Step 1: Understand the Purpose

• ProPlan is designed to help businesses boost productivity and profits by making the most of available time and tracking job progress efficiently.

Step 2: Know Where ProPlan Fits

• Ideal for small engine, marine, automotive, motorcycle, engineering, and similar businesses that rely on efficient service operations.

Step 3: Meet the ProPlan Tools

• Job Control Card: Tracks every job’s details, progress, and status.

• Control Planner: Gives a clear, visual overview of job scheduling and technician workload.

• Quick Find Cabinet: Keeps job cards organised and easy to retrieve.

• Job Tags: Make it simple to identify jobs, keys, and parts at a glance.

Step 4: See ProPlan in Action

• This training is filmed in real-world marine and motorcycle service environments, so you see the system used where it counts.

Step 5: What This Training Covers

• Sales Department: How to book in a sales job.

• Service Department: Booking in a customer job step-by-step.

• Service Writer: Entering jobs into the planner for smart scheduling.

• End of Day Rollover: Moving unfinished jobs forward and setting priorities for the next day.

• Technician: How to use the planner and job card for day-to-day workflow.

Step 6: Unlock Your Potential

• By following these steps, you’ll streamline your workflow, reduce wasted time, and maximise your business results with ProPlan.