Before you start
This workflow follows a single job from start to finish: booking it in, doing the work, invoicing the customer and closing it off. Each step links to a more detailed guide if you want to know more.
Book the job in
Start on the planner and click Add New Job. Give the job a title and description, then work through the steps.
Add the tasks
Break the job down into tasks, one for each piece of work, with an estimated time for each. The estimates add up to the job's estimated time, which the planner and reports use.
Do the work in TechView
Technicians open the job in TechView on the workshop tablet or their phone. From there they:
Create the invoice
Back in the office, open the job and go to the Quote / Invoice tab.
Send the invoice
Once the invoice is saved, click View / export PDF on the job's Quote / Invoice tab.
Close the job
The final step is closing the job off so your planner and reports stay accurate.
Congratulations!
You've taken a job all the way through workauto: booked in, worked on, invoiced and closed.