The Workshop Overview page provides a centralized view of all workshop tasks, including work orders, inspections, repair cards, invoices, and task statuses. Easily access task details by selecting a record from the list.
View Task Details
- From the left navigation menu, go to Workshop → Overview.
- Locate the required task in the Overview list.
- Click anywhere on the task row or click the View (Eye) icon in the Actions column.
- The Task Details page will open, displaying the complete information and current progress of the selected task.
Manage Workshop Task Details
The Workshop Task Details page provides a complete workflow for managing a repair task, from vehicle check-in to customer delivery. Follow the steps below to process the task efficiently.
1. Review Task Details
View the customer, vehicle, warehouse, mileage, and task information. Click Edit Details to update the task information, if required.
2. Add Customer Notes
Click New Customer Note to record customer requests, special instructions, or additional comments related to the repair.
3. Create a Diagnostic
Select New Diagnostic to add the inspection results. The diagnostic will be automatically linked to the current task.
4. Create a Quotation
Click New Quotation to prepare and link a quotation for the required repairs, parts, and services.
5. Create a Work Order
Select New Work Order to assign repair work and technicians. The work order will be associated with the selected task.
6. Create an Order
Click New Order to add the approved parts and services required to complete the repair.
7. Generate an Invoice
Select New Invoice to create the final customer invoice with the completed services and charges.
8. Review the Timeline
The Timeline section displays the complete history of workshop activities, including vehicle entry, assigned employees, and task progress.
9. Send the Task to the Customer
After completing all required steps, click Send to Customer to share the completed task details with the customer.