Running a job through the workshop

Workshop tracks live jobs against a bay and a mechanic. A job can be set to require a health check before it can be finished.

3 min readUpdated

Go to Workshop, then Jobs, then Job Board. It shows the jobs in progress, which bay each is in and which mechanic is on it.

Workshop, then Job Board. Jobs move across Waiting, Booked, Checked in, In progress and Quality check. Check in assigns a mechanic and a bay.
Workshop, then Job Board. Jobs move across Waiting, Booked, Checked in, In progress and Quality check. Check in assigns a mechanic and a bay.

Why a workshop view rather than a diary

A booking says a car is coming at nine. A job says where the car is now, who is working on it and whether it is waiting for a part. Those are different questions and the workshop answers the second.

A job, opened. The work, who it is with and the bay.
A job, opened. The work, who it is with and the bay.

Assigning bays and mechanics

A job can be assigned to a bay and a mechanic and both can be changed as the day moves. That is what makes the board worth looking at when somebody asks whether the car will be ready.

The job board by bay. Which ramp is free and which job is on it.
The job board by bay. Which ramp is free and which job is on it.

Health checks can be required

A job can be set to need its vehicle health check completed before it can be finished. Try to close one without it and you are sent to the health check to complete it first. That is deliberate, because a check nobody did is worse than no check at all.

Workshop, then Health Checks. Templates a technician fills in, such as a service inspection or an MOT pre-check.
Workshop, then Health Checks. Templates a technician fills in, such as a service inspection or an MOT pre-check.

Parts mid-job

A mechanic who needs a part raises a part request from the job rather than walking to the office. It goes for approval and the job records that it is waiting.

Workshop, then Jobs, then Part Requests, where a request moves through pending, approved and on order.
Workshop, then Jobs, then Part Requests, where a request moves through pending, approved and on order.

Common questions

Why can I not mark a job complete?

The job requires a vehicle health check and it has not been completed. You are taken to the check so you can finish it.

Is the workshop the same as the calendar?

No. The calendar is what is booked in. The workshop is what is happening right now.

Diary, then Calendar, in week view. Day, 3-Day, Week and Month sit at the top right.
Diary, then Calendar, in week view. Day, 3-Day, Week and Month sit at the top right.

Can a mechanic see only their own jobs?

Yes. My Workshop is the mechanic view, showing the work assigned to them.

My Workshop. The jobs assigned to you and whether you are clocked on.
My Workshop. The jobs assigned to you and whether you are clocked on.

Topics

WorkshopJobsGarage pro

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