Shop technology worksheet
Walk the shop. Find the friction.
Walk the shop, one workflow at a time.
Use this checklist to record what your team depends on during a normal working day. This is a planning worksheet, not a certification or a diagnostic test. Do not change equipment settings while collecting your notes.
For each item, record working / needs attention / unknown, the person who owns it, and the next question to answer. Copy these headings into your own notes or use your browser’s Print command.
Walk the shop one workflow at a time, from the front counter to the bays, and note what depends on what.
Front counter
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Workstations used for estimates, repair orders, scheduling, invoices
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Shop management software
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Printers and scanners used at the counter
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Recurring delays in the workflow
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Who can contact the software vendor?
Service bays and shared devices
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Devices in the bays
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Where do connections drop or apps lag?
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Does the issue follow a device, a location, or a time?
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Vendor requirements still unconfirmed
Phones, internet, and printing
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Internet provider and business contact
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Phone provider and business contact
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How do calls reach the counter, and where do unanswered calls go?
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Documents that depend on each printer
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Who coordinates a multi-vendor problem?
Accounts and business records
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Who approves new users and removes access when someone leaves?
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Systems that hold business records
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Who owns backups, and where are recovery instructions?
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When was recovery last checked?
Your answers stay in this browser only; nothing is sent to WOLFTRAXX SYSTEMS. When you are ready, start a conversation and bring the printed sheet.