Workflow Management

Streamline Your Repair Process

From check-in to check-out, our workflow management system helps you deliver exceptional service while maximizing efficiency. Track every vehicle, every job, every step.

Workflow Management Dashboard

Why It Matters

Run a More Efficient Shop

A well-organized workflow means faster service, happier customers, and a more profitable business.

Faster Turnaround
Move vehicles through your shop efficiently with clear status tracking and task management.
Better Communication
Keep technicians, service writers, and customers aligned with real-time updates.
Fewer Errors
Digital checklists and approval workflows reduce mistakes and missed steps.
Increased Revenue
Streamlined processes mean more vehicles serviced and higher customer satisfaction.

Features

Complete Workflow Control

Everything you need to manage your shop floor effectively.

Digital Check-In

Capture vehicle information, customer concerns, and photos at intake. VIN decoding automatically populates vehicle details.

Job Status Tracking

See every job's status at a glance. Move vehicles through customizable workflow stages with drag-and-drop simplicity.

Technician Assignment

Assign jobs to technicians, track workload distribution, and monitor who's working on what in real-time.

Bay Management

Track which vehicles are in which bays. Optimize shop floor utilization and reduce bottlenecks.

Customer Approvals

Send digital estimates for customer approval. Get signatures and authorization before starting work.

Quality Inspections

Use digital inspection forms and checklists to ensure quality standards are met before vehicle delivery.

How It Works

Simple, Visual Workflow

Track every job through your shop's repair process.

1

Vehicle Check-In

Customer arrives, service writer captures vehicle info, customer concerns, and takes intake photos.

2

Inspection & Estimate

Technician inspects the vehicle, identifies needed work, and an estimate is created for approval.

3

Work in Progress

Approved work is assigned to technicians. Job status updates automatically as work progresses.

4

QC & Delivery

Completed work is inspected, invoice is finalized, and vehicle is delivered to the customer.

Frequently Asked Questions

Can I customize the workflow stages?

Yes, you can create custom workflow stages that match your shop's process. Common stages include Check-In, Waiting for Parts, In Progress, Quality Check, and Ready for Pickup, but you can add or modify stages as needed.

How do technicians update job status?

Technicians can update job status from any device - computer, tablet, or phone. They simply move jobs between stages or update status with a few taps. Time is automatically tracked for each stage.

Can customers see their vehicle's status?

Yes, you can send customers a link to track their vehicle's repair status in real-time. They'll see which stage their vehicle is in without needing to call for updates.

How does the approval workflow work?

When an estimate is ready, you can send it to the customer via email or SMS. They can review the work, ask questions, and approve with a digital signature. You're notified immediately when approved.

Can I track time spent on each job?

Yes, the system automatically tracks how long each job spends in each workflow stage. You can also have technicians clock in/out of specific jobs for detailed labor tracking.

Ready to streamline your workflow?

Start managing your shop more efficiently today.