Detailed Invoice Report - Workshop

The Detailed Invoice Report is a new feature integrated into the workshop’s invoice reporting system. This enhancement provides a more granular analysis of invoiced jobs, offering insights into the breakdown of vehicle make and model.

Purpose and Benefits

This report is particularly valuable for:

1. Analysing Older Models

   • Identify trends in older vehicle models that are no longer in production.

   • Understand the impact of these trends on your workshop's operations, such as inventory and servicing needs.

2. Monitoring the Shift to Electric Vehicles (EVs)

   • Track the increase in EV models being serviced.

   • Plan resources and staff training to accommodate EV-specific requirements.

3. Assessing Vehicle Age

   • Determine the average age of vehicles being serviced.

   • Use this data to tailor marketing strategies or service packages.

How to Access the Report

To access the Detailed Invoice Report:

1. Navigate to Workshop > Service Manager’s Toolkit > Report Invoice Report.

2. Tick the option for "Detailed Invoice Report".

3. Press the Report button to generate the expanded analysis.

Features

• Expanded Analysis: The report includes detailed information about vehicle makes and models, providing a comprehensive view of service trends.

• Export Options: Right-click within the report to export the data to Excel or CSV format for further analysis or sharing with stakeholders.

Applications

• Strategic Planning: Use the data to predict future servicing trends and align your workshop's capabilities accordingly.

• Inventory Management: Adjust stock levels for parts based on the frequency of older or newer models.

• Staff Training: Identify training needs for your team, especially with the rise of EVs.