Workshop Resource Management

Push Workshop Resource Utilization to the next level

incadea Workshop Resource Management is an ecosystem of practical add-ons, tools, and functionalities precisely designed and integrated into one to satisfy all tasks related to resource management as an organization, scheduling, and dispatching workshop resources. incadea workshop planning process is, from day one, designed as workflow driven. Each part of the service process operates with explicitly created and integrated tools to streamline workshop operations and speed up the business. The final solution provides efficient and effective planning of dealers' resources with one aim to utilize workshop resources the most. 

 

Workshop Resource Management

 

 

 

Resource Management

Resource management is a part of incadea.dms Workshop Resource Management solution and effectively organize and utilize workshop resources such as persons, machines (including tools and accessories), and mobility vehicles. It ensures that workshop resources are allocated for planning and scheduling to cover dealer daily tasks.  

Your benefits for Resource Management:

  • All resource details are managed from a central card, including grouping by type, skill, or qualifications. It makes workshop organization customizable, straightforward, and efficient.
  • The flexible options in setting dealer calendars (company and resource personal calendars) and managing resource absences guarantee accurate resource capacity calculation for workshop planning considering the needs of small, middle, and big dealer and dealer groups.
  • From day one, Resource management is used for other incadea.dms add-ons and functions such as Online Appointment Booking API, Web Service Planner, Time Control, and Human Resources (HR). Maintaining the same data in different applications is unnecessary because all parts build one solution, making work much more manageable for dealers.

Online Appointment Booking

incadea's Online Appointment Booking (OAB) API provides seamless integration between OEM, dealer, or 3rd party online booking systems and incadea.dms Workshop Resource Management. It allows customers to check the availability of resources and book service appointments online. OAB is part of a robust incadea API solution with modern architecture that follows the highest security standards and data control.

Your benefits Online Appointment Booking:

  • OAB API is a part of incadea.dms Workshop Resource Management solution covers the complete online booking process:
    • finding the nearest dealer
    • selecting desired services
    • picking a free timeslot till final appointment confirmation
    • to modify a scheduled appointment, you can cancel or reschedule it
  • OAB API end-to-end integrated with Web Service Planner, providing real-time resource availability and capacity data, considering the current workshop load.
  • Besides booking services, OAB includes options to select preferable service advisors and mobility vehicles in prearranged time slots where dealers can steer customers to book service appointments.

Reception and Handover Handling

Status Board – My Next Service Appointment is a part of incadea.dms Workshop Resource Management solution and provide a straightforward and effective way of managing service receptions and handovers in one graphical overview.

Your benefits for Status Board – My Next Service Appointment:

  • Status Board – My Next Service Appointment is a part of the Service Advisor role center and provides a quick graphical daily overview of the upcoming service appointments (receptions and handovers).
  • On top of it, Status Board offers direct access to the most relevant incadea.dms functions, including:
    • Sending customers messages to inform them about potential delays.
    • Marking service appointments as "In-House."
    • Providing options to open service documents to check or update details. 
  • Highly adaptable to various operating conditions and rules using customizable options, icons, and views. Proactively and visually notify service advisors about potential service appointment delays in predefined time intervals. 

Customer is Waiting Chart

The waiter is a customer who wants to stay and wait in a showroom until their vehicle is ready to pick up. The high number of waiters puts much pressure on the dealer organization, especially during marketing service campaigns or tire seasons. Incadea.dms offers control over the optimal number of waiters in the workshop during peak hours. 

Your benefits for Customers is a Waiting chart:

  • The Customer is Waiting chart is a part of incadea.dms Workshop Resource Management solution and offer a simple way to track and visualize waiting for customers per day and hours. It is a crucial tool, especially if dealers carry many repair orders daily.
  • The Customer Waiting Chart is "injected" into the workshop planning process. It assists the service department, and call centers ask if the customer wants to wait during their vehicle inspection. This simple approach helps dealers manage the workshop utilization and balance it with an optimal number of waiters.
  • Inspire dealers to start proposing better access to loan vehicles, introducing express services for loyal customers, or motivating customers to visit their dealership afternoons. 

Scheduling and Dispatching

Web Service Planner (WSP) is a central part of incadea.dms Workshop Resource Management solution to schedule and dispatch service jobs. WSP is a web-based screen fully integrated with incadea.dms supports a two-step planning process,

  1. Scheduling on teams or qualifications (skills), and
  2. Dispatching on resources. 

Your benefits for Web Service Planner:

  • WSP supports scheduling service appointments and quickly allocating resource capacity to teams or qualifications (skills) reflecting workshop capacity and current workload. The scheduling process enables less qualified personnel to plan service appointments without assigning specific resources for service jobs.
  • The dispatching process allocates resources for service jobs considering their availability, skills, or current work assignment. With modern Drag-and-Drop capability supporting complete visibility of job status, Service Job Overview enables workshop controllers and dispatchers to dispatch scheduled daily jobs precisely and on time.
  • Real-time information about work-in-progress ensures constant planning control to proactively avoid potential delays and scheduling issues and enable users to take corrective actions quickly.

Mobility Vehicles & Machines booking

Web Service Planner is a central part of incadea.dms Workshop Resource Management solution to schedule and dispatch service jobs, including operational support for booking mobility vehicles, accessories (rooftops, bikes, racks...), and machines (wheel alignment station,…).   

Your benefits for Mobility Vehicles & Machines booking:

  • Comprehensively covers the short and long-term mobility vehicle booking process directly from service documents, including handling the courtesy contract, booking history, and considering the vehicle bookings of test drives.
  • Mobility Vehicles & Machines booking contains reservations, rescheduling, and replacement mobility vehicle functionality with overlap and overbooking control to support most typical dealership workflows for mobility vehicles, accessories, and machines. 
  • Easy access to mobility vehicle details directly from service documents or the Resource Capacity Overview with handy functions to inspect the booking details, cancel reservations, or allocate capacity. All functions effectively streamline daily work with mobile resources for all involved in the workshop.  

Why incadea Workshop Resource Capacity Management?

01

All in

Get full incadea.dms functionality, tools, and frameworks with complete Workshop Resource Management on top of it.
02

Add-ons integration

Maintaining the same data in different applications or add-ons is unnecessary because all parts build one solution, making work much more manageable for dealers.
03

Two-step planning process

Web Service Planner (WSP) supports a two-step planning process, scheduling teams and dispatching resources. It smoothly handles the operations of small, middle, and big dealers.
04

Resource Management

Effectively organize and utilize workshop resources such as persons, machines (including tools and accessories), and mobility vehicles. It ensures that workshop resources are allocated for planning and scheduling to cover dealer daily tasks.
05

Real-Time

Real-time information about work-in-progress ensures constant planning control to proactively avoid potential delays and scheduling issues and enable users to take corrective actions quickly.

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