Service Management

Time is money - particularly when it comes to service management operations. Maximizing profit to reach your service absorption goal requires a combination of well defined policies, pricing strategies, and procedures. The HBS Service and Warranty Management application provides you with the tools required to manage all aspects of your service operation.

A powerful combination of automated time tracking, extensive customizable features, and comprehensive management reporting provides you with new insight into your service operations. You will have full visibility in to the utilization and recovery rates of each technician to make sure you are maximizing billable hours.

Fully Integrated Time Clock

Easily capture and account for billable and nonbillable time for service technicians. HBS features a “clock-in” design, where you have complete visibility of what each person is working on while they are doing it. Don’t be fooled by “clock-out” systems that only tell you what was done after the job is finished. Dealer-defined “unapplied-time” reasons provide a complete analysis of technician utilization, recovery rates and service profitability. Time clock can be fully integrated to payroll for all employees in the dealership if desired.

Partial Settlement by Condition Line

For large, complex jobs, it’s very common for certain conditions to be completed before others. The service system allows conditions to be settled by line item, making it easy to collect the customer’s portion of a repair order while leaving warranty lines open for reimbursement from the manufacturer. Repair orders can be settled by any combination of credit card, manufacturer credit cards, customer account or cash. The system even allows the charges to be settled across multiple customer accounts.

Transfer Conditions, Parts and Labor Between Repair Orders

A single process can transfer conditions from one repair order to another and automatically move the associated parts and labor along with it. This is a huge timesaver when a condition is put on the wrong repair order.

Attach Photos, Videos, Invoices, Diagrams, or Handwritten Notes to Any Repair Order

The HBS eDocs application allows reference material to be attached to any repair order. These can be copies of handwritten notes, assembly diagrams, photos, videos, manufacturer bulletins, or any other file you want to make available to system users. This can be particularly useful to document warranty claims to the manufacturer or to show customers a photo of their equipment before and after the repair.

Fully Integrated with Accounting and Wholegoods / Units Application

Service Management is fully integrated with accounting so as repair orders are established and parts and labor are added, the controlling entries are automatically posted to general ledger. The service application is also fully integrated into Wholegoods so your sales staff will always be aware of open repair orders on a unit. In addition, a complete records of each repair order is automatically attached to a wholegood. This maintains a full history of service and repairs including on-demand copies of the original service invoice for the life of the unit.

Flat Rate Guide Integration

The system supports full integration with available OEM flat rate guides. Dealers can also define an unlimited number of flat-rate jobs to maximize technician productivity and recovery rates.

Fully integrated time-clock captures technician time by condition. Can be integrated to payroll system.
Technician time can be entered from time cards or hard copy tickets
Dealer-defined unapplied time reasons provide full accountability for technicians
Fully integrated to accounting, service, rental and customer equipment records
Settlement can be billed across multiple payment sources
Parts lists can be imported from OEM parts catalog systems
View, print, or email historical repair order history by customer or unit
View or print productivity reports by technician
View or print profitability by technician or by job type
View or print Direct and Indirect time
Repair Orders (“RO’s”) can include Customer, Warranty and Internal conditions that can be settled individually
Unlimited number of Complaints or Conditions per Repair Order
RO’s can be settled by condition, allowing partial settlements
System supports dealer assigned RO numbers or can do so automatically
Complete Repair Order history and copies of RO’s are attached to units
Interfaced to available OEM flat-rate guides or create your own flat-rate jobs
Easily add sublet labor or jobs with pre-defined margin to any RO
Track comebacks and associated labor costs by technician
Dealer-defined condition codes can be easily searched from within RO
Utilize fixed labor or actual labor by RO condition