Workshop
Job sheets, planning sheets, calendar, and tasks.
7 articles
The Workshop area
A tour of the Workshop week calendar, vehicle list, summary cards, and how the two views fit together.
Adding, editing, and completing tasks
Create a task against a vehicle, edit it, mark it done with notes, parts, time taken, and photos, or delete it.
General tasks and repeats
Add workshop tasks that are not tied to a vehicle, schedule them for a day, and set them to repeat.
The workshop vehicle detail page
The workshop-focused view of a vehicle with its tasks, recent planning and job sheets, and quick actions.
Planning sheets
Download a blank planning sheet, capture tasks on paper, then upload to create workshop tasks.
Job sheets
Download a job sheet pre-filled with open tasks, tick them off on paper, then upload to mark them done.
Workshop and calendar settings
Configure task templates, default labour rate, working weekdays, assignee labels, default landing view, the assign rail, and the PDF paper size used for workshop sheets.