Jobcard (Only) - Digital Workflow
Complete Jobcard in Evolv WMS - Digital
1. Click on Dashboard
2. Click on Open new Jobcard
3. Click on Scan License Disc
This option allows you to scan a vehicle’s license disc, automatically retrieving details such as the VIN, engine number, license plate, and colour. This feature helps ensure accuracy by reducing the likelihood of manual entry errors.
4. View the vehicle details
5. Click on add Customer
6. Click on Manual Capture
You will then see two options: Search Customer and Manual Capture. Since we’re creating a job card for a new customer, select Manual Capture. For existing customer use Search Customer
7. Populate the customer details followed by clicking Submit
8. Select "Add Vehicle"
9. Populate the details
Select the vehicle by choosing its brand, year, range, and model. The Manual Capture option is available for vehicles that aren’t listed in the selection database.
10. View the Vehicle details and Submit
After selecting your vehicle, fill in the vehicle details, VIN, Engine number, License Plate and Colour. Please note that if you used the "Scan License Disc" then these details would be filled in by the system when you get to this page.
Once done, click on Submit
11. Click on add Mechanic
You will then see a list of your saved mechanics to choose from. You will need to have your mechanics saved in the mechanics tab first.
12. Select the Mechanic followed by submit
13. Add any Notes
The note section is where you can record the customer complaints, essentially the issues the customer wants to be attended on the vehicle.
14. Click on "Add Service Categorys"
The "Add Service Categories" option is meant to be used when there is a known repair to be performed on the car, for example, if the vehicle needs a minor service.
15. Add your service categorys
16. Select Add to job card
17. Click on Save
18. Click on Add checklist
19. Select the Checklists needed
20. Click on Save
21. Click on Print
22. Select the desired pages followed by "Print"
23. View the Documents printed
24. Click on Sign
25. Populate the Check in sheet
26. Click on image
27. Mark the dents and scratches
28. Select Photos and upload any photos
29. Click on Submit
30. Click on Customer Signature
31. Agree to the terms and conditions
32. Sign and Submit
33. Click on Submit
34. Click on Open new Jobcard
When creating a Jobcard for an existing customer, the process may differ slightly, as the customer — and likely their vehicle details — are already stored in the system.
35. Click on Add Customer
36. Click on Search customer
37. Search and select a customer
You can search by First name, Last name, Phone number or Email address.
38. Click on Select Vehicle
39. Select a vehicle
You can choose from the list of vehicles already saved or you could add a new vehicle using the green "Add Vehicle" button.
40. Click on Submit
41. The steps from this point, are exactly the same as when you are creating a Jobcard from a new customer.
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