Job sheets

It is essential for an automotive workshop to have job sheets.  The job sheets will have the full information on what will be done to a vehicle, what has been done to it, when it has been done and can be referred to in the future if there are any concerns of it.

Many workshops will have a stack of clipboards with job sheets, a mechanic will inspect a vehicle and will write down what jobs it will need.  It will have the information for how everything is charged out as well.

The customer will in the end receive a copy of the job sheet, along with an invoice, and should show exactly what the customer is paying for.  This includes labour, parts, etc.

Each job does not represent a vehicle, however, represents the exact appointment the vehicle had at the workshop.  This means that customers that come in more than once can still refer to a specific job sheet, as well as that special time when it was service.  This is done by using a specific job number for each service/repair.

Here are the essentials to a job sheet:

Workshop details - Address, contact details, etc.

Date - date of service

Job sheet number - for reference in the future.  Can also be used for IRD purposes.

Customer details - this is filled out by the customer, including name, contact details, address.

Vehicle details - including rego, chassis number, odometer and import/NZ new.  It is good practice to try and get these details (if possible) as soon as a customer rings up for service or comes in to organize an appointment.

Mechanic name - sometimes the name of the mechanic who is working on this vehicle will be listed.

A list will also be included, will have labour cost per hour and how many hours, parts, parts prices and +15% GST for a sub total.  the last line will be the invoice total, which is what the customer will be paying in the end.

WOF date due - this is an extra and can be added to remind the customer when a WOF is due, or even a service.

The customer's signature will also be required, in order to confirm that the shop has permission to do this job.