Workshop Management module for Perfex CRM

Workshop Management Module

This module is an advanced and comprehensive solution designed to optimize repair shop operations. With a robust set of tools and features, this module supports the efficient management of repair jobs, devices, inspections, labor products, and most importantly, ensures a smooth workflow and high customer satisfaction.

Benefits of the Workshop Management Module

01. Increased Operational Efficiency
Automate scheduling, assignments, and task management to reduce manual work and operational costs. Automated workflows centralize important data, decreasing turnaround times and errors.

02. Enhanced Customer Satisfaction
Provide clear and transparent updates to customers, keeping them informed and engaged. With real-time information, customers can trust the management of their repairs.

03. Scalability
Adapt to business growth and flexible management options as needed. The ability to manage multiple branches and customize settings for different shops makes this module scalable, accommodating growth as the business expands.

04. Streamlined Operations
Centralized management of all repair jobs, mechanics, devices, and inspections helps reduce time spent on manual tracking and ensures that all aspects of management are functioning efficiently.

05. Regulatory Compliance
Detailed records and robust inspection management help ensure that your workshop meets all relevant safety standards and regulations.

Key Features for Workshop Management

01. Dashboard Insights Get an immediate view of critical metrics with dashboards displaying repair reports, weekly and monthly data, overall productivity, and detailed performance indicators such as mechanic productivity. This helps managers make informed and timely decisions.

02. Repair Job Management Facilitates the management of repair tasks, allowing users to organize themselves and find information related to scheduled jobs. The system enables monitoring of tasks and reports, minimizes errors, and improves service quality.

03. Device and Inspection Oversight Allows for effective tracking of devices under maintenance, including their conditions and status. Users can manage inspections and ensure that all devices meet necessary quality standards.

04. Mechanic and Labor Management The module includes tools to manage mechanics and optimize labor resources. Mechanic performance is evaluated, and the most qualified are prioritized. Additionally, the module improves resource allocation and cost control.

05. Branch and Workshop Coordination For organizations with multiple locations, the branch management module provides consistency in operations. It allows workshops to share resources and information, providing visibility into performance and focusing on service delivery and return.

06. Customizable Settings and Templates The module offers a wide range of customizable settings to tailor services, processes, and equipment to the specific needs of each business, allowing integration with existing systems.

07. Customer Portal Integration Enhancing transparency and customer service, the portal allows customers to access information about their services, view repair progress, and manage requests, facilitating communication and improving the overall experience.

Module Features

Dashboard:

• Today's repair work
• Last week's repair work
• Last month's repair work
• Record scheduling
• Total repair jobs
• Unassigned repair jobs
• Repair jobs per week/month
• Mechanic performance
• Inspections (Open, In progress, Awaiting approval, Completed awaiting finalization, Completed, Overdue)

Repair Jobs:

• Repair job management
• Calendar view
• Workshop management
• Delivery management
• Return management
• Labor products
• Parts management
• Label printing
• Report printing
• Mechanic assignment

Devices:

• Device management
• Repair order management
• Inspection management
• Workshop management
• Mechanic management

Labor Products:

• Labor product management
• Material management
• Branch management

Inspections:

• Inspection management
• Task management
• Template management
• Workshop management

Settings:

• General settings
• Scheduling types
• Holidays
• Manufacturers
• Categories
• Templates
• Delivery methods
• Fieldset
• Intervals
• Inspection templates
• Prefixes
• Permissions

Customer Portal:

• Tracking page
• Device management
• Repair job management
• Inspection management