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Managing a business is a serious endeavor that requires maximum effort at every stage of its development. As a company's financial turnover increases, numerous small questions arise.. For instance, organizing the trading process, processing and issuing orders, handling payments, storing goods, spare parts, etc. If everything is not organized correctly, problems will arise in the workshop, leading to financial losses and chaos within the enterprise. To avoid this, you need automation for your service center and repair workshop.
You can use the cloud-based CRM program Gincore for accounting in your company. To get started, registration is necessary. You can log into your account from anywhere in the world with an internet connection, using a tablet, personal computer, or laptop. The software offers a wide range of functionalities: all types of accounting, order tracking, inventory management, financial operations, payroll calculations, statistics, analytics, and more. Gincore's capabilities allow you to optimize all processes and increase the efficiency of any business.
This article will discuss the main features of the Gincore accounting program for service workshops.
Client Management
Client management in a repair workshop is one of the core functions of the Gincore program. One of the modules is designed to handle customer relationships. It features a straightforward registration form for new users. The pre-made templates include customer cards with all necessary information:
- customer's last name, first name, and patronymic;
- phone number;
- address;
- email.
If needed, you can specify the source of advertising, the status of the client, and select contractors. During order processing, you can indicate discount amounts, record phone conversations from the call center, as well as link tasks and leave comments.
This section allows you to maintain a customer database and process their orders. There is also an option to create requests, where you can input the client's data, the device, its status, and leave notes. By connecting the program to a telephony provider, you can make calls using the “Calls” feature. Additionally, there’s a function to create reports for obtaining statistics.
Order Management
If the number of orders in the workshop increases, monitoring them manually becomes challenging. The Gincore program is suitable for this, as it has functionality for order management. This reduces the time needed to process requests and allows employees to get more work done.
In the “Orders” module, you can record the following information:
- device details – model and manufacturer;
- type of damage;
- required repair work;
- parts needed for repairs;
- name of the manager who accepted the order;
- engineer responsible for the repair;
- photo of the device with a close-up of the damage;
- payment status;
- tasks related to the order;
- comments on the request;
- order deadline.
You and your employees can always find any order information within the Gincore program. This is very convenient, as there is no need to disturb colleagues to check details. You can also easily make adjustments to the information, change the status of work, and more.
The program includes options for repair and sales orders, if that line of business exists in the workshop. There are several forms for trade, suitable for sales in online shops and offline locations. Besides order data, you can print receipts, warranties, and shipping invoices.
Repair Tracking
The “Orders” module in Gincore features a repairs subsection. In the request, key parameters are indicated to calculate the cost of repair services. Discounts for specific orders can also be specified, and the price can be recalculated to display the final amount.
Employees in the repair workshop can always verify order information: check the status of work, what parts are needed for repairs, and the state of payments. If a customer contacts the service center to check on their order’s readiness, any manager can quickly locate the information and provide them with the latest updates.
Inventory Management
The Gincore program is excellent for inventory management. It allows for monitoring stock levels, determining what items are available, and what needs to be ordered from suppliers. The system includes an option for automatic purchasing. This ensures that inventory won’t gather dust on the shelves, and only relevant products will be ordered. This will help the company save funds and use them effectively.
With the Gincore program for service centers and repair workshops, you will be able to optimize all processes within your enterprise, identify weaknesses, rectify errors, and maintain accurate records. After just a few weeks of using the software, you will see positive results and increase your company's profits.
