How to Access and Use the Service Manager’s Toolkit

Key Features of the Toolkit

1. Till Reconciliation Report

• Used for daily banking.

• Reconciles payments taken across service jobs, including card, cash, and cheque payments.

• Ensures all financial transactions are accounted for accurately at the end of each day.

2. Technician Clockings and Reports

• Review technician time records, including hours worked and time booked to jobs.

• Identify discrepancies in productive vs non-productive time.

• Helps improve workshop efficiency and technician utilisation.

3. Loan Cars

• Manage loan vehicle allocation and returns.

• Track usage across jobs and identify vehicles due back or overdue.

• Ensure proper utilisation and accountability for loan vehicles.

4. WIP Report (Work in Progress)

• View current jobs in progress within the workshop.

• Identify bottlenecks or delayed jobs.

• Useful for planning technician schedules and managing customer expectations.

5. Additional Reporting Functions

The toolkit also provides access to other important service department reports, such as:

• Job status summaries

• Invoicing trends

• Labour recovery analysis

• Booking conversion rates

These tools support both day-to-day operations and strategic performance reviews.

Summary

The Service Manager’s Toolkit empowers service leaders to make informed, data-driven decisions and maintain tight control over workshop operations. For best results, review these reports regularly and ensure any discrepancies are actioned promptly.