How to Navigate Mechanic Summary Page

The Mechanic Summary page shows service performance by mechanic, including totals, service costs, and shop revenue.

Step-by-Step Navigation Instructions

1. Accessing the Mechanic Summary Page

  • In the left sidebar, find “MOTORSHOP MAIN“.
  • Click “Sales Report” (shopping cart icon) to expand the menu.
  • Click “Mechanic Summary” (highlighted in blue when active; may show a “New” badge).

2. Using the Date Filter

Date Field: Click the calendar icon next to the Date field.

  • Quick Date Ranges: Choose from:
  • Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, One Year, Custom (for a specific range)
  • Custom Date Selection: Select “Custom“, Use the left calendar to pick a start date. Use the right calendar to pick an end date.
  • Click “OK” to confirm.

Apply Filter: Click the blue “Search” button to refresh results.

3. Understanding the Mechanic Summary Table

The table shows performance metrics for each mechanic:

Column Headers:

  • Mechanic: Name of the mechanic
  • Total: Total service revenue for the selected period
  • Service Cost: Total cost allocated to the mechanic (mechanic share)
  • Shop Revenue: Revenue retained by the shop (Total – Service Cost)

Data Interpretation:

  • Each row represents one mechanic’s summary for the selected date range.
  • Total = Service Cost + Shop Revenue.
  • Use this to compare performance across mechanics.

4. Customizing the Table Display

Click the “Display” dropdown (top-right above the table).

  • Toggle columns:
  • ✓ Mechanic
  • ✓ Total
  • ✓ Service Cost
  • ✓ Shop Revenue

Uncheck columns you don’t need to simplify the view.

5. Using the Focus Feature

  • Click the “Focus” button (top-left above the table).
  • Highlights the selected row for easier viewing.

Video Tutorial

Tips for Effective Use

Date Range Selection:

  • Use “This Month” for monthly reviews.
  • Use “Last 30 Days” for rolling monthly analysis.
  • Use “Custom” for specific periods (e.g).

Column Customization:

  • Hide columns you don’t need to focus on key metrics.
  • Show all columns for a complete view.

Performance Analysis:

  • Compare Total revenue across mechanics.
  • Review Shop Revenue to see shop profitability per mechanic.
  • Check Service Cost to understand mechanic compensation.

Regular Monitoring:

  • Review weekly or monthly to track trends.
  • Identify top performers and areas for improvement.