MotoDealerHQ

Service dashboard and reports

Track today's shop floor and month-to-date sales on the service dashboard, and use 28 service reports on revenue, gross, technicians, advisors, declined work and more.

Last updated For service managers, general managers and owners Documentation for MotoDealerHQ 1.0.0-beta.1 “Assen”

The Service dashboard tells you what is happening today and how the month is going. Service reports go deeper: revenue and gross, technician efficiency, advisor approval rates, declined work, warranty receivables and more. All numbers come from one calculation, so the dashboard, the reports and the AI assistant always agree.

The service dashboard #

Open Service & parts › Service dashboard.

The service dashboard (open full size)
The demo dealership's service dashboard across all rooftops.
  1. New appointment and Walk-in repair order.
  2. Filters: location (or all your locations), date, advisor and technician.
  3. Today: appointments, check-ins, waiting customers, active repair orders, jobs waiting for a technician, waiting for parts, waiting for approval and ready for pickup. Select a number to see the list. Managers also see open RO value and work declined today.
  4. Performance: sales today and month to date, labor and parts sales, gross profit, technician and billed hours, efficiency, average RO and declined service.
  5. Today's appointments, each with a Check in button. Ready for pickup lists ROs the customer can collect.

Open a report #

  1. Open Service & parts › Service reports.
  2. Set the period (From and To) and the location, then select Show. The summary at the top shows revenue, ROs closed, average RO, labor, parts, gross, billed hours, efficiency and what is open now.
  3. Select a report under All reports.
  4. In a report, filter by advisor or technician, select a column heading to sort, and use Printable view or Export CSV.
Service reports overview (open full size)
Service reports for the current month.
  1. Period and rooftop.
  2. Summary for the period.
  3. All reports.
The technician efficiency report (open full size)
Each report has a chart, a sortable table, totals and its formula.
  1. Printable view and Export CSV.
  2. Chart of the main figure.
  3. Table: select a heading to sort.

The reports #

AreaReports
SalesService revenue, Service gross profit, Labor revenue, Parts revenue, Average repair order, Repair order count, Customer-pay vs warranty vs internal
PeopleTechnician productivity, Technician efficiency, Technician utilization, Advisor performance (with estimate approval rate)
AppointmentsAppointment conversion, Appointment no-show rate
OpportunitiesDeclined work, Recommended work, Outstanding estimates
Work in progressOpen repair orders, Aging repair orders, Waiting on parts
Money owed and outside workWarranty receivables, Sublet profitability
MixLabor category performance, Service type performance, Service by make, by model and by unit type
CustomersRepeat customer rate, Service customer retention

Each report shows its formula at the bottom. Key definitions:

  • Repair orders count on the day they close. Revenue is before tax and includes every pay type.
  • Efficiency = billed hours ÷ actual (clocked) hours. Productivity = billed hours ÷ scheduled hours. Utilization = clocked hours ÷ scheduled hours. Scheduled hours are the technician's weekly hours minus full-day absences.
  • Cost = billed hours × technician labor cost + parts at cost + sublet vendor cost.

Service history #

From an RO, select Unit history, or open a customer's service history from a reminder. History shows appointments, repair orders, work performed, parts installed, warranty work, recommended and declined work, technician notes, mileage and hours readings, invoices and payments. For a traded-in unit, earlier service in your own dealership is found by the vehicle link or VIN.

Ask the AI assistant #

The AI assistant can answer questions such as "Which service types made the most gross this month?" or "Which technicians have unused capacity?" from the same numbers. See what the assistant can do.

Tips #

  • Review Declined work and Recommended work every week; they are your easiest extra sales.
  • Compare Technician efficiency with each technician's target from their profile.
  • Use the CSV export for your own spreadsheets; it is safe to open in Excel.

Permissions #

Limitations #

Screenshots show the fictional demo dealership. Something unclear or out of date? Tell your MotoDealerHQ contact or email support@motodealerhq.com.

v1.0.0-beta.1 “Assen”