Fixed Operations
Service Manager's daily numbers — Labor + Parts billed on repair orders, advisor / tech / lube performance. Parts Manager enters their full parts numbers separately on the Parts Daily Entry tab.
| Labor | |
| Parts | |
| Total Gross Day | $0 |
| Labor MTD | $0 |
| Parts MTD | $0 |
| Total Gross MTD | $0 |
| Labor Pace | $0 |
| Parts Pace | $0 |
| Total Pace | $0 |
| Total ROs | |
| Tracking RO Count | 0 |
| ROs Closed | |
| Alignments Sold | |
| Total Hours | |
| Tracking Hours | 0 |
| Store NPS | |
| Region NPS |
| Advisor | Labor ($) | Parts ($) | Total Gross ($) | Total ROs | CP ROs | Hours | CSI | MPVI % | Gross/RO | Parts Gross/RO | ELR | CP % |
|---|
Technician and Lube Tech numbers are entered once a month.
| Technician | Specialty | ROs | CSI | Hrs Turned | Clock Hrs | Efficiency % |
|---|
| Lube Tech | ROs | CSI | Hrs Turned | Clock Hrs | Efficiency % |
|---|
Opens WhatsApp with the day's recap pre-filled — pick your group chat and press Send.
Parts Manager's full daily numbers across every channel — Service-RO Parts ("Total Parts"), Wholesale, Counter (per person), and Obsolescence. Independent of the Service Manager's entry. Total Parts (auto) = Total Parts + Wholesale only — counter people are tracked separately for coaching.
Enter Sales and Gross for each channel — Gross % calculates automatically. The Counter Gross % goal is ≥ 42%; Obsolescence is computed against parts inventory and goal is < 9%.
| Channel | Sales $ | Gross $ | Gross % |
|---|---|---|---|
| Total Parts | — | ||
| Wholesale | — | ||
| Counter People — pulled from Admin Console → Department Staff | |||
| Counter Total (auto) | $0 | $0 | — |
| Total Parts (auto) | $0 | $0 | — |
Set the parts inventory $ for the month (most managers update this once per month). Obsolescence $ today is divided by inventory $ to compute Obso % — goal is to keep this under 9%.
| Total Parts MTD $ | $0 |
| Total Parts Pace $ | $0 |
Counter People are managed in Admin Console → Department Staff → Parts Counter People. Adding, editing, or deactivating someone there automatically updates the rows above.
Collision Center daily numbers for DCVB and DCFP — body shop receivables, sublet, WIP, parts inventory variance, plus per-estimator Keys-to-Keys and ROs delivered, plus per body-tech and painter production hours. Switch stores using the store dropdown.
Daily Collision Gross plus the cash-flow watch numbers. Aging thresholds are baked in — only enter dollars at or beyond each threshold. Receivables = account #22002 ≥15 days. Cash Clearing ≥4 days. Sublet ≥30 days. Labor WIP = account #24701.
Track ICAR and OEM certifications for the body shop. Optional expiry helps flag renewals.
One row per active estimator from Admin Console → Department Staff → Estimators. Enter Keys-to-Keys days, # ROs delivered (not closed), and $ ROs delivered (not closed) for today.
| Estimator | Keys-to-Keys (days) | # ROs Delivered | $ ROs Delivered |
|---|---|---|---|
| Totals (auto) | — | 0 | $0 |
One row per active body tech. Enter today's production hours. Skill level (A/B/C) is shown for context.
| Body Tech | Skill | Production Hours |
|---|---|---|
| Total Body-Tech Hours (auto) | 0.0 | |
One row per active painter. Enter today's production hours.
| Painter | Skill | Production Hours |
|---|---|---|
| Total Painter Hours (auto) | 0.0 | |
Three named counter-person slots per store. Names are configured on the Parts → Roster card. MTD totals come from the Parts Daily Entry tab. Use this view for monthly counter-person reviews and coaching conversations.
Per-estimator scorecards with Keys-to-Keys, # ROs delivered-not-closed, and $ ROs delivered-not-closed. Estimator names are managed on the Roster tab once the collision form is live.
Each store's most recent Region NPS (entered on Daily Entry) is the CSI goal for advisors at that store. Used in the Total Score calculation on the Advisors tab.
| Day | Date | Day Type | Labor ($) | Parts ($) | Total Gross ($) | RO Count | Hours | Gross/RO | Running Total ($) | TRACKING ($) |
|---|
Where parts sales and gross are coming from this month. Service / Wholesale / Counter as a share of Total Parts Sales, with gross dollars and gross % shown for each channel.
Each counter person's MTD sales. Names come from Admin Console → Department Staff. Coach low performers; replicate top performers' approach.
| # | Counter Person | Store | MTD Sales ($) | MTD Gross ($) | Gross % | % of Counter Sales | Avg Sales / Day |
|---|
| Day | Date | Service ($) | Wholesale ($) | Counter ($) | Obso ($) | Total Parts ($) | Running Total ($) | TRACKING ($) |
|---|
| Store | Labor MTD | Parts MTD | Total Gross | Tracking | Goal | % to Goal | Avg Gross/RO | Avg CSI |
|---|
Click any column header to sort. Click again to reverse.
Each advisor's Total Score is a 0–100 composite that blends customer experience with revenue performance against their peers in the selected period. A score of 100 means the advisor is at the top of class on every axis below.
The formula:
Read it like this: CSI counts about a third of the score because customer experience drives retention. The five revenue / efficiency axes each count about an eighth, so an advisor can't ride one strong number — consistency across all of them is what wins.
Note: advisors with no gross and no ROs in the period are scored 0. Each axis caps at 100 — being the leader on Gross/RO doesn't compensate for a weak CSI score.
| Rank ▼ | Advisor | Store | Total Score | Labor ($) | Parts ($) | Total Gross ($) | RO Count | CP ROs | CP % | Hours | Gross/RO | ELR | HRO | CSI | MPVI % |
|---|
Service Manager goals for labor and parts on repair orders.
| Store | Labor Goal ($) | Parts Goal ($) | Total Gross Goal ($) | Gross/RO Target ($) |
|---|
Parts Manager goals. Counter Gross % goal is a floor (default 42) — hit when actual ≥ goal. Obso % goal is a ceiling (default 9) — hit when actual ≤ goal.
| Store | Total Parts Sales Goal ($) | Wholesale Sales Goal ($) | Counter Sales Goal ($) | Counter Gross % Goal (≥) | Obso % Goal (≤) |
|---|
| Advisor | Training Status | MPVI % | Labor ($) | Parts ($) | Total Gross ($) | RO Count | CP ROs | Hours | Gross/RO | ELR | HRO | Rank | CSI | CSI Region |
|---|
| Name | Type | Specialty | Training | Total ROs | Avg CSI | Total Hrs Turned | Total Clock Hrs | Efficiency % | Productivity % | Proficiency % | Trend |
|---|
Monthly performance per counter person. Names are managed in Admin Console → Department Staff → Parts Counter People. Sales / gross / gross % come from the Parts Daily Entry tab.
| Counter Person | Store | MTD Sales | MTD Gross | Gross % | vs 42% Goal | Avg Daily Sales | Working Days |
|---|---|---|---|---|---|---|---|
| Counter performance will populate from Parts Daily Entry data once entries with sales + gross are saved for the selected month. | |||||||
Body Techs, Painters, and Estimators for the DCVB and DCFP collision centers. Names are managed in Admin Console → Department Staff.
| Display Name | Username | Role | Store Access | Default Store | Status | Last Login | Actions |
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| Name | Employee ID | Status | Actions |
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| Name | Employee ID | Specialty | Status | Actions |
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| Name | Employee ID | Pay Plan | Status | Actions |
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| Name | Employee ID | Mentor/Supervisor | Status | Actions |
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Counter people are tied to a specific store. Their daily Sales / Gross numbers are entered on Parts Daily Entry.
| Name | Store | Employee ID | Status | Actions |
|---|
Body shop techs (DCVB collision department). Track flag hours and labor production.
| Name | Store | Employee ID | Skill Level | Status | Actions |
|---|
Paint department. Track paint hours, refinish production, and supplies usage.
| Name | Store | Employee ID | Skill Level | Status | Actions |
|---|
Collision estimators / writers. Track close ratio, average ticket, and supplements.
| Name | Store | Employee ID | Status | Actions |
|---|