Winworks Insight is a powerful tool for any shop looking for an integrated way to add parts and labor. With Winworks Insight, you can view parts locations, parts diagrams, TSBs, and so much more. go to www.winworks.com/insight for more information.
On the Work Order screen, you will notice the stoplight right there in the center of the screen. This is the Profit Indicator Light. We put this here to give you a quick look at the profitability on the work order and give you the option to look at the profitability on a task level.
Green means “GO”, that means you are on the right track for your profit margins on the Work Order as a whole. Good Job!
The Yellow light means, that you are doing a little too good. It means that you might be charging a bit too much for the work, which is perfect for you, but it may scare off some customers, and they might shop around and go to another auto shop to get the work done. So if the light is yellow, consider lowing the price of the job so you can get the light back in the green.
The Red light, uh oh. This means that you are potentially losing money on this job, but no need to panic. Take a deep breath; the traffic light has found the problem. Phew, all you need to do is adjust your pricing on the work order to get your margins back in the green!
Want to know how to modify the profitability margins? Or See more detail in the traffic light keep reading below
Double clicking on the light will give you a bit more detail of the profit on the work order. It breaks it down into four groups: Labor Margin, Parts Margin, Sublet Margin, and a Combined Margin. You will see below the bars, the actual numbers of profit or loss. At the bottom of this window, you can select the “Entire Work Order, ” or you can choose a particular task on the work order.
To change your profit margin, go to Options> Preferences > Work Order Settings. Change the Low and the High-profit margin to whatever is best for you shop and what is expected for the demographic you are serving, Once this is set up, you are done, and you don’t need to touch it again.
Because Winworks Works!
Hello and welcome. In this post, I’m going to go over the useful functionality of the Lookup window in Winworks AutoShop
The First thing ill cover is what all the colors mean and how you can customize them. If you look on the right side right here, you can see the legend of what the colors mean. We designed this with shop owners so they can see at a glance what work order is where is the process. To change the colors go to settings and click ‘select color’. Choose the status that you want to change the color for. And then all the colors for that status will change. You can also change the fields that are in the lookup screen. you can customize all the columns to the right of status. Just go to Customize Columns, and you will see the 5 columns you can customize. There are so many different ways to customize this lookup screen. You can change the font and the sort right here as well. This lookup screen is helping shop owners stay organized and run more efficiently. Thanks for watching
1. Set up the Service Tracking Groups.-
Go to Lists>Service Tracking. Here you can set up different service groups. Set up your timeframe, and mileage you would like to track for that service group. So when every task with that service group is selected, it will be tracked by Winworks. Make sure to have the correct maintenance schedule selected. This will ensure that when you run marketing campaigns they will go to the correct people and the correct vehicles.
2. Set up the Tasks
When you are in the task window. Look on the right-hand side of the screen, and look for “Service Tracking” and when you have that selected to the correct Service Type, you will be able to automatically track the Service Selected.
Because Winworks Works!
Finally, an Information System that is both Easy to use and Affordable. Winworks Insight, a Full Time and Labor Guide that is designed to work right with Winworks AutoShop. Winworks Insight is a better way to access all the important data you need. Only $129/Month
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