Keep the rubber on the road

It’s the first day of spring, clear blue skies and lovely warm weather. Life is blossoming everywhere as the people are out and about enjoying the sun.

Rodney, on the other hand, who owns an ever-popular bike shop, is running around trying to keep track of all the bikes coming in and going out of his shop. With the arrival of spring, people have been streaming into his shop for bike repairs and general maintenance.

Rodney has a passion for bikes and has been building custom bikes since 1996. He believes in superb customer service and it has made his bike shop a great success. But over the last year, as his shop has grown in popularity, the demand for repairs and general maintenance has increased, something Rodney did not quite expect.

He needs a solution. He is running around trying to keep track of all the bikes coming in for repairs and maintenance, and those bikes ready to go back to their owners. He hardly has time to focus on the general management of the shop, let alone managing the parts needed for repairs and maintenance.

Repair order

What Rodney needs is a taskflow that will handle the flow of bike repairs and maintenance. When customers bring in their bikes, they can quickly complete an electronic form containing all their information and what needs to be done to the bike. Reception can then “tag” the bike before it is sent to the repairs and maintenance workshop.

Once the customer has clicked the save button on the ‘Bike repair orders’ form two emails automatically will be sent out. One to the customer to confirm receipt of order and another to the repair technician notifying him/her of the repair. From there the technician can review the repairs/service, and continue to the “parts required” task.

The “parts required” form will allow the technician to indicate what parts, if any, will be required for the specific repair/service, if the parts are in stock or if the parts should be ordered. The technician also needs to indicate how many hours of labor will be required for this repair/service and what the estimate cost will be for parts plus labor.

Bike parts required

Once the “parts required” form has been completed, an email will be sent to the customer notifying them of the cost involved in the repair/service. This email will have a link for the customer to click on, which will take them to a “Bike repair/service confirmation” form. Here the customer can choose to accept and continue with the repair/service or cancel it.

Bike repair/service confirmation

Should the customer wish to cancel the repair/service, and email will be sent to both the technician and customer notifying them of the cancellation.

If the customer decides to continue with the repair/service, an email will be sent to either the person responsible for purchasing or the stock controller, informing them of parts required for the repair/service.

Parts received

As soon as the technician receives all necessary parts, he/she can continue with the taskflow by completing the “parts received” form. Emails will be sent to the customer notifying them that their bike is in the process of being repaired and also to the repair team to continue with the repair.

Job completed

Once the repair is done, the technician can complete the “job completed” form to indicate that the repair/service has been completed, final labor hours to be billed as well as a service report.

The person responsible for accounts will then receive an email, informing them of the repair/service that has been done. They can then compile the bill and another email will be sent to the customer notifying them of the final cost and that the bike is ready for collection.

To finish off the repair/service, reception can complete the last form in the taskflow to indicate that the bike repair has been paid for and that the bike has been collected by the customer.

Bike repair/service complete

Rodney, in the meantime can manage his shop and focus on more important things than keeping track of the bikes coming in and out of his shop.

He can easily use this taskflow to get an overview of all repair/services taking place in his shop and track how far each repair/service is. He can even follow up with customers who decided not to continue with the bike repair/service, thus building customer relations and improving his service offering.

Bike repair/service overview

Managing another kind of repair/maintenance workshop?

Get a quick start by copying this solution directly into a free Kotive account right now!

Then change it to fit how your workshop operates.

How? After signing up, taskflow recipes will appear in your Designer and the “Bike repairs” taskflow template will be highlighted. The taskflow is automatically copied into your account when you select it. Want to make one or two changes to fit your situation better? No problem.

Kotive makes it easy to build, share & run taskflows for your business or life.

This post was written by Hanri Heath and first appeared on Kotive.

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