Fill out the job code for every item worked on. (Number the Problem description and problem solution and job code if more than one repair per warranty claim) You may want to keep it to one claim per cart to simplify accounting. (The form limits to 2 items per cart anyway)
Total hours and total EV Labor are calculated automatically.
Parts Breakdown (you have room for 5 part numbers) Enter the EV part# and the retail price, the description and quantity, Input the EV Cost. The form will calculate automatically for each part line entered.
Total dealer retail and EV parts warranty amount will be calculated automatically.
Ditto for the sublet (Outside labor and materials) will be calculated automatically
Total Retail and HDK claim amount will be calculated.
The total retail is your opportunity sale. The HDK claim is the amount HDK will pay if you did the claim properly.
The difference between the account receivable set up by the claim number is your warranty expense. Your various departments have gotten credit for sales at full retail and the receivable it the amount it has theoretically cost you to have the EV dealership… The expense is automatically calculated at a 33% split amongst the sales, parts and service departments if you would like to record it in this manner.