Flagship engagement
Aftersales board pack
A monthly written pack for dealer principals and aftersales directors: service bay occupancy, sold versus clocked labour, recall completion, and parts attached to job cards.
Monthly, after a half-day kick-off
Who it is for
Franchise dealer groups and larger independents in the United Kingdom that already hold a weekly aftersales meeting and want the figures to survive a board interrogation.
What you receive
A numbered pack, issued on an agreed weekday, that a dealer principal can open without asking the aftersales manager to interpret every column.
Scope
One primary workshop in the first month, then additional sites added once clocking codes and job-card extracts are stable. Figures are drawn from the dealer’s own repair orders, clocking records, parts invoices, and manufacturer campaign lists.
Included
- Kick-off visit at the workshop to agree which labour codes, internal jobs, and courtesy-car movements count as productive
- A standing contents list covering bay occupancy, labour hours sold versus clocked, first-time-fix notes where recorded, recall and campaign completion, and parts-to-labour on customer-pay work
- A one-page covering note in plain English for the board, plus the supporting tables
- A thirty-minute call in the week of issue to walk the aftersales manager through exceptions, not a slide rehearsal
- Revision of the pack after the first two issues if a manufacturer code or internal account has been misclassified
Not included
- Replacement of the dealer management system or any software licence
- Staff appraisals, disciplinary files, or individual technician league tables circulated beyond the named aftersales lead
- Manufacturer bonus claim filing
- Mystery shopping or customer satisfaction surveys
Who prepares it
Prepared in Treales by Service Routebase. Site visits are carried out by Helen Marsh (aftersales reporting) with workshop walk-throughs supported by Callum Reid, a former service-bay supervisor.
How the work runs
- We agree which extracts the dealer will send each month: closed repair orders, clocking files, parts attachments, and open manufacturer campaigns.
- A half-day visit maps how advisors open job cards, how technicians clock on and off, and which bays are genuinely available once courtesy cars and valet occupy space.
- The first pack is issued as a draft for the aftersales manager only. After corrections, the board version follows on the standing date.
- Each later month uses the same contents list so year-on-year columns remain comparable.
Time
Kick-off visit of one half-day. First usable board pack typically four to six weeks after extracts are complete. Thereafter the pack is issued monthly.
Where
Kick-off at your workshop. Pack preparation from 88 Layburn Court, Treales. Follow-up calls by telephone or video as you prefer.
What we need from you
Name one aftersales contact who can explain internal job codes. Provide three recent months of closed repair orders if possible, plus the current campaign list from the manufacturer portal.
Limits we will not hide
We do not invent occupancy where clocking is incomplete. If technicians share a clock or advisors close cards days late, the pack will say so rather than smooth the gap. Multi-franchise sites need a code map before figures are combined.
Fees
From £1,850 per month for a single workshop after the kick-off. Kick-off visit is £720 including travel within mainland Great Britain. Additional workshops in the same group are quoted once the first site’s codes are settled.