Fleet Management Software from CHS Associates, sophisticated yet affordable. For vehicle fleets of all sizes and composition. Systems tailored to user requirements. Single or Multi-User options configured with choice of optional modules. Benefit from our 15 years experience in Fleet Management and the automotive industry generally.

Workshop Module

This optional module seamlessly integrates with FleetFocus main Module, but will however require the Stock Module to be installed simultaneously.

Workshop Module

The Workshop module provides control of Repairs and Servicing or Maintenance work undertaken either :-

(i) for In-House vehicles declared in the FleetFocus main module, or,

(ii) for 3rd-Party chargeable work undertaken for commercial customers

Facilities are provided for :-

Job Booking

The registration of jobs which are to be undertaken, either in an immediate sense, scheduled for some date in the future, or exceptionally, recorded in retrospect.

Job Modification (to WIP Job)

Whilst the job is 'work-in-progress', allows facilities to Amend / Delete, or Re-Schedule the Job as a whole, OR modify any element of Job Details. Facilities are given to Defer or Re-activate (i.e place on 'Hold' or release from Hold), together with options to Print or Re-Print the JobCard.

Job Completion and Invoicing

Charging details are automatically calculated and presented with the ability to amend details of the charge elements. Upon confirmation details are written to the Jobs History file, and the Job is automatically removed from Work-in-progress. An opportunity is given to produce an Invoice there and then (where chargeable 3rd-party work), or to defer printing to a later 'run' of Invoice printing!.

Full supporting facilities are provided to :-

Declare Standard Job Definitions

Declare Ad-Hoc Job Definitions

Declare Charge Types - the main control mechanism determining the type and nature of charges to be made

Maintain 3rd-party customers and vehicles related to those customers

Declare Workshop employees and their skills and availability

Declare Equipment resources and their availability

Receive, record, and follow-up Driver reports (Road Calls)

Provide Efficient quotations for 3rd-party work by Price LookUp on regular Jobs

The Enquiry System

Profitability Enquiry

Compares actual Job COSTS accrued for work carried out on a given Customer/ Contract, with comparisons to the Contract value held in the Customer master record. A detailed illustration of notional charges is also given, with overall accumulations !.

Performance Enquiry

Performance Measurement is the comparison of the time ACTUALLY recorded on jobs against Standard times declared in a (Standard) Job Definition. A particular Job Type or ALL types may be selected, similarly for Trade Types and Grades. Finally an individual employee can be selected or ALL employees by default, with an optional range of dates. Certain criteria are mutually exclusive !.

Parts Tracking

Parts Tracking acts as a defence mechanism with the ability to track issue of any defective part. The Jobs History file is interrogated and where issue of the part is detected against a Job, then details of:- Job Number, Vehicle Registration, Customer Name, Job Date and the Quantity issued are presented, job by job.

Employee Tracking

Employee Tracking scans the Jobs History file for a specifically named employee. Where the Employee is detected against a job the Job Number, Vehicle Registration, Customer Name, Job Date, Standard Hours for the job and Actual Hours worked are shown.

Employee Unavailability

The basic function of this enquiry is to anticipate any Labour Shortages for a given time-span. This is achieved by reference to those Employees for which 'Un-Availability' has been established. Any recorded absence, for whatever reason, which falls wholly or partially within the given dates will be reported. The enquiry may optionally be confined to a particular Trade Type. e.g. to anticipate a shortfall of 'Diesel Fitters' etc.

Resource Unavailability

Functionally equivalent to Employee Unavailability as above, but Equipment resource related.

Price 'Look-Up'

As the name implies, allows speedy reference to a Price list of 'Standard' Jobs. A Make and Model may or may not be quoted, but where quoted will narrow the search significantly, as the search then becomes restricted to all priced items relative to that Make / Model.
A powerful extension is to use the 'Search String' feature. Any string or phrase entered will extract ALL those PriceList items, regardless of the Make and Model, whose Description field, or part of, holds characters matching the search topic. The search is NOT case-sensitive. A further extension to the bland search string is to search for multiple words, part-words, or phrases. For example using a string such as ' full | service | valet |' would extract ANY PriceList description matching ALL of these words or phrases wherever they might appear in the description. There may be a maximum of 3 search words, or phrases, used in this fashion.

The Reporting System (Report Preview is available on ALL reports

Customer "Jobs" Report

Scans the Jobs History file for all Jobs related to a given Customer. A given vehicle for that customer may optionally be nominated. A range of dates may be given, with 'earliest' and 'today's date' as defaults. The report may also be confined to a selected Job Type, and /or to Jobs under a given Contract.

Vehicle "Jobs" Report

Scans the Jobs History file for all Jobs related to a given Vehicle for a given range of dates. The report may be confined to a particular Job Type.

Price-List Report

Produces a Hard-Copy Price-List for a selected Make of vehicle. (Priced items will be previously set up for commonly used Goods or Services). Within a particular Make, items are conveniently listed alphabetically by Model.

General Synopsis Report

The report is produced in four phases from the 'Work-in-Progress' Database, each phase confined to Jobs satisfying the following criteria :-

· 'Jobs Completed - Not Invoiced' (these are completed but an Invoice has yet to be printed).

· 'Jobs In-Progress with HOLD Status' (A JobCard HAS been produced, but the job has been set-aside as 'Held' for whatever reason).

· Jobs In-Progress, not yet Completed, AND No JobCard has been produced.

Customer Statement

Produces a 'Statement' (basically a list of Invoices). The statement may be either viewed as an enquiry (using the Report Preview facility), or produced as 'hard-copy', for a single named customer.

Invoice Register

Produces a list of Invoices raised within a given range of dates. May be selected for a given NAMED customer or ALL customers by default. The report is sequenced by Invoice Number