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Milestones

Tasks

01: Elevate Your Customer Experience

02: Streamlining VDA Processes

03: Streamlining Vehicle Prep Work

04: Production Management Optimisation

05: Implement Performance Metrics Tracking System

06: Procurement Optimisation for Consumables

07: Optimizing Parts Management & Storage

08: Implement Health & Safety Procedures

09: Implementing Quality Control Measures

10: Redesign Bodyshop Layout & Plan

11: Develop Comprehensive SOPs for All Bays

12: Vehicle Stripping & Identification

13: Optimizing Light Damage Repair Efficiency

14: Enhancing Aluminium Repair Capacity

15: Streamlining Heavy Damage Repairs

16: Implement Electric & Hybrid Vehicle Safety Protocols

17: Establish Employee Training & Development Plan

18: Optimizing Paint Matching & Mixing

19: Optimizing Paint & Drying Processes

20: Preparation Bay Process and Product Use

21: Optimizing De-nib & Polishing Process

22: Corporate Sustainability

23: Efficient Sales & Marketing Initiatives

24: Resolving Lighting Issues

25: Resolving Electrical Issues

26: Resolving Air Supply Issues

27: Optimizing Vehicle Lift Implementation

28: Optimizing Structural Body Alignment Equipment

29: Implementing Fume Extraction Equipment

30: Implementing Dust Extraction Equipment

31: Implementing Mist Extraction Equipment

32: Optimizing Work Bay Furniture

33: Optimizing Technician Hand Tools

34: Work Bay Cleaning Items & Protocols

35: Enhancing Masking Equipment Efficiency

36: Safety & General Signage

37: Clean & Orderly Work Environment

38: Optimizing Panel Stand Usage

Ensure mixing machines are run at least twice per day

Make sure the paint colour is matched and prepared before painting.

Initiate a ratio scan and apply it correctly during the colour-matching process.

Ensure colour chips are used.

In each case utilise colours that are checked with a colour lamp.

All paint materials need to be mixed using a software system.

Ensure paint scales and software systems are used for all jobs and job numbers are recorded.

Solid and metallic colours need to be sprayed out if the Spectro is not showing a good score.

A 2K clear coat is used on colour spray out cards.

Spray outs need to be placed in a spray out card cabinet.

Make certain a colour library is used and updated for all jobs.

All spray out cards need to be marked with a colour code, its formulations, and dates.

Make sure the colour match is checked, recorded and approved by the team leader before the repair is painted.

The Parts department needs to deliver the parts trolley with all new parts loaded

Ensure seat, floor, steering wheel and gear knob protectors are being used on every vehicle

Wheel dollies should be used for all non-driveable Electric Vehicles

Electric and Hybrid Vehicles electrical systems need to be disconnected and discharged

Ensure all vehicles are ADAS and electrical fault checked before vehicles are dismantled

Panel technicians should review the job card before beginning work on the vehicle

Use repair methods when stripping vehicles including EV/HEV electrical systems

Ensure seat belt tensioners have been checked

As parts are removed from vehicles - check for damage and document on job cards

Additional damaged parts missing on job card need damage assessor to request client approval

Idenify average repair cost

Quantify repair orders per week

Report Total Revenue last 5 fiscal years

Report Revenue per Work Provider last financial year

Identify Available working hours per technician

Quantify Average Hourly Labour Rate - Panel Repair

Quantify Average Hourly Labour Rate - Paint Work

Quantify Total parts sales last fiscal year

Approximate Annual Sales Revenue per Year

Estimate Annual sales turnover of paint shop

Calculate actual shop hourly rate

Set Budget for each financial year

Undertake Job costing estimation

Review Repair costs and budget monthly

Ensure P&L statement is reviewed monthly

Review Staff ratio - admin/productive

Review Staff ratio - panel beaters/painters

Identify Business Estimating systems usage

Identify if the Estimating systems are linked to insurance rates

Identify Body Shop Management System usage

Review business accounting system

Check how the business uses Vehicle Manufacturer Repair Methods

Ensure soft copies of MSDS available for all chemical products?

Check if the Estimating System, BMS, Paint System and DMS integratration

Ensure agreement terms have been formalized with all suppliers?

Identify if ADAS calibrations are carried out in-house?

Identify if all mechanical work is completed in-house?

Understand the importance of a dedicated Estimator and VDA

Understand the importance of having a dedicated Production Manager

Understand the importance of having a dedicated Parts Manager

Ensure separate bays for different work types

Facility Health and Safety questions?

Parking and exterior questions?

Reception and Office questions?

Estimating Bay questions?

Parts Storage and Handling questions?

Body Shop - General Workshop Area Questions?

Mechanical Repair Bay Questions?

Remove and Refit Bay Questions?

Light Body Repair Bay Questions?

Heavy Body Repair Bay Questions?

Aluminium Repair Bay Questions?

Preparation Bay Questions?

Masking Bay Questions?

Mixing Room Questions?

Spray Booth Questions?

Polishing Bays Questions?

Compressor Room Questions?

Wash Bay and Detailing Questions?

A safety meeting should be held each month?

Implement an incident report book

Ensure there is fire extinguisher signage above them

Ensure all fire extinguishers and hoses tagged and within compliance date

Ensure all staff aware of emergency evacuation protocols and meeting points

Implement safety signs in place throughout the office and workshop

Ensure safety clothing and shoes used

Protective welding and grinding shields need to be used

Make certain vehicles internally cleaned to remove viruses using certified products and equipment

Ensure all vehicles keys are cleaned chemically or using a UVC enclosed sterilising box

Implement hand sterilisation stations throughout the workshop

The vehicle damage assessor (VDA) uses a camera for vehicle damage assessments

Make sure the vehicle damage assessor (VDA) has access to all work provider rates, times and allowances

Ensure vehicle damage assessors (VDA's) aware of the ACTUAL shop rate required

The vehicle damage assessor (VDA) checks for correct paint grouping

The vehicle damage assessor (VDA) checks for previous painting on the damaged area

The vehicle damage assessor (VDA) needs the ability to check for special colour formulations

Vehicle damage assessor (VDA) enters all required information fields into the vehicle damage / estimating system

Vehicle damage assessor (VDA) checks all electric and hybrid vehicles for any safety issues prior to beginning the vehicle damage estimate for minor accidents

Ensure all electric and hybrid vehicles been discharged prior to damage estimate being carried out for heavy body damage

Vehicle damage assessor (VDA) makes sure all vehicles are cleaned before carrying out the vehicle damage estimate

Vehicle damage assessor (VDA) looks for upselling opportunities

Vehicle damage assessor (VDA) must have access to Vehicle Repair Methods for all repairs

Ensure all essential documents are assembled into a job file or BMS

Vehicle damage estimates are reviewed and checked before submitting to work provider

Include a blank supplementary sheet with the job sheet

Vehicle damage assessor confirms all vehicle damage estimates are approved by the work provider before work begins

Vehicle damage assessor checks for additional damage supplementary on each job after disassembly stage

Vehicle damage assessor submits the additional damage supplementary to the work provider for approval

Vehicle damage assessor confirms approval for all additional damage supplementary before work is carried out and is the BMS updated

Parts ordered after the approval from the work supplier and confirmed in writing?

Ensure all parts ordered electronically

Check suppliers confirm receipt of the order and the availability of the parts

Ensure parts are ordered in a timely manner and delivered prior to the customer dropping off the vehicle for repair

Ensure someone is responsible for accepting all parts coming in and checking all invoices for price increases

Return parts (credits) should be sent back to supplier before the invoice is completed

Ensure a credit note sent to the accounts department immediately upon receipt

All visitors acknowledged when they enter the office even if the reception staff are busy

Visitors are required to sign in before entering the workshop

Customers should be offered refreshments and shown the way to the waiting area

Ensure customer is informed of Wi-Fi availability and password

Ensure all phone calls answered within 4 rings

Customer emails are attended to within 4 hours

Ensure customers are contacted at least 24 hours before the appointment to confirm vehicle drop off

At vehicle drop off the customer is given a repair completion date - they will receive - status update calls - dates updated in the BMS

Serivices - 24 hours emergency towing available

Ensure customers are made aware of any insurance gap and payment method at the time of dropping vehicle off

Explain alternative transport options for customers and display?(Bus, train, taxi, driver)

Services - Loan cars available for customers

Ensure loan cars have appropriate legal agreements in place

Ensure electronic or hardcopy "Pre-Inspection Sheets" noting any old damage completed

Customer vehicles are checked for personal valuable items before the customers leave the premises

Ensure customer drop off form completed and signed by the customer when vehicles are dropped off

The estimator carries out vehicle mapping before the vehicle enters the workshop

Visible windscreen sticker applied to alert technicians that the vehicle is an Electric or Hybrid Vehicle

BMS used to remind staff fo ensure customer follow up call made and are time-stamped along with simple notes

Ensure a file is created either in the BMS or on a hardcopy with the relevant information

Ensure job cards are printed and prepared for the technicians and placed on the vehicles

Ensure Vehicle Manufacturer repair methods placed with the vehicle job card. If the vehicle Electric or Hybrid the relevant instructions are highlighted to the technicians

A clear vehicle scheduling system is in place showing all bookings - Are vehicles scheduled through the workshop prior to drop off

Vehicles are scheduled to be dropped off and delivered evenly throughout the week

Ensure ob descriptions are in place for all roles in the business

Ensure all relevant technician trade certificates and licenses up to date and recorded

A formal induction process is in place for all new staff

An up to date organisation chart is required

Ensure all employees receive formal periodic performance reviews with good two-way communication

Select a pay incentive scheme

Ensure production staff presentable and dressed in company uniforms

Implement a succession plan for leadership roles

Production Manager has a production meeting every morning with the Parts Manager, Body / Paint Foremen and customer relations manager

Ensure all required parts onsite before work begins on vehicle

Ensure the paint technician checks the colour code, carries out a Spectro check and makes the colour before the vehicle enters the workshop

Production manager makes sure all vehicles are washed before entering the workshop

Production Manager ensures that all car protection is fitted on every vehicle. (Seat, steering wheel, gear selector, handbrake and floor covers)

Ensure vehicles are checked for "mapping" to indicate actual repairs before entering workshop

Production Manager makes sure a detailed job card; repair method and all relevant documents are with the vehicle before work has started

Production Manager ensures staff are reminded of Electric and Hybrid vehicles pre-repair requirements prior to starting work

Ensure staff aware of job priorities

Production manager does a production walk through in the Body and Paint Shops two times a day

Production Manager checks with Panel Staff for supplementary parts and labour

Ensure supplementary parts and labour authorised by work provider before work starts

Ensure Third party supplier tasks are booked to fit job schedule and recorded in BMS

Ensure Third party sublet companies certified and produce official documentation

Wheel alignment is carried out with every ADAS calibration

Production Manager checks wheel and chassis alignment data filed in BMS

Production Manager checks each repair stage and signs off before next stage

Production Manager regularly checks and updates vehicle repair schedules

Production targets and performance displayed and shared with staff

Production targets and efficiencies measured and reviewed daily/weekly

Metal panels and fragile parts unpacked and checked for damage when received

Job cards checked to ensure all parts received according to estimate before booking vehicle for repair

Parts labelled and placed onto dedicated parts trolley

Parts trolleys labelled with correct job number

Traffic light system used to indicate parts received and repair ready to begin

Parts are stored in dedicated parts room/area

Sufficient parts trolleys/buckets available for weekly job capacity

Technicians receive confirmation that supplementary parts or repairs have been approved

Open A/C and radiator system pipes sealed to prevent dirt and debris entering

Lubricants and A/C gas captured, handled and stored per environmental policy

Fuel tanks/fuel stored in Dangerous Goods area when removed

Small parts (nuts, bolts, clips) placed in bags/cardboard in removal order

Removed parts need to be stored outside vehicle, not on seats or in luggage compartment

Ensure larger parts (tailgate, hood) stored in designated labeled area if too large for trolley

Third party tasks listed on job sheet and/or written on vehicle windscreen

Old panels need to be stripped completely of clips/items and discarded

Parts trolleys moved to repair bay with vehicles

Ensure the bays are cleaned and any rubbish at the completion of each repair removed to relevant bins

Ensure seat, floor, steering wheel and gear knob protectors being used on every vehicle

Ensure technicians use safety equipment. Eye, hearing, feet, clothes and hand protection

Panel technicians need to review the job card before beginning work on the vehicle

Ensure vehicle protection is being used to reduce additional damage from cutting, welding and grinding. Welding blankets, external panel protection

Ensure vehicles electrical systems are being surge protected if any welding, dent pulling or shrinking equipment is being used

Ensure the technicians follow the sanding process chart located in each bay for sanding repair areas

Ensure nearby undamaged panels protected when sanding

All repairs kept as small as possible

Ensure the multi-pulling dent system being used to reduce time and improve repair quality (Bridge Puller)

Make sure damaged panels repaired properly to reduce the thickness of plastic fillers

Need for new parts trial-fitted before going to the paint shop

Ensure door locks and seals trial fitted as part of the repair process

Ensure all new and repaired parts needing paint work are delivered to the paint shop with the vehicle

Ensure all removed parts listed on the job card are removed before delivering the vehicle to the paint shop

All repairs signed off before moving to next stage

Ensure the aluminium bay doors or curtains closed prior to beginning any work

Only pneumatic tools used on Aluminium repairs

Ensure all repairs completed using tools exclusively dedicated to aluminium repairs

Technicians should follow the sanding process chart in each bay for vehicle sanding and used exclusively for aluminium repairs

Ensure the parts trolley delivered back to the dedicated parts area

The bays are cleaned and any rubbish at the completion of each repair removed to relevant bins

Seat, floor, steering wheel and gear knob protectors need to be used on every vehicle

Ensure technicians use safety equipment. Eye, hearing, feet, clothes and hand protection

Ensure panel technicians review the job card before beginning work on the vehicle.

Ensure technicians receive and follow the Vehicle Manufacturer Repair Methods related to the repair section of the vehicle.

Ensure the vehicle's electrical system is protected against electrical surges if any welding, dent pulling or shrinking equipment is used

Ensure the electrical system is disconnected for Electric and Hybrid Vehicles

Ensure the vehicle body and ADAS mounting measurements are checked as per Vehicle Manufacturer requirements prior to carrying out work and saved in the BMS job file

Ensure the vehicles mounted onto the pulling system safely and in the proper way without causing additional damage

Make sure new parts are trial fitted during the pulling process where possible

Ensure safety wire used on the pulling arm

All undamaged parts need to be protected prior to operations

Ensure cuts and panel joins are located according to manufacturer methods

High speed air hacksaws should be used for cutting AHSS panels

Ensure low speed, high torque drills used for AHSS panels

Ensure new parts are trial fitted before and after welding

Coating removal required from both sides before welding

Ensure cleaning discs are used to reduce galvanic coating removal

Ensure correct welding adhesives used where required

Weld through primer should be applied on all bare metal surfaces prior to welding

Ensure door locks and seals trial fitted as part of the repair process

Ensure Vehicle Manufacturer repair methods closely followed for welding and riveting

Ensure spot welder settings are checked and test welds carried out before welding

Ensure welding gloves are used

Ensure welding helmets used

Ensure welds are carried out to reduce heat, Heat monitoring tools used

Ensure grinding practices are used to avoid weakening parent metal

Ensure foam dams refitted/replaced with approved products when necessary

Use Anti-Flutter product (not Urethane)

Ensure all sound pads replaced on new and repaired panels

Ensure the MiG welder settings are checked and a test weld is carried out before welding the job

Ensure that the technicians follow the sanding process chart located in each bay for sanding repair areas

Ensure the multi-pulling dent system is being used to reduce time and improve repair quality (Bridge Puller)

Ensure all new and repaired parts needing paint work are delivered to the paint shop with the vehicle

Ensure that damaged panels are repaired properly to reduce the thickness of plastic fillers

Vehicle structural body measurements need to be checked after the repair and recorded in the BMS job file

Ensure vehicle structural body measurements are checked after the repair and recorded in the BMS job file

All repairs signed off before moving to next stage

Ensure removed parts are listed on the job card before delivering the vehicle to the paint shop

Ensure all aluminium repairs are carried out in the aluminium bay

Ensure the aluminium bay doors or curtains closed prior to beginning any work

Ensure only pneumatic tools used on Aluminium repairs

Ensure all aluminium repairs are carried out in the aluminium bay

Ensure all repairs completed using tools exclusively dedicated to aluminium repairs

A clean down process needs to be completed prior to beginning work on aluminium jobs

Ensure all welded panels are stripped of clips and brackets and then the old parts sent to recycling

Ensure the parts trolley is delivered back to the dedicated parts area

Ensure the bays are cleaned of any rubbish at the completion of each repair and removed to relevant bins

Ensure seat, floor, steering wheel and gear knob protectors are being used on every vehicle

Ensure a wax and grease remover is used prior to applying body filler

Ensure technicians use dust extraction when sanding filler

Ensure the technicians are following the sanding process chart located in each bay for sanding repair areas

All areas where body filler is used are checked for pinholes and filled before going to paint shop

All new and repaired parts needing paint work need to be delivered to the paint shop with the vehicle

Ensure repairs signed off before moving to next stage

Ensure seat, floor, steering wheel and gear knob protectors being used on every vehicle

Ensure painters check the job card to confirm what parts require paint work

Ensure the painters are using a mechanical / dustless sanding system for preparation

Ensure the technicians following the sanding process chart located in each bay for sanding repair areas

Ensure masking for Primer Filler are done efficiently to reduce overspray

Ensure seam sealers are applied per Vehicle Manufacturer Repair Method

Ensure primer filler areas are kept to minimum size

Ensure vehicles individually are primed in continual process (no batch)

Make sure the technician is following primer application process chart

Ensure Primer Filler areas are degreased immediately prior to application

Painters should use Transfer efficient or HVLP spray guns

Ensure correct flash off times are used per TDS sheet

Primer filler should be applied in prep area with extraction

Primer can be applied by lower skilled technicians

UV primer used in most repair applications

Ensure a Wet-on-Wet System is used on new panels

Utilise the correct flash off times according to product TDS sheets

Ensure Infra-red curing equipment is available and being used on most jobs

Ensure the infra-red unit is programmed as per manufacturer direction

Technicians need to be following the TDS for infra-red drying processes

Make sure UV Drying equipment available

Ensure the UV Equipment suitable for large and small repair areas

Make sure technicians are following the TDS for UV drying processes

Ensure technicians are following the sanding process chart located in each bay

Make sure only dry sanding being done using dry sanding equipment

Use a guide coat in-between sanding grits

All rub through areas are recoated with correct products

Ensure all dust and dirt removed from repair area before masking bay

Ensure repairs are signed off before moving to next stage

Seat, floor, steering wheel and gear knob protectors used on every vehicle

Ensure the technician is following masking process chart for vehicle masking using correct products

Make sure all vehicles are masked for top coating in workshop/masking bay (not booth)

Ensure all painters using back masking techniques and products

When windscreens stay on vehicle, they need to be taped with appropriate back masking

Ensure a colour spray out card is placed near the paint area for painting and loading into the colour library

Utilise door aperture foam and fine line tape in the masking process

All waste needs to be removed from the Spray Booth before the next vehicle enters the work bay

Ensure the technician is following the Topcoat Application process chart in the Spray Booth and using the correct products

The complete product range needs to be used without the introduction of generic lines (e.g. Primers and clears)

Ensure plastic film is cut and placed on or with the vehicle before moving into Spray Booth

Make sure airline hoses are cleaned down before spraying in the booth

Ensure all jobs tack ragged before base coat is applied

Painters use transfer efficient spray guns to apply topcoats

Ensure the air pressure checked and the appropriate pressure used for the spray gun

Use grey shade concept where required

Implement correct flash off times and observe according to the product TDS

Spray Guns are cleaned immediately after spraying

Ensure the Vehicle Manufacturer Repair method checked for every job for the maximum baking temperature limits in relation to Electric, Hybrid Vehicles, fibre optics and sensors

The correct temperature and drying time are used for the product being applied as per the product TDS

Ensure Infra-Red drying used

Ensure vehicles are removed from the Spray Booth immediately after the baking cycle is complete

The spray out card needs to be removed and vehicle colour code, job number recorded and placed in colour library

Ensure the next vehicle masked and waiting to enter the Spray Booth before the drying cycle is complete

Non-essential items need to be removed from the spray booth when baking (Thinners, aerosols etc.)

Ensure the quality check has been carried out for colour match, mottle and peel before de-nibbing and polishing

Ensure the car left partially masked for de-nibbing and polishing

Ensure the technician is following denibbing and polishing process chart and using correct products

Make sure the de-nib area kept to a minimum

The vehicle is completely de-masked before leaving polishing bay

Painted parts are checked for denibbing and polishing requirements

Ensure repairs are signed off before moving to next stage

Quality check is carried out for colour match, mottle and peel before de-nibbing and polishing

Cutting pads need to be washed daily

The Parts Department delivers parts trolley with all new parts loaded

Seat, floor, steering wheel and gear knob protectors used on every vehicle

Ensure technician is following reassembly process chart and using correct products

Make sure bolts, screws and clips grouped to reduce fit up time

Ensure all sound pads replaced on new and repaired panels

Air conditioning fittings need to be fitted with new O-Rings for reassembly

Ensure cavity wax and stone guard applied where required

The security, pin codes, ADAS, Air bags are checked and calibrated per manufacturer methods

Make sure all relevant liquids been checked (radiator, brake, windscreen washer)

Ensure a road test carried out when required

Ensure repairs are signed off with all tasks including third party sublets completed before next stage

Bays are cleaned and rubbish removed at completion of each repair

The Parts Trolley is cleared of parts, vehicle info and rubbish, then returned

Ensure all vehicles detailed inside and out

Technician will be following vehicle cleaning process chart and using correct products

Make sure brush touching iscompleted where required

Ensure detailer completing check sheet for each job and signing off

Vehicles are quality checked and estimate tasks completed before customer contact

Make sure the work carried out is xplained to the customer

Ensure a customer complaint resolved immediately or within reasonable timeframe

Ensure there is acustomer complaint record and improvement process in place

Ensure the customer is given a vehicle hand over pack when the vehicle is handed over

Ensure all insurance gap payments paid in full and/or any private work with invoice and release forms signed at vehicle handover

When a loan car is supplied, ensure the vehicle is checked for damage and return paperwork completed

On vehicle departure ensure the BMS job card completed so that the correct time stamp is recorded

Implement sending a customer follow up email after each repair

Ensure all final invoices reviewed before submitting

All invoices need to be submitted within 7 days of completion of repair

Ensure administration staff process parts credits in a timely manner

Ensure there s a customer complaint record and it is analysed for improvements

Ensure all job files are completed and archived in the BMS or in hardcopy filing system

Milestones

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Tasks

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