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.
The Workshop settings page controls how the calendar looks, what labels assignees show with, which view opens by default, and how printed sheets are sized. Changes here apply to everyone in your organisation.
Before you start
- You need Workshop settings permission (or admin role).
- Open Settings → Workshop.
Task templates
A template is a pre-written task you can reuse on any vehicle. Useful when the same prep steps come up again and again (pre-delivery inspection, first service, detailing, and so on).
New organisations land with a curated starter set of common templates already in the list, including Full Service, 100 Point Check, and MOT. Edit, remove, or add to suit how your workshop operates.
- Add a template by typing a title and any default description or due-days value.
- Remove a template when it's no longer used.
When creating a task, your team can apply a template to fill the fields in one click, then adjust per vehicle.
Sale checklist
Above the templates list is a Sale checklist toggle. When it's on, allocating a customer to a vehicle prompts staff to apply the standard prep tasks for that vehicle, and a status panel appears on the Customer Sale tab so you can see at a glance whether prep is complete before handover.
Tick Include in sale checklist on each template that's part of the standard set (typically things like full service, 100 point check, MOT, undersealing). The flagged templates make up the checklist; tasks already on a vehicle that match are recognised and not duplicated.
The per-template flags are editable whether or not the master toggle is on, so admins can configure the checklist ahead of switching the feature on. For the full walkthrough of how the checklist works in practice, see The sale checklist.
Default labour rate
The hourly rate your workshop charges. When set, it pre-fills the unit price on the labour line of the cost dialog whenever a task with a time-taken value is being costed.
- Enter the rate in your accounting currency (per hour).
- Leave blank if you'd rather enter the rate per cost line.
- The rate on each cost row stays editable, so a one-off premium job or junior tech rate can be adjusted without changing this setting.
Worked weekdays
The days your workshop operates. The week calendar hides non-worked days so your columns are focused.
- Tick each weekday the workshop operates (Monday to Sunday).
- The default is Monday to Friday.
Tasks due on hidden days still exist; they won't appear on the calendar until you extend the worked weekdays to include them.
Assignee display
How team members are labelled on the calendar and on task rows:
- First name (default): short and scannable.
- Full name: formal.
- Initial: compact, good for dense calendars.
Pick the one that fits how big your team is and how much room the calendar has.
Default landing view
Which page opens when someone clicks Workshop in the sidebar:
- Calendar: the week calendar view.
- Vehicle list: the vehicle-first list with summary cards.
Individual team members can always switch views from the buttons at the top of each page.
Assign rail roles
The Assign rail on the week calendar lets managers drag tasks between assignees. You decide which roles appear on the rail.
- Tick each role whose members should show on the rail.
- Typically these are workshop team roles, not office roles.
Roles not on the rail can still be assigned tasks; they don't show as drop targets on the calendar.
PDF paper size
The paper size for downloadable workshop sheets (planning and job). Options are A4 (default) and Letter. Pick whichever your printer uses.
Saving changes
Each panel saves independently. Changes take effect for everyone the next time they open Workshop.