Your workshop, at a glance
Today
Keep an eye on the work ahead and what needs your attention.
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Workload
Where every job is
Needs you today
On the schedule
Next in the workshop
Nothing booked yet.
Every job
No jobs match that.
Fitting calendar
No fittings booked yet.
Clients
Matched on phone number, so repeat customers group togetherNo clients yet.
Completed work by month
Value of jobs marked done; not a record of payments receivedNothing completed yet — this fills as jobs are marked done.
How the job values sit
Enquiries
Everything that came in, newest firstNo enquiries yet.
Customer photos due for deletion
Photos exist to price the job. Once it is done, they go.Nothing is over the photo retention period. Nothing to do.
Whole job records due for deletion
The record a warranty claim rests on. Deleting it is final.No job records are old enough to delete.
Held back for you to look at
Booked, the day has passed, never marked done or declinedThese are not deleted by any sweep. Mark them done or declined on the Jobs tab and they will settle normally.