The sale checklist

The sale checklist makes sure the standard prep tasks (full service, 100 point check, MOT, undersealing, whatever your workshop runs as standard) exist on every vehicle going to a customer. It's an opt-in feature configured at the organisation level, and it surfaces in three places: a prompt when you allocate a customer, a status panel on the Customer Sale tab, and a colour-coded Reserved badge in vehicle lists.

Before you start

• You need a settings admin to turn it on under Settings → Workshop.
• You need at least one task template marked as "Include in sale checklist". Templates are set up on the same page.

Turning it on

1. Open Settings → Workshop.
2. Flip the Sale checklist toggle on.
3. In the Task templates list, tick Include in sale checklist on each template that should be part of the standard set (for example: Full Service, 100 Point Check, MOT). Save.

New organisations start with three templates already flagged for the sale checklist (Full Service, 100 Point Check, and MOT), so the feature does the right thing the moment the master toggle is on. You can re-flag any of them on the same page.

The toggle and the per-template flags are independent: you can set up the templates first and switch the feature on later, or vice versa.

Applying the checklist to a vehicle

The prompt fires the moment a customer is allocated.

1. On the vehicle, click Allocate customer and save the customer details as normal.
2. The Sale checklist dialog opens, listing every flagged template with its current state on this vehicle.
3. Items that don't have a matching task yet are ticked as Will create. Items that already exist on the vehicle show as Done or Not completed.
4. Untick any item that doesn't apply to this particular car (for example, a wholesale trade-out doesn't need the same prep). Unticked items are recorded as Excluded for this vehicle.
5. Click Apply to create the ticked items as workshop tasks, or Skip to dismiss.

If you skip the prompt and want to revisit later, click Apply sale checklist on the Customer Sale tab. The dialog is the same and can be reopened any time.

The Customer Sale tab panel

Once you've applied the checklist, the Customer Sale tab shows a Sale checklist panel listing each item with its current status:

• Done — the task is complete on this vehicle.
• Not completed — the task exists but hasn't been finished.
• Excluded — you've marked this item as not applicable to this vehicle.

Clicking a row jumps to the workshop tab for that vehicle, where you can complete or edit the underlying task.

Before the checklist has been applied at all, the panel shows a short note and just the Apply sale checklist button.

The Reserved badge colour

Wherever a vehicle shows as Reserved in lists (the vehicles list, the customer page, vehicle cards), the Reserved badge takes its colour from the checklist state:

• Grey — the feature is off, or no templates are flagged for the checklist, or no opinion is available.
• Amber — at least one checklist item is still outstanding on this vehicle.
• Green — every applicable checklist item is complete (or marked excluded).

The badge is a quick at-a-glance signal that a reserved vehicle is, or isn't, ready to go to the customer.

Excluding items per vehicle

Some vehicles legitimately don't need every standard task. If a customer is taking a car as a trade-out, or buying it for parts, you can mark specific items as not applicable so they don't keep the badge amber forever.

1. Open the dialog from Apply sale checklist on the Customer Sale tab.
2. Untick any item that doesn't apply.
3. Click Apply.

Those items now show as Excluded in the panel and stop counting toward the indicator. If you change your mind, reopen the dialog and tick the item again — it will be created as a normal task.

Turning the feature off

Switch the Sale checklist toggle off in Settings → Workshop. Every surface vanishes immediately: the prompt stops firing, the Customer Sale tab panel and button disappear, and the Reserved badge goes back to grey. Existing workshop tasks that were created from the checklist stay on their vehicles and remain editable as normal tasks. Per-vehicle exclusions also stay in place. Turning the toggle back on later picks up exactly where it left off.

Good practice

• Keep the template list short. Three to six items that genuinely apply to every sale work better than a long list everyone has to untick.
• Use clear template titles. "Full Service" and "100 Point Check" scan faster than "Service Job" or "Inspection".
• Use Exclude rather than Skip when an item truly doesn't apply, so the indicator can go green.
• Sale checklist tasks are normal workshop tasks once created — assign them, set due dates, attach photos, mark them done from the workshop area as usual.