Service Management Training Plan: Mastering Financials & KPIs

Master the Performance of your Service Department through Data-Driven KPI Management

$900.00 USD PER ROOFTOP / year

What Will You Learn?

  • How to maximize service department profitability by managing time as your most valuable inventory
  • How to track and improve the Big Three Metrics: efficiency, productivity, and proficiency
  • How to calculate and optimize your parts-to-labor ratio for maximum departmental profit
  • How to understand and leverage effective labor rate versus door rate for pricing strategy
  • How to build efficient operations using service assistants, work orders, and scheduling systems
  • How to use key DMS service reports to identify performance gaps and improvement opportunities
  • How to track technician performance and manage W-Time for optimal labor utilization
  • How to implement Daily Operating Control procedures that maintain consistent service standards
  • How to set realistic budgets, calculate department potential, and consistently achieve targets
  • How to conduct effective month-end reviews and present performance results to management
  • How to establish daily and weekly management routines that build a high-performance service culture

Course Content

SERIES 1: FOUNDATIONS OF SERVICE PROFITABILITY

  • 1.1 Why Service Matters to Dealer Success
    05:15
  • 1.2 Time is Your Inventory
    07:08
  • 1.3 Technician Value
    07:21
  • 1.4 Service Absorption
    06:35
  • 1.5 The Big Picture
    06:16
  • Foundations of Service Profitability

SERIES 2: THE BIG THREE METRICS

SERIES 3: FINANCIAL METRICS & CALCULATIONS

SERIES 4: BUILDING EFFICIENT OPERATIONS

SERIES 5: KPIs & BENCHMARKING

SERIES 6: DRIVING PERFORMANCE

SERIES 7: MONTH-END MASTERY

SERIES 8: PUTTING IT ALL TOGETHER