Booking Manager
Track customer follow-up, review when repairs should be booked in and see where each job is through your workshop with Panel Quote’s Booking Manager.
Customer follow-up, repair bookings and workshop progress
Booking Manager helps your office keep track of the work between the first quote and the completed repair. See how often customers have been contacted, review when a job should be booked in and check where each repair is through the workshop—all within Panel Quote.
For a busy New Zealand panel and paint workshop, that shared overview makes it easier to follow up with customers and discuss the next step with the repair team. Customer contact information, quote and job statuses, parts updates and repair dates give you the context to make booking decisions.
Customer contact
See how often customers have been contacted and identify the quotes or jobs that need another follow-up.
Booking decisions
Review job status and parts information to help decide when a repair should be booked into the workshop.
Workshop progress
Check where a job is through the workshop and review the repair dates alongside its current status.
Keep customer follow-up connected to the repair
A quote can need a different conversation from a job already in production. Booking Manager lets you review customer contact alongside the work itself, so your team can see what has been followed up and what still needs attention. Use that information when discussing a booking, checking progress or answering a customer’s question about their repair.
Review when work should be booked in
Bring the booking discussion back to the practical details. Check the quote or job’s status, whether parts have been ordered or arrived, and the repair-in and repair-out dates. The parts summary and filters help you review jobs with parts on site and those still awaiting ordered parts.
See where each repair is through the workshop
Review jobs at their current stage rather than treating every booking as the same. With quote and job information together, Booking Manager gives the office another useful workshop management tool for keeping customer follow-up and repair progress connected.
Pair the booking overview with Workshop Capacity to review the weeks ahead, Production Management to see repairs moving through the shop and Parts & Outwork Reporting to review supporting work.