A day at reception

The reception dashboard shows today's drop-offs, unpaid bookings from the last few days and tomorrow's bookings the customer hasn't confirmed yet.

From booking to handover

1. Booking: in the Calendar click New booking, choose the customer, the car by number plate, the service and the drop-off time.
2. Receiving the car: open the booking and click Open the booking's job (without a booking: Jobs, New job). Click Receive the car, enter the mileage, fuel level, things left in the car and damage, add photos, and the customer signs on the screen. Print the acceptance protocol or email it.
3. Estimate: when the mechanic finds extra work, click Send estimate. The customer gets a link by SMS and approves or declines the lines. An answer given by phone goes in with Record answer.
4. Board: drag the job from Not planned onto a bay and time.
5. Handover: when the job is Ready, the customer gets an SMS. At collection click Take payment, issue an invoice if needed and change the state to Collected.

End of the day

Open the Cash report, compare the totals with the till and click Close the day.

Tip On a shared computer use Lock screen in the account menu instead of logging out.