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