01What it is
A job is a repair or service carried out for a customer and their car. It has a number, deadline, location, workshop modules, a calculation of items and a work list assigned to employees and workstations.
A job moves through statuses: Scheduled, In progress, On hold, Ready for pickup, Closed or Cancelled. The Quote status belongs to Quotes, so those records do not appear on the job list.
The In-house project type is for workshop work without a customer, for example preparing a car for sale. Settlements cover customer jobs only.
- QUICK JOB
- Registration number and phone: car and customer found or added by themselves.
- CALCULATION AND WORK
- Catalogue items and a work list with hours and employees.
- CUSTOMER KEPT INFORMED
- A repair status link and an e-mail when the car is ready.
02What it is for
Check-in in a minute
A quick job needs only the registration number and phone.
Fewer phone calls
The customer checks the repair status and photos through the workshop link.
Margin on every job
People with access to finance see own cost, value for the customer and margin.
No overwriting
If someone else saved the job in the meantime, your save is stopped with a message.
03Main options
The job card has tabs: Overview, Job economics (for people with access to finance), Calculation, Work list, Photos and Inspections. The four used most often are described below.
Status, car and customer, upcoming work
Status changes, the customer link and the key job details.
- Job status with a Save status button
- Status link for the customer
- Car and customer: VIN, engine, mileage, sales document
- Latest calculation items and upcoming work
Parts, services and labour
Items from the catalogue (product, service, labour, tool) or typed in.
- Show this item on the customer quote
- Deduct the material from stock or Reserve for this job
- VAT rate and warranty in months
- A measurement document on the item (PDF or photo)
Who, where and how many hours
Job tasks with a work type, employee and workstation.
- Work type (required), employee, workstation
- Rate band and hours
- Supplier for external work
Photos from the repair
Photos tagged with a repair stage, some of them visible to the customer.
- A stage on every photo
- Show the customer on the status page
04Tasks step by step
- STEP 1Open Modules › Customers › Jobs and choose Quick job.
- STEP 2Enter the registration number and phone. Name, service, make and model can be added right away.
- STEP 3The app finds the car by registration number and the customer by phone, and adds whatever is missing.
- STEP 1Choose New job. The form opens once there are customers, vehicles and VAT rates in the system.
- STEP 2Enter the job name and location, pick the type, customer and vehicle, the planned deadline and workshop modules.
- STEP 3Save. The job gets the Scheduled status.
- STEP 1On the job card, Overview tab, create the status link for the customer. The customer needs an e-mail and the car a registration number.
- STEP 2The customer opens the page with their e-mail and registration number. They see the stages, the promised date and photos marked for them.
- STEP 3The link is valid for 180 days. A new link cancels the previous one.
- STEP 1Change the job status to Ready for pickup. A customer with job communication consent gets an e-mail that the car is ready.
- STEP 2After pickup set the status to Closed. Parts reservations for the job are released.
- STEP 3Settle the job in Modules › Finance › Settlements.
05Actions
The most common tasks around a job.
Quick job
Registration number and phone, the rest later.
New job
The full form with customer, car and modules.
Status link
A repair status page for the customer.
Print for the customer
The customer printout; internal printout and settlement for people with access to finance.
CSV export
Jobs from the current filter in one file.
06What it connects to
Choose a module to see how it connects to the job.
Quotes
An accepted quote becomes a job with its items and work plan.
Go to the topicQuotesCheck-in and handover
The job card leads to the inspection and handover of the car.
Go to the topicCheck-in and handoverParts reservations
A calculation item can reserve a part from stock.
Go to the topicParts reservationsCustomer approvals
The customer approves a scope extension through a link.
Go to the topicCustomer approvalsSettlements
A job ready for pickup or closed waits for settlement.
Go to the topicSettlements