Step 1: Transfer Unfinished Jobs

• At the end of the day, move all unfinished jobs and tasks forward to the next day for completion.

• Check the reschedule section for jobs that were left unfinished—these may be waiting on parts or simply not urgent.

Step 2: Transfer Outstanding Tasks

• Make sure any outstanding tasks you have as service writer are also rolled forward.

• If a job’s parts delivery date is unknown, enter those job details in the Client Follow-up area of the planner until you have a confirmed date.

• If the parts delivery date is known, re-book the job onto a new page in the planner for the expected completion date. Remember to note the technician’s estimated time for finishing the job.

Step 3: Update Job Cards

• Update each job card with its new planner location before filing it back in the Work in Progress section of the cabinet.

Step 4: Set Up the Next Day’s Priority Schedule

• Now, it’s time to plan the next day. Jobs come into the planner as they’re booked, so they aren’t always in work order.

• Arrange jobs for each technician based on promised times out and urgency.

Step 5: Prioritise Jobs for Each Technician

• First technician: Start with the job arriving earliest and due out by 3 p.m.—that’s first priority.

  • Next, the job arriving early and due out by 4:30 p.m.

  • Jobs marked “ASAP” (as soon as possible) come next—these aren’t promised for same-day but can be bumped for urgent walk-ins or sales jobs.

• Second technician: Prioritise jobs by where the bike is and delivery needs. Example: Job in the showroom and required earliest gets top spot.

  • Transfer time allocation units (e.g., “eight crosses”) into the job priority line, starting from 8:30 a.m.

  • Mark job priority using arrows and line reference numbers for easy tracking (e.g., line 11 first, line 10 next, line 12 last).

• Third technician: Same approach—line 20 is due out by noon, so it’s the priority. Line 19 arrives later, so it’s second and can be bumped if an urgent job comes in.

• Fourth technician: Four jobs on the go—first priority goes to line 28, which needs to be picked up and in by 9:30 a.m. for Mike to start.

  • Second is line 29 (already on-site, due out by 5 p.m.), then schedule lines 31 and 30.

Step 6: Highlight & Prepare

• For easy identification, highlight the line numbers of priority jobs so techs can spot them at a glance.

• Once priorities are set for every technician, relocate job cards into each tech’s section in the cabinet, ready for tomorrow.