Blackpurl: Service Training

This video explains what the Blackpurl Header is and how to use it.

This video will show you how to do a quick Blackpurl global search.

This video will be a quick overview of the basics of processing a service job.  We will get into more detail with later videos.

Scenario: A Parts & Accessories section has already been processed for parts but the customer has now requested the Dealership fit the parts as well. As this will entail labor costs etc., a Service Job will need to be created and the parts that are currently listing under the Parts & Accessories section will need to be moved to the Service Job section.

Understanding the options for "Who is paying for the job" (ie Third Party - Insurance & Warranty Claims)

The user now has the ability to change the "Who is paying for the job?" on any active Customer Order Service Job. This allows a Customer Pay Service Job to be able to switch to a Third Party Service Job (ie Warranty) as required. For example when the customer books the unit in, the dealership may not be aware that it will end up being a warranty job. This enhancement now allows the dealership to switch the Service Job to a Third Party pay situation.

Scenario: The Dealership owns a unit that needs a Pre-Delivery Inspection (PDI) Service completed. By processing an Internal Service, the cost of the PDI will be "charged" to the unit so that the dealership can see how much the unit is actually costing the dealership. When the unit is sold, the full cost (including any Internal Services) will be taken into consideration when working out the profitability of the unit.

Blackpurl now offers the ability for Customers to approve Service Jobs verbally / printing out the job worksheet or by digital signature.

Blackpurl allows for declined service work records to be kept in the Customer Order's history.

This tutorial will cover the process of how to check in a unit as well as booking unit check in and promise dates.

This tutorial will cover the process of how to look at reporting when it comes to check-in dates, promise dates & unit arrivals.

This video tutorial will navigate the basics of the appointment scheduler.

Payroll Clocking is the ability to have your staff clock on / off the system to keep a log of when they are at work and available to work.

How to setup Payroll Clocking and Job Clocking.

Staff that are required to manage Payroll Clocking ie editing and changing entries etc, will need to have the proper user permissions. Once the permissions have been enabled, please continue with the following video.

A quick look at turning Payroll Clocking On & Off.

This video will cover job clocking and how to assign a technician.

This video will cover how to manage or change job clocking on a service job.

This video will cover the process of turning job clocking on & off on other tasks not related to a customer order / service job.

There are a few reports that we would be recommending for the Service Manager to run on a regular basis.This will give you a start and then you can work out what other reports you need to run as well.

WHAT IS A KIT? Customers regularly come into your business and ask for all the parts that they will need to do a 1,000km service on their 4WD truck. You know that they will need oil / oil filter / air filter - but what else could you have forgotten? Plus what type of oil should you be using on the 4WD truck. Solution: Spend the time setting up Kits for those combination of parts and/or labor etc. that your customers regularly ask for. Next time a customer comes in and wants all the parts that they will need to do a 1,000km service on their 4WD truck, no more thinking, just call up the relevant Kit and the parts list will automatically populate into your Customer Order.

TIP: You can also add in a Customer Owned Unit at the time of processing a Customer Order Service Job.

It maybe necessary to record Internal Comments on Customer Orders.