Operations
Perfex Insight Workshop
Repair jobs, quoted against invoiced value, devices and inspections.
Requires Perfex Insight Pro What is Perfex Insight Pro?
What this add-on brings to Insight
Perfex Insight Workshop reports the Workshop Management module: repair jobs from quotation to invoice, the devices they are raised against, and the inspections around them. Quoted value and invoiced revenue are kept separate.
Who it is for: Service and repair operations tracking job flow, mechanic workload and unbilled work.
Dashboards
These are the boards the shared demo builds from this add-on's widgets, and the layouts its documentation walks through. Every one is editable — rearrange, extend or trim it like any Insight dashboard.
Workshop Overview
13 widgets placed
Workshop Operations
15 widgets placed
Board totals count placements. Some widgets sit on both boards and some are available in the Widget Library only, so these figures are not meant to sum to the 27-widget total.
What you can report on
The 27 widgets group into these areas. Every one is an ordinary Insight widget: it obeys the dashboard filter bar and the viewer's own Perfex permissions.
- Job KPIs
- Total Repair Jobs, Jobs In Progress, Jobs Completed, Quoted Job Value, Invoiced Workshop Revenue, Average Quoted Job Value, Estimated Hours Booked, Open Inspections and Uninvoiced Completed Value.
- Charts
- Jobs by Status, Branch and Type, Job Volume Trend, Quoted Value Trend, Labour vs Parts and Inspections by Status.
- Workload and follow-up
- Mechanic Workload, Overdue Jobs, Upcoming Device Maintenance, Device Warranty Expiring and Upcoming Inspections Due.
- Rankings
- Top Devices by Jobs, Top Customers by Job Value, Top Labour Operations and Top Parts Consumed.
Requirements
Required. Perfex Insight Workshop is a provider that plugs into the Pro dashboard system — it does not run on its own and is sold separately at $69.
Required. Reads Workshop Management, which must be installed and active. The add-on reports on that module's data; it does not replace it or modify Perfex core files.
More of the real product
See it and read it
Live demo
The shared Perfex Insight demo runs the platform with all 13 add-ons installed, so it shows Perfex Insight Workshop alongside the rest of the ecosystem rather than on its own. All data in it is fictional and it is reset on a schedule.
Open the live demoDocumentation
The product's own documentation section covers installation, every widget, the dashboards, permissions, settings and troubleshooting.
Read the documentationAlso in Operations
Related products in the same business area. Each is a separate add-on with its own parent module — not an integration with this one.
Perfex Insight Workshop
$39. Requires Perfex Insight Pro and the Workshop Management module.