02 — The board
The shop, in one list.
Pending, diagnostic, waiting for parts, in repair, ready,
canceled. Filter to your jobs or the unassigned ones. Put an
advisor on a ticket when the client should have one contact, and
a technician on the bench. Archive when it is done. Cancel needs
a reason; you can reopen it.
On the ticket
Parts, hours, and the number you quoted.
Line items move from needed to ordered, received, and
installed. Ordered lines keep the vendor and the PO, and stay
on the shop side. The client only sees "part expected
Thursday". Labor is a timer or a typed hour count. On Pro and
Business, a catalog job fills the name, the rate, and the
default hours.
- Needed
- Ordered
- Received
- Installed
Inspection
The client answers each finding.
The technician writes findings with photos, labor hours, and
a part marked OEM, genuine, or aftermarket with an arrival
date. The advisor sends them. The client approves, declines,
or asks a question on each one. Declined findings stay on the
record. The invoice is the approved set only.
-
Front brake pads
Approved
-
Rear tires
Declined
-
Control arm bushing
Question
Vehicles
The vehicle is the record.
WAUZZZ4G6NN012345
A customer owns vehicles, and visits hang off them, so history
follows the VIN or serial, not a typed string. Cars, motorcycles,
trucks, boats, and bench jobs. The camera fills the identifier.
Intake photos and the signed condition report start every visit
from a known baseline.
Estimates
Versions, tax, and a deposit.
Each approval signs a version of the estimate. A later finding
or extra work is a new version, and the old total stays as
approved. Set a tax rate for the shop. Ask for a deposit on the
approved amount, record it when it is paid, and the invoice
shows the balance.
Scan
VIN, serial, or the shop tag.
JYARN07E59A001234
The camera fills the identifier. A tag printed as
RO:{id} opens that ticket. Several
matches show a picker. Typing still works.
Paperwork
Files the shop actually hands over.
- Work order
- Intake sheet
- Invoice
- Pickup receipt
- Asset tag
Pro and Business generate them. Invoices carry a running
number and the shop's tax. Clients download the invoice and
the pickup receipt. The rest stays in the shop.
Stock
A catalog tied to the job.
On paid plans, link a line to a parts item. The shelf count
drops when that part is pulled from stock onto the job. A
vendor order that later arrives does not take from the shelf.
A labor catalog holds named jobs, an hourly rate, and default
hours. Search repairs, customers, and parts from one field.
Crew
Seats, roles, and more than one shop.
Invite staff, set admin or technician, and revoke access. Put
any team member on a repair as the client's advisor, or leave
it open. Free includes 2 seats, Pro 100, Business unlimited. A
person can join more than one shop, up to the plan.
Snapshot
The mix, overdue, and how long jobs take.
Counts by status, jobs past the estimate, completed this week,
and average turnaround. On paid plans, a low-stock signal from
the catalog shows up here too.
- Overdue1
- Ready1
- 7-day$4,280
- Avg1.8 d
Schedule
Who is on the bench, and when.
A block is a repair, a person, and a start and end. Each person
has one block at a time. Booking an unassigned ticket assigns
them. Pick the next open slot in that person's hours. The shop
sets a timezone and open hours. A blank day is closed. A
technician's own week overrides the shop.
- Mon10–1
- Tue9–12
- WedClosed
- Thu2–5
- Fri10–1