The Service Management Training Program equips workshop teams with the knowledge and practical skills to effectively operate the Gold system for workshop management. Delivered as a structured, modular training programme, it focuses on configuration, operational workflows, and reporting to drive efficiency and financial visibility.
Workshop Training
Drive Efficiency in Every Job.
Why Choose This Training?
Practical, role‑focused training that helps Workshop teams improve scheduling, visibility and operational control, supporting more efficient service delivery and better customer outcomes in Gold.
What’s Included in This Training?
- – Overview of the Gold system
- – Navigation essentials
- – Keyboard shortcuts
- – User roles and access levels
- Setup of Workshop Control File (consumables, mileage, depot labour)
- Security level configuration (access control)
- Labour rate and employee cost setup
- Flat rates and kit parts management
- Job instructions and scheduler visibility
- Invoice types and categorisation (Retail, PDI, Warranty, Internal)
- Parts, wholegoods, and customer enquiry functions
- Use of the Links tab for customer insights
- Creating and managing retail jobs
- Best practices for job header fields
- Adding parts and labour
- Job story documentation
- WIP reporting and invoicing process
- Multi-invoice handling from single job card
- Insurance claims and flat rate invoicing
- Job header copying and resource transfer
- Labour adjustment methods
- Internal PDI budgeting
- Claim creation and reimbursement rates
- Financial impact and best practices
- Warranty enquiry and reporting
- Techniques for recalling invoices by customer, job, or invoice number
- WIP summary and detail reports
- Turnaround time tracking
- Workshop profitability and invoiced jobs
- Labour utilisation, efficiency, and analysis
Training Deliverables
- Clear understanding of efficient workshop processes and best practice in Gold
- Improved visibility and control over jobs, schedules and engineer workload
- Increased efficiency in day‑to‑day workshop operations and planning
Business Benefits
Participants and organisations will benefit from:
- Improved operational efficiency and data accuracy
- Enhanced visibility into workshop performance
- Better financial control through accurate labour and warranty tracking
- Empowered teams with practical system knowledge
