Workshop
Turn bookings into scheduled job cards
Create internal and public workshop bookings with customers, vehicles, job types, staff, locations and opening-hour-aware scheduling.
Bookings organise future workshop demand using the same customer, vehicle, job type, staff and location records that later appear on the job card. In the current product, creating a booking creates scheduled job work rather than a disconnected diary entry.
The internal booking page supports the office workflow. A separate public journey uses the garage's booking slug and availability rules so a customer can request an appropriate slot without entering the authenticated application.
Prepare booking data
- Complete garage opening hours for every day that should accept work.
- Create consistent job types with default price and VAT treatment where used.
- Create work locations or bays used by the workshop schedule.
- Add staff records before assigning people to planned work.
- Set and verify the public garage slug before sharing a booking URL.
Create an internal booking
- Find the customer and vehicle or create the missing core record.
- Choose the job type that best represents the planned work.
- Select the date, start time, work location and staff context available in the form.
- Add useful workshop notes without storing unnecessary sensitive information.
- Save and confirm the work appears in Jobs and the relevant workshop schedule view.
Public booking behavior
The public booking page is scoped to a garage slug and uses the configured workshop information. Availability excludes work that should still occupy capacity and treats collected, invoiced, closed and cancelled jobs as free for the public booking calculation.
A public booking request should still be reviewed by the office before the vehicle arrives. Confirm customer details, requested work, vehicle identity, duration and any special requirements rather than treating web input as a completed diagnosis.
Reschedule and assign
Owners and managers can move scheduled work and assign a mechanic. The selected start must be valid for the configured opening day. Reassignment is blocked while active work is being timed, because changing the responsible mechanic mid-session would make the labour record unclear.
For relevant high-voltage work, assignment and live-work states can also depend on the enabled EV module and the selected mechanic's readiness. Resolve that requirement before moving the job into active work.
Booking assistant
Where enabled, booking recommendations can highlight follow-up opportunities. An owner or manager reviews a recommendation and either sends or dismisses it. The recommendation supports a decision; it does not create an appointment without the action represented in the workflow.
Mobile and desk use
Advisors can use the booking view on smaller screens for common selection and confirmation tasks, while dense schedule comparison is clearer on desktop. The public form must remain usable on a phone, with full-width controls and no reliance on hover.