Why Service Managers Should be Estimating, Not Quoting

By John Dowling – Equipment World – February 25, 2025

The Service by the Boxes methodology is a set of core values, fundamentals, or perhaps foundational principles. It aims to decrease the number of days a work order takes to close, increase technician recovery, and increase technician billing efficiency.

The Service by the Boxes methodology proposes that the service process can be divided into as few as 10 distinct stages, which I prefer to refer to as boxes. Thus, the title of my first book is “first book is “Service by the Boxes.” Additionally, this methodology indicates that specific actions must be completed to move the work order to the next box; without these actions, there is a risk that the work order could be prolonged or, in the worst-case scenario, may stagnate. And the dealership will have to write it off. Furthermore, accountability is crucial for the success of the Service by the Boxes methodology. One individual at the dealership must be responsible for each required action; without accountability, the successful implementation of Service by the Boxes in a service department is unlikely. 

These three fundamental values or principles will enhance a dealership’s profitability and cash flow. This approach is also simple, understandable, and accountable.

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