3.) Dashboard Operational Performance

Real-time visual indicators highlight critical workshop metrics, revenue trends, and daily appointment pipelines. Management utilizes these centralized insights to proactively balance technician workloads and rapidly resolve active operational delays.

Navigation : Vehicle Repair → Dashboard

4.) Dashboard Appointment Pipeline and Booking

Tracking incoming service requests provides clear visibility into appointment flows and customer demand. Analyzing historical trends and booking sources allows management to accurately forecast workload and optimize future scheduling capacity.

Navigation : Vehicle Repair → Dashboard

5.) Vehicle Brand Configuration

Administrators establish a standardized catalog of supported automobile manufacturers. Defining specific brands ensures consistent data entry during customer intake and facilitates accurate historical tracking of repair operations.

Navigation : Vehicle Repair → Configuration → Brands

6.) Vehicle Model Configuration

Administrators link specific vehicle models to their corresponding manufacturer brands within the central database. Maintaining this hierarchical data ensures accurate inventory matching and streamlines the customer vehicle registration process.

Navigation : Vehicle Repair → Configuration → Models

7.) Vehicle Fuel Types Configuration

Administrators catalog the standard energy sources compatible with serviced automobiles, such as diesel, hybrid, or electric. Standardizing these categories ensures accurate vehicle profiling during the initial intake and diagnostics workflow.

Navigation : Vehicle Repair → Configuration → Fuels

8.) Vehicle Parts Classification

Administrators define specific vehicle components and inspection points, categorizing them into standardized groups such as fluids, exterior, or under the hood. Establishing these elements builds the foundation for creating structured and thorough vehicle health check templates.

Navigation : Vehicle Repair → Configuration → Parts

9.) Vehicle Inspection Templates

Administrators create standardized evaluation forms to guide technicians through specific diagnostic routines. Defining these routines ensures consistent evaluation quality and structured data collection across different types of service visits.

Navigation : Vehicle Repair → Configuration → Inspection Template

10.) Inspection Template Configuration

Administrators build comprehensive diagnostic forms by grouping individual vehicle parts into categorized tabs. Structuring these evaluation points guarantees technicians perform thorough and standardized health checks on every serviced automobile.

Navigation : Vehicle Repair → Configuration → Inspection Template

11.) Quality Checklist Configuration

Administrators establish standardized operational procedures by defining specific tasks that staff must complete during repair workflows. Enforcing these mandatory steps ensures consistent service quality and mitigates operational oversight before returning automobiles to clients.

Navigation : Vehicle Repair → Configuration → Checklist Templates

12.) Repair Quality Checklist Definition

Managers outline specific actionable items required to verify completed work. Defining mandatory steps such as confirming complaints and capturing post-repair photographs enforces strict operational standards. This systematic approach guarantees consistent service delivery across all workshop activities.

Navigation : Vehicle Repair → Configuration → Checklist Templates

13.) Booking Appointments Configuration

Administrators designate the active operational days available for customer scheduling. Defining the weekly calendar ensures clients can only request service visits during established working hours, optimizing staff availability and preventing scheduling conflicts.

Navigation : Vehicle Repair → Configuration → Booking Appointments

14.) Daily Appointment Slot Configuration

Managers define precise time intervals for customer scheduling on specific operational days. Setting strict booking capacity limits per time block prevents workshop overallocation and ensures manageable daily intake volumes for the service teams.

Navigation : Vehicle Repair → Configuration → Booking Appointments

15.) Vehicle Scratch Report Templates

Administrators upload standardized digital wireframes representing different automobile body types. Associating these specific diagrams with corresponding vehicle brands ensures technicians always utilize the accurate visual canvas when documenting pre-existing exterior damage.

Navigation : Vehicle Repair → Configuration → Scratch Reports

16.) Scratch Report Diagram and Terms Setup

Managers define the specific visual wireframe for a vehicle category and establish mandatory legal terms and conditions. Binding these baseline agreements and diagrams to a brand guarantees standardized liability protection during the initial vehicle intake process.

Navigation : Vehicle Repair → Configuration → Scratch Reports

17.) Registered Vehicles Database

Staff maintain a comprehensive registry of all client automobiles actively serviced by the workshop. Centralizing vital mechanical specifications such as the VIN, transmission type, and fuel category guarantees accurate historical tracking and accelerates future diagnostic evaluations.

Navigation : Vehicle Repair → Vehicles

18.) Individual Vehicle Profile and History

Staff maintain a comprehensive digital profile for each registered automobile, capturing vital mechanical specifications, ownership details, and continuous odometer logs. This centralized record provides instant access to a vehicle's complete service history including all past bookings, inspections, and repairs equipping technicians with the historical context needed for accurate ongoing maintenance.

Navigation : Vehicle Repair → Vehicles

19.) Vehicle Services Catalog Management

Administrators curate a comprehensive catalog of standardized repair offerings provided by the workshop. Linking specific tasks to baseline service charges and internal product codes ensures consistent pricing and rapid quote generation during customer intake and invoicing procedures.

Navigation : Vehicle Repair → Services

20.) Individual Service Configuration

Administrators detail the specific parameters for an individual repair offering. Establishing a fixed service charge and linking it to a corresponding internal product ensures accurate billing and consistent financial tracking for specific maintenance tasks, such as a brake pad replacement.

Navigation : Vehicle Repair → Services

21.) Spare Parts Inventory Management

Administrators maintain a centralized catalog of physical components and consumable materials required for vehicle maintenance. Establishing a visual database with standardized pricing ensures accurate cost estimation, streamlined inventory tracking, and seamless billing for parts utilized during repair operations.

Navigation : Vehicle Repair → Spare Parts

22.) Spare Part Product Configuration

Administrators define specific financial and logistical parameters for individual inventory items. Explicitly designating a product via the "Vehicle Spare Part" checkbox ensures it is accurately categorized and seamlessly integrated into the repair module's workflow. This comprehensive profile manages sales pricing, tax calculations, and real-time stock tracking to facilitate accurate invoicing and timely replenishment.

Navigation : Vehicle Repair → Spare Parts

23.)Workshop Teams Management

Administrators organize service personnel into specialized working groups based on technical expertise, such as mechanical repair or electrical diagnostics. Assigning clear leadership to each unit ensures accountability and facilitates the efficient routing of complex service jobs to the appropriate workshop specialists.

Navigation : Vehicle Repair → Teams

24.) Individual Team Configuration

Administrators detail the composition and leadership of specialized workshop units. By assigning a responsible manager and adding specific staff members to a defined team profile, managers establish clear reporting lines and streamline the delegation of relevant service tasks.

Navigation : Vehicle Repair → Teams

25.) Customer Directory Management

Staff maintain a centralized registry of all individual clients and corporate accounts. Managing comprehensive contact records, billing addresses, and associated communication histories ensures seamless service coordination and personalized relationship tracking across the workshop.

Navigation : Vehicle Repair → Customer

26.) Online Vehicle Service Request Portal

Customers initiate their workshop visits through a dedicated web portal. By selecting their required service type, such as a targeted inspection or specific repair work, clients can easily submit their vehicle details and schedule appointments directly into the workshop system.

Navigation : Website → Vehicle Request

27.) Vehicle Details Submission

Customers provide specific details about the automobile requiring service during the second phase of the online booking process. By selecting a previously registered car or inputting comprehensive specifications for a new entry, clients ensure workshop staff receive accurate mechanical information before the scheduled appointment.

Navigation : Website → Vehicle Request

28.) Appointment Scheduling and Issue Documentation

Customers secure their workshop visit by selecting a preferred date and available time slot during the third phase of the online booking process. By uploading relevant diagnostic photographs and detailing specific mechanical complaints in the service notes, clients supply technicians with critical preliminary context before the physical intake occurs.

Navigation : Website → Vehicle Request

29.) Customer Details and Booking Confirmation

Customers finalize their online appointment by verifying their personal contact information and reviewing a comprehensive summary of their scheduled service. Submitting this final form instantly transmits the request to the workshop's centralized system, formally initiating the service intake process.

Navigation : Website → Vehicle Request

30.) Booking Confirmation and Record

Customers receive a comprehensive digital confirmation immediately following the successful submission of their service request. This centralized summary serves as a definitive appointment itinerary, detailing the scheduled time slot, provided vehicle specifications, and reported mechanical issues while granting clients the ability to review, track, or cancel their upcoming workshop visits.

Navigation : Website → Vehicle Request → My Bookings

31.) Repair Request Tracking

Customers can independently monitor the status of their submitted service appointments through a dedicated tracking interface. By entering their unique booking reference alongside verifying contact details, clients gain secure, real-time visibility into their request's progress without needing to contact workshop staff directly.

Navigation : Website → Vehicle Request → Track Request

32.) Centralized Service Bookings Dashboard

Workshop staff utilize a centralized management dashboard to oversee all incoming appointment requests. Displayed in a visual card format, this interface provides immediate oversight of customer details, scheduled dates, and specific service requirements, allowing managers to efficiently process online inquiries, track overall workshop intake, and toggle between various data views.

Navigation : Vehicle Repair → Bookings

33.) Booking Vehicle Verification and Registration

Workshop staff review comprehensive details for individual service appointments submitted via the online portal. When a customer requests maintenance for an unregistered automobile, managers can utilize the vehicle details section to instantly register the new car into the centralized database, ensuring all mechanical specifications are accurately captured before generating an official inspection card.

Navigation : Vehicle Repair → Bookings

34.) Inline Vehicle Registration

Workshop staff utilize a rapid-entry modal to instantly register undocumented automobiles directly from a pending service appointment. This streamlined interface captures essential mechanical specifications and ownership details, ensuring the new vehicle profile is permanently saved to the centralized database and immediately linked to the customer's current booking for seamless processing.

Navigation : Vehicle Repair → Bookings

35.) Booking Progression and Inspection Initiation

After successfully linking a registered vehicle to the customer's online appointment, workshop staff transition the request into the active service workflow. By triggering the creation of an inspection card, managers convert the preliminary booking details and reported issues into an actionable diagnostic framework for the technical team to begin their physical evaluation.

Navigation : Vehicle Repair → Bookings

36.) Linked Inspection Access

Once an inspection card is successfully generated from an active service appointment, the system automatically links the new diagnostic record to the original booking profile. Workshop staff can utilize the designated "Inspections" smart button at the top of the interface to instantly navigate to the associated evaluation phase and track the technician's findings.

Navigation : Vehicle Repair → Bookings

37.)Active Inspection Dashboard

Workshop staff utilize a centralized, Kanban-style dashboard to monitor and manage all ongoing vehicle diagnostic evaluations. Displayed as visual job cards, this interface provides immediate oversight of specific vehicle details, current operational statuses (such as New, In Progress, or Completed), and linked customer profiles, enabling efficient tracking and prioritization of the technical workflow.

Navigation : Vehicle Repair → Job Cards → Inspection

38.) Vehicle Inspection Execution

Technicians utilize a detailed digital job card to conduct structured automotive evaluations. Consolidating the original booking context, vehicle specifications, and customer information into a single view, this comprehensive interface allows staff to apply standardized inspection templates, systematically record diagnostic findings across various mechanical categories, and officially commence the physical assessment workflow.

Navigation : Vehicle Repair → Job Cards → Inspection

39.) Vehicle Odometer History Update

During the preliminary stages of an active inspection, technicians can seamlessly record the vehicle's current mileage directly from the job card. selecting the designated "Update History" button triggers a secure confirmation prompt to prevent accidental data entry. Proceeding with this update ensures the automobile's permanent database profile accurately reflects its real-world usage, providing critical context for warranty validation and future maintenance recommendations.

Navigation : Vehicle Repair → Job Cards → Inspection

40.) Odometer Update Confirmation

Following the confirmation of the new mileage entry, the system provides immediate visual feedback to the technician. a prominent success animation temporarily overlays the active job card, confirming that the vehicle's odometer history has been successfully updated and securely recorded in the centralized database.

Navigation : Vehicle Repair → Job Cards → Inspection

41.) Inspection Card Configuration and Templating

Before commencing the physical evaluation, technicians configure essential parameters within the digital inspection card. this setup includes verifying active warranty coverage, confirming the updated odometer reading, and establishing the appropriate billing structure (such as flat-rate charges) for the diagnostic service. Crucially, selecting a standardized inspection template automatically generates the necessary evaluation categories such as exterior, interior, and under-hood checkpoints ensuring a structured, comprehensive, and consistent assessment process.

Navigation : Vehicle Repair → Job Cards → Inspection

42.) Detailed Part Condition Assessment

During the physical evaluation, technicians can drill down into specific vehicle components using a dedicated detailed entry modal. when assessing an individual item like "Headlight Operation," staff can assign a standardized, color-coded condition rating—such as OK, Future, or Immediate attention while simultaneously adding descriptive notes and uploading photographic evidence to thoroughly document the current state of each inspected part.

Navigation : Vehicle Repair → Job Cards → Inspection

43.) In-Progress Inspection Workflow

Once the physical evaluation commences, the digital job card officially transitions into the active "In Progress" state. Technicians systematically navigate through the pre-configured assessment tabs such as the designated "Interior" section to log the condition of specific internal components like horn operation. After completing the comprehensive checklist across all vehicle areas and securing the necessary authorization signatures, staff can submit the finalized diagnostic findings for formal management review.

Navigation : Vehicle Repair → Job Cards → Inspection

44.) Vehicle Fluids Inspection

Within the digital job card, technicians systematically assess critical vehicle maintenance areas to ensure optimal performance.staff utilize the "Vehicle Fluids" tab to perform a standardized health check on essential systems, specifically documenting the current levels and condition of the engine oil and brake fluid. By logging these parameters, technicians provide a clear overview of the vehicle's fluid health, helping identify necessary top-offs or system flushes required during the maintenance visit.

Navigation : Vehicle Repair → Job Cards → Inspection

45.) Tire Condition and Pressure Management

Technicians utilize a specialized data entry modal to perform comprehensive tire assessments. This interface allows staff to accurately document critical metrics, specifically recording the incoming tire pressure and the adjusted pressure level after service. Additionally, technicians evaluate the current tire tread depth, provide a descriptive assessment of the physical condition, and assign a standardized, color-coded health rating to determine if immediate attention is required.

Navigation : Vehicle Repair → Job Cards → Inspection

46.) Visual Documentation Management

Technicians utilize a dedicated image repository within the digital job card to systematically compile visual evidence gathered during the vehicle inspection. this interface allows staff to upload and categorize photographic documentation such as snapshots from the under-vehicle chassis inspection, brake system checks, tire tread measurements, and engine compartment overviews providing a comprehensive, clear, and auditable visual record of the vehicle's condition to support diagnostic findings and maintenance recommendations.

Navigation : Vehicle Repair → Job Cards → Inspection

47.) Photographic Documentation and Diagnostic Evidence

Technicians utilize the dedicated "Images" tab to maintain a clear and verifiable visual record of the entire automotive inspection process. This centralized gallery allows staff to systematically organize and display photographic evidence for critical diagnostic checkpoints, such as under-vehicle chassis conditions, brake system integrity, tire tread measurements, and engine compartment overviews. By maintaining this visual audit trail, the workshop ensures transparency, facilitates comprehensive technical reporting, and provides customers with visual confirmation of the vehicle's maintenance requirements.

Navigation : Vehicle Repair → Job Cards → Inspection

48.) Vehicle Body Damage Reporting

To ensure transparency regarding a vehicle's exterior condition upon arrival, technicians utilize a dedicated "Scratch Report" module. This feature provides a comprehensive diagram of the passenger car body, allowing staff to select the "DRAW SCRATCHES" tool to visually map any pre-existing dents, scratches, or other body damage directly onto the digital vehicle map. By documenting this information at the time of workshop intake, the repair facility establishes a clear, verified record of the vehicle's condition, protecting both the customer and the workshop.

Navigation : Vehicle Repair → Job Cards → Inspection

49.) Interactive Scratch Editor

The scratch editor provides a specialized interface for technicians to perform precise documentation of vehicle body damage. By utilizing drawing tools within this modal, staff can graphically mark specific areas on the vehicle's body diagram, such as circling dents or outlining scratched panels. Once the markings are complete, clicking "SAVE MAP" updates the permanent record, ensuring an accurate visual representation of the car's exterior condition is securely stored for the service intake process.

Navigation : Vehicle Repair → Job Cards → Inspection

50.) Finalized Scratch Report

Once the technician saves the damage mappings in the scratch editor, the system confirms the action with a "Saved successfully" notification. The updated passenger car body diagram, now clearly displaying the documented scratches and damage, is permanently embedded within the "Scratch Report" section of the inspection job card. This finalized map serves as an official, verified record of the vehicle's exterior condition at the time of intake.

Navigation : Vehicle Repair → Job Cards → Inspection

51.) Communicating Inspection Results

After successfully completing the comprehensive vehicle evaluation, workshop staff can utilize the "Send Mail" functionality to directly share the final inspection report with the customer. This streamlined communication tool pulls all relevant diagnostic data, documented conditions, and photographic evidence from the job card, ensuring the customer is promptly informed of their vehicle's status, necessary maintenance, or any urgent repair recommendations identified during the inspection process.

Navigation : Vehicle Repair → Job Cards → Inspection

52.) Automated Inspection Report Dispatch

The system provides an integrated email composition interface designed to facilitate seamless communication with customers regarding their vehicle's service status. This modal allows users to draft professional emails, which are automatically populated with relevant inspection summaries, while also including a comprehensive, system-generated PDF report as an attachment. By providing a clear and direct channel for sharing diagnostic findings, this feature enhances transparency and allows customers to review the technical assessment and any recommended actions directly from their own devices.

Navigation : Vehicle Repair → Job Cards → Inspection

53.) Formal Inspection Review and Management Approval

Once a technician submits the completed inspection, the job card transitions into the "In Review" stage. In this phase, management or service advisors can evaluate the comprehensive report, including the technician's findings, attached imagery, and any customer observations. The activity log maintains a complete history of the communication workflow, documenting the inspection report that was sent to the customer for their review. Based on this thorough assessment, management can officially "Approve" the findings to proceed with necessary repairs or adjustments, ensuring a seamless continuation of the service process.

Navigation : Vehicle Repair → Job Cards → Inspection

54.) Inspection Approval and Invoice

Upon management's successful review and approval of the completed diagnostic findings, the job card progresses to the final billing phase. Workshop staff can then select the dedicated action to create an invoice, which formally captures the applicable service charges associated with the vehicle health assessment and transitions the record toward project completion.

Navigation : Vehicle Repair → Job Cards → Inspection

55.) Draft Invoice

Following the creation of an invoice from the approved inspection job card, the system generates a draft document for final review and verification. This interface allows service administrators to confirm all billing details, such as the customer information, quantity of service performed, and the total amount due, before formally posting the invoice to the accounting system. This intermediate stage ensures accuracy in financial documentation and provides an opportunity to make any necessary adjustments before finalization.

Navigation : Vehicle Repair → Inspection → Invoice

56.) Completed Inspection and Post-Service Workflow

With the inspection finalized and the job card status updated to "Completed," the diagnostic phase is concluded. The system now provides clear pathways to initiate subsequent service actions directly from the job card. Users can seamlessly access the generated "Invoice" for billing purposes or trigger the creation of a "Repair Card" to address any maintenance issues identified during the diagnostic assessment.

Navigation : Vehicle Repair → Job Cards → Inspection

57.) Integrated Repair Management

Following the completion of the diagnostic inspection, the system provides direct visibility into associated service activities. the job card interface now features a "Repairs" smart button, indicating that one or more repair tasks have been initiated based on the inspection findings. This integrated link allows technicians and service advisors to seamlessly navigate from the completed inspection to the corresponding repair card, facilitating a streamlined transition from diagnostic assessment to active vehicle maintenance.

Navigation : Vehicle Repair → Job Cards → Inspection

58.) Repair Job Card Overview

The "Repair Job Cards" interface provides a centralized dashboard for managing all active and historical vehicle repair requests. this view allows service teams to efficiently filter and monitor job cards by their current status, customer, or specific vehicle details. Each entry in the list provides critical data at a glance, including the reference number, intake date, assigned customer, and the current progress of the repair, enabling workshop managers to streamline operations and ensure timely service delivery.

Navigation : Vehicle Repair → Job Cards → Repair

59.) Repair Job Card Initiation

The initiation of a repair job card marks the beginning of the formal maintenance process for a vehicle, following the findings established during the initial inspection. This digital record consolidates essential information, including detailed customer observations, vehicle specifications, and booking details, ensuring that the service team has a comprehensive understanding of the reported issues. Upon creation, the job card is set to a "New" status, providing an organized foundation for service team assignment, diagnostic assessment, and subsequent repair actions.

Navigation : Vehicle Repair → Job Cards → Repair

60.) Managing Vehicle Spare Parts

Within the repair job card, the "Vehicle Spare Parts" tab serves as a critical module for managing the components required for a specific vehicle repair. This section allows technicians and service advisors to itemize all necessary parts, such as brake cleaner and front brake pad sets, accurately defining quantities, unit prices, and line-item subtotals. By maintaining this detailed inventory list, the system ensures precise parts tracking, accurate cost estimation, and seamless integration with the final repair invoice.

Navigation : Vehicle Repair → Job Cards → Repair

61.) Visual Documentation in Repair Job Cards

The "Images" tab within a repair job card provides a centralized repository for maintaining photographic evidence throughout the maintenance process. This feature allows technicians to systematically upload and display essential visual documentation, such as images of the brake system and pad wear or an overview of the engine compartment. By keeping these records directly attached to the repair job, the workshop ensures a clear, verifiable audit trail that supports technical assessments and enhances communication with customers regarding their vehicle’s repair status.

Navigation : Vehicle Repair → Job Cards → Repair

62.) Scratch Report Documentation in Repairs

The "Scratch Report" tab within a repair job card maintains the visual record of a vehicle's exterior condition established during the initial intake process. This section displays the finalized passenger car body diagram, which includes any pre-existing dents, scratches, or body damage mapped by technicians using the "DRAW SCRATCHES" tool. By retaining this documented map throughout the repair phase, the workshop ensures transparency and consistency regarding the vehicle's external state from the point of entry through the completion of all service tasks.

Navigation : Vehicle Repair → Job Cards → Repair

63.) Service Assignment and Management

The "Services" tab within the repair job card allows users to define, assign, and track the specific maintenance tasks required for a vehicle. By designating a service team and individual technicians for each line item, staff can effectively organize labor requirements and convert these services into actionable tasks for real-time progress monitoring.

Navigation : Vehicle Repair → Job Cards → Repair

64.) Task Integration and Management

The repair job card includes an integrated task management feature that allows users to seamlessly navigate to specific service assignments. Once services are converted into tasks, the interface provides a "Tasks" smart button at the top, while the "Services" tab includes an "Open Task" link for each individual service line item. This functionality enables technicians to directly access and update the status, progress, and technical details of each assigned task from within the central repair job record.

Navigation : Vehicle Repair → Job Cards → Repair

65.) Individual Repair Task Management

The repair task interface provides technicians with a granular view of specific maintenance assignments. This dedicated view displays critical task-level information, including the associated repair job card, assigned service, responsible team, vehicle details, and relevant customer observations. By centralizing this data, the system ensures that assigned technicians have immediate access to the necessary context required to perform the requested maintenance accurately and efficiently.

Navigation : Vehicle Repair → Job Cards → Repair

66.) Vehicle Details in Repair Task

The "Vehicle Details" tab within the individual repair task interface provides a comprehensive snapshot of the vehicle and customer information directly associated with the service. This section ensures that technicians have instant access to key vehicle data, including make, model, registration, VIN, and current odometer reading, all of which are automatically synchronized from the linked repair job card to ensure consistency and accuracy throughout the repair process.

Navigation : Vehicle Repair → Job Cards → Repair

67.) Spare Parts Management in Repair Task

The "Spare Parts to be Used" tab within the repair task interface provides a clear, itemized list of components required to complete the specific service assignment. Technicians can view necessary parts such as brake cleaner and front brake pad sets along with their respective quantities, unit prices, and sub-totals, ensuring they have the correct inventory ready to perform the repair efficiently.

Navigation : Vehicle Repair → Job Cards → Repair

68.) Commercial Summary and Sales Order Management

The "Commercial Summary" tab within the repair job card provides a comprehensive financial overview of the repair project. This section consolidates the total costs for services and parts, providing a clear breakdown of the financial obligations, culminating in the "Grand Total" for the repair work. Additionally, this interface facilitates the management of the associated sales order, allowing service administrators to update or confirm the order status directly, ensuring that financial documentation remains aligned with the technical progress of the job.

Navigation : Vehicle Repair → Job Cards → Repair

69.) Job Card Process Integration

The repair job card interface provides centralized access to key workflow components, including sales orders, assigned tasks, and deliveries, through integrated smart buttons at the top of the screen. These indicators allow service staff to instantly monitor the project's financial, operational, and logistics status, facilitating seamless management and navigation between related records throughout the diagnostic and repair lifecycle.

Navigation : Vehicle Repair → Job Cards → Repair

70.) Integrated Sales Order Overview

The system seamlessly integrates confirmed sales orders directly with their corresponding repair job cards, displaying a detailed itemization of all requested services and required spare parts. This comprehensive view provides service administrators with real-time financial tracking, detailing billable quantities, applied taxes, and total amounts, while offering direct actions to generate final customer invoices once the repair is completed.

Navigation : Vehicle Repair → Job Cards → Repair

71.) Inventory Delivery Order Validation

The system automatically generates an outbound delivery order linked to the confirmed sales order and repair job card to manage the physical allocation of required spare parts. This inventory interface allows warehouse personnel to verify product availability, track demanded quantities against on-hand stock, and officially validate the transfer of materials. By processing this operation, the system ensures that specific components are accurately deducted from inventory and seamlessly supplied to the technicians for the active vehicle repair project.

Navigation : Vehicle Repair → Job Cards → Repair

72.) Diagnostic Phase and Checklist

During the active "In Diagnosis" phase of the repair process, technicians can utilize the integrated "Checklists" tab to ensure all required procedures and quality checks are systematically completed. This feature allows service staff to follow standardized templates and log specific notes against each mandated task, such as explaining the finalized work to the customer. By thoroughly documenting and checking off these items, the team maintains a structured workflow and ensures that all necessary operational steps are verified before submitting the job card for final supervisor inspection.

Navigation : Vehicle Repair → Job Cards → Repair

73.) Managing On-Hold Repair Jobs and Progress

When a vehicle repair requires a temporary pause in service, staff can transition the job card into an "On Hold" status, clearly pausing the active workflow progression. During this interruption, users can consult the "Job Progress" tab to review comprehensive historical logs of diagnostic findings, detailed repair work notes, and specific hold information, before utilizing the primary "Resume" button to actively continue the maintenance operations.

Navigation : Vehicle Repair → Job Cards → Repair

74.) Submitting for Supervisor Inspection

Once all diagnostic assessments and active repair tasks are fully documented within the job progress tab, technicians can utilize the "Submit for Supervisor Inspection" button to advance the workflow. This critical action routes the comprehensive job card to management for a final quality assurance review, ensuring all service standards and safety protocols have been met before the vehicle is cleared for final completion.

Navigation : Vehicle Repair → Job Cards → Repair

75.) Task Completion Validation

The system enforces strict workflow dependencies to ensure all repair activities are fully finalized before managerial review. If a user attempts to submit a job card for supervisor inspection while active service tasks remain incomplete, an "Invalid Operation" warning is triggered, prompting the technician to resolve all open assignments before advancing the project status.

Navigation : Vehicle Repair → Job Cards → Repair

76.) Completing Individual Service Tasks

To fulfill workflow dependencies and allow a job card to proceed to managerial review, technicians must actively update the status of their assigned work. Once a specific service assignment, such as a brake pad replacement, is finished, the assignee clicks the "Done" stage in the task's top status bar to mark it as completed. Finishing all associated tasks clears the system's validation constraints, ensuring accurate tracking of labor progress and project readiness for final inspection.

Navigation : Vehicle Repair → Job Cards → Repair

77.) Successful Submission for Supervisor Inspection

After verifying that all assigned service tasks reflect a "Done" status within the Services tab, the system's workflow constraints are cleared. Technicians can now successfully execute the "Submit for Supervisor Inspection" action without triggering validation errors, officially advancing the job card to the management review phase for final quality assurance.

Navigation : Vehicle Repair → Job Cards → Repair

78.) Invoice Creation During Supervisor Review

While a repair job card is in the "In Supervisor Inspection" phase, authorized personnel can generate the final billing documentation before officially closing the job. By selecting the "Create Invoice" button, the system consolidates all completed service charges and consumed spare parts costs into a formal invoice, ensuring the financial records are prepared for the customer prior to final approval.

Navigation : Vehicle Repair → Job Cards → Repair

79.) Draft Customer Invoice Review

Generating an invoice transitions the system to a draft customer invoice view, directly linked to the originating repair job card. This interface displays a comprehensive itemization of all completed repair services and utilized spare parts, along with applicable taxes and final calculated totals. In this "Draft" stage, administrative staff can review the financial details and payment terms for accuracy before utilizing the "Confirm" action to officially post the invoice for customer billing.

Navigation : Vehicle Repair → Job Cards → Repair

80.) Approving Job Card Completion

During the final supervisor review, management can quickly access and verify financial documentation using the newly populated "Invoices" smart button at the top of the job card. Once all quality checks and billing reviews are satisfied, authorized personnel utilize the "Approve Completion" button to officially finalize the repair process and transition the project's status to fully completed.

Navigation : Vehicle Repair → Job Cards → Repair

81.) Finalized Job Card and Completed Status

pon receiving final supervisor approval, the repair job card formally transitions into its "Completed" stage, prominently marked by a green confirmation ribbon in the upper right corner. This finalization archives the service record, providing a comprehensive and historical log of all diagnostic activities, executed service tasks, status transitions, and associated financial documentation for future reference and transparent customer handovers.

Navigation : Vehicle Repair → Job Cards → Repair

82.) Printing Vehicle Inspection Reports

Once an inspection job card reaches the completed stage, users can generate a formal document detailing the assessment by accessing the action menu and selecting "Print," followed by "Vehicle Inspection." This feature creates a comprehensive digital or physical record of the vehicle's diagnostic results, serving as an official summary for customer handover or internal administrative filing.

Navigation : Vehicle Repair → Job Cards → Inspection

83.) Generated Vehicle Inspection Report

The system generates a comprehensive, multi-page vehicle inspection report that serves as an official, printable record of the complete diagnostic assessment. This document clearly categorizes findings across different vehicle areas, using standardized status indicators to highlight components requiring immediate or future attention. Providing this detailed summary ensures full transparency with the customer regarding their vehicle's health and any necessary repair recommendations.

85.) Generated Vehicle Scratch Report

The system generates a detailed Vehicle Scratch & Condition Report that serves as a formal visual record of the vehicle's exterior condition upon intake. This document features a clear vehicle diagram with specific annotations highlighting any pre-existing damage, ensuring complete transparency and protecting the service center from liability. Providing this printable record offers a comprehensive visual summary for customer handover and internal filing.

87.) Generated Vehicle Repair Report

The system generates a comprehensive, multi-page Vehicle Repair Report that serves as an official, printable record of the completed service. This document clearly details all job card information, initial customer observations, and the specific repair services executed by assigned technicians alongside their completion status. Providing this extensive summary ensures full transparency with the customer regarding the work performed and functions as a formal historical record for internal archiving and client handover.

89.) Generated Vehicle Condition & Scratch Report

The system generates a detailed Vehicle Condition & Scratch Report directly from the repair job card. This document serves as a formal visual record of the vehicle's exterior condition, featuring a clear diagram with specific annotations that highlight any pre-existing damage. Providing this printable record offers a comprehensive visual summary for customer handover and ensures transparent documentation upon completion of the repair services.

Navigation : Vehicle Repair → Job Cards → Repair

90.) Printing Vehicle Details Reports

Administrators can generate a comprehensive document summarizing a specific registered vehicle's profile by accessing the action menu on the vehicle record and selecting "Vehicle Details Report" under the print options. This action creates a formal physical or digital record of the vehicle's master data, including its specifications, assigned customer, and logged odometer history. Providing this detailed summary ensures quick access to essential vehicle information for internal administrative reference or direct customer inquiries.

Navigation : Vehicle Repair → Vehicle

91.) Generated Vehicle Details Report

The system generates a structured Register Vehicle Details report that serves as an official, printable summary of a specific vehicle's profile within the system. This document clearly organizes essential master data, including the assigned customer, VIN, and technical specifications, alongside a chronological log of its documented odometer history. Providing this standardized record ensures easy access to vital vehicle information for physical filing, administrative reference, or direct customer inquiries.