A Work Order represents one customer visit: the customer, vehicle, concerns, Jobs, quotes, invoices, and reports.

At check-in, select or add the customer and vehicle. Confirm their details and record the current mileage.

Record the customer’s concern. Visit reasons categorize the issues and recommend suitable Job templates, helping you identify the work needed.

Use Customer request for suggested Jobs and Service Packages addressing the concern. Use All to search for other work.

Due for this vehicle shows maintenance recommendations, intervals, and matching vehicle details. Review these with the customer alongside today’s concern.

Open Timeline to see services completed at this shop, overdue maintenance, and upcoming services. Use that history to explain recommendations and plan ahead.

Add templates or start from scratch. Create the Work Order, then use Jobs to add an inspection, repair, or service and fill in its details.

A Job is one piece of work within the visit, such as a brake inspection or an oil change. Keep separate tasks in separate Jobs so you can assign, schedule, and price each one. Each Job keeps its Work Steps, parts, labor, and supporting media together. Add a clear name, category, and technician instructions.

Work Steps break a Job into actions the technician can follow. Add them in the order the work should happen. A simple service may need only a few steps. A detailed inspection can use several checks, each with its own instructions and findings. Choose Read and confirm for instructions, Perform work for a task, or Inspect and record for a check that needs a result.

Once the Job is started, technicians record inspection findings and attach photos as evidence. Completing each Work Step updates the Job’s progress. Customer descriptions help explain the work in quotes, invoices, and reports.

Add parts with quantities and prices to the Job. Estimated labor hours help plan the schedule. Billable hours and the labor rate determine the labor charge, so review both before quoting.

In Totals, review charges across the visit. Add any applicable discounts and fees, then check the total.

Choose a technician and time for the Job. Use their calendar to find a slot. The scheduling modal shows availability and suggests alternatives. Estimated hours set the planned duration. Check availability before saving so the technician has time to complete the work. Check the start and end times, adjust the plan if needed, then save.

Use Documents to create quotes, invoices, and work reports. Next, Marcus follows the Job’s Work Steps and records the work.

AI-generated narration: OpenAI gpt-4o-mini-tts, voice Cedar.