Accounts - Take a Payment Covers the processing of payments by credit card, cheque, EFTPOS, direct debit or cash Accounts - Enter daily creditor invoices How to collect data at the end of the day to ensure that all invoices are ready for payment at the end of the month Accounts - Prepare Monthly Creditor Accounts Monthly creditor accounts explained Accounts - Pay Invoices Approval process for payment of invoices Accounts- Conduct Month End Financial requirements for the end of the month Accounts - Use Petty Cash to Make Purchase Approval process for payment via petty cash Accounts - Reconcile Petty Cash Process required to complete a monthly petty cash reconciliation Accounts - EOM P&L Spreadsheet End of month Profit and loss spreadsheet creation guide Accounts - Manage Overdue Payments (2 Months) A how to guide to managing overdue accounts Accounts - Purchase Capital Equipment Outlines the purchase of larger priced pieces of equipment Accounts - End of Year Payroll process Lists the tasks that need to be completed at the end of a financial year Close

Administration - Open the Premises A guide to how to open your business at the start of the work day Administration - Open the Premises A guide to how to close your business at the end of the work day Administration - Create a customer job folder How to set up a customer job folder Administration - Advertising - Approve Yellow Pages Advertisement How to conduct a risk assessment on site Administration - Conduct a team meeting A guide to running a team meeting in your workplace Administration - Conduct meeting Planning and conducting an effective meeting Administration - Employee Performance Tracking A guide to track employee performance Administration - Purchase Stock Items A guide to how to purchase stock items for the workshop Administration - Resolve a Performance Issue The basic tools required when handling performance issues in the workplace Administration - Respond to Security Breach Actions to be taken if a security breach is notified after hours Close

Customer Service - Answer the phone Basic tools to help with answering the phone Customer Service - Greet Customers How to greet clients on the phone and in person Customer Service - Respond to Email How to respond to an email request for information Customer Service - Respond to Online Quote Request A guide to help staff respond to an online quote request Customer Service - Conduct Vehicle Check on Arrival Checks to be made by staff on a vehicle left for repair. Customer Service - Deliver Hire Car The process for handing a hire car to a client Customer Service - Inspect Vehicle The initial inspection of the vehicle on arrival at the workshop Customer Service - Manage Bookings To ensure that workshop has a steady flow of work for completion Customer Service - Manage Appointments A guide to the ordering of paint and consumables for the workshop Customer Service –Undertake an insurance company assessment How to book an insurance company assessment Customer Service - Prepare a Quote Preparing a quote for both the insurance company and the private client Customer service - Remind client of repair date Ensuring that client is aware of the date that work is to commence on their vehicle Customer Service - Update Customer on Repair Progress An update for the client so they are aware of the progress of their repair Customer Service - Handover Vehicle Handing the vehicle to the client after repair has been completed Customer Service - Follow-up Call The process of calling to check that the repair is up the clients expectations Customer Service - Manage Complaint Helps avoid handling complaints badly and losing potential customers Customer Service - Manage Irate Customer Guides you carefully through an irate customer situation, protecting you, your business and the client from misunderstandings Customer Service - Road Map A how to guide of the process of repairing a vehicle Close

Detail - Detail Vehicle The steps required to complete a vehicle detailing Close

Equipment - Maintain Equipment How to mainatain complex equipment Equipment - Repair Equipment How to repair complex equipment Close

Job Management - Receive Vehicle from Towing Service Receipt of vehicle from the towing service. Job Management - Give Go-Ahead for Authorised Repair The approval by the client and insurance compny to commence repair work Job Management - Allocate Job Allocating a task to an employee Job Management - Set Cycle and Target Times Setting the target times for the repair of a vehicle Job Management - Initiate Authorised Repair The process of starting a repair job after authorisation from the insurance company Job Management - Manage Subletting The process of subletting work out Job Management - Manage Additionals The process for adding additional repairs and parts for a repair task Job Management - Manage Insurance Company Assessment The process of having an insurance company inspect the damaged vehicle Job Management - Monitor Job Progress The task of monitoring the progress of work completed Job Management - Conduct Handover to Next Section Handing the vehicle from one area of the workshop to another Job Management - Prepare Vehicle for Handover to Client The last stage before handover to client after repair Job Management - Report damage to Client Vehicle The process to informing the client that extra damage has occured whilst vehicle was in workshop. Job Management - Conduct Quality Assurance Inspection Inspection to ensure that the work is up to the standard of the workshop Job Management - Manage Repair Jobs with Back-Orders The process for any delays due to parts/panels on back order Job Management - Rectification Work The process fof completing a rectification brought to the attention of the workshop by the client Job Management - Create Daily Departure Sheet Listing the vehicles that are due for completion today Job Management - Overview A flow diagram for the completion of a repair job Close

OHS- Conduct Safety Meeting How to run a safety meeting OHS-Conduct a Risk Assessment How to conduct a risk assessment on site OHS Tag Power Tools & Leads The test and tag process for all tools and leads OHS - Manage a work place Injury Step by step guide to assist during an injury related incident on site OHS- Manage a Return to Work Programme The guide to managing an employee who has been injured at work Close

Paint - Order Paint and Consumables A guide to the ordering of paint and consumables for the workshop Paint - Prepare for Paint Guides the user through the preparation for paint process Paint - Apply Top Coat The steps to complete a top coat of paint Paint - Apply Two Coat Paint The steps to complete a two coat paint finish Close

Panel - Complete Paintless Dent Removal Complete Paintless Dent Removal Panel - Disassemble Vehicle for Repair The process of breaking down a vehicle ready for repair Panel - Use Computerised Measuring System Utilising specialist equipment in repair Panel - Use Floor Pulling Equipment Utilising specialist equipment in repair Panel - Complete Welding How to complete the welding repair Panel - Prepare and Apply Body Filler The process of utilising body filler during a repair Panel - Trial Fit Panels Checking fit and finish of panels to a vehicle Panel - Complete Repair How to complete the panel repair Panel - Fit Parts and Panels - Final Final fit and finish of panels to a vehicle Panel - Re-assemble Vehicle The process of adding all completed panels and parts to a vehicle prior to completion Close

Parts - Order Parts Ordering parts for a specific repair Parts - Parts Allocation A guide to the allocation of parts to a set repair task Parts - Return of Parts A guide to the returning of parts to a supplier Close

	Accounts
	Administration
	Customer Service
	Equipment
	Job Management
	OHS
	Parts

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