Work in Progress
The Work in Progress report lists every open Jobsheet in your workshop, with the labour, parts and total value on each one. It is the quickest way to see how much uninvoiced work you are sitting on.
How to run the Report
Here is how to open the report:
In the Role Centre, select Reports, followed by End of Day and then Jobsheets - Work in Progress.
Ensure the Hide Future Jobsheets is selected.
Select the Location Code and click on Print or Preview to generate the report.
- Location Code: limits the report to Jobsheets at a specific Location. Leave it blank to include every Location.
- Hide Future Jobsheets: when ticked, the report leaves out Jobsheets with a scheduled start date later than today. Tick this if you only want to see Jobsheets that should already be in the workshop.
How the Figures Are Calculated
The report only includes open Jobsheets. Estimates and posted Invoices are not counted, and every open Jobsheet is shown regardless of its Work Status (Pending, In Process, On Hold, Finished or Ready for Collection). For each Jobsheet, the system reads every line and groups it into the relevant column on the report.
Labour Amount
The total of all lines on the Jobsheet with a Type of Labour.
Parts Amount
The total of all lines with a Type of Item. This is the price you are charging the customer.
Parts Costs
The Unit Cost of each Item line multiplied by its Quantity. This is your cost price, not the customer price, and it is used to work out gross profit.
Other Amount
The total of any remaining lines on the Jobsheet, such as sublet, G/L Account or Fixed Asset entries.
Amount Excl. VAT
The Jobsheet subtotal before VAT.
Amount Incl. VAT
The Jobsheet total once VAT has been added. If the Jobsheet has Prices Including VAT switched on, the figures are split out so VAT is calculated correctly.
Each row on the report also shows the Customer, Vehicle Registration, Make/Model, Service Advisor, Order Date and Work Status Code, so you can see at a glance whose Jobsheet it is and what stage it has reached.
Note: The figures reflect what is on each Jobsheet at the moment the report is run. If a Jobsheet is amended, posted, or deleted afterwards, those changes will not appear until you run the report again.
Using the WIP Report
System Maintenance: Use this report to keep your system organised. Ensure all jobs listed are active. For inactive jobs, take the appropriate action:
- Close or invoice jobs for no-shows.
- Invoice outstanding account customer jobs.
Financial Insights: This report helps you monitor the total value of work in progress that has not yet been invoiced.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.