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    Working on and completing a workshop job

    This article we will look at the options you have whilst working on a job and then the process to complete a job.

    In a previous article we have already gone through the scheduling of a job, this article picks up from having a job scheduled and open within the workshop module:


    You can then work on the job, amend the note as you go and use the add item or quick scan buttons to add any parts you use:

    If you need to order parts for the job, we would suggest adding the part, and then setting the time and date to be when you are expecting to be able to work on the job once the part has arrived.

    You can then click the Waiting Parts button; at this point, we would also recommend using the customer communication functionality to inform the customer of these changes:


    Clicking Waiting Parts adds the job to the Waiting on parts section on the right of the Module to enable you to keep an eye on those jobs in the same situation:

    Once the item has arrived you can start work on the job again, we would suggest clicking the Toggle On Hold status button to remove the job from the Waiting Parts section. You can then continue working on the job making sure that parts are added and notes updated as you proceed.

    To complete the job you will need to add a Quality Check initial in the QC box and assign yourself as the mechanic, you can then click the complete button.

    After this, we would suggest clicking the Request Tag button this will open another Browser tab with a job complete sheet, which you can then print, sign and tag on the bike to show it is complete:

    The Job will now show as green on the calendar to show it is complete. As long as a job has not been recalled and completed at the point of sale, you can go into the job again and click on the reopen button if more work needs to be done, for example if the customer called in to give you the go ahead for any recommendations you may have made.

    The following articles cover the rest of the workshop processes:




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