Knowledge is power—especially in fixed operations. The Reporting solution for Fixed Ops provides comprehensive, real-time analytics that give service and parts managers crystal-clear insight into their department’s performance. Instead of gut feel or waiting for end-of-month reports from the DMS, you can see up-to-the-minute data on all key metrics and drill down into the details that matter. This not only saves time but also enables you to make informed decisions on the fly to improve profitability and customer experience.
The platform aggregates data from all your fixed ops systems—DMS, scheduling, inspection results, CSI feedback, you name it—into one customizable dashboard. Upon logging in, a service manager might see today’s essential stats at a glance: number of ROs completed, total labor hours sold vs. goal, effective labor rate, parts sales, upsell conversion rate, average RO value, and car count. It’s all presented in easy-to-read charts and gauges. If something’s off (say, labor hours are behind pace), you’ll see it immediately rather than finding out at the end of the week.
Clicking any metric lets you dive deeper. For instance, if average RO value has dropped, you could click it to see the breakdown by advisor or by job type. Maybe you discover one advisor’s upsells are down or warranty work is skewing the average; now you know where to focus. If CSI scores dip, you can see which survey questions flagged issues (perhaps wait time was low on a specific day) and correlate that to staffing or scheduling.
Reporting covers all fixed ops pillars: service, parts, and even sub-areas like body shop if applicable. In parts, monitor fill rates, parts profit margins, idle inventory levels, and special order aging. In service, watch hours per RO, technician productivity (actual hours vs. clocked hours), and effective labor rate—overall and by individual tech. You can track how many multipoint inspections resulted in recommended work, and how much of that was sold (giving you an upsell conversion metric).
The solution also supports setting targets and alerts. For example, set a daily target for labor sales—if by midday you’re trending below target, the system could send you an alert so you can rally the team or offer quick-service promotions to boost volume. Or set an alert if the number of open ROs goes above, say, 50 at any time, indicating possible bottlenecks in workflow.
For multi-store dealer groups, you can compare performance across locations or roll them up for a regional manager’s view. The data can be filtered by franchise, date range, team, etc., to answer virtually any performance question.
All reports are exportable and schedulable—you can have a summary emailed to you each morning or at week’s end, and you can easily share particular insights in management meetings by printing or sending a PDF of a chart.
By eliminating blind spots and providing real-time, connected data, the Reporting solution empowers you to manage proactively. Instead of discovering problems days or weeks later, you can tackle them as they emerge. And when things are going well, you’ll know immediately and can recognize the team or continue doing what’s working. It’s about running your fixed ops with eyes wide open.
Many dealerships struggle with fragmented data in fixed ops. The DMS might give you basic reports but often not in an easy or timely manner. You might rely on spreadsheets maintained by staff, manual counting of ROs, or anecdotal feedback to gauge how you’re doing through the month. This can lead to surprises— like learning after month-close that your effective labor rate was way down or that you lost money on too many warranty repairs. Without a unified reporting system, managers spend hours compiling data from various sources (scheduling logs, CSI reports, parts inventory reports) to understand performance. That’s time that could be spent implementing improvements.
Furthermore, if data is only reviewed once a month, you’re always managing in hindsight. If a trend turned negative in week 1, you might not react until weeks later after significant lost opportunity. Lack of real-time insight also means you can’t adjust quickly to daily fluctuations—like if on a particular day your techs are under-utilized, you may not notice until the chance to pull work forward has passed.
Also, disconnected systems make it hard to correlate cause and effect. For example, you may see total sales, but not realize that upsells from inspections plummeted which is why total sales are off (because the inspection tool data is separate). Or you see your parts gross, but can’t tell how much obsolete inventory you wrote off that hurt profits.
In summary, decision-making can be slow and reactive, and opportunities for improvement can be missed without comprehensive, connected reporting.
The fixed ops reporting solution addresses these issues by consolidating data and making it readily available, so you can truly see everything in one place and act with confidence based on facts, not just intuition.
Unified Dashboard
One dashboard to view all critical fixed ops KPIs in real time, customizable per user. Combine data from service, parts, and customer satisfaction sources.
KPI Library
Pre-built metrics like total ROs opened/closed, labor hours sold, effective labor rate, labor gross, parts sales, parts gross, average RO $, ELR (effective labor rate), hours per RO, upsell conversion %, CSI score, customer wait times, technician productivity %, technician efficiency %, fill rate, and many more.
Drill-Down & Filters
Click on any high-level metric to break it down by department, team, individual employee, repair type (CP, warranty, internal), vehicle make, etc. Apply filters such as date range (today, MTD, YTD, custom), advisor name, tech name, etc., to analyze specific slices of the business.
On-Site POS Integration
Provide card readers (EMV chip, NFC tap, etc.) that integrate with the RO system, so when a card is swiped or tapped, the charge amount is automatically the RO balance due —no manual entry needed.
Multiple Payment Options
Accept credit, debit, ACH (bank transfer), and mobile wallet payments. If a customer wants to split the bill (say, two cards or part cash), the system can handle multiple inputs and record them properly.
Automated Receipts
Email receipts to customers immediately upon payment, detailing the transaction and linking to the invoice for their records (no more lost paper receipts).
Trend Visualization
See trends over time with graphs—e.g., line chart of daily hours sold vs. target for the month, or CSI trend over the last 12 months, etc. Easily spot seasonal patterns or progress/ regression.
Comparative Reporting
Compare performance across multiple rooftops or against group averages. Or benchmark against industry data if available (e.g., how your CSI or hours per RO stack up to national averages).
Alerts & Notifications
Set thresholds and get alerts. For instance, if CSI for the day falls below 85, get an email or text. If a particular tech’s comeback rate goes above a threshold, flag it. If parts aging inventory above 120 days exceeds $X value, get notified. This way you can respond quickly.
Report Scheduling & Export
Automate routine reports (daily sales summary, weekly gross profit by department, etc.) to be sent to your inbox or others. Export data to Excel/PDF for meetings or further analysis if needed.
DMS Integration: Pull financial and operational data straight from the DMS (ROs, parts sales, etc.) to ensure consistency between your reports and accounting’s numbers.
Scheduling and Check-In: Integrate data from your scheduling tool or digital check-in to correlate daily appointments with show rates and throughput, possibly revealing gaps or overbooking issues.
Customer Satisfaction (OEM Surveys): Import CSI/SSI data from OEM sources into the reporting platform to have side-by-side operations and satisfaction metrics. For example, see if an advisor with high sales also maintains high CSI, or identify any trade-offs.
