleet or lease vehicles.
Insurance & Accident Repairs – Jobs related to insurance claims or bodywork repairs following accidents.
Road Test Required – Identifies jobs where a test drive is essential before completion.
Off-Site / Mobile Repair – Jobs performed outside the dealership, such as mobile servicing or breakdown assistance.

How to Set Up Work Types

1. Navigate to Work Type Settings:

• Go to Workshop > Service Parameters > Addl Job Status > Work Type.
• Click Add to create a new Work Type.

2. Define the Work Type:

• Enter a description (e.g., "Recall Repair" or "Awaiting Parts").
• Select a colour to clearly distinguish the job type.
• Click Save to confirm the new Work Type.

Applying a Work Type to a Job

Once Work Types are created, they can be assigned to jobs:

• Open the job within the Workshop system.
• Locate the Work Type selection at the bottom right-hand corner of the job screen.
• Choose the appropriate Work Type from the list.
• Save the job with the assigned Work Type.

Filtering Jobs by Work Type

To easily find and manage jobs categorised under specific Work Types:

• In Workshop Reception, select Category from the filtering options.
• The system will display all jobs assigned to that specific Work Type, making it easier to track progress and prioritise work accordingly.

Benefits of Using Work Types

✅ Quick job identification using colour-coded categories
✅ Improved workflow management for workshop staff
✅ Enhanced job tracking through easy filtering
✅ Better organisation of internal, warranty, and customer jobs
✅ Reduced delays by tracking jobs awaiting parts or additional approvals
✅ Increased customer satisfaction by ensuring efficient service and prioritisation