Organizing Recommendations By Urgency?

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KAUAIAUTOREPAIR
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Organizing Recommendations By Urgency?

Post by KAUAIAUTOREPAIR »

How are you guys sorting/organizing recommendations for customers? We always get the question which one do we need to get done first etc.
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Pauls Automotive
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Re: Organizing recommendations by urgency?

Post by Pauls Automotive »

What I do is when I have multiple revisions created I will rename each tab with the corresponding job. Example Brake work work are renamed brakes, exhaust job is renamed exhaust......so I will add a "1". "2" , "3"........so "Brakes-1"..."tires- 1, ....."Exhaust-1" then the secondary things "Transmission flush-2"......."Power steering flush-2" and so on . You get the idea. This way when I open the transfer revisions box I can check off the just the "!" priority to give a price on just them or add in some 2's whatever the customer wants.
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ricmorin
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Re: Organizing recommendations by urgency?

Post by ricmorin »

Welcome to the Forum.

We assign the 'Need By' date in order of importance. This column can be sorted so when your customer comes in you have all the recommendations in order of importance.
needby.png
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Pauls Automotive
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Re: Organizing recommendations by urgency?

Post by Pauls Automotive »

Good point Ric. I hadn't thought of it from that point of view. I was thinking he meant at the sales call for that particular sale.
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
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ricmorin
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Re: Organizing recommendations by urgency?

Post by ricmorin »

Pauls Automotive wrote:Good point Ric. I hadn't thought of it from that point of view. I was thinking he meant at the sales call for that particular sale.
Ha! You may be right!

If so, one could create the revisions 1 - ? using 1 as the most important, 2 the next and so on. (another option)
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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Pauls Automotive
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Re: Organizing recommendations by urgency?

Post by Pauls Automotive »

ricmorin wrote:
Pauls Automotive wrote:Good point Ric. I hadn't thought of it from that point of view. I was thinking he meant at the sales call for that particular sale.
Ha! You may be right!

If so, one could create the revisions 1 - ? using 1 as the most important, 2 the next and so on. (another option)
Yes that is what I was trying to say in my own bumbling way. LOL
Paul
Pauls Automotive
6318 Falls Road
Baltimore, Md 21209
410-825-2224
paul@paulsauto.com
TRUE HAPPINESS IS WITHIN YOU
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