01What it is
Work history is a diary kept for an open job. An entry has a type (stage, material, photo, recommendation, warranty), a title, a description and one photo.
Each entry is either visible to the customer or internal. The printed vehicle diary includes only entries marked as visible to the customer.
- WORK STAGES
- What was done and when, with a photo.
- VISIBLE OR INTERNAL
- You decide on every entry.
- VEHICLE DIARY
- A printout for the customer in PDF.
02What it is for
The customer sees the work
Stage photos show what they pay for.
Restoration records
A vehicle diary as a keepsake or for selling the car.
Recommendations for later
What the customer should do at the next visit.
03Main options
Work history is the diary of the chosen job, the entry form and the printout.
Entries, newest first
Tiles: diary entries, visible to customer, internal.
- Date, type, title, description and photo
- Marked visible to customer or internal
A stage, material or recommendation
A title is required.
- Type: stage, material, photo, recommendation, warranty
- Description and one photo
- Visible in the customer diary, ticked by default
A vehicle diary in PDF
Company details, job, car, customer and entries.
- Entries visible to the customer only
- Print or save as PDF
04Tasks step by step
- STEP 1Open Modules › Workshop › Work history and pick the job.
- STEP 2Choose New entry, the Stage type, enter a title and add a photo.
- STEP 3Keep Visible in the customer diary ticked, or untick it for an internal entry.
- STEP 1Choose Print diary. The vehicle diary opens.
- STEP 2Choose Print / Save as PDF.
05Actions
The most common tasks in work history.
New entry
Stage, material, photo, recommendation or warranty.
Print diary
A vehicle diary in PDF.
06What it connects to
Choose a module to see how it connects to the diary.