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Service Management System

Service Categories vs Canned Jobs

Service Categories

Purpose: Customer-facing service menu Location: /dashboard/shop/settings/services

Key Features:

  • Define service types customers see
  • Set loyalty point multipliers
  • Configure online booking availability
  • Manage service descriptions

Examples:

  • Oil Change Service
  • Brake Inspection & Repair
  • Engine Diagnostics
  • Tire Services

Canned Jobs

Purpose: Internal pricing templates Location: /dashboard/shop/settings/canned-jobs

Key Features:

  • Pre-configured job templates
  • Detailed parts and labor pricing
  • Quick-add to repair orders
  • Bundle configurations

Examples:

  • Conventional Oil Change - $39.99
  • Front Brake Pad Replacement - $299
  • Tire Rotation - $24.99

Repair Order Workflow

  1. Customer Arrival

    • Check-in via dashboard
    • Vehicle inspection begins
    • Technician assigned
  2. Service Execution

    • Select from canned jobs
    • Add custom line items
    • Track parts usage
    • Monitor labor time
  3. Quality Check

    • Service verification
    • Test drive if needed
    • Final inspection
  4. Customer Approval

    • Digital estimate delivery
    • SMS/Email notifications
    • Online approval system
  5. Completion

    • Generate invoice
    • Process payment
    • Award loyalty points
    • Schedule follow-up

Pricing Strategies

Labor Rates

  • Standard Rate: Set per hour
  • Skill-based Rates: By technician level
  • Service-specific Rates: Custom per service

Parts Markup

  • Standard Markup: Default percentage
  • Category Markup: By part type
  • Customer Markup: Loyalty tier discounts