Service Orders The Fullbay Way
How do you track your service orders and repairs?
(Current Fullbay users, you can’t answer this. Please sit still.)
Those of you who don’t use Fullbay—does this sound familiar? Your tracking methodology is probably a lot of papers and/or spreadsheets, right? Or maybe you’re particularly organized and have stapled some receipts together.
Can that packet of receipts tell you how much revenue your shop generates from a particular type of PM work? What about if you need to review a history of the work you’ve done for a particular client?
(Again, Fullbay users, I ask that you chill while I make my point.)
Doesn’t sound fun, does it?
Well, friends, you’re in luck. Today, we’re going to look at how Fullbay handles service orders, and what sort of information it can show you about your shop, your techs, and the type of work you do.
SERVICE ORDERS WITH FULLBAY
Using Fullbay to track your service orders puts everyone on the same page, at the same time. You can instantly see who is working on what, how long that truck has been in the shop, what it came in for, and any prior work you’ve done on it.
Here’s something else that’s really cool about Fullbay: It provides you with a lot of information, if you want it. Like, shop-changing information.
Can you get the kind of data we’re about to talk about without using Fullbay? Yeah, probably…but that’s going to take up a lot of your service manager’s time. Do you really want to pay them to dig through spreadsheets, scribbled papers, and whatever filing system you’ve got going on in your shop? Or would you rather free up your service manager to do the job you hired them for—bringing in more customers and making your shop more efficient?
Hmm, we like the second option better. Let’s fire up Fullbay and see what it can do.
Inside Fullbay you have the service hub, showing you every single active job you’ve got in progress. And you can break it down easily into the following tabs:
- On Hold. Are you waiting for a client to authorize the work? Did a dog eat your 10mm socket (if so, please take it to the vet)? If work has paused for any reason, those paused jobs will go here.
- PMs. The all-important preventive maintenance work goes here. You can filter this by specific owners or any and all PM work that might be past due or coming up due. It’s a great way to keep on top of those clients who might not know what their vehicles are due for. You can even see all the PMs you’ve completed in the past, along with their stats, like how long jobs took to complete and who worked on them. You can also look at metrics that show you which of your PMs made you the most profit, and which maybe aren’t as profitable—you know, in case you wanted to start doing more of that revenue-generating work instead of the stuff you might be losing money on.
- Estimates. This is exactly what it sounds like—where you prepare an estimate and send it to a customer who wants a ballpark of what a particular job would cost. And if you want, you can instantly convert your estimate to an invoice and send it to a customer!
- Pending Repairs. This is a running list of any repair the customer has declined or put off. If a customer has a broken wiper blade and chooses not to fix it during their visit in July, it will pop up if they come back in September. Tracking repairs and driving revenue—what more do you want?
- Customers. Want to see all the vehicles belonging to a particular customer? How about all the work you’ve ever done for them? Friend, this is your tab.
- History. You can filter invoices by a customer, a tech, or a vendor. This is a great way to see how much business you’ve gotten from one fleet, how a particular tech is performing, or what you usually order from a particular vendor.
- All SOs. View every single service order your shop has ever completed. You can even click into a service order and see why the vehicle was brought in, everything that was done or suggested during that particular visit, along with any parts purchased. You can also check out the final invoice (and whether it was paid).
Psst…there’s one other cool benefit we can share. Fullbay makes ordering the parts you need a snap. You can find, quote, and order high-quality, low-cost parts right in the service order thanks to the Fullbay Marketplace. And yes, you can order parts through the Marketplace without a service order—both options are on the table.
How’s that for making life easier?
So—that’s a wrap. Current Fullbay users are probably nodding smugly as they read this, but if you’re a newbie, we hope the app’s abilities have piqued your interest. Managing service orders is just that much easier when you let Fullbay do the work for you.
Want to know more? Contact us for a free demo!