Add a rule
In the web panel, open Work rules and add a rule. Its name becomes a tab on your team’s phones, such as “Missing photos”.
Choose what starts the work
A label on the repair order, a car missing its check-in details or photos, a repair order or job assigned to someone, an appointment type, or a loaner that needs a wash.
Choose who sees it
Send the work to people, a team or everyone in a role. You can also let each person see only their own.
Choose when it is done
For example when the label comes off, the job is marked complete, the photos are in or everything is filled in. Optionally set a new label on the repair order when it is done.
Keep the team moving
Turn on a notification for new work and another when the job’s parts arrive, and let people claim work so everyone can see who has it.
Put the tabs in order
Move rules up or down to set the order of the tabs, and switch a rule off when you no longer need it.
- Work rulesYour standards get followed without you asking.
- My WorkYour techs know what’s next without asking.
- Check-inEvery car checked in the same way, whoever is at the door.
- Checking in a carPhotos, VIN and mileage at the car, checked against your shop management system, before the keys go on the board.
- Handing out a loaner and taking it backSee which loaners are ready, send one out with photos and a signature, and check it back in when it returns.