Auto Body and Paint Shop CRM
In body and paint work the delivery date is not in the workshop's hands: while the assessor's approval and the arrival of the part are awaited, the customer asks about their car, and the answer is only in the head of the technician doing the job.
A job card is a record; the damage assessment, the work to be done, the delivery date and the cost sit on the same card. Before and after photos land on that record with their dates.
- Gather the damage assessment, the paint and body work to be done, the delivery date and the cost on a single job card
- Track comprehensive and third-party insurance files, assessor reports and approval steps file by file
- List the parts required and attach the supplier order and its delivery status to the job card
- Document the damage and the repair carried out with before and after photos
- Let the whole team reply to the customer from a single WhatsApp number
| Job Card Management | A job card is a record; the damage assessment, the work to be done, the delivery date and the cost fields sit on the same card. |
|---|---|
| Insurance File Tracking | The insurance file is attached to the job card; the assessor's report is an attachment, the approval step advances as a stage, and pending files gather in a list. |
| Parts Order Management | Parts lines sit under the job card; because the supplier order and the delivery status are held on those lines, a missing part is visible on the vehicle card. |
| Photographed Damage Record | Before and after photos are attachments to the job card; because they carry dates, the basis for any dispute comes out of the same record. |
| Additional Work Approval Record | Additional work found during strip-down is an approval record attached to the job card; the item, the extra charge and the time the customer approved sit in fields, and until the approval arrives that item is not added to the labour list. |
Most arguments in a workshop come up after the work is finished: the customer collecting the car points at a mark on the bumper, the technician says the mark was already there when the car came in, and there is no evidence to hand. The reason for a delay goes unrecorded in much the same way — was it the part that was waited on, or did the assessor's approval come late; two weeks later nobody can tell the two apart.
In Rapitek CRM the vehicle is photographed on arrival and those frames sit on the job's own record, so at delivery the before and the after open side by side on the same screen. Because the day and the stage of the insurance approval and of the parts order also land on the same job card, where the delay occurred is not guessed at afterwards.
