As the first thing you see when you log in to webSAM, the Dashboard gives you a birds-eye-view of current and upcoming activity in your workshop.
The Action List supplements this with key action items that might require more immediate attention to keep things moving along and running smoothly.
In each action item is a number showing how many outstanding items or tasks need attention; clicking on the number displayed will drill into the relevant screens to explore this action item further.
Bookings
This will show you any vehicles due for work today that have not yet arrived, this might be a customer that has completely forgotten about their booking, so a quick call might make all the difference in getting that extra work through the door.
Better yet, it might just be that no one has changed the job status to from 'awaiting vehicle', so it might be nothing more than a reminder to your team to stay on top of updating job statuses.
<<Click here for more on how to use the Diary>>
Estimates
Displays approved estimates that have not yet been converted into jobs, prompting you to drill in and convert the approved estimates to jobs!
<<Click here to read how to use Estimates>>
Parts Orders
This shows parts ordered for specific jobs that are outstanding, so the supplier might need a kick in the pants, or the parts might have arrived but not yet 'received' on to the job.
<<Click here to read how to process orders linked to jobs>>
Vehicle Reminders
This highlights vehicles with an oustanding follow-up reminders to be sent.
This number is based on reminders with a due date between two weeks and one month of today's date that have not been flagged as 'sent'. This number also excludes vehicles that have had a new booking/job created (assuming this job would be for the reminder that is due!).
Clicking on the number displayed here will drill into the reminder list displaying reminders matching this date range. The list might contain some reminders that have been sent, so the number displayed on the dashboard should match the number of outstanding (ticked to be sent) follow-up reminders!
<<Click here to read how to use Follow-Up Reminders>>
? Need more help?
Our support team are here to help, click here to get in touch with us.