Cogentfactors Cloud for Workshop Contact: Ephraim - 07443 634637

User interface overview

Home
Description:
The user interface offers multiple
sections, each designed for a particular
group of tasks.

Actions
Description:
The actions section offers convenient
access to the different statuses of work
currently in the workshop.

Analytics
Description:

The analytics provides the following

insights:
▪ Capacity for week
▪ Next 7 day capacity
▪ Active status
▪ On hold status

Notifications
Description:

Notifications are tasks.

The system produces notifications

whenever a user needs to complete a
task in order to advance it to the
subsequent stage, for instance:

▪ Schedule service / MOT

▪ Order parts
▪ Call back
▪ Payment
▪ Goods receipt
▪ Goods transfer to workshop.
Features in Cogentfactors Cloud for Workshop
Appointment scheduling

Appointment
Section Description
The overview screen captures customer
Apps information, including contact details,
address, and vehicle information.

Actions

Demands
Description
Section
The Demands screen displays the
Apps customers requirements, which may
include a full service, an MOT, or
specific repair needs.

Schedule arrival date

Description

The "Scheduled Arrival Date feature

allows you to select an appointment
date, with available dates highlighted in
green.
Features in Cogentfactors Cloud for Workshop
Job scheduling

Vehicle onsite
Section Description

Apps When a vehicle arrives at the workshop,

it is moved to the "Vehicle on Site" tab.

At this point, the job dispatcher can

start processing the work orders.

Actions

Schedule jobs
Description
Section
The work order screen displays the list
Apps of jobs outlined in the work order.

From this screen, you have the option

to add additional jobs to the work order.

Each of these additional jobs is identified

by a unique job number.

Scheduling
Description
Section
Apps The scheduling screen allows you to
assign jobs from a work order to various
resources, including service lanes,
specialized equipment, or mechanics.

On this screen, you schedule each job

by selecting both a time slot and a
resource from the work center.
Features in Cogentfactors Cloud for Workshop
job execution

Jobs
Section Description
After a job is assigned to a mechanic,
Apps they can review the jobs within the
work order.

They are presented with options to

start a job, request callbacks,
request necessary parts, and mark a
job as completed.

Actions

Items
Description
Section
The items screen is for entering both
Apps parts and labor details for a job.

You can select parts from a parts catalog

to precisely specify the materials
needed for the job.

Parts catalog
Description
Section
Apps The parts catalog enables you to choose
from various parts brands.

It incorporates a multitude of
built-in filters to assist you in narrowing
your search for specific parts.
Features in Cogentfactors Cloud for Workshop
Callback

Callback
Section Description
A callback is a formal request for
Apps customer approval before any newly
identified work can proceed.

During a callback, you specify the labor

cost and price for the necessary parts
before sending it to the customer for
their approval.

Actions This ensures transparency and allows

the customer to make an informed
decision regarding the additional work
required.

Start job
Description
Section
The timer keeps track of the time taken
Apps to finish a job.

You have the option to pause the timer

and resume it when you are ready.

Once a job is completed, you can stop

the timer.

Complete order
Description
Section
Apps Upon completing a work order, it is
mandatory to complete a vehicle
inspection report.

Report sections
▪ Vehicle on floor
▪ Vehicle fully raised
▪ Vehicle half raised
▪ Engine bay operations
▪ Final items check
▪ Break wear report
▪ Tyre tread depth report
Features in Cogentfactors Cloud for Workshop

Invoice
Section Description
An invoice is automatically created
Apps based on the cost of labour and the parts
used in the job.

This automation streamlines the

billing process and ensures accuracy in
the invoice calculation.

Actions

Payment
Description
Section
The payment screen provides options
Apps for processing customer payments.

You have the option to process payments

through various methods, including
cheque, card, bank transfer, or cash.

This flexibility allows customers to

choose their preferred payment method
for the services rendered.

Material planning
Description
Section
Apps The material planning screen displays
the list of parts needed for a particular
job.

This helps in planning and ensuring

that all required materials are available
for the job.
Features in Cogentfactors Cloud for Workshop

Purchase order
Section Description
The purchase order screen displays the
Apps parts that need to be ordered from a
supplier.

This screen assists in the procurement

process by specifying the parts that are
required to fulfill work orders or
maintain inventory.

Actions

Workshop inventory
Description
Section
You have the option to utilize your own
Apps items, such as oil and other parts from
your workshop inventory.

The storage location screen provides

information about the specific locations
where items are stored and the current
quantity of stock available for each item
in your inventory.

Goods receipt
Description
Section
Apps When parts are delivered to the
workshop from a supplier, the items
must be transfered to your inventory
before they are transfered
to a mechanic.
Features in Cogentfactors Cloud for Workshop

Workshop overview
Section Description

Apps The workshop overview screen shows

the availability of resources, such as
service lanes and mechanics.

You can delve deeper into each resource

to access more detailed information.

Actions

Workshop calender
Description
Section
The workshop calendar presents an
Apps overview of jobs that are allocated to
resources like mechanics and bays.

You have the ability to filter the

calendar views based on different
timeframes, including hours, days,
weeks, and months.

Vehicle status
Description
Section
Apps
The vehicle status screen displays the
present statuses of all vehicles currently
your workshop.

This screen offers an overview of the

condition and progress of vehicles within
the workshop or site.