Add a job

A job is a vehicle booked in for work. It ties together the vehicle, the customer, the services, the time, the bay and the person doing it.

Steps

1. Open Jobs and choose Add job.
2. Type the number plate into Vehicle reg. The vehicle's make, model and MOT details appear underneath. If they don't, choose the magnifying glass.
3. Choose the Date and Time.
4. Choose the Customer. If they're new, add them from the same box and they're selected for you.
5. Choose a Team member, or leave it as Unassigned.
6. Choose the Services. The list closes after each one, so open it again to add another. When it closes, Est. duration (min) and Est. price (£) fill in from the services you picked.
7. Change the estimated duration or price if you need to.
8. Check the Status, which starts as Booked in. If your garage has bays, choose a Bay, or No bay.
9. Choose Save job.

Good to know

• A new job can't be booked on a date that has already passed.
• Opening the services list again puts the estimated duration and price back to the services' totals, so change them last.
• If no vehicle is found for the plate, you can still save the job.
• If the team member already has a job at that time, a warning appears under their name. You can still save.
• A bay can hold up to three jobs at once. A fourth is refused.
• The vehicle is added to your Vehicles list the first time you book a job for it.
• If booking confirmations are switched on, the customer is emailed when you save.
• You can also add a job from the schedule, from a customer's page and from a vehicle's page.

Related

• Look up a vehicle by its reg
• Add a job from the schedule
• Booking confirmation emails
• Edit a job