For a smooth, fast and organised job - use the Panel Shop Admin Toolbox so you can get paid quicker...
A small set of essential documents to help you create a smooth process for private or insurance jobs.
What's in the Panel Shop Admin Toolbox?
Quote Sheet Template
To be used every time a customer comes in and wants a quote. It helps your employees capture all the correct information and prompts them on what photos need to be taken. Whether it's an insurance claim or a private quote.
Job Action Checklist
If you still use a manual system of client files you can use this Job Action Checklist to determine how far a claim or job has progressed and what action is next.
Supp Quote Sheet
This document is used by your workshop floor staff to determine anything extra that was done to the vehicle. This can then be given to your office employee to add onto a supplementary estimate on your quoting system and sent off to the insurance company.
Post Repair Checklist
An extremely handy tool for your workshop floor staff to use to check off headlamp re-aims, wheel nuts etc. once a job is completed.
Monthly Job Schedule
And last but not least a scheduler for you to write on and use for the office OR workshop floor staff to determine, what is expected in and out during the month.
About Julieanne
I'm Julieanne Loy, and I'm excited to have you here to share a bit about me, and my passion.
I'm a small business woman with a mission to help other businesses and entrepreneurs thrive in the digital age.
I have always had a love of technology and systems, and absolutely love watching the progress that follows each project and task. Click here to learn more...
Here's what some of my clients have to say...
I found Jules Loy from Loy Admin Services through the Crash Zone Shop Managers Facebook page, and I’ll admit, it took me a while to write this review because I almost didn’t want to share how great she is! Jules’s work is truly exceptional. As a former shop owner with extensive experience dealing with various insurance companies, she brings an impressive level of efficiency and expertise to every task.
Jules is incredibly trustworthy with her hours and consistently provides outstanding value. Her strengths in time management, customer service, and handling insurers are unmatched. She even has a knack for pushing me just enough to bring out the best in my own work. Her ability to think outside the box and her dedication make her a crucial part of our team. I can’t recommend her highly enough—even if part of me wanted to keep her as my own secret resource!
ipswich panel and paint
GARDINER SMASH REPAIRS
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