Workshop

Find a job

1. Open Workshop. The board starts on Ongoing appointments.
2. Choose Upcoming or Completed to change the status view.
3. Use the summary cards to show appointments Ready for pickup or Unassigned.
4. Search by customer, contact, vehicle, appointment, status, service, or team member; choose a suggested result or submit the search.
5. Review the appointment card and open it to work with the job on Appointment details.

Create or invite

1. Choose Add Appointment to open the appointment form and follow its prompts to record a new visit.
2. Use the shop invite QR card when you need to show the shop’s customer-linking invitation.
3. Review the consent-request panel for outgoing customer requests; refresh it to check for recent changes.

The board displays assignment information and provides an Unassigned view. Open the job to continue its workflow.