Managing job cards

Create a job card

1. Go to Job Cards in the sidebar, then select “Add job” (or the new-job button).
2. Choose the vehicle the job is for.
3. Pick the Job type (these come from your configured job types).
4. Add one or more instructions describing the work to be done.
5. Save. The job opens on its detail page.

Assign a technician

1. Open the job card.
2. In the job details, set “Assigned to” to the technician who will do the work.
3. Select Save.

TipOnly people who are allowed to be assigned appear in the list.

Add parts and labour

1. Open the job and go to the Parts tab. Select “Add part”, search the catalogue, set the quantity, cost and sale price, then add it.
2. To change a part later, use the Edit (pencil) button on its row to adjust quantity, cost, sale price or invoice number.
3. Go to the Labour tab to record hours worked against the job.

Status changes and sign-off

When you move a job to Pending or Closed, the app asks for a sign-off.

1. Change the job Status (for example, from Open to Closed) and Save.
2. A sign-off box appears — enter the technician’s name (required) and a supervisor’s name (optional).
3. Confirm. The sign-off is stored on the job and shown as a badge.

Print, invoice, files and delete

1. Use “Print” in the job header to open a printable job card.
2. Use “Invoice” to open the invoice view for the job.
3. On the Files tab you can upload attachments and download them again later.
4. Use “Delete” in the job header to remove a job card (this cannot be undone).