Job Cards
Aluva • All time • Click any cell to edit
Today's vehicles
—
JCs opened today
Pending vehicles
—
open, all dates
Delivered today
—
—
Same-day delivery
—
opened & delivered today
Adviser split — today
| # | JC | Date | Reg | Customer | Phone | Model | Service | RPT | Booking | Adviser | Tech | Final Insp | Status | VAS | Bill # | Labour (₹) | Spares (₹) | Pay | Total (₹) | Remarks | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Dashboard
Independent filters — these don't change the Job Cards view • Trend always shows the last 14 days
Total JCs
—
in current view
Delivered
—
—
Labour
—
net of GST, current view
Spares
—
net of GST, current view
VAS canvassed
—
—
New / returning customers
—
—
JCs per day — last 14 days
Advisers — JCs · VAS attach %
Service mix
Advisers — revenue labour + spares
Technicians — revenue labour + spares
PSF — customer satisfaction
CSI — 7-day avg
—
out of 5
Calls — 7 days
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Open issues
—
Issue Raised, last 7 days
Repeat complaints — same vehicle/customer back within 2 weeks
Repeat complaints
—
—
Most repeats — technician
—
—
Most repeats — adviser
—
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By technician
Reasons — from the remark logged at entry
VAS performance
VAS today
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VAS MTD
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Avg per JC
—
items ÷ JCs, MTD
Bookings
CRE call bookings • Click the booked-for date, Status or Remarks to edit
Booked for today
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Reported
—
—
Still expected
—
pending, booked today
Overdue (no-show)
—
pending, earlier dates
| # | Booked for | Customer | Phone | Reg | Model | Service | Branch | CRE | Status | JC | Remarks | 📞 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Bookings load after migration — run baserow_migration_v2.py | ||||||||||||
PSF — Post-Service Follow-up
One feedback call per delivered vehicle — logged by whoever makes it (branch CRE or call center)
| JC | Delivered | Customer | Phone | Model | Branch | Adviser | Technician | Feedback call | Notes | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PSF activates after migration — run baserow_migration_v2.py | |||||||||||
Booking Performance
Across all branches •
Bookings taken
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Reported
—
—
Pending
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Overdue (no-show)
—
pending, date passed
Cancelled
—
Conversion
—
reported ÷ taken
By branch
CRE leaderboard
By service type
Follow-up effort — 📞 calls logged on bookings in range
PSF Insights
Post-service follow-up •
Call coverage
—
reached ÷ delivered
Not yet reached
—
in queue / unanswered
Avg CSI
—
out of 5
Satisfied
—
of reached
Issues raised
—
escalated
Open now
—
live issues awaiting closure
Top complaint
—
issues + minor
WhatsApp replies
—
of messaged
Branch leaderboard — ranked by complaints per 100 delivered (escalated + minor), best first
Call outcomes
Complaint categories — issues raised + minor issues, most frequent first
Live issues
Live Issues
Complaints raised during PSF • close the loop once the in-charge has spoken to the customer
| JC | Delivered | Customer | Phone | Branch | Adviser | CSI | Feedback | Issue status | |
|---|---|---|---|---|---|---|---|---|---|
Live issues activate after PSF is set up — run baserow_migration_v2.py | |||||||||
Complaints Analysis
PSF complaints + repeat complaints •
Complaints
—
PSF issues raised
Repeat complaints
—
same vehicle ≤2 wks
Complaint rate
—
complaints ÷ delivered
Top category
—
By branch — most complaints
By complaint category
Minor issues — logged, not escalated to Live Issues
Minor issues — recent latest 8 in range
By technician — complaints & repeats
By adviser — complaints
Edit Requests
Requests from branch/adviser to correct closed JCs •
| JC | Field | Current → Proposed | Reason | Requested by | Status | Action |
|---|---|---|---|---|---|---|
No edit requests yet. | ||||||
Staff Register
Advisers, technicians & CREs — add a joiner, retire a leaver, move a branch. This drives the dropdowns on job cards and bookings. •
| Name | Role | Branch | Status | Action |
|---|---|---|---|---|
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Monthly Targets
Vehicles, revenue (net of GST), EW & AMC targets per branch — drives the Pulse phone view and MTD reports. •
| Branch | Vehicles | Labour ₹ (net) | Spares ₹ (net) | EW | AMC | Working days | Per-day REQ |
|---|---|---|---|---|---|---|---|
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Adviser VAS Targets
Per adviser, per month — drives the adviser's own dashboard in the phone app. Counts only (no revenue targets for advisers). •
| Adviser | Total | ||
|---|---|---|---|
Pick a branch… | |||
Logins
Who can sign in — set roles, branches and passwords. Admin only. •
| Username | Role | Branch / adviser | Status | Action |
|---|---|---|---|---|
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Customer Lookup
Search any customer by phone, registration or name — full visit history, PSF feedback and issue resolutions across branches
| Customer | Phone | Reg | Model | Visits | Last visit | Branch(es) | Issues | |
|---|---|---|---|---|---|---|---|---|
| Type at least 3 characters to search. | ||||||||
Bodyshop
Every Accident JC is a claim and lands here automatically. Run the whole job from here — survey, parts, claim money, billing and delivery. •
Open claims
—
in the pipeline
Awaiting survey / approval
—
Estimation · Approval Pending
Parts awaited
—
work can't start
Ready to deliver
—
Work Completed, not yet delivered
Stuck 7+ days
—
same stage for a week or more
| JC | In | Customer | Reg | Model | Branch | Claim | Insurer | Survey | Stage | Days | Parts | Tech | Bill | Claim | Remarks |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Performance report
Adviser / technician / CRE performance for salary & incentive. Pick a date range, then download the Excel for accounts to cross-check. CRE = bookings by booked-for date, reported counts split by service type.
Pick a range and press Show.