Jobcard-to-Completion Workflow
Jobcard-to-Completion Workflow
Creation Date: Oct 24, 2025
Created By: Aidan Quin
1. Open an Existing Jobcard
2. Click on Create Followed by Quote
3. Click on Create new customer
For new customers, capture the details here, for existing ones, the customer will auto-select.
4. Click on Save
The customer details will auto-populate from the job card.
5. Click on Add vehicle
For new vehicles, click Add Vehicle; if it’s existing, simply select it.
6. Select the Vehicle
It will auto-populate the details from the vehicle on the job card.
7. Click on Submit
As you can see, the VIN and engine number have pulled through from the job card.
8. Sekect the Vehicle
9. Select the Service Date
10. Click on Add Item
11. Populate the description
12. Populate the cost price
13. Click on Add %
You can add a markup percentage using this tool, or enter the selling price manually.
14. Select a percentage followed by Apply
15. Search your inventory for existing stock
16. Search and Add the Item
17. Populate the Quantitys
Populate the quantities for parts and labour; the line items appear automatically — just fill in the Hrs field.
ℹ️ Adding additional Service Categorys
18. Click on Add new service category
19. Click on Add
20. Click on Add to quote
21. Click on dropdown trigger
22. Click on Add from template
The templates are configured under the Admin tab , "Categories and Templates"
23. Click on Clutch kit
24. View the Items
25. Populate and messages to the Customer
26. Populate the Consumables and Discount fields
27. Click on Generate Quote
# When viewing the quote, it will appear under the Quotes tab as Pending Approval until accepted. Draft quotes are incomplete.
28. Select the Quote
29. Scroll to the bottom and Click on "Convert To"
30. Click on In Progress
31. Accept or decline the categories, then click Submit.
# When viewing the In Progress Job, it will appear under the Jobs tab .
32. Click on the Job
33. Scroll to the bottom and click "Create Draft Invoice"
34. Populate Product codes or select "Ignore produt codes"
35. Scroll to the bottom and click "Create Draft Invoice"
36. Click on Proceed
# When viewing the Invoice, it will appear under the Invoices tab .
37. View the Invoices
38. Click on the Invoice
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