Appointment details

Review and update a job

1. Open an appointment from Workshop, a customer history, or another appointment link.
2. Confirm the customer, vehicle, appointment status, and requested services.
3. Review the checklist shown for the job and record each applicable item as the work progresses.
4. Use each service’s controls to update its status; follow the shop’s approval process when a decision is needed.
5. If additional work is agreed, choose the add-service action, select the requested service, complete its details, and save it to the appointment.

Contact the customer or close the job

1. Choose an available in-app chat, SMS, phone, or AI-call action from the appointment.
2. Review the communication timeline for earlier messages and call outcomes before contacting the customer again.
3. When the vehicle is picked up, choose Picked Up / Close and review the confirmation, including any open-service count.
4. The confirmation states that any open services will be completed during close-out. Review the warning and confirm only when the job should be closed.
5. For a closed job, review its communication timeline or open the follow-up pipeline when the page offers that action.