What to tailor
Vehicle and service catalogues, labour and parts prices, inspection sign-off, additional-work approval, scheduling and workshop integrations.
Vehicle Intake & Workshop Orders
Connect a vehicle and its reported symptoms with service discussions, appointment details and a workshop order timeline.
Who it is for
Automotive workshops coordinating customers and service staff
Turn the customer’s concern into a workshop brief
A reported noise or braking concern needs to be connected with the vehicle, mileage and inspection findings. One service record can carry that context from booking to handover.
Solution design
Keep the vehicle and order timeline together
The proposed system connects vehicle intake, work authorisation, progress and delivery. Link mileage, reported symptoms and inspection records to the vehicle so technicians retain the intake context.
- 01
Vehicle details
- 02
Intake guidance
- 03
Workshop orders
Business rules
Connect intake, authorisation and delivery through the job card.
- Vehicle intake
- Link mileage, reported symptoms and inspection records to the vehicle so technicians retain the intake context.
- Work authorisation
- Record labour, parts and estimates. Require customer approval for added work with its reason and price.
- Progress and delivery
- Track intake, work in progress and handover. Reconcile completed jobs and charges, with follow-up for outstanding work.
Implementation scope
Build around the rules your team uses.
Production requirements
Technicians confirm inspection findings, and customers authorise additional work. Connect parts inventory, payments and notifications to the workshop’s existing systems.
Define acceptance early
Start with one representative workflow.
Use an order with additional work to verify customer approval, price changes, workshop notes and the final handover record.
- Review an anonymised example and existing tools
- Agree the first release and acceptance scenarios
- Develop, integrate and rehearse before launch
What needs to be agreed before launch?
Technicians confirm inspection findings, and customers authorise additional work. Connect parts inventory, payments and notifications to the workshop’s existing systems.
What would be tailored to our operation?
Vehicle and service catalogues, labour and parts prices, inspection sign-off, additional-work approval, scheduling and workshop integrations. We assess what existing tools can retain before defining the first release.
What should we bring to a scoping discussion?
Bring an anonymised example, your operating rules and a list of existing systems. Use an order with additional work to verify customer approval, price changes, workshop notes and the final handover record.
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