Recommended service end of year processes

Modified on Tue, 27 May at 9:50 AM

This guide is intended to give you a list of suggested processes that should be followed within the service department at the end of financial year. 


Review and manage

  • Review all bookings, contact any customers who have missed their booking and try to re-book or cancel the RO
  • Review all repair orders in progress, complete and invoice as many as possible
  • Review all repair orders with a held status and follow up any reasons why they have not been completed
  • Review all repair orders that have been partially invoiced, complete and invoice where possible
  • Review all outstanding repair order requests
  • Manage any expired repair orders, either re-book or delete
  • Manage your staff hours to ensure all absentees have been added
  • Close off any 'cleaning/workshop' repair orders


Reports to print off

  • Open repair order summary
  • Service performance report



Related Articles


Recommended accounting end of year processes


Recommended parts end of year processes


Recommended sales end of year processes

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Click here to leave feedback or comments