Sales Department
Booking a Sales Job into Service
Booking a Sales Job into Service
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.
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.
Indicate on the card whether the machine has been labelled.
The label should include both the stock number and customer name.
In the “order number” field, the salesperson writes their own name.
List all job requirements clearly below.
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!
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.
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.