Job card worksheet

Job card worksheet

Service Job Card Worksheet in Gain DMS

Introduction

In an automobile dealership environment, the Service Job Card acts as the operational backbone of the workshop. Every vehicle entering the service station is tracked, monitored, repaired, billed, and delivered through the Job Card process. Because multiple vehicles may be under repair simultaneously, workshop teams require a centralized system that provides complete visibility into all ongoing service activities.

To address this requirement, Gain DMS provides the Service Job Card Worksheet, a centralized operational dashboard designed to help dealerships monitor and manage all active job cards in real time.

The worksheet is not just a listing screen — it is a live operational control center for service advisors, workshop managers, warranty teams, technicians, and OEM monitoring teams. It enables users to track job card status, pending reasons, technical escalations, vehicle repair progress, billing stages, and vehicle delivery activities from a single screen.


Purpose of the Service Job Card Worksheet

In day-to-day workshop operations, several situations may delay vehicle delivery:

  • Diagnosis may still be pending

  • Spare parts may not be available

  • Warranty approval may be under process

  • Customer approval may be awaited

  • Insurance approval may be pending

  • Technical support from OEM may be required

If such delays are not monitored properly, customer dissatisfaction increases and workshop efficiency reduces.

The Service Job Card Worksheet helps dealerships systematically monitor such situations by ensuring that every open job card is continuously tracked with proper status updates and actionable visibility.


Gain DMS Service Job card Tutorial Video



Navigation Path

To access the worksheet:

Workshop → Service Job Cards

Once opened, the system displays all active and open job cards available at the dealership.


Understanding the Job Card Worksheet

The worksheet is designed to provide a real-time operational view of all ongoing service activities.

For every job card, the system displays important information such as:

  • Job Card Number

  • Job Card Date

  • Customer Name

  • Vehicle Registration Number

  • Service Type

  • Current Status

  • Pending Reasons

  • Available Actions

This allows workshop teams to quickly understand the current position of every vehicle inside the workshop.





Action Menu – Managing Workshop Activities

One of the most important sections in the worksheet is the Action option.

From this section, users can directly perform operational activities related to a job card without navigating to multiple screens.

Typical activities available include:

  • Adding customer complaints

  • Issuing labor operations

  • Issuing spare parts

  • Creating technical tickets

  • Closing the job card

  • Billing the job card

This centralized action management significantly improves workshop efficiency and reduces transaction time.





Understanding Job Card Status Management

In automobile workshops, some vehicles may remain in the workshop for multiple days. In such cases, it becomes important to capture the exact reason for the delay.

The Status option in the worksheet helps users update the operational status of the job card.

This becomes especially critical when a job card remains open beyond a defined aging period.


Pending Reason Management

If a job card remains open for more than the allowed duration, the system expects the user to update a pending reason.

This helps both dealership management and OEM teams understand why the vehicle is still under service.

Common pending reasons include:

  • Awaiting Diagnosis

  • Waiting for Customer Approval

  • Waiting for Insurance Approval

  • Waiting for Spare Parts

  • Waiting for Warranty Approval

  • Ready for Delivery

  • Rework

  • Work in Progress (WIP)

Each pending reason represents a different operational stage in the workshop lifecycle.





Awaiting Diagnosis Scenario

One of the most commonly used statuses is Awaiting Diagnosis.

This status is used when the workshop team is unable to finalize the repair solution immediately and requires further technical analysis.

In such situations, the system allows the user to:

  • Link an existing technical ticket

  • Create a new technical ticket

  • Specify failure reason

  • Define action area

  • Add operational remarks

The action area helps identify whether the delay is due to:

  • OEM dependency

  • Dealership dependency

  • Technical support dependency

This structured tracking ensures better accountability.





Vehicle Progress Tracking

The worksheet also allows operational tracking of vehicle movement inside the workshop.

Users can update whether the vehicle is:

  • Under Wash

  • Under Repair

  • Under Inspection

The corresponding date and time can also be captured.

This provides better visibility into workshop floor activities and vehicle movement tracking.


Waiting for Spare Parts

When the pending reason is updated as Waiting for Spares, the system expects the corresponding spare order details to be linked.

This ensures that spare-related delays are properly documented and monitored.

Such tracking becomes extremely important for both workshop efficiency and customer communication.





Open Job Cards Beyond Two Days

The worksheet continuously monitors aging of open job cards.

If any job card remains open beyond two days, the system highlights it.

Additionally, the worksheet separately identifies job cards where:

  • The job card is open beyond two days

  • No pending reason has been updated

These cases are treated as operationally critical because the workshop has not documented the reason for delay.





Mandatory Pending Reason Compliance

Gain DMS enforces operational discipline through mandatory pending reason tracking.

If a job card remains open beyond two days without a pending reason:

  • Users cannot perform actions on other job cards

  • Users cannot open new job cards

  • Workshop operations become restricted until compliance is completed

This ensures that dealerships maintain proper operational transparency.


Critical Job Cards Beyond Thirty Days

Job cards that remain open for more than thirty days are considered critical cases.

The worksheet highlights such cases using warning indicators so that management teams can prioritize them immediately.

This helps reduce long-pending workshop cases and improves customer satisfaction.


More Information Section

Every status update made against a job card is stored and displayed in the More Information section.

This includes:

  • Pending reasons

  • Ticket details

  • Operational remarks

  • Status history

This creates a complete activity trail for each job card.




Job Card Information Popup

Users can click on the information icon to quickly view:

  • Service Number

  • Service Type

  • Vehicle Product

  • Estimate Amount

  • Total Paid Amount

This provides quick visibility without opening the complete job card.





Search and Filtering Capabilities

The worksheet supports multiple search options to simplify workshop operations.

Users can search job cards using:

  • Registration Number

  • Job Card Number

  • Mobile Number

  • Chassis Number

  • Motor Number

  • Bill Number

This helps service teams quickly locate vehicle records during customer interactions.





Understanding Job Card Stages

The worksheet organizes job cards into multiple operational stages.

Open

These are active and ongoing job cards where workshop operations are still in progress.

Closed & Unbilled

These are job cards where repair activities are completed, but billing is still pending.

In this stage:

  • No additional parts or labor can be issued

  • Job card must be reopened for further modification

Delivered Unverified

These are billed job cards where OTP verification is pending.

Delivered Verified

These are fully completed and customer-verified job cards.


Manufacturer Vehicle Job Cards

Gain DMS also supports service operations for manufacturer-owned vehicles.

These vehicles can visit any dealership across the country for service activities.

Using the River Vehicle option, dealerships can directly create job cards for such vehicles.





Test Drive Vehicle Job Cards

The system also supports service management for:

  • Test Drive Vehicles

  • Display Vehicles

Job cards for these vehicles can be created directly from the worksheet whenever service activity is required.





Accessory Fitting Job Cards

In many dealerships, accessories are fitted before vehicle delivery.

The worksheet supports this process through the Accessory Fitting option.

By linking the vehicle booking number (Sale Code), the system ensures:

  • Accessory labor

  • Accessory spare parts

  • Service charges

are properly linked to the original vehicle sales transaction.


Advanced Filters and Reporting

The worksheet includes advanced filtering capabilities for operational analysis.

Users can filter based on:

  • Date Range

  • Service Type

  • Product

  • Billing Date

  • Job Card Status

  • Customer Details

This helps management teams analyze workshop performance efficiently.


Recall Denial Tracking

The worksheet also supports monitoring of denied recall cases.

If a customer refuses a recall activity or the recall could not be completed, the system can filter and display such job cards separately.

This helps OEMs monitor recall completion effectiveness.


Customer Complaint Indicator

Some job cards may contain unresolved customer escalations or complaint tickets.

Such cases are visually highlighted using a special indicator icon.

When users click on the indicator, the system displays:

  • Linked complaint ticket

  • Complaint details

  • Escalation information

This helps service teams prioritize sensitive customer cases.


VOR (Vehicle Off Road) Monitoring

One of the most powerful features integrated with the worksheet is the VOR Report.

VOR stands for Vehicle Off Road.

A vehicle is considered VOR when it is unavailable for customer usage because it is under repair at the service station.


Accessing the VOR Report

Navigation:

MIS → Workshop Reports → Job Based → VOR Details

This report provides a summarized aging analysis of all open job cards.





VOR Aging Analysis

The VOR report categorizes job cards into aging buckets such as:

  • Beyond 2 Days

  • Beyond 6 Days

  • Beyond 8 Days

  • Beyond 12 Days

  • Beyond 14 Days

  • Beyond 30 Days

This helps both dealerships and OEMs monitor workshop efficiency.


Drill-Down Visibility

The VOR report is fully actionable.

Users can click on job card counts to view:

  • Pending reasons

  • Technical ticket details

  • Failure reasons

  • Action areas

  • Historical updates

This creates complete transparency across workshop operations.


Pending Reason History Tracking

The system also stores the complete history of status changes.

Users can see:

  • When the status was updated

  • What the previous status was

  • After how many days the status changed

This helps management monitor operational responsiveness.


OEM and Dealer Visibility

The report is designed for both dealership and OEM usage.

Dealership View

Dealership users can only view their own workshop data.

OEM View

OEM users can monitor all dealerships across India using dealer-level filters.

This enables centralized service monitoring at national level.


Exporting Reports

Users can directly export:

  • Summary Reports

  • Detailed Reports

  • Pending Reason History Reports

into Excel for operational reviews and audits.


Data Loading Control

To improve worksheet performance, the system loads limited records initially.

By default:

  • Top 25 records are loaded

Users can increase the limit to:

  • 250 records or more

depending on operational requirements.


Conclusion

The Service Job Card Worksheet in Gain DMS is a comprehensive workshop operations management tool designed specifically for the automobile industry.

It not only helps service advisors and workshop teams manage daily repair operations but also enables dealerships and OEMs to maintain complete operational transparency.

Through features such as:

  • Pending reason tracking

  • VOR monitoring

  • Technical ticket integration

  • Aging analysis

  • Recall monitoring

  • Workshop activity control

the system ensures better workshop productivity, improved customer satisfaction, and stronger operational governance across the dealership network.


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