We would like to see an update to the service pipeline to reflect a new metric. The new proposed metric or “status” would be for equipment that has been “Returned to Service”, for basically machines that have cleared the shop and are back out with the customer that are no longer held up for any reason like the other status’s might indicate, in effort to find work orders on machines that can be closed faster.
This would likely be best displayed on the Service Pipeline page in the “Finalizing” section beneath “Request to Close”, see screenshot/s. This would essentially function like the opposite of the “Received in Yard” status that exists now and function as a status that we need to act on.
What is the Idea? ↓
Clear area where the change would happen: ServiceLink. Within the ServiceLink Service Pipeline, under “Finalizing Status” section with a new status of “Returned to Service”. This could be updated in the “Overview” section of the work order or on the “Segments” by having the option to select “Returned to Service” as an overall Segment Status for the work order. For example: "Once a machine has cleared the shop and is back with the customer, a Service Advisor or Work Order Coordinator updates the work order status to 'Returned to Service' via the Overview or Segments tab."
How it would help your business: It would operate similarly to how the existing Service Pipeline does now, but it would include the new status of a machine that has been “Returned to Service” in the “Finalizing” section of the Service Pipeline page.
Ryan Stevenson
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save a week of work |
| How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
What problem is you idea trying to solve? It is estimated that out of ALL our Open Work Orders, we have an estimated 30% of machines that have been Returned to Service (field service work orders would be a good example). We would like to have an easier way to find Open and Finalizing Work Orders that are in our WIP that have been returned to service so we can identify and close work orders faster in these unique circumstances. What process is not working? Combing through the hundreds of work orders in “Finalizing status” (i.e., Service Completed, Review Completed, and Request to Close) status’s is laborious and time consuming to find the work orders we can close because the machine has been Returned to Service. What is the current pain point that’s caused by this process not working "The current process creates considerable extra time and effort in locating work orders for machines that have been 'Returned to Service,' which in turn inflates our days outstanding and delays customer payment collection. Implementing this enhancement would not only streamline the closing of these specific work orders but also positively reflect on our overall Work in Progress (WIP) and reduce the volume in the 'Finalizing' stage. With approximately 30% of our current $7 million 'Finalizing' pipeline estimated to be 'Returned to Service' machines, this improvement could accelerate the closure of over $2 million in work orders." |
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10-4. Thanks.
Needs votes from other dealers.
They are this way until reviewed.
Why is this locked? Says " Only visible to you and our employees". ???