Garage Hive Training Module - Service Advisor - Beginners
These training modules are designed to train users on the basic process in Garage Hive. Users will be tested on all the modules before your go-live date and scored on progress.
It is important to understand all elements of the process to benefit from all the value Garage Hive has to offer.
Module 1 - Getting started
Module 1 looks at logging into Garage Hive for the first time, creating a booking and populating a jobsheet with some labours and items.
Welcome to your role centre
How to create a booking
How to populate a jobsheet
Module 1 test
- Logging into Garage Hive
- Creating a booking
- Creating a customer card
- Adding comments to a jobsheet
- Adding labours to a jobsheet
- Adding items to a jobsheet
- Adding a service package to a jobsheet
Module 2 - Purchasing
Module 2 looks at purchasing in Garage Hive. In this module you will learn how to raise a purchase order from a jobsheet and how to process the purchase order once the invoice has arrived. You will also how to view your items to return report and how to raise a purchase return order.
How to create a purchase order
How to process a purchase order/invoice
How to view items to return
How to create a purchase return order
Module 2 test
- Creating multiple purchase orders
- Processing a purchase order
- Creating an item card
- Posting a purchase order
- Viewing your items to return report
- Creating a purchase return order
- Shipping items on return
- Posting a purchase return order
Module 3 - Processing Jobsheets & Invoicing
Module 3 looks at the process when a customer arrives to drop their vehicle off. You will learn how to use features for marking vehicles as on-site, assigning parking locations and key numbers and adding expected collection times. In module 3 you will also learn how to process a jobsheet from complete to ready for collection and how to convert a jobsheet into an invoice.
How to process a vehicle arriving
How to process a jobsheet to invoice
Module 3 test
- Marking a vehicle on-site
- Assigning a key number to a jobsheet
- Adding customer comments to a jobsheet
- Adding an expected collection time to a jobsheet
- Allocating a jobsheet to a technician on the schedule
- Processing a complete jobsheet
- Marking a jobsheet as ready for collection
- Taking payments to a jobsheet
- Posting a jobsheet and creating an invoice
Module 4 - Estimates & Vehicle Inspections
Module 4 looks at the differences between an estimate and a vehicle inspection estimate. You will learn how to create an estimate and convert an estimate to a jobsheet. You will also learn how to process a vehicle inspection into a vehicle inspection estimate and copy the authorised work back to the jobsheet.
How to create an Estimate
How to process a Vehicle Inspection
Module 4 test
- Creating an estimate
- Converting an estimate to a jobsheet
- Processing a vehicle inspection
- Copying authorised work to a jobsheet
- Setting estimate reminders