Job Cards

The workshop's job card and the ladder it climbs: received, estimated, approved, in progress, ready, delivered. Each rung asks for exactly what that step needs - an estimate wants a figure, an approval wants who said yes and how, a delivery wants the odometer out. A lube bay that bills at the counter leaves this off.

Switch: Settings > Projects > Job Cards (vehicle service). Permission: Create & Edit Job Cards.

Where it appears

Vehicle service shell: Job Cards group (On the Floor, Ready, Delivered, All), New Job Card in Quick Actions, the Technicians report. POS page for other trades: Projects > Job Cards.

The ladder

flowchart TD
    N[New Job Card
vehicle · odometer in · complaint · fuel · promised time
re-work of an earlier card?] --> R[Received]
    R -->|amount| E[Estimated]
    E -->|who said yes · channel| A[Approved]
    A -->|technician| P[In progress
alignment readings if tyre shop]
    P --> Y[Ready · WhatsApp customer]
    Y -->|odometer out · bill| D[Delivered]
    D --> C[Closed]
    D -.->|updates| V[(Vehicle: last service · next due)]
    D --> L[(Service history entry)]

A card moves one rung at a time; delivery is the rung that also writes the vehicle's service memory.

Screens

New Job Card - only what the counter writes at the gate: reading, complaint, fuel level, promised time. The estimate comes later, once someone has looked at it. A card can be marked as re-work of an earlier card on the same vehicle.
Boards - On the Floor (received to in progress), Ready, Delivered, and All with a date filter as the intake register.
Job card detail - the card, its rung, the actions for the next rung, parts and labour so far, readings, and the link to the card it redoes.
Bill - the final invoice carries the vehicle and odometer; warranty jobs are flagged rather than discounted.

Setting it up

flowchart LR
    A[Settings > Project
Job Cards on] --> B[Add your service types]
    B --> C[Raise the first card at the gate
odometer · complaint · promised time]
    C --> D[Estimate · get approval · assign a technician]
    D --> E[Ready · deliver with the odometer out]
    E --> F[Boards fill up as work flows through]

Switch it on, put the master behind it in place, then do the first one — in that order, or the first one will not have anything to pick.

Reports

Technicians (jobs and value per technician), Job Cards > All as the intake register, Service Vouchers.

Switching off with cards still on the floor warns at save.