Sales Department
Booking a Sales Job into Service
Step 1: Identify the Job Card
-
Write “Sales Department” in the customer box, along with the stock number.
-
Pro tip: Add the purchaser’s name underneath (in brackets) for extra clarity.
Step 2: Motorcycle Details
-
Enter all relevant motorcycle details in the box to the right.
-
Don’t forget the date and location of the machine—SR stands for showroom.
Step 3: Label the Machine
-
Indicate on the card whether the machine has been labelled.
-
The label should include both the stock number and customer name.
Step 4: Salesperson Info & Job Requirements
-
In the “order number” field, the salesperson writes their own name.
-
List all job requirements clearly below.
Step 5: Set Delivery Date & Time
-
Record the required delivery date and time for the job.
-
If you know a big job is coming up, give as much advance notice as possible—your service team will thank you!
Step 6: Parts Management
-
If parts have been ordered or received for this job, record the details in the parts record area on the back of the job card.
-
If a part has arrived, tick the box and note its location in the new parts location field.
Step 7: Handover to Service
-
Take the completed job card straight to the service department.
-
Place it in the “New Job Arrivals” section of the quick-find cabinet, ready for scheduling.